AEP Medicare Readiness Summit

Jun 21, 2021 ‐ Jun 22, 2021

Standard: $500.00


Chairperson's Opening Remarks and Keynote Presentation: Manage Stress to Optimize Success

Jun 21, 2021 10:00am ‐ Jun 21, 2021 11:00am

Identification: MON001

Welcome and Chairperson's Opening Remarks

Jun 21, 2021 10:00am ‐ Jun 21, 2021 10:15am

Identification: MON01


Keynote Presentation: Manage Stress to Optimize Success

Jun 21, 2021 10:15am ‐ Jun 21, 2021 11:00am

Identification: MON02

  • Explore ways to shift energy management and optimize motivation and productivity
  • Learn how to integrate time to recharge, seamlessly, into your busy day
  • Flip the switch on unconscious thoughts to increase your energy

  • Amy Sanchez, Executive Coach and CEO, Swim Against the Current

Leverage Consumer Data and Personas to Differentiate and Grow Your Plan

Jun 21, 2021 11:15am ‐ Jun 21, 2021 12:00pm

Identification: MON03

  • Understand how combining data analytics with progressive persona profiling can inform successful marketing and sales strategies
  • Learn how plans can use consumer data for predictive analytics to identify member prospects most likely to respond and enroll to increase conversion rates at lower lead and acquisition cost
  • Leverage consumer data to differentiate your plan from the other major players in your region to grow and retain members
  • Use consumer insights to forecast health and cost outcomes for current and prospective members


Marketing and Sales Spotlight: 2021 Insights for Your 2022 AEP Strategy

Jun 21, 2021 12:15pm ‐ Jun 21, 2021 1:00pm

Identification: MON04

  • Learn what tactics worked in a virtual environment
  • Understand how one carrier’s retail center took in-person meetings
  • Discover how to maximize the reach of your prospect data
  • See how personalized, local messaging connected with seniors
  • Gain insights on digital channel execution and how to shoot a DRTV commercial during a pandemic

  • Tom Sass, Senior Director, Consumer Markets & Corporate Sales Operations, BlueCross BlueShield of Western New York
  • Leah Smith, VP, Strategy & Digital, Anderson

Lunch and Learn Workshop: Make Training Safe, Logical, Fun, and Memorable

Jun 21, 2021 1:15pm ‐ Jun 21, 2021 2:00pm

Identification: MON05

  • Explore how to turn any interaction into a safe place where people feel comfortable to learn, grow, and listen, regardless of the topic
  • Utilize the brilliance in the room to learn new ways to ensure people remember what you say
  • Design an action plan for inspiring team motivation and improving sales results
  • Have fun!


You’ve Made the Sale – Now Process the Applications to Keep the New Member

Jun 21, 2021 2:15pm ‐ Jun 21, 2021 3:00pm

Identification: MON06

  • Leverage the digital processes for speed and accuracy
  • Fast and accurate application status to the broker / agents – keep them happy and focused on your plan
  • Quickly confirm the enrollment – make the member yours

Become Your Broker’s Go-to Plan 2.0

Jun 21, 2021 3:15pm ‐ Jun 21, 2021 4:00pm

Identification: MON07

  • To ensure maximum exposure for your plan, understand what tools and capabilities brokers want and need from you
  • Learn strategies to rise to the top of brokers’ piles and become the ‘go to’ choice
  • Understand how compensation, brand, product package, member experience, and cost factor in and how to position them

  • Margaret Mood, Sales Director, Senior Products, Harvard Pilgrim Health Care
  • Dustin VanDuine, MSF, CLU, Director of New Business Sales, Health Alliance Plan
  • Heather Rollins, , Department Vice President, Individual and Small Group Sales, Blue Cross and Blue Shield of Kansas City
  • Tracy Bryant, VP Senior Products, Healthmarkets Insurance Agency

Explore New Sales Models for a Changed Market and Changed Customers and Closing Remarks

Jun 21, 2021 4:15pm ‐ Jun 21, 2021 5:05pm

Identification: MON008

Explore New Sales Models for a Changed Market and Changed Customers

Jun 21, 2021 4:15pm ‐ Jun 21, 2021 5:00pm

Identification: MON08

  • Adapt to the new market: break from “the way we’ve always done things” to break projections
  • Ensure sales agents are aware of their impact to the member’s stickiness, for both member acquisition and retention and to improve sales and plan ratings
  • Alter sales strategies for smart, tech-savvy boomers to retain membership through OEP

  • Larry Baca, Vice President, Sales & Marketing, Inter Valley Health Plan