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AmeriLife's GS National Insurance Partners With Davies Agency to Expand Health Insurance Services in Western New York
AmeriLife's GS National Insurance Partners With Davies Agency to Expand Health Insurance Services in Western New York

Miami Herald

time06-08-2025

  • Business
  • Miami Herald

AmeriLife's GS National Insurance Partners With Davies Agency to Expand Health Insurance Services in Western New York

Trusted partners and experts for clients navigating the New York State of Health Marketplace join AmeriLife's growing Health Distribution network CLEARWATER, FL / ACCESS Newswire / August 6, 2025 / GS National Insurance, a wholesale distributor of health insurance products for independent brokers and agencies, and affiliate of AmeriLife, today announced a strategic partnership with Davies Agency, a leading Medicare and health brokerage based in Orchard Park, N.Y. Per the agreement, terms of the deal were not disclosed. "We are very excited to partner with GS National Insurance and AmeriLife, respected leaders in the Medicare and insurance industry," said Tom and Sue Davies, principals of Davies Agency, in a joint statement. "This strategic partnership marks an exciting chapter in our journey, allowing us to expand our services and deliver even greater value to our clients, partners, and community." For more than 20 years, Davies Agency has specialized in Medicare insurance and individual and family health plans offered through the New York State of Health Marketplace. The agency is known for its personalized approach to health insurance, offering comprehensive services that include navigating Medicare Advantage Plans, Medicare Supplement (Medigap) Insurance, Part D Prescription Drug Plans, Individual Coverage Health Reimbursement Arrangements (ICHRA), and more. Davies' experienced agents, who offer face-to-face, concierge-level support, are trained to support clients with personalized support that takes the confusion out of Medicare and health insurance and helps them maximize benefits to fit their lifestyles. The partnership with GS National and AmeriLife will provide enhanced support, expanded product offerings, and a broader range of solutions and services to agents to streamline their sales processes, grow their books of business, and serve even more clients across the region. "It's an honor to officially welcome Tom and Sue into our family," said Brian Breisinger, founder, president, and CEO of GS National Insurance. "I've had the privilege of working alongside them for several years and have always admired their integrity, client-first mindset, and deep industry knowledge. This partnership represents a continuation of the values and service we both cherish." "We are thrilled to strengthen our Health Distribution family through this partnership with Davies Agency," added Scotty Elliott, AmeriLife's Chief Distribution Officer for Health. "Tom and Sue have built a reputation for excellence and personalized service, which aligns perfectly with AmeriLife's commitment to providing best-in-class solutions for agents and their clients. This collaboration is yet another significant step forward in our mission to enhance the health and well-being of communities across the country." About Davies Agency Davies Agency is a trusted health brokerage in Orchard Park, New York, dedicated to providing personalized support and guidance in navigating Medicare and health insurance options. Their experienced agents are committed to helping clients find the best plans and secure the lowest costs. To learn more, visit About GS National Insurance Founded in 2007, GS National Insurance, an affiliate of AmeriLife, is a national wholesale distributor of insurance products for independent brokers built on the belief that simplicity, transparency, and recognition are the cornerstones for success in the insurance industry. For more information, visit About AmeriLife AmeriLife's strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. AmeriLife develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For over 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers through a national distribution network of over 300,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit and follow AmeriLife on Facebook and LinkedIn.

Saybrus Partners links with SterlingBridge Insurance Agency
Saybrus Partners links with SterlingBridge Insurance Agency

Yahoo

time15-07-2025

  • Business
  • Yahoo

Saybrus Partners links with SterlingBridge Insurance Agency

Saybrus Partners, an affiliate of AmeriLife, has partnered with SterlingBridge Insurance Agency to expand its reach and distribution capabilities in the US. The collaboration combines Saybrus Partners' wholesaling and sales support model, with SterlingBridge's expertise in back-office operations and distribution networks that serve both institutional and independent channels. The terms of the agreement have not been disclosed. SterlingBridge CEO and owner Brian Carroll said: 'The opportunity to collaborate with Saybrus Partners and AmeriLife represents a significant step forward for SterlingBridge Insurance Agency. 'We are excited about the growth potential and the strategic opportunities this partnership will bring.' The partnership is expected to contribute to the growth and diversification of the AmeriLife Wealth Group. Saybrus Partners, affiliated with AmeriLife, provides life insurance and annuity solutions, including protection, retirement, estate, and business planning. AmeriLife itself is a developer and distributor of life and health insurance, annuities, and retirement planning solutions in the US. Saybrus Partners managing principal Ed Cassidy stated: 'We are thrilled to welcome SterlingBridge Insurance Agency to the Saybrus Partners family. This partnership aligns with our commitment to institutional and independent insurance distribution and underscores our dedication to growth and excellence.' SterlingBridge, known for its digital brokerage general agency services, has a 35-year history in the life and health insurance industry. The company targets institutional clients, business-to-business markets, and direct-to-consumer segments. "Saybrus Partners links with SterlingBridge Insurance Agency " was originally created and published by Life Insurance International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio

AmeriLife Earns 2025 Great Place to Work Certification
AmeriLife Earns 2025 Great Place to Work Certification

Miami Herald

time07-07-2025

  • Business
  • Miami Herald

AmeriLife Earns 2025 Great Place to Work Certification

Leading U.S. health and wealth distribution company excels in employee satisfaction and workplace culture CLEARWATER, FLA. / ACCESS Newswire / July 7, 2025 / AmeriLife Group, LLC ("AmeriLife"), a national organization that develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions, is proud to announce its certification as a Great Place to Work®. This prestigious recognition is based entirely on the feedback of current employees, with 83% of AmeriLife team members reporting that it is a great place to work, 26 points higher than the average employee satisfaction at U.S. companies. "We are thrilled to be recognized as a Great Place to Work-Certified™ company," said Scott R. Perry, chairman and CEO of AmeriLife. "At AmeriLife, we believe that our dedicated and talented team drives our success. We are committed to fostering a culture of trust, respect, and innovation, and this recognition is a testament to our ongoing efforts." "At AmeriLife, we are deeply committed to making our company an employer of choice by continually evolving our benefits and focusing on strengthening our company culture," added Kiersten Burstiner, Chief Human Resources Officer of AmeriLife. "Our approach is centered around ensuring that every team member feels supported, valued, and connected to an environment where collaboration and growth are at the forefront of each interaction." According to Great Place To Work research, job seekers are 4.5 times more likely to find a great boss at a Certified Great Workplace. Additionally, employees at Certified workplaces are 93% more likely to look forward to coming to work. They are twice as likely to be paid fairly, earn a fair share of the company's profits, and have a fair chance of promotion. "Great Place To Work Certification is a highly coveted achievement that requires consistent and intentional dedication to the overall employee experience," says Sarah Lewis-Kulin, Vice President of Global Recognition at Great Place To Work. "By successfully earning this recognition, it is evident that AmeriLife stands out as one of the top companies to work for, providing a great workplace environment for its employees." Great Place To Work® is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention, and increased innovation. About AmeriLifeAmeriLife's strength lies in its mission: to provide insurance and retirement solutions that help people live longer, healthier lives. AmeriLife develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For over 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers through a national distribution network of over 300,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit and follow AmeriLife on Facebook and LinkedIn. About Great Place to Work Certification™Great Place To Work® Certification™ is the most definitive "employer-of-choice" recognition that companies aspire to achieve. It is the only recognition based entirely on what employees report about their workplace experience, specifically, how consistently they experience a high-trust workplace. Great Place To Work Certification is recognized worldwide by employees and employers alike and is the global benchmark for identifying and recognizing outstanding employee experience. Every year, more than 10,000 companies across 60 countries apply to get Great Place To Work-Certified. About Great Place To Work®As the global authority on workplace culture, Great Place To Work® brings 30 years of groundbreaking research and data to help every place become a great place to work for all. Their proprietary platform and For All™ Model help companies evaluate the experience of every employee, with exemplary workplaces becoming Great Place To Work Certified™ or receiving recognition on a coveted Best Workplaces™ List. Learn more at and follow Great Place To Work on LinkedIn, Twitter, Facebook, and Instagram.

The Symbiotic Future: Where Human And Machine Intelligence Meet
The Symbiotic Future: Where Human And Machine Intelligence Meet

Forbes

time25-06-2025

  • Business
  • Forbes

The Symbiotic Future: Where Human And Machine Intelligence Meet

William DeCourcy is the Chief Lead Generation Officer at AmeriLife. Today, there's a huge buzz around AI: Will it replace our jobs? What does the future hold for AI? What will our lives look like in 10+ years? The question I choose to focus on is: What's the strategic imperative of a symbiotic future that orchestrates actions between man and machine? The AI Ascent: From Green Screen Dreams To Business Imperative As a child, I was captivated by the promise of personal computers, mesmerized by the glow of light, full of potential ideas radiating from the screen. That fascination ignited a lifelong passion for technology and its transformative power, sparking my career in marketing and technology. From my days as a consumer researcher, where I saw firsthand the impact of data in shaping customer experiences—like my work at EASPORTS using data and insights to inform cover athlete decisions that were previously squarely in the realm of 'gut calls'—to my current role, I've seen the evolution of marketing from broad strokes to precise, data-driven strategies. Personally, I leverage AI to focus on measurable results and strategic growth, emphasizing AI and human partnerships, unique insights and quantifiable impact to drive success. I utilize narrow AI tools for lead scoring and predictive analytics, optimizing our marketing spend by focusing on high-potential prospects. These systems are incredibly effective within their defined parameters, consistently delivering a 15+% increase in qualified leads quarter over quarter. However, these tools lack the broader contextual understanding and adaptability that characterize human intelligence. This, at least for now, remains irreplaceable. To date, all applications of AI are within the realm of narrow AI, but the pursuit of the general form continues to fuel innovation and is still likely decades away from true realization. Beyond The Hype: Deconstructing AI's True Nature Forget the simplistic narratives; AI isn't a monolithic entity. It's a powerful multiplicity of technologies, each with unique strengths and applications, from the machine learning algorithms optimizing your social media feed to the natural language understanding powering search engines. Its ever-growing, often unseen presence in our daily technological interactions—from travel booking engines to streaming services—demonstrates its pervasive impact. Currently, generative AI shows AI's growing capabilities, from crafting compelling content to automating routine tasks. While we've made incredible strides, predicting the exact trajectory of AI's progress remains challenging due to its inherent complexity and the multifaceted nature of human intelligence required for its continued evolution. Building Synergistic Partnerships With AI: A Strategic Playbook For Businesses Here's how we, as business leaders, can partner with AI to drive growth. It all comes down to a few core principles: Words like "intelligence," "creativity" and "consciousness" are multifaceted. Understand that today's AI only addresses a few meanings of these words. Don't expect a single AI solution to do it all. Instead, identify the specific, measurable problems you want to solve, and then pinpoint the AI technologies that address those specific facets. For lead generation, this might mean leveraging natural language processing for hyper-personalized outreach or machine learning for predictive lead scoring. As I've emphasized, there's no single AI that will be able to do it all. The most successful AI applications involve strategic partnerships: internal teams collaborating with specialized AI tools, and even different AI systems working in tandem. For example, a generative AI tool might create compelling ad copy, while a predictive analytics AI optimizes ad spend—two distinct AI functionalities working together for a common goal. When we evaluate AI solutions, we need to demand explainability and ensure they align with our ethical and compliance standards. Can the system explain why it made a certain recommendation? This is crucial for accountability, compliance and, ultimately, user adoption. We need to build story systems that learn like humans, which inherently includes the ability to explain their reasoning, that will, in turn, establish new industry standards in performance marketing. Don't attempt to implement a full-blown AI transformation overnight. Identify a specific pain point or area where AI can deliver a clear, measurable ROI. Pilot a solution, analyze the results and then scale strategically. This data-driven approach ensures that your AI investments translate into tangible improvements in lead quality, conversion rates and, ultimately, revenue growth. The Power Of Narrative: Why Stories Are AI's Next Frontier I believe that one of the most critical and often overlooked areas of AI research is the development of systems that learn by understanding stories. Think about it: Humans merge operations and inner language to build complex descriptions of events and tell symbolic stories. This ability to tell, understand and recombine narratives is what truly separates our intelligence from other primates. For AI to truly mirror human reasoning, it must progress from mere recipe following to genuine reasoning, with story understanding as the pivotal stepping stone. Just as a financial spreadsheet helps us understand complex numerical parameters, story processing will enable AI to grasp situational nuances and contextual parameters. Future AI systems will not only be able to explain what they do but also do what they say, establishing a level of trust we currently only dream of. AI will move beyond identifying trends in customer behavior to narrating the underlying reasons and potential implications, moving beyond mere data points to strategic understanding. My vision for AI's future of intelligence hinges on the synergistic partnership between humans and machines, forging a new era of collective intelligence. The development of AI systems capable of understanding and processing stories, reasoning hypothetically and exhibiting a degree of self-awareness will be pivotal to unlock the true potential for a collaborative relationship between human and artificial intelligence. The future isn't about AI replacing us; it's about AI empowering us to achieve more than we ever thought possible. Forbes Business Development Council is an invitation-only community for sales and biz dev executives. Do I qualify?

Agility Amid Market Shifts: Leading With Holistic Solutions In 2025
Agility Amid Market Shifts: Leading With Holistic Solutions In 2025

Forbes

time03-06-2025

  • Business
  • Forbes

Agility Amid Market Shifts: Leading With Holistic Solutions In 2025

Mike Vietri is Chief Distribution Officer for AmeriLife, a national leader in distributing and marketing insurance and financial solutions. getty Change isn't slowing down. If anything, it's speeding up. And in 2025, we're dealing with more than just new rules or regulations. We're seeing big shifts in what consumers expect, how products perform and where market demand is headed. I've seen firsthand how staying ahead of those shifts can be the difference between barely keeping up and breaking through. When you give your teams the tools to respond early—whether that means adjusting to new product trends or helping clients rethink their financial goals—they start moving with confidence, not hesitation. Here are a few things we've done that might help you do the same. It's one thing to tell your team to adapt; it's another to teach them how. That's why we've emphasized education—not just generic training, but real-time, practical learning that helps people stay sharp when the market starts to move. Take annuities, for example. When the momentum started to shift from Fixed Indexed Annuities (FIAs) to Multi-Year Guaranteed Annuities (MYGAs), we saw it coming. Instead of sitting back and watching, we doubled down on helping our producers understand how to use laddered solutions to meet client needs in the new environment. That shift gave them a strategic edge, not just a reaction. The same goes for cross-selling. We didn't just encourage it; we taught our producers how to identify client needs outside the obvious. Helping clients starts with seeing their full financial picture, not just stacking products on a shelf. If you're trying to build a more responsive team, this is where I'd start. Help them read the market. Help them connect the dots for their clients. The more they understand the "why" behind a shift, the better they'll be at turning it into a win. There's no shortage of tools out there. But if your team isn't using them to spot trends, move faster or improve conversations with clients, you're not getting much return. We've invested in tech that makes life easier—platforms that help producers track what clients care about and tools that give them insight into where the market's headed next. What truly matters isn't the platform itself but how it helps your team pivot, adapt and serve with greater precision. In my view, technology should help you move with purpose. The goal isn't to chase trends or check a digital transformation box. It's to give you the speed and insight to make better decisions faster. When you can act before the competition sees the shift coming, you can gain real ground. There's no shortage of M&A activity in this industry. But the partnerships that work—the ones that drive value—are those that feel like extensions of your mission, not just your balance sheet. We've had the most success when we focus on strategic fit. Does this partnership give us better tools? Reach new clients? Help us serve more holistically? If the answer is yes, we move forward. If you're clear about your long-term goals, you won't get distracted by flashy opportunities that may not help you grow. In a cautious market, thoughtful expansion can still be the smartest play in the book. The last few years have made one thing very clear: You can't rely too heavily on any one channel, product or market. At AmeriLife, we've worked hard to build out both our health and wealth offerings, and it's made a difference. When one side slows, the other usually picks up. That balance helps us keep moving forward even when the market gets shaky. But it's not just about what you offer—it's how fast you can adapt. The teams that are trained to shift gears when needed—not panic, but actually adjust—are the ones that keep winning. If you're trying to build something resilient, I'd say this: Spread out your risk and make sure your team has the confidence and support to change course when the market demands it. When things are uncertain, the worst thing you can do is go quiet. People need clarity. They need direction. And, sometimes, they just need to know someone's paying attention. We've always tried to be upfront with our teams, clients and partners. When regulations start to shift or the market gets turbulent, we hold calls and meetings. We share what we know, what we don't and what we're doing about it. That kind of communication does more than reduce anxiety. It builds trust. It reminds people they're not navigating things alone and keeps everyone focused on what they can control. You don't need all the answers to be a good communicator. You just need to show up, be honest and keep showing up. Things are changing. They always are. But if I've learned anything, it's that the strongest teams aren't the ones waiting for certainty but rather those that act with purpose when things are still unclear. Whether you're focused on educating your team, investing in tech, expanding thoughtfully or communicating with more intention, take the steps now. Don't wait until the dust settles. If you do it right, you won't just make it through the next wave of change. You'll be better positioned, more trusted and more capable on the other side. Forbes Business Council is the foremost growth and networking organization for business owners and leaders. Do I qualify?

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