AEP Medicare Readiness Summit

Jun 21, 2021 ‐ Jun 22, 2021

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

Preview Available

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

Preview Available

Welcome and Chairperson's Opening Remarks

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

Identification: MON01

• Brooke Ivey, Chief Sales Officer, Bloom Insurance Agency

Keynote Presentation: Manage Stress to Optimize Success

Preview Available

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

Preview Available

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

• Melanie Draheim, Vice President of Marketing and Strategy, Network Health
• Kimberly Gehrke, Manager of Individual Sales, Network Health

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

Preview Available

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

• 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

Preview Available

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!

• Christie McMullen, Best-Selling Author, Learning Can Stick

Grow and Protect Your Business

Preview Available

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

Preview Available

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

Preview Available

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

Preview Available

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