Writing by Claudia Lin

Long pieces on self-funding, pharmacy benefits, succession and people strategy, drawn from client work.

Advisor selection, Fiduciary
10 minute read

Beyond the Brand Name

How to Actually Choose Your Benefits Broker and Insurance Consultant

The single most common mistake employers make when selecting a broker is evaluating the firm rather than the team. Having worked inside Lockton and HUB International, and evaluated Mercer, Brown & Brown, and Gallagher as a client, I have seen this dynamic from both sides — and I know exactly…

The Hidden Tax on Your Health PlanWhat Every Employer Needs to Know About Pharmacy Benefit ManagersPharmacy benefits
8 min
The Human AlgorithmWhat AI Really Means for Workforce TransformationWorkforce
8 min
When Should a California Employer Consider Self-Funding?A Practical Guide for Mid-Market HR & Finance LeadersSelf-funding
6 min
When the Builder Becomes the BarrierCEO Succession, Dominant Control, and the People Strategy Crisis in Founder-Led BanksSuccession
12 min

Beyond the Brand Name

More