Welcome to The Benefits Trust Zoomcast!

Join Our Interactive Zoomcast Series!

Zoomcast Series

“It’s not about being the smartest person in the room. It’s about being in a room where everybody is getting smarter”

 

We created our Zoomcast series to bring together experts and fellow advisors to have beneficial and engaging discussions about our industry. Sessions will be comprised of laser-focused topics and guest speakers. The format will be 20 minutes of expert presentation followed by 30 minutes or so of lively discussion. We will feature a wide range of business topics that will advance your benefits practice.

Join us and check back for new Zoomcast series events which will be added in the future!

Zoomcast Guidelines

To ensure a lively discussion, we have a few guidelines that we’re like to adhere to:

  • Only the first 100 registrants will get a spot for each Zoomcast.

  • Please have your camera on and be ready to interact with others.

  • Be prepared to engage in conversation. We want our Zoomcast series to be productive, insightful, and conversational, so please be ready to talk, ask questions, and converse.

Current Zoomcast Topics


Knowing Your Corporate Client in 2023 Zoomcast Series (CE Eligible)

Presented by: The Benefits Trust

There are 449,770 businesses in Ontario. 97.9% have fewer than 100 employees. That’s 440,306 businesses that need our help with benefits purchasing decisions. Each of them, however, have different needs.

Our experience shows that there are three distinct groups of businesses with under 100 employees. We describe them as “you to a few”, “a few to bunch”, and “a bunch to a lot”, based on the number of people they employ, each with their own distinct challenges and requirements. We have also identified very distinct needs for companies in the building, trades, and construction industry that have been chronically under-served by benefits providers.

Building on the success and feedback from our Fall 2022 Zoomcast series, we are including new case studies in each Zoomcast and will be allocating more time for open dialogue. We learn from everyone.

We kick off this series with a Zoomcast to help advisors build their employee benefits practice.

1. Building Your Employee Benefits Practice in 2023 (1.0 CE Credit)

Date: Wednesday, January 18th, 2023

Time: 10:00 am-11:00 am

Building your benefits practice is not what it once was, or is it? The old and proven ways of doing things are becoming more challenging as prospects accept and enjoy the new normal of virtual work and communications.

Join this Zoomcast to learn more about:

  • Why creating a sales plan and setting sales goals is imperative for success
  • What are you going to say to get their attention?
  • Where to start (what’s your value proposition)
  • Working the system (what’s your system?)

This Zoomcast with be presented by The Benefits Trust, Canada’s largest independent third-party administrator.

2. You to a Few: Profitable Clients with 1 to 5 Employees (1.0 CE Credit)

Dates: Tuesday, January 24th, 2023 and Tuesday, February 7th, 2023

Time: 10:00 am-11:00 am

Many of these businesses have five or fewer employees and are extraordinarily profitable. Businesses of this size face unique challenges that advisors must be aware of.

During this Zoomcast, we will discuss the following about clients with five or fewer employees:

  • Client needs analysis
  • Understanding the risks and how to manage them
  • Reporting and accounting considerations
  • Taxation considerations
  • Case studies
  • Q & A

This Zoomcast with be presented by The Benefits Trust, Canada’s largest independent third-party administrator.

3. A Few to a Bunch: Profitable Clients with 5 to 20 Employees (1.0 CE Credit)

Dates: Thursday, January 26th, 2023 and Thursday, February 9th, 2023

Time: 10:00 am-11:00 am

When small businesses grow to between 5 to 20 employees, new challenges and complexities emerge. This typically includes a new layer of management and more evolved compensation plans.

During this Zoomcast, we will discuss the following about clients with 5 to 20 employees:

  • Client needs analysis
  • Understanding the risks and how to manage them
  • Reporting and accounting considerations
  • Taxation considerations
  • Case studies
  • Q & A

This Zoomcast with be presented by The Benefits Trust, Canada’s largest independent third-party administrator.

4. A Bunch to A Lot: Profitable Clients with 20 to 100 Employees (1.0 CE Credit)

Dates: Tuesday, January 31st, 2023 and Tuesday, February 28th, 2023

Time: 10:00 am-11:00 am

Canadian Businesses with 21 to 100 employees have more moving parts, more stakeholders, larger expenses, new management layers, and more pressing recruitment, retention, and reporting needs.

During this Zoomcast, we will discuss the following about clients with 20 to 100 employees:

  • Client needs analysis
  • Understanding the risks and how to manage them
  • Reporting and accounting considerations
  • Taxation considerations
  • Case studies
  • Q & A

This Zoomcast with be presented by The Benefits Trust, Canada’s largest independent third-party administrator.

5. Knowing Your Corporate Client in the Building, Trades, and Construction Industry Zoomcast Series (1.0 CE Credit)

Dates: Thursday, February 2nd, 2023 and Thursday March 2nd, 2023

Time: 10:00 am-11:00 am

There are over 10,000 profitable companies involved in this industry in Ontario alone, with 25,000 current job openings that are expected to grow to 50,000 by 2027. This is one of the fastest growing profitable industries in Ontario and has been chronically underserved by traditional benefits providers.

Companies in the building, trades, and construction industry are critical to Ontario’s residents and economy. They share a pressing and immediate need to attract new employees to the industry and to retain the experienced employees they have.

During this Zoomcast, we will discuss the following about clients in the Building, Trades, and Construction Industry:

  • Client needs analysis
  • Understanding the risks and how to manage them
  • Reporting and accounting considerations
  • Taxation considerations
  • Q & A

This Zoomcast with be presented by The Benefits Trust, Canada’s largest independent third-party administrator.

Previous Zoomcast Topics


Introducing The Builders Benefits Plan

Speaker: Robert J. Crowder, CLU, GBA, President of The Benefits Trust

Canadian Businesses in the building industry are struggling to find and retain employees in today’s market. They also struggle to source adequate and cost-effective benefits for themselves and their employees – benefits that can help attract, retain, and protect their employees.

We have a solution. The Builders Benefits Plan, designed and administered by The Benefits Trust, is a unique plan for the building industry. It starts at only $0.20 per hour per employee!

Best of all, Advisors have found it extremely easy to explain to business owners and to sell – usually with only one call or visit!

Join us to see how easy this plan is to explain and sell.

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During this Zoomcast, we will discuss:

-The philosophy and details behind the plan
-When and where to use/offer the plan
-How to get to “yes” with one short visit or call
-Common advisor questions about the plan
-Q & A

Selling Employee Benefits in 2022

Speaker: Robert J. Crowder, CLU, GBA, President of The Benefits Trust

Selling benefits is not what it once was, or is it? The old and proven ways of doing things are becoming more challenging as prospects accept and enjoy the new normal of virtual work and communications.
[Click for More]

Join this Zoomcast to learn more about:
-Why creating a sales plan and setting sales goals is imperative for success
-What are you going to say to get their attention?
-Where to start (what’s your value proposition)
-Working the system (what’s your system?)

Join Rob as he shares over 30 years of benefits sales experience and looks ahead to being successful in the virtual world of 2022.

Using Formulary Protect and Formulary Protect Plus to Protect Your Clients

Special Guest Speaker: Dave Wowchuk, Vice President Sales at ClaimSecure

Drug costs continue to rise and are placing significant pressure on benefits plan costs. As advisors, you want to protect your clients’ plans.
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Join this Zoomcast to learn more about:
-What is Formulary Protect and Formulary Protect Plus?
-How to use Formulary Protect to secure future plan costs
-Understanding how to have this conversation with clients
-Understanding the risk of not implementing formulary protection
-Projections on how this could impact future benefits cost

Join Dave and Robert J. Crowder, President of The Benefits Trust, to discuss the importance of formulary protection and how to have a value-added discussion with clients about this initiative.

Why Employee Assistance Programs (EAPs) Offer Today’s Best Value for Your Benefits Dollar

Special Guest Speaker: Melanie Leblanc, Director, Business Development at LifeWorks

Employee needs are changing and more acutely around mental health challenges and dealing with virtual work. Employee benefits plans need to catch up.
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Join this Zoomcast to learn more about:
-How Mental health is taking its toll on employees
-How company benefits can keep pace with the shift to work-from-home culture
-The advantages of how EAPs help
-The latest trends and options available in EAPs
-How to have client conversations about EAPs

Join Melanie and Robert J. Crowder, President of The Benefits Trust to discuss how Employee Assistance Programs are evolving and how the right conversation with clients can help you add value and help clients adapt to a rapidly changing work environment.

Improve Your Value Proposition with Effective Communication Tools

Speaker: Robert J. Crowder, CLU, GBA, President of The Benefits Trust

The use of simple tools can bolster the image of a benefits advisor in the eyes of clients, yet so few advisors use them. They create continuity in client relationships and enhance conversations.
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Join this Zoomcast to learn more about:
-The importance of regular usage of communication tools
-The power of benchmarking reports today and in the future
-Creating Activity reports
-Keeping track of client objectives and milestones
-Using these reports to build your benefits practice

Join Rob to discuss powerful communication tools that benefit advisors can immediately implement in their business to strengthen client relationships.

Why Online Marketing in 2022 is Critical to Build and Maintain Your Benefits Practice

Special Guest Speaker: Ben Molfetta, CoFounder, Core Online Marketing

Understanding how to position and market your business online has become even more critical. Sales calls have become far more challenging and prospects want to do their own research online before deciding who to speak to.
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Join this Zoomcast to learn more about:
-How are you going to approach positioning and marketing your business in 2022 and beyond?
-How do you get your message to stand out in a competitive marketplace?
-Where do you start with online marketing?

Ben Molfetta co-founded Core Online Marketing in 2005 and has been a sales and marketing leader for over 30 years, bringing insights from helping hundreds of clients, including The Benefits Trust, transition to an online marketing business development approach.

Join Ben and Robert J. Crowder, President of The Benefits Trust to discuss how growth-oriented advisors must approach online marketing in 2022.

Virtual Care in Canada – Now and the Future

Special Guest Speaker: John Mozas, Co-Founder Right Health / Akira

More Canadians have experienced virtual care services in the last sixteen months than ever before. With the rise in its use and popularity, virtual care is here to stay.

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John Mozas co-founded Right Health in 2016 with the vision of enhancing the way medicine is delivered to millions of Canadians. In 2017, Right Health acquired Akira Medical. Akira is a Virtual Care practice that allows patients to interact with clinicians via app or web, available nationally across Canada, 24/7, 365. Akira is focused on the B2B space, promoting its service as an employer-sponsored health benefit, with partnerships across multiple insurers, third-party administrators, and benefits managers. In 2019 Akira was acquired by Telus Health and continues to thrive in the Canadian market.

Join John Mozas and Rob Crowder, President of The Benefits Trust, to discuss the current state of the virtual health space in Canada and where it’s likely to go moving forward. As a virtual care pioneer and leader, John brings a unique perspective to this growing and important space.

The Importance of Branding and Media for Your Benefits Business

Special Guest Speaker: David Gordon, founding Chief Corporate Officer for PharmaCielo and an Award-Winning Business Communicator as former Managing Partner of Cohn & Wolfe.

People in business do business with people who are in business. Does the outside perception of your benefits business appear legitimate enough for successful prospects to want to do business with you?

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David Gordon is an accomplished business leader committed to the development and protection of corporate brand profile and business infrastructure as essential characteristics of successful businesses.

David’s most recent experience has been gained as a founding officer of a new entrepreneurial venture, in which he was responsible for the brand management and vision for the publicly traded international operation. Prior to that, he had a 20-year history in brand marketing and communication as leader of Canadian operations for a global consultancy. These experiences are complemented by over a decade in public policy and political strategy gained from working on all sides of government, and an academic background that includes an MA and MBA. David is also certified as a board director (ICD.D) and has participated on corporate boards as well as a number of non-profit organizations, reflective of being a strong believer in community engagement.

An award-winning communicator, David has been recognized globally for the successful delivery of communication programs.

Join David Gordon and Rob Crowder, President of The Benefits Trust, to discuss the meaning of a “brand”, how to build your company presence, and improve the perception of your business from a prospect and media perspective to fuel your growth.

Is Your Benefits Business Just a Commission Cheque or a Real Business?

Special Guest Speaker: Jay Nadler, NaviGuide Financial Service

The mindset of running a business is different than case to case selling. A commission cheque is not a paycheque and treating it as such will limit you. Building a true benefits business requires that you put in place all the support structures and systems required for a solid foundation. A foundation that will accommodate growth and allow you to grow an asset that can be sold later in life. But it requires discipline.

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Jay Nadler sold his benefits practice in Calgary and moved to Courtenay, BC, population 25,000. With no friends and contacts in his new town, Jay had to build a new benefits advisory business from scratch. Despite the challenges of growing a new business in a small community with established competitors who have strong community ties, Jay managed to build a substantial benefits business in a relatively short period of time.

He credits a great deal of his success to following a disciplined business approach to managing his business. By putting the right infrastructure in place early on, Jay could deliver better service, explore new opportunities, and enjoy the freedom to engage differently within his new community.

Join Jay Nadler and Rob Crowder, President of The Benefits Trust to discuss how the right business infrastructure and processes are critical to the success of a new business or growing a small one.

The Importance of Focus and Committing to a Target Market

Special Guest Speaker: Chris Gory, President, Orchard Benefits and Founder, blankit health

Can you build a successful benefits business by focusing exclusively on a clearly defined target market? What are the advantages and disadvantages?

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In 2008, Chris Gory attracted his first client in the technology industry and discovered a passion for working with dynamic, fast-growing organizations. He decided to focus his efforts exclusively on this segment. Within a couple of years and few clients later, he had gained intimate knowledge about their needs and challenges and adapted his practice to address those needs. As word spread within the sector, he became the go-to trusted advisor for benefits, growing his practice to 65 fast-growing technology businesses today.

Join Chris Gory and Rob Crowder, President of The Benefits Trust to discuss the advantages of focusing on a well-defined target market and becoming the go-to expert in the space.

Digital Wellness: Your Next Client Discussion

Special Guest Speaker: David Krieger, National Sales Director, NortonLifeLock

Becoming a trusted advisor to clients includes bringing forward new and innovative ideas that can benefit their business. Personal digital health is a growing concern among employees and employers. With the pandemic-driven push to virtual offices and work-from-home arrangements, the line between personal and company laptops and devices has been blurred even further. From identity theft to ransomware, digital security has become critical to address and a fact of every employee and employer’s connected life.

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David Krieger is recognized as one of Canada’s most successful benefits advisors. He successfully grew his boutique benefits practice which he later sold to W.F. Morneau and Associates and has held several senior sales roles with leading benefits providers. He has also won industry awards for creativity and communication. Today, David is introducing a new and exciting product into the employee benefits market to address the challenge of digital health and security.

Join David Kreiger and Rob Crowder, President of The Benefits Trust to discuss how employers benefit by protecting their employees’ digital health and how to initiate client discussions about it.

Register using the links on this page.

Join Our Interactive Zoomcast Series!

Zoomcast Series

“It’s not about being the smartest person in the room. It’s about being in a room where everybody is getting smarter”

 

We created our Zoomcast series to bring together experts and fellow advisors to have beneficial and engaging discussions about our industry. The format will be 20 minutes of expert presentation followed by 30 minutes or so of lively discussion. We will feature a wide range of business topics that will advance your benefits practice.

Join us and check back for new Zoomcast series events which will be added in the future!

Zoomcast Guidelines

To ensure a lively discussion, we have a few guidelines that we’re like to adhere to:

  • Only the first 100 registrants will get a spot for each Zoomcast.

  • Please have your camera on and be ready to interact with others.

  • Be prepared to engage in conversation. We want our Zoomcast series to be productive, insightful, and conversational, so please be ready to talk, ask questions, and converse.


 
  • This field is for validation purposes and should be left unchanged.
 

Eligible Expenses Include:

  • Paramedical Practitioners: such as Physiotherapy & Massage Therapy.
  • Vision Care including Laser Eye Surgery, Contact Lenses, Glasses & Examinations.
  • Medical Facilities including Convalescent Homes & Substance Abuse Facilities.
  • Medical Devices such as Orthotics, Hearing Aids & CPAP machines.
  • Nursing Care to help you recuperate in the comfort of your own home.
  • Expenses Related to Disabilities including special programs tuition, tutoring and home or vehicle modifications.
  • Dental Services Orthodontic & Major Services including Dental Implants.
  • Out of Country Expenses for non-emergency expenses while travelling.
  • Prescription Drugs excluding only over-the-counter medication.
  • PHSP Premiums including any employee-paid premiums for health care or dental care benefits.
  • Private Hospital Room
 

Our Administration Fee is All Inclusive

  • Claims submission by mobile claims app, online claims portal, email, fax, and mail.
  • Daily claims adjudication and payment.Claims will be processed within 1-3 business days, 99% of claims are processed in-house within 24 hours.
  • Claims payments by direct deposit or cheque.
  • Employee and administrator inquiries handled by our client service specialists through telephone, fax and email interaction.A member of the Benefits Trust client service team will answer your call, you will not have to navigate a system to find a human being to speak with.
  • Maintenance of accurate employee benefit records, including Life Insurance beneficiaries.
  • Monthly billing statements (by division and by department as required), identifying benefits costs for each employee in each division.
  • Account changes and billing adjustments carried out by The Benefits Trust.
  • Formal benefits plan documentation to satisfy all legislative requirements concerning private health services plans prepared by The Benefits Trust contract specialists.
  • Complete Administration Manual which clearly outlines procedures and provides forms for notification of employee status changes.
  • Online administration for enrollments, changes, and terminations.
  • Monthly financial status reporting, including the current month, year to date, and prior year to date for on-going monitoring and trend analysis.
  • Employee information meetings at implementation, and regularly as needed.
  • Employee communication materials such as benefits brochures and booklets, announcement memos.
  • Wallet certificate cards provide each member with their contract number and individual certificate number, coordinated with electronic dental.
  • Facilitating insurance claims with the various carriers.