AEP Medicare Readiness Summit

Jun 21, 2021 ‐ Jun 22, 2021



Sessions

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

Speaker(s):

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

Speaker(s):
  • 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

Speaker(s):

Technology Spotlight: 2020’s Impact on the Approach for 2021

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

Identification: MON04

•    Learn which 2020 marketing and sales campaigns allowed for the personal touch in a virtual environment to quantifiable effect
•    Implement the right tools for account managers to continue opening a new world all at lower overhead
•    Discover which CRM systems seem to be the most effective in today’s environment
•    Discuss how virtual plans and benefits in general will continue to evolve as beneficiaries grow more comfortable with virtual communications and technology

Speaker(s):
  • 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!

Speaker(s):

Grow and Protect Your Business

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

Identification: MON06

  • Streamline your framework for internal review of materials requiring approval by CMS and other regulators
  • Learn best practices for project managing marketing and member notification material updates to reduce strain on the organization


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

Speaker(s):
  • 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

Speaker(s):
  • Larry Baca, Vice President, Sales & Marketing, Inter Valley Health Plan
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