In this episode of ShiftShapers, host David A. Saltzman welcomes Sally Pace, CEO of Connect Healthcare Collaboration and co-founder of The Granite List—a platform built to help benefits advisors compare point solutions with clarity and confidence.

Sally shares how her background in storytelling and communication led to the creation of employee engagement strategies that bridge the gap between tech and human connection. From clinical and benefits advocacy to empowering advisors with transparency tools, Sally emphasizes how trust, education, and personalization are reshaping the future of benefits.

👉 Learn more or create a free profile at: www.thegranitelist.com

🤖 Sponsored by BenePower
BenePower is an AI-powered platform helping advisors build high-impact, self-insured health plans quickly and seamlessly. By integrating best-in-class point solutions and eliminating inefficiencies, BenePower reduces costs, improves member outcomes, and positions advisors as industry leaders.
🔗 Learn more at BenePower.com

🔑 Key Takeaways from This Episode

📌 Don’t Wait for Enrollment to Start Educating
Sally explains why the most effective strategies involve consistent, year-round communication—not just an annual packet.

📌 Real Advocacy Requires Real People
Benefits are confusing. Using high-touch, concierge-style advocates helps employees actually use what’s offered.

📌 Data Is Powerful, But Not Enough
AI can identify needs—but human guidance drives understanding and usage. Together, they make an unstoppable team.

📌 Fiduciary Pressure Is Rising
With plan sponsors increasingly held accountable for engagement, education is no longer optional—it’s essential.

📌 The Granite List Gives Advisors a Clearer View
Point solutions are overwhelming. The Granite List brings organization, community insight, and streamlined comparison to the marketplace.

⏱️ In This Episode
00:00 Introduction to Sally and her background
02:11 Lessons from HGTV and marketing communication
04:00 Building human-centered engagement tools
06:00 The staggering underutilization of benefits
08:40 Why AI needs a human touch to work
10:50 Making enrollment an opportunity, not a hurdle
12:30 Advisors and the fiduciary conversation
16:00 Birth of The Granite List platform
18:00 Helping advisors and consultants vet point solutions
20:00 Transparency and personalization in benefit design