Welcome and Chairperson’s Opening Remarks & Keynote Presentation

Jun 2, 2020 9:00am ‐ Jun 2, 2020 10:00am

Welcome and Chairperson’s Opening Remarks

Jun 2, 2020 9:00am ‐ Jun 2, 2020 9:15am

Keynote Presentation - Your Customers’ Experience is Your Most Important Marketing Tool

Jun 2, 2020 9:15am ‐ Jun 2, 2020 10:00am
Learning Objectives:
  • Learn how Zappos turned happy customers into loyal customers
  • Leverage the link between organizational behavior and customer satisfaction to build a work culture that supports member retention

AEP Planning in a COVID World

Jun 2, 2020 10:10am ‐ Jun 2, 2020 10:55am
Learning Objectives:
  • Get certain answers in an uncertain time and personalize your sales approach while increasing revenue
  • Learn how to touch your members and prospects in a touch-free world

Best Practices Around Rapid Response Member Communications and Benefit Administration

Jun 2, 2020 11:05am ‐ Jun 2, 2020 11:50am
Learning Objectives:
  • Gain best practices for assessing and responding to customer needs quickly in an ever-changing environment
  • Discuss coordination of your response team, member advisory council, and supplemental benefit providers to resolve member needs during COVID-19
  • Discuss strategies for member communications across multiple channels for optimal efficiency

Improve the Member Experience Through Data

Jun 2, 2020 12:30pm ‐ Jun 2, 2020 1:15pm
Learning Objectives:
  • Learn how to compliantly capture critical information during the sales process and its importance down the line
  • Identify opportunities to capture additional member and prospect information for a smoother AEP sales process
  • Improve the member experience through innovative and customized onboarding approaches
  • Best practice ideas contrasted with business as usual

Engage, Capture, and Keep Today’s Modern Senior

Jun 2, 2020 1:25pm ‐ Jun 2, 2020 2:10pm
Learning Objectives:
  • Manage your processes from the customer perspective to provide a more satisfying consumer experience from sales to enrollment, through OEP and beyond
  • Manage your processes from the customer perspective to provide a more satisfying consumer experience from sales to enrollment, through OEP and beyond
  • Gain insight into which direct mail format, plan design, and creative approach is optimal for age-in and AEP campaigns

Become Your Brokers’ Go-to Plan

Jun 2, 2020 2:20pm ‐ Jun 2, 2020 3:05pm


Learning Objectives:
  • To ensure maximum exposure for your plan, understand what brokers want and need from you
  • Learn strategies to rise to the top of brokers’ piles and become the ‘go to’ choice
  • Best practice ideas contrasted with business as usual


Elevate Grassroots and Face-to-Face Sales Tactics in a Virtual World

Jun 2, 2020 3:15pm ‐ Jun 2, 2020 3:45pm


Learning Objectives:
  • Gain insights and best practices to having successful virtual meetings with beneficiaries
  • Consider new approaches to grassroots sales and local networking for better market penetration in a remote environment