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This month, EverythingBenefits held the first Client Advisory Board meeting of 2021. Five representatives joined us from our client and partner ecosystem including, Lipari Foods, Emerge Ortho P.A., Diamonds Direct, Payroll Partners, and Extensis Group. During this initial meeting the board explored and shared some of the biggest challenges they are tackling this year. The Client Advisory Board's objective is to guide EverythingBenefits' product strategy and address shared industry challenges in the benefits technology space. The CAB helps expand and formalize our culture of listening to gather feedback in order to build a more seamless experience with our solutions.

During our first meeting, we discussed the following themes:
  • The need for closer collaboration with payroll and HCM systems to ensure reliable, accurate, and timely data flowing to benefits administration systems and to carriers. 
  • How we can leverage seasonality of business to deliver proactive solutions to our clients and their employees.
  • Communicating with benefits carriers and sharing insights about our top carriers for 2021 and their contributions to our platform.
  • We introduced our Malachite Program which will strengthen the employer and carrier relationship by driving thought leadership, enhancing communications, and providing powerful analytics.

The Client Advisory Board meets quarterly to present feedback on the development of EverythingBenefits' solutions, customer service, and potential opportunities. Meet the 2021 Client Advisory Board:

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Vinnie Romero - Sr. VP, Service & Operation - Extensis Group

Vinnie has been in the Professional Employer Organization (PEO) space for 15+ years recently returning to Extensis to help grow and optimize their Benefits division. Vinnie returns to the board for the 2nd consecutive year having been a member in 2020.

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Vicki Crawford, SHRM-CP, PHR - Human Resources and Client Success Manager - Payroll Partners

Vicki has 25+ years of HR and Benefits experience. She is a Lean Six Sigma Green Belt. Vicki is currently the VP of her local SHRM chapter, has held leadership roles in the KY Public HR Association and has experience in every aspect of Benefits and HR administration. 

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Joe Riddle - HR Generalist and Benefits Manager - Lipari Foods

Responsible for recruiting, benefits, training and development, Joe brings experience leading the charge with technology solutions and a fresh perspective at a large distribution and packaging company located in Michigan.

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Coral Dudley - Human Resources Generalist - Emerge Ortho P.A.

Coral has been a SHRM Certified Professional for 6 years, and HR Generalist for 3. She has extensive experience in FMLA/LOA and ADA administration for over 1,700 employees. 

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Erin Talbot, PHR, SHRBP, MBA - VP Human Resources - Diamonds Direct.

With 17 years of HR Generalist experience Erin has progressive career growth at a number of enterprise companies. Most recently, Erin built out the HR division at Diamonds Direct from the ground up and is responsible for all of HR. Erin also returns to the board for her 2nd consecutive year having been a member in 2020.

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Colleen Bryson - VP of Client Success - EverythingBenefits

Colleen built and expanded operations at Seamless / GrubHub taking it from a startup to an international, multi-location business. She also grew an ADP business unit to handle 4X growth before joining the EverythingBenefits team. She is now responsible for everything after the sale and has been leading the team in scaling and handling the tremendous growth for the last 2.5 years.

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Rachel Lyubovitzky - CEO - EverythingBenefits

Co-Founder and CEO of EverythingBenefits, Rachel is an accomplished serial Entrepreneur who has built three successful companies. One of those companies is SaaShr, which is now known as Kronos Workforce Ready. She holds a Wharton Executive MBA from the University of Pennsylvania and M.A. in Computer Science from Brandeis University.

We are grateful to be able to expand our sources of insightful ideas and leadership for continued innovation. We look forward to more sharing of ideas from our Client Advisory Board. Interested in participating or want to learn more about our Client Advisory Board? Download our Charter here.

Feel free to contact us with any comments or questions regarding the EverythingBenefits Client Advisory Board.

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