Ocozzio

Keeping up with the latest healthcare regulations can feel like venturing into uncharted space. Where do you even begin? Our Content Director, Emily Wright is here to give you her top 5 healthcare policy changes to watch out for. Let’s dive into what could be on the horizon for 2025. 5... Updates on Advanced EOBs—This requirement was put on hold due to the complexities involved in providing an explanation of benefits (EOB) to members prior to receiving services, but we should see an update from the Department of Labor’s Employee Benefits Security Administration in March. Stay tuned! 4... Continuation of Plan Lawsuits—With the rise of more informed consumers due to Transparency in Coverage (TiC), plan members now better understand their rights and the health plan sponsors fiduciary duty to act solely in the interest of participants. I anticipate a continued rise in plan lawsuits over perceived imprudent spending, excessive fees, and opaque payment practices. 3... The Rise of AI Regulations—We have already seen several states including California, Illinois, and Colorado enact their own AI regulations. With the rapid adoption of Artificial Intelligence in healthcare, we should begin to see an evolving legal framework to attempt to maintain the balance of security and innovation. 2... Reemergence of The PBM Reform Act—This was introduced in 2023, and although it received bipartisan support, it did not advance. It’s an initiative we could likely see back on the table in the coming year. 1... Expansion of the No Surprises Act—The No Surprises Act was enacted during Trump’s first term and with recent bipartisan interest in strengthening the NSA’s enforcement, we may see an expansion to include increased clarity, regulation, and transparency. Liftoff! What does this mean for you? Your clients and prospects are looking to stay one step ahead. Make sure you're marketing your intellectual capital on policy and healthcare regulations as a selling point. #HealthcareRegulations #HealthcarePolicy #SelfFunding

?? While the Chiefs and Eagles battle it out on the field, the real strategy play is happening at the #HCAAExecForum. At Ocozzio, we help self-funded leaders craft and execute marketing and sales strategies that deliver results. Connect with Annie Yoder Smith and Zach Swenson in Vegas to talk about how we can help you grow your broker base, differentiate your brand, and help establish and nurture prospects for championship-level engagement and conversion. Schedule your preferred time with Zach using the link in the first comment. #SelfFunded #SelfFunding #B2BMarketing

The Self-Funded conference season is heating up with the HCAA Exec Forum, SIIA Healthcare Price Transparency Forum, SIIA AI Forum, ViVE, and NABIP Capitol Conference just this month. Attending a conference isn’t a strategy —it's not even the starting point. Without a plan to stand out and make meaningful connections, you risk missed opportunities and missed sponsorship deadlines, wasted budgets, and a booth that’s just... there. Want to ensure ROI? Focus on these three phases: ?? Before the event: Strategize. Book meetings ahead of time, update your LinkedIn profile, and craft a pitch that resonates. Creativity is key—what will make attendees remember your company and name? ?? During the event: Your booth shouldn’t just look good—it should draw people in. What’s your conversation starter? How will you move the needle onsite? No booth? The same questions apply. ?? After the event: The conference is over, but there is still work to be done. Timely, personalized follow-ups and thoughtful outreach are where relationships are nurtured. Don’t let leads grow cold because you didn’t have a post-event plan. Stand out. Build buzz. Be memorable. Your next conference is your next big opportunity—don’t let it slip away. Get ahead with our 2025 Self-Funded Calendar—packed with industry events and B2B marketing tips. The download link is in the first comment. Need help? Connect with Zach Swenson today.

You can blame post-1/1 burnout, decision-maker vacations, or budget freezes, but let’s face it–your pipeline shouldn’t rely on *perfect* timing. You need a comprehensive, targeted marketing strategy with the right messaging, channels, and timing to capture and nurture leads that will convert. It's time to meet your prospects where they are. Reach out to Zach Swenson to get started, and download our FREE 2025 Self Funded Calendar at the link in the first comment. #b2bmarketing #selffunded #selffunding

Stay ahead in self-funded healthcare with marketing strategies that tackle today’s challenges like cost containment, care navigation, and member engagement. With 25 years of expertise, we’ll help you drive growth and outpace the competition. Let’s connect at #HCAAExecForum in Las Vegas. Meet with Zach Swenson and Annie Yoder Smith—schedule time using the link in the first comment. #b2bmarketing #selffunded #selffunding

Plan smarter, not harder. Our exclusive 2025 Self-Funded Calendar is your ultimate tool for marketing strategy and planning according to key industry dates. Get ahead of your competitors today – the download link is in the first comment. Need extra resources? We can help – reach out to Zach Swenson to learn more. #selffunded #selffunding #b2bmarketing

The self-funded benefits industry is transforming in 2025, driven by a shift toward personalization, transparency, innovation, and proactive care. I’m thrilled to see these changes unfold and to support our clients in navigating this evolving landscape with confidence and clarity. These trends represent exciting opportunities to enhance outcomes for employers and employees alike. What are your thoughts on the trends shaping 2025? Here are mine. ? What’s In - Transparency in PBM Practices: Reform and alternatives to major PBMs are taking center stage. - Specialty Pharmacy & Dialysis Cost Containment: Employers are prioritizing targeted strategies to manage these escalating costs. - Modernized Plan Designs: Compliance-focused plans that address coverage/exclusions for lifestyle medicines and cell/gene therapy. - Direct Primary Care (DPC): Personalized, accessible, and cost-effective healthcare models. - Data-Driven Decision Making: Leveraging AI and analytics to control costs and improve outcomes. - PPO Alternatives: High-performance networks and innovative solutions such as RBP are gaining traction. - Performance-Based Contracts: Aligning incentives with measurable outcomes. - Level Funding and MEC Plans: Flexible funding strategies for diverse employer needs. - Benefit Literacy: Empowering groups with a clear understanding of their self-funded plans. - Digital Health Tools: Telehealth and remote monitoring apps are here to stay. ? What’s Out - Opaque PBM Arrangements: Transparency is the new standard. - Nurseline: Traditional, underutilized models are being replaced with modern alternatives. - One-Size-Fits-All Benefits: Personalization is key in today’s workforce. - Fee-for-Service Models: Value-based care is taking the lead. - Underutilization of Claims Data: Ignoring insights is no longer an option. - Traditional Wellness Programs: Generic approaches are being replaced with tailored, evidence-based initiatives. - Traditional EAPs: Comprehensive mental health platforms are the new norm. - Reactive Cost Management: Proactive strategies are driving success. - Rigid Network Models: Flexibility and performance-based networks are in demand. - Annual Open Enrollment as the Sole Engagement Point: Year-round communication and education are essential. The future of self-funded benefits is bright, and I’m looking forward to helping clients thrive in this dynamic environment. What would you add or change? Let’s collaborate and exchange ideas! - Michael Hansen, MBA, MHA, CSFS? #selffunded #selffunding #b2bmarketing

While we can't promise your 2025 planning will be completely stress-free, we can guarantee it will be easier with our exclusive 2025 Self-Funded focused calendar. Plan campaigns around enrollment periods and major industry events and ensure your marketing tactics are following B2B best practices. Need more bandwidth to make it all happen? Ocozzio can help. Get ahead today - download link in the first comment. #SelfFunding #MarketingStrategy #B2BMarketing?

Tis’ the season of joy, reflection, and asking, "Wait, how is it almost Christmas already?". At Ocozzio, we’re putting down the LinkedIn posts, SEO analyses, and emails (just for a second, we swear) and celebrating the connections that make it all worthwhile. To our clients, partners, and team—you’re the sparkle in our season and what makes us merry and bright. Your trust and collaboration keep us inspired year-round. No matter how you celebrate, we hope your holiday is full of warmth, laughter, and togetherness. Happy Holidays from Ocozzio!

How is your retention this renewal season? Inconsistent outreach, scattered data, and spreadsheets make it hard to nurture client relationships and maintain team visibility. Without a solid retention strategy and centralized source of truth, renewals slip through the cracks—leading to churn. A strong nurture campaign paired with HubSpot helps you integrate client data, automate communication, and track renewals—all while staying HIPAA compliant. Build meaningful connections and keep every step seamless, from the first policy quote to renewal anniversaries. Ready to retain more clients this season? Reach out to Zach Swenson to learn how.