The 5th AEP Medicare Readiness Summit 2022

Jun 12, 2022 ‐ Jun 13, 2022

Standard: $500.00


Welcome Remarks & Keynote: Digital Marketing Strategies for Regional Health Plans

Jun 13, 2022 9:00am ‐ Jun 13, 2022 9:55am

Identification: MON001

Panel: Contemporary Approaches to Optimize Member Experience and Improve Retention

Jun 13, 2022 10:05am ‐ Jun 13, 2022 10:45am

Identification: MON03

•    Find new ways to turn happy members into loyal members
•    Recognize ways to build a work culture that supports member retention and satisfaction
•    Provide a more satisfying consumer experience from sales to enrollment, through OEP and beyond

  • Kristen Ray, Sales Manager, Medicare Advantage, Physicians Health Plan
  • Barbara Sandoval, Manager, Medicare Field Sales, Providence Health Plan
  • Jason Vallejos, Executive Vice President, Syndicated Insurance Agency, LLC
  • Monett Jackson, Manager, Broker Development and Engagement, Medicare Sales Strategy, Blue Cross and Blue Shield of Kansas City

How to Influence in a Digital World

Jun 13, 2022 10:55am ‐ Jun 13, 2022 11:45am

Identification: MON04

In today’s pandemic environment, conducting business remotely has become the norm. However, trying to influence others without being in the same room leaves us at a disadvantage. How do we overcome this lack of information in order to still make the same impact? Explore new ways to do business in a remote world and learn how to adjust so leading, influencing, and communicating remotely does not leave you at a disadvantage.

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

Panel: Mitigating Third-Party Marketing Organization Issues for Medicare Advantage

Jun 13, 2022 12:30pm ‐ Jun 13, 2022 1:10pm

Identification: MON05

•    Learn about CMS’ call letter and how Joe Namath’s MA marketing and other similar campaigns impact compliance
•    Identify ways to educate existing and potential plan members to mitigate issues, maintain satisfaction, and minimize unintentional switching
•    Find out what other health plans are doing to comply with CMS’s latest requirements while minimizing administrative burden

  • Kevin Mowll, Non-Executive Director, The RISE Association, Medicare Member Acquisition & Experience Community
  • Theresa Lauer, Director, Gov. Markets Individual Sales, Independence BC
  • Steve Selinksky, Vice President, Product, Marketing, Medicare Sales and Community Outreach, HAP
  • Todd Rau, Director, Medicare Markets, Indiana University Health Plans

Be Every Broker’s Favorite Plan: How to Get to the Top of their Recommendation List

Jun 13, 2022 1:20pm ‐ Jun 13, 2022 2:00pm

Identification: MON06

  • Recognize the importance of brokers to your overall sales strategy
  • Identify opportunities where brokers will prioritize and recommend your plan to Medicare shoppers
  • Find out the key tools and technology that support a smooth sales process from the broker point of view
  • Learn the friction points that keep plans from succeeding and recommendations for optimized broker relationships


The Intersection of AEP and Stars: Bringing Together Sales, Marketing, and Health Care Quality

Jun 13, 2022 2:10pm ‐ Jun 13, 2022 2:50pm

Identification: MON08

•    Learn why plans are adjusting their AEP preparations in light of recent changes to Star Ratings
•    Determine how adjustments in Stars ratings could change the market, and what greater emphasis on customer service means for sales, marketing, and product design
•    Recognize the role of pharmacy and a strong MTM program in achieving a high Star rating to optimize AEP success


KPIs for Marketing and Sales: Results of the RISE Benchmarking Survey & Closing Remarks

Jun 13, 2022 3:00pm ‐ Jun 13, 2022 3:40pm

Identification: MON002

Welcome Remarks & Interactive Workshop: Analyze, Improve, Move: How to SPEAR Your Target!

Jun 14, 2022 9:00am ‐ Jun 14, 2022 9:55am

Identification: TUES001

Interactive Workshop: Analyze, Improve, Move: How to SPEAR Your Target!

Jun 14, 2022 9:10am ‐ Jun 14, 2022 9:55am

Identification: TUES02

•    Analyze current systems and ways of working
•    Improve satisfaction, productivity, engagement, accountability, and retention for yourself, your employees, and your members
•    Move strategically towards your target of success


Fireside Chat: Back to the Future - Considering Marketing Oversight Today by Remembering CMS’s Last Marketing Crackdown

Jun 14, 2022 10:05am ‐ Jun 14, 2022 10:45am

Identification: TUES03

•    Examine the steps taken to date by the Biden administration to tighten the oversight of MA marketing
•    Identify CMS’s steps taken at the start of the Obama administration to tighten the oversight of MA marketing
•    Discuss the degree to which the Obama administration’s playbook is likely to inform Biden administration policies