Rise

Chairperson Welcome & Opening Remarks

Chris Bond, Vice President of Sales
SCAN Health Plan

Keynote Presentation: Medicare Prognosis – what to expect from Congress and the Administration in the coming year and how it will impact your business

Janet Trautwein, CEO
National Association of Benefits and Insurance Professionals (NABIP)

Panel Discussion: Evaluate if Tighter Marketing Regulations can Fix the TPMO dilemma

• Learn how plans are working with CMS to combat Third Party Marketing Organization (TPMO) marketing issues
• Discuss what your organization can do to help fix this problem
• Share experiences on how members have been impacted and develop a clear marketing strategy

Moderator:
Toni Tashiro, Chief Revenue and Strategy Officer
Trusty.care

Panelists:
Steve Selinsky
Medicare Industry Leader

Theresa Lauer, Director, Gov. Markets Individual Sales
Independence Blue Cross

Kacey B. Dugan, Director of Policy and Regulatory Affairs
Faegre Drinker Consulting

Jason Vallejos, Executive VP and CSO
Syndicated Insurance Agency

AEP Strategies – Capitalizing on Top Supplementary Benefits to Ensure Sales Channels Deliver Effectively

• Deep dive into how small-mid size plans can compete with National Carriers
• Benchmark best practices on how to train sales channels to talk effectively about your supplemental benefits
• Discuss how Plans’ names can be best positioned to maximize member enrollment

Moderator:

Tom Pelegrin, Senior Vice President & Chief Revenue Officer
Convey Health Solutions

Panelists:

Todd Rau, Director of Medicare Markets
Indiana University Health Plans

Kristy Croom Tucker, Director of Member Experience and Acquisition
BayCare Health System

Case Study: Banner Health’s Technology Evolution to Ensure Compliant Marketing Materials

• Learn how Banner Health developed a structured way to manage Medicare marketing requests across multiple internal and external entities
• Hear how Banner Health tailored an approach to ensure CMS compliance
• Understand the key considerations for moving to automated processes 

Valerie Monet, Chief Customer Information Officer
Banner Medicare

John Philson, Head of Medicare Marketing Programs
Banner Medicare

Sarah Spiekermeier, Chief Operations Officer, Banner Insurance
Banner Medicare

Learn How Agents and Physicians are Collaborating to Maximize Membership Growth

• Gain insight into top tips to ensure an increase in performance revenue
• Understand how to maximize member enrollment and retention through strategic planning
• Hear about the importance of white label marketing, foot traffic management, reporting and accountability

Jason Vallejos, Executive VP and CSO
Syndicated Insurance Agency

Dr John Kowalczyk, DO, FACOS, Consultant Urologist
Urology Group of Southern California

Case Study: Breaking Through the Market Noise to Acquire, Engage and Retain Members – Tips on how to rock and enroll this AEP!

• Gain insights on how to break through the noise and position your plan to stand out from the competition.
• Discover an onboarding journey that delivers benefit education from day one to help members maximize their plan.
• Get motivated and inspired with innovative ways to engage and retain your members.

Monett Jackson, Manager, Broker Development and Engagement • Medicare Sales Strategy
Blue Cross and Blue Shield of Kansas City

Angie Sutton, Manager, Government Programs Marketing
Blue Cross and Blue Shield of Kansas City

Panel Discussion: A Digital First Approach to Drive a More Effective Marketing Campaign

• Create an end-to-end digital marketing strategy from marketing to enrollment
• Learn how Health Plans are evolving to an omnichannel approach to decrease cost for acquisition and increase conversation rate
• Share best practices for adapting to a digital sales environment from a call center/telesales prospective

Moderator:

Kenneth Klein, Senior Director of Sales
RWS Group, Regulated Industries

Panelists:

Kristy Croom Tucker, Director of Member Experience and Acquisition
BayCare Health System

Kortney Cruz, Senior Vice President, Government Markets
Independence Blue Cross

Chairperson Closing Remarks