Past Presentations by Dave Patriarche

Need some ideas or looking for a “menu of possible topics?  Look no further. 

  • Building and using a Personal Brand – 1 hour
  • Selling Benefits during COVID – 1 hour
  • Drug Pooling from an advisors prospective – 1-2 hours
  • Using Risk Assessments to sell Group Benefits – 1 hour
  • Selling Benefits, Providing Advice and Reducing Risk – 1-2 hours
  • Making Group Benefits Compliance Profitable – 1 hour
  • Using the Right Wording to get the Right Coverage- 1 hour
  • Handling High Cost Health Claims- 1 hour
  • Using your CGIB Membership to Add Value to your Business – 1 hour
  • Getting Outside of your Comfort Zone (where the good stuff is) – 1-2 hours
  • Adding Value to your Benefit Client Relationships – 1-3 hours
  • The Pills that Killed the Plan (not!) – Prozac to Pot – 1 hour
  • Sharing your Value & Building a personal “brag sheet” – 1 hour
  • Checklists for new hires, terminations, implementing, changing and terminating groups – 2 hours
  • Getting your Prospects to do their own Risk Assessment – 1 hour
  • The top 20 NEW things benefit brokers need to know – 1 to 2 hours
  • Using the plan administration list to sell, close, prospect and retain your clients – 2 hours
  • Selling Value – Group is not just cheap rates – especially if benefits become taxable – 2 hours
  • Amending Contracts, Why Insurers Just Can’t Wait !  – 90 minutes
  • What’s Going on in Small and Mid-Sized Drug Plans  – 1 hour
  • “Back to Basics Benefits” – 1 hour
  • Benefit Plan Renewals: The challenges and choices, A broker perspective – 60-90 minutes
  • Trillium – Past, Present, and Future – Why private payer coordination must occur – 1 hour
  • Change Issues – The risks you take switching providers – 2 hours
  • Best Practices in Group Insurance – 60-90 minutes
  • What you miss, may be what gets you! – 2 hours
  • Why Small Employers are NOT implementing changes to their Drug Plans – 1 hour
  • Selling Value, Not JUST Price – Small group is not about rates alone – 2 hours
  • Ontario Trillium Drug Program – The Integration No One Wants to Admit to – 2 hours
  • Building a Plan Administrator Checklist (short version) – 60-90 minutes
  • Employment Offers and Terminations and the Implications of Hiring “Independent Contractors” – half day
  • Building and Using a Plan Administrator Checklist – 3-4 hours
  • Incorporating Technology into your Brokerage – 2 hours
  • Build your Group Benefits Business by Marketing to Small Business – 2 hours
  • Group Insurance Policies and Contracts – half day
  • Forecast or Fortunetelling? Things to think about in benefits for the coming year – 2 hours
  • Effective Communication Skills for Youth – 2 hours – half day
  • Starting your own Business by working at McDonald’s – 2 hours
  • How Giving Back helps to move you forward – 2 hours
  • Changes in Group Travel Coverage – 1 hour
  • Top 10 Group Benefit Communication/Sales Ideas (from Canada Sales Congress) – 18 minutes

Don’t see the topic you want? Just ask, we can create one for your audience based on the message you’re trying to get across.