Chairperson’s Summary of Day One

Jun 2, 2020 3:45pm ‐ Jun 2, 2020 4:00pm

Chairperson’s Day Two Opening Remarks & Partnering with Physicians During Open Enrollment

Jun 3, 2020 9:00am ‐ Jun 3, 2020 10:05am

Chairperson’s Day Two Opening Remarks

Jun 3, 2020 9:00am ‐ Jun 3, 2020 9:15am

Partnering with Physicians During Open Enrollment

Jun 3, 2020 9:15am ‐ Jun 3, 2020 10:05am


Learning Objectives:
  • Gain best practices for collaborating to increase stable membership
  • Review the relevant regulations and avoid the potholes
  • Get a clear understanding of the regulatory compliance parameters as to what is and is not acceptable

Getting Compliance and Sales & Marketing on the Same Side

Jun 3, 2020 10:15am ‐ Jun 3, 2020 11:05am
Learning Objectives:
  • Learn techniques that replace tension with positive relationships between marketing, sales, and compliance
  • Get proven strategies to embed compliance units within the business
  • Identify ways to build marketing goal alignment and take a problem-solving approach to compliance

Maximize Your Age-in Outreach Strategy

Jun 3, 2020 11:35am ‐ Jun 3, 2020 12:25pm
Learning Objectives:
  • Learn how strategy plans may need to change in relationship to COVID-19
  • Understand the values and drivers for today’s age-ins, not “one size fits all” cookie-cutters
  • Discover new ways to work with community partners to help reach age-in segments, based upon preferences and needs

How NOT to Lose the AEP Members Gained, Over the OEP

Jun 3, 2020 12:35pm ‐ Jun 3, 2020 1:25pm


Learning Objectives:
  • Understand the consumer mindset shift and why agent and carrier communication and the member onboarding experience are more important than ever
  • Learn what beneficiaries are looking for and what strategies retain members through the recently reintroduced three-month OEP


Retention Is the New Acquisition: Successful Call Center Strategies

Jun 3, 2020 1:35pm ‐ Jun 3, 2020 2:05pm
Learning Objectives:
  • Learn how to develop an effective call center plan through relationship-building and the right incentives
  • Pick up creative strategies for managing remote teams, including managing exceptions reporting
  • Understand what carriers expect from hired guns and what they should expect from captive teams

Chairperson’s Closing Remarks and Conference Concludes

Jun 3, 2020 2:05pm ‐ Jun 3, 2020 2:20pm