The Granite List Live

Live at the SIIA 2022 Engage Conference, we have our host Sally Pace from The Granite List Live with our special guest Max Harmon, Sales Account Executive at Imagine360.

Live at the SIIA 2022 Engage Conference, we have our special guest Cassie Bachman, Managing Director of Operations and Legal from Elevate Risk Solutions, LLC. 

Sally asked Cassie to explain what her role is at Elevate Risk Solutions. She talked about a specific client as an example, "For example, we have a client that manufactures concrete on a global scale. So I get to go and look and say, okay, what can we do to help them with their P&L? 

To help their profit and loss, we help them set up a captive. Then we also give them recommendations and ideas for things like medical stock loss, and workman's comp, which you can't do in a captive for various reasons but you can with a fronting company. Just things like that to help them. And they are so appreciative because their risk management is a big focus. And so it's exciting to go and a sense of joy and say, 'Okay, you're doing all of this. Let's see about these things. How do they help you?' So that's where I use my legal experience for various clients, for operations. I get to talk to all of the members of my company, and I like to know what they're doing. Finance, risk management, administration. And I try to help everyone tie together. So operationally, we have meetings, we have team meetings, and we touch base. Let's see, Hey, you're doing this with this client, but I'm doing this. We should know what we're doing at the same time. So I love people and I love working with people and I love my team. So helping all of them work together is great.

Cassie is also in a special group at SIIA. She leads the SIIA Future Leaders group. Members of the group are under 40 and are passionate about mentoring. Sally told her how exciting it is to watch this group reinvigorating the industry - the self-funded space. Cassie says, "What we wanna do is pool all of our knowledge and resources and help each other and be there for each other. So 20 or 30 years, you're gonna see so and so that you met at the future leaders and maybe you're doing business with them or maybe spot them in a room, and you feel less alone at a conference. Our goal is to make everyone feel welcome if they're of a certain age there."

Live at the SIIA 2022 Engage Conference, we have our special guest Rob Gelb, CEO of Valenz Health. Rob tells us, "Valenz assists employers in identifying and accessing high quality care at a reasonable cost for their employee members and their dependents. In 2019, they launched what they called an ecosystem, which in the market that's what we were going to talk about in this episode of The Granite List LIve. Valenz is a healthcare ecosystem optimization platform.

Rob also talked about their ties to SIIA and why they have become a diamond sponsor. Sally asked him to talk about that relationship. Rob says, "Mike Ferguson, he's become a friend. Mike is an innovator, he's a listener, he's a creator, he's a collaborator. He's a person who brings people together. We saw that in 2019, and so 2020 we went all in and became a Diamond member. We've been a diamond member since. We continue to invest heavily in SIIA and the opportunities and the partnerships and the collaborative approaches that exist from that, I sit on the Diamond member board and that's truly exciting to me. 

Like-minded professionals who are really trying to make good and do good in this self-insurance face. They've been just a tremendous advocate and partner for us. They've allowed us to bring our brand to market and bring it to life and bring visibility to it along the way. We meet so many friendships and so many partnerships. It's really been exciting. Listen to the rest of this episode