The-Shift-Shapers-Podcast-(Rough-Comp-2)

We have had guests talk about benefits and P&C mergers, but how do you create a successful joint venture between benefits and accounting firms while managing the complexities of a highly regulated market? On this episode, we chat with Adam Rosenfeld, President of BT Benefits about the challenges and successes of just such a joint venture.

What You’ll Learn From this Episode:

  • How the joint venture came about.
  • What an underwriting background brought to the table.
  • The importance of training.
  • The challenges of dealing with the highly-regulated NY market.
  • How to deal with provider challenges.

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Listen to the Full Interview:

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