Vital Incite S3 2026 Resources
Below are presentations for our Strategy Service Sales event
Short Agenda
Long Agenda
Welcome
Mary Delaney
Key Cost Drivers & Strategy Shifts
Kaycee DeGabriele and Shaun Sullivan
From Options to Outcomes: A Vision for a Simplified, Data-Led Client Lifecycle
Brian Uhlig
Bussin’ Benefits Communications
Chris Vaughn
Make Clients Feel Taken Care Of: The Benefits Admin Playbook Advisors Can Actually Use
Shane Brown
From Signals to Solutions: Introducing HR Support That Drives Client Success
Jessica Wobick
Indicators and Opportunities for Direct Contracting
Allison France and Mary Delaney
Direct Contracting Strategies that Win
Brant Couch and Scott Pruzan
Policy Headwinds and Key Compliance Considerations
Danielle Capilla
Employee Benefits and Retirement Due Diligence
Sara Carroll
Financial Stewardship and Risk Oversight in Employee Benefit Plans
Harindra Sabastian
Improving Client Support and Driving Improved Outcomes: Improved Carrier Contracting and Oversight of High-Cost Claimants
Ashley Berry and John Delaney
Leverage Data to Identify the Correct Vendor
Sophia Fox and Andrea Lausch
Shift in the PBM Market
Guest Speaker – Carrie Mueller
Pharmacy Trends, Influencers and Strategies
Kaycee DeGabriele and Kevin Gregory
Alera Best Next Steps – Group Think Tank
Vendor Presentations
Key Sponsor Address – Spring Health
Steen Jorgensen and Dan Harrah
Berkley Accident Health
Matt Smith
Skyward
Larry Waks
One to One Health
Wil Trohanis
Employers Health
Mike Buddenberg
Symetra
Lori Quinlivan
FedLogic
Jeff Hughes
bswift
Tori Karkazis