Underwriting 1:1 — Peeling Back the Layers of Your Employee Benefit Premium

Insights on how insurers price your Life, Disability, Health and Dental benefits.



On Demand
Course Leader : Gisela Carere, President and Managing Partner
Duration : 1 hour 0 minute
Price: $69.00

Your employee benefits program is the platform to your organization’s success. More often than not, important factors driving your benefit program are overlooked, ignored or misadvised. Managing the cost of your employee benefit plan is within your organization’s control. From choosing the right funding, to uncovering important financial factors, we will guide you through the expenses involved in managing a benefit program, and how much is actually left over to pay for claims.

Key Learning Points:

• Selecting the right funding for your employee benefits plan
• What’s the difference? Traditional versus non-traditional funding models
• Important financial factors to keep in mind when choosing a carrier
• Alternative solutions to manage rising benefit premiums
• Market studies and benchmarking reports


Gisela Carere, President and Managing Partner Benchmark Benefit Solutions

An organized multi-tasker, Gisela thrives on the challenge of designing group benefit programs that are both affordable and sustainable while providing a level of service that her clients routinely describe as “above and beyond.” Relationships are what matters to Gisela and she ensures the interests of her clients and their employees are always looked after. As President and Managing Partner, she works directly with clients to develop and maintain group benefit plans that further their organizational goals. With insight into how experience affects pricing, Gisela will pro-actively outline strategies for containing benefit costs. Gisela developed her in-depth knowledge of group benefits and honed her professional skills through more than 24 years of industry experience in areas as varied as group underwriting, benefit plan analysis, sales, training and benefit plan communications. She keeps her knowledge current through ongoing education as part of the Certified Employee Benefit Specialist (CEBS) program.

Giorgio Follegati, Account Executive at Benchmark Benefit Solutions

Giorgio Follegati is a solution-driven group benefit professional. He enjoys learning things from the inside out, and often digs deeper before taking things for face value. Entering the industry in October 2010, Giorgio quickly found himself in a behind-the-scenes position at a benefits provider. Today, he is experienced and seasoned in employee benefit plan design, technical underwriting, renewal negotiation, and implementing best practices with his clients. In 2015, Giorgio was recognized as one of insurance’s “Top Young Guns” in the unofficial 30 under 30 by Insurance Business Canada magazine. He has made a high-level commitment to employee benefit education, having been mentored and coached by several of the most highly acclaimed employee benefit professionals in the industry. In his spare time, Giorgio enjoys sporting events, concerts, exercise and spending time with family and friends.