AEP Medicare Readiness Summit

Jun 21, 2021 ‐ Jun 22, 2021


Standard: $500.00

Sessions

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

Speaker(s):
Keynote Presentation: Manage Stress to Optimize Success iconKeynote 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

Speaker(s):
  • Amy Sanchez, Executive Coach and CEO, Swim Against the Current
Leverage Consumer Data and Personas to Differentiate and Grow Your Plan iconLeverage 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

Speaker(s):
Marketing and Sales Spotlight: 2021 Insights for Your 2022 AEP Strategy iconMarketing and Sales Spotlight: 2021 Insights for Your 2022 AEP Strategy

Preview Available

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

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 iconLunch 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!

Speaker(s):
You’ve Made the Sale – Now Process the Applications to Keep the New Member iconYou’ve Made the Sale – Now Process the Applications to Keep the New Member

Preview Available

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 iconBecome 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

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 iconExplore 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 iconExplore 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

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