Broker Innovation Lab

Three ways benefits advisors and employers can create savings in their plans without compromising access or care.

“Your benefits plan is useless unless employees know how to use it.”

The stories below feature two women who’ve each leaned into change in their own way. One stepped out of the industry completely, only to return with a renewed sense of purpose and impact. The other is using her legal background to lead boldly in both corporate compliance and national advocacy.

Benefits advisors who embrace this expanded role have the chance to build deeper partnerships and become indispensable to the businesses they support.

Dave Chase shares how Health Rosetta is reshaping the game—with transparency, outcomes, and open-source tools.

Substance use disorders cost employers $25K per year per employee—before treatment. Joanna Conti shares how bundled care models can change everything.