Adam Berkowitz, RHU

Questioner
DISC Type : c

Founder at Level Health Plan

St Louis, Missouri, United States

Overview

Adam is the founder of Simpara and Level Health, focused on rehumanizing health plans. As a Registered Health Underwriter, he builds modern benefit solutions that use technology and transparency to lower healthcare costs and reduce administrative burdens for companies.

Based in St. Louis, Adam is a supporter of the St. Louis Cardinals. He is also passionate about building community within his industry, frequently hosting exclusive networking events and receptions for fellow benefits professionals to foster meaningful connections.

Interesting fact: Adam was named to the St. Louis Business Journals "40 Under 40" list and was a finalist for Broker of the Year.

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

They prefer to do thorough analysis of any situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Healthcare Cost-Control
He founded his companies to combat "runaway costs" by rebuilding the benefits brokerage model with transparency and human-centered design to save companies money.
Benefits Technology
Actively promotes HR tech solutions, like Level Health Amplify, to streamline processes for brokers and enhance employee engagement.
Small Business Healthcare
His company Level Health is specifically designed to deliver "Big Care for Small Business" with affordable, people-first health plans.

Media Appearances

Adam has no verified media appearances

Work History

8-2023
Founder at Level Health Plan
8-2016
Founder & President at SimparaHR
1-2014 - 8-2016
Caravus Connect Team Lead at Caravus
10-2010 - 1-2014
Team Manager at Caravus
7-2008 - 10-2010
Benefits Consultant at Caravus

Education

Charter Certified Benefits Advisor from Health Rosetta
2013 - 2013
Registered Health Underwriter from The American College

More Information

Social Presence :

Prographics :

Exp : 17 Location : St Louis, Missouri, United States Job Level : Leadership Designation : Founder at Level Health Plan
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Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Adam

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Adam move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Adam take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Adam

Personality Compatibility


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