Work-from-Home Has Upended Traditional Selling

How Important is your opening statement to your relevance with prospects? Trusted relationships are the key to selling financial and health products, aren’t they? Being instantly relevant helps create this trust, right? “Benefits are personal” so agents today must make every conversation “personal” by using AI to personalize opening statements. In this session you’ll learn: 4 things every senior is concerned about, the secret to storytelling – draw prospects out in every call, how to eliminate selling the wrong thing and start selling the “right” thing and the exact word-for-word questions that close more deals!

Lloyd Lofton

Chief Sales Coach

Power Behind The Sales

Underwriting Professionals Roundtable

Join our group of Medicare Supplement underwriting experts and your peers in an interactive format as we discuss industry topics such as implications from COVID, automated underwriting, use of pharmacy and medical claim data, and other hot topics.

Scott Coller

Director, Health Data Innovation

Milliman

Joseph Iannetti

VP & Chief Underwriter - Group & Specialty Products

Gen Re -- A Berkshire Hathaway Company

Cecil Ramotar

VP, Underwriting and Risk Management

Gen Re -- A Berkshire Hathaway Company

Medigap Claims Issues: The Growing Impact and Cost of Fraud

Fraudulent Medicare claims account for nearly $50B dollars annually. With rising costs for insurance companies and higher premiums for insureds the growing impact and cost of Medicare fraud affects everyone. From opioid fraud to genetic testing, telehealth to durable medical equipment – this presentation and roundtable discussion will focus on what is happening in Medicare fraud and what your company, and strategic partnerships can do about it.

Tim Heuertz

Medicare Supplement Claims Manager

Mutual of Omaha

Welcome

Jay Weintraub

CEO

Medicarians

Changing the Way We Manage Our Health

He brought Siri to Apple, and now he’s bringing healthcare management directly to your smartphone. Dag Kittlaus was inspired to break into the digital health space after surviving the same type of cancer that took the life of his former boss, Steve Jobs. Dag’s newest venture, Riva Health, a mobile-based disease management system for high blood pressure, is expected to revolutionize the way providers and consumers monitor medical conditions. Join Paul Ford, President of Centerfield Insurance Services, in a candid conversation with Dag about utilizing his never-before-seen technology to bring in new customers and lower the cost of treatment.

Paul Ford

President of Insurance

Datalot by Centerfield

Dag Kittlaus

CEO & Co-Founder

Riva Health

Ageism and Loneliness

The way people are aging is changing and it is affecting the Medicare industry in more ways than many may notice. The population we serve is staying healthy longer, largely due to the way they view aging. Erica Schwartz, President of Insurance Solutions at UnitedHealthcare, will talk about how a more positive view on aging, a sense of purpose, and addressing loneliness can better serve the Medicare community.

Erica Schwartz, MD

President, Insurance Solutions

UnitedHealthcare

Fireside Chat with Integrity Marketing Group

MemoryWell Founder and CEO, and award-winning journalist Jay-Newton Small, is joined on stage by Bryan W. Adams, Co-Founder and CEO of Integrity Marketing Group. Mr. Adams will share his thoughts on what has fueled Integrity’s meteoric growth. He will also discuss the need to position Medicare as part of a more holistic approach to health and wealth, as well as the vital role licensed sales agents will continue to play in the rapidly evolving Medicare marketplace.

Bryan Adams

CEO & Co-Founder

Integrity Marketing Group

Jay Newton-Small

CEO & Founder

MemoryWell

The Distributors’ Dilemma

Distributors face a dilemma, but it is not what you think. It has nothing to do with media, advertising, attracting talent, or navigating an ever changing commission landscape. No, general business operations is a strength. The problem, too, isn't a lack of programs or enough in market consumers. It's the opposite. Distributors have access to too many products and consumers have far too little knowledge of the products and even their needs. It's a recipe for too high turnover, bad outcomes, and stagnant growth. Let's break the cycle.

Gaurav Suri

President & Chief Business Officer, Co-Founder

Health IQ

The Future of Distribution: The Venture Capital Viewpoint

Venture capital dollars have upended countless industries, forever altering the landscape of the respective industry - often for the better, but alter they have. The world of senior care is not one world. It is a combination of many - including health and wealth, each of which has experienced and continues to experience tech enabled, VC fueled disruption. The senior space is just starting to witness the influx of startups and capital that other industries. What will it mean? Where will startups forever alter the landscape, and where will they try to potentially miss the mark? Join us for a potential glimpse into the future from one of the best in the business.

Drew Aldrich

Founder & Managing Partner

Viewpoint Ventures

Medicare Advantage and Medicare Supplement: NAIC Perspective

Medicare is unique in it being a federally mandated and in many respects federally operated healthcare program. As a federal program, Medicare is available in every state. When it comes to ensuring program compliance in the state in which the purchase is made, that falls on the NAIC. How the NAIC and the commissioners in each state protect their consumers and the integrity of Medicare continues to evolve. In addition to their being the stewards of Medigap, their perspective and voice are respected and sought out for changes large and small to Medicare as a whole.

David Torian

Counsel & Health Policy Analyst

National Association of Insurance Commissioners (NAIC)

Top 10 Challenges Building and Operating a Digital Medicare Supplement Insurance Agency

The breadth of Medicare Supplement products across states and companies creates real challenges for building and growing a sales team. Recruiting, training, and tracking are all made more complex with such a broad set of products for sale. We will talk through the top challenges for operating a fast-growing Medicare Supplement agency and provide solutions and recommendations for addressing them.

Matthew Kessler

Director, MedicareGenius

AWL

Easily Implement and Achieve the Benefits of Remote Patient Monitoring (RPM)

At Ottalaus Health, our mission is making Remote Patient Monitoring (RPM) easy. This is particularly important for Medicare patients, 72% of whom have two or more chronic conditions. Patients love the easy-to-use system for taking their vital signs at home and studies demonstrate improvements in outcomes—including a reduction in emergency room visits and hospitalizations. Providers also benefit from an attractive revenue stream from established Medicare reimbursement codes. Ottalaus makes it easy to set up an integrated, white-labelled RPM system, from device kits to data delivery.

Christopher Liechty

Head of Marketing

Ottalaus Health

ElliQ the Care Companion for Happier, Healthier, and More Independent Aging

Description - ElliQ is a care companion robot designed to empower older adults to live healthy, engaged, and connected lives, while alleviating the effects of loneliness and social isolation. Developed with years of research and user studies that combine psychology, behavioral sciences, and advanced cognitive AI capabilities, ElliQ has made a measurable difference in the lives of its users.
ElliQ is a proactive, voice operated device that offers companionship, connection to loved ones, health and wellness support, and entertainment. With ElliQ, older adults can enjoy conversations, jokes and music, keep up with their health and wellness goals, set important reminders for events and appointments, stay in touch with family and friends, coordinate transportation, and more!

Assaf Gad

VP Strategy & GM

Intuition Robotics

AI is the Cure for a Broken Online Medicare Market

Let's face it - Medicare is confusing to buy and time-consuming to sell. Today’s Seniors are ready to shop online, but today's leads-driven landscape can be confusing - and are often deceptive. Each agent needs to match consumers to the plans they sell, yet they’re not equipped to answer the question “which plan is right for me?” Hear how Inspire Health Tech's AI-powered plan recommendation engine empowers forward-thinking agencies and carriers to enable fast, compliant, consumer-initiated research. These personalized, and unbiased plan recommendations build trust and shorten call times while improving close ratio.

Mark Seghers

CEO & Founder

Inspire Health Tech

View From The Capital: The Politics of Medicare and Healthcare Reform

Janet Trautwein will present an insiders view of what is really going on inside the Beltway and how and why things happen the way they do. The session will include an overview of what has happened this year on the legislative and regulatory front including what is in process and being finalized right now. Also included will be a forecast of what to expect over the next year and beyond, touching on both Medicare Solvency solutions and a look at how prescription drug pricing and Medicare Prescription Drug plans and Medicare Advantage plans may be impacted.

Janet Trautwein

CEO

National Association of Health Underwriters

Filling the Talent Gap: Attracting the Next Gen Agent

As we enter a post-pandemic world in which many of our clients are recalibrating their relationship with their health and financial wellbeing, so, too, are we obligated to develop the next generation of agents attuned to their holistic needs. In this panel, we’ll explore what “tomorrow’s” agent needs to look like today; important and emerging market trends that are impacting talent recruitment; and how to attract, train and retain these agents to future proof distribution now and in the future.

Robert Bache

Founder & Chief of Sales

Senior Healthcare Direct

Brandon Clay

VP of Life & Health Distribution

AmeriLife

Nick Hildenbrand

Principal

AmeriLife Marketing Group

Medicare Marketing: What’s Working … and What’s Not

Last year we saw the public three (eHealth, SelectQuote, and GoHealth) all stumble rather badly. Each CEO talked about headwinds, agent hiring, and delayed CMS announcements. We look a bit deeper at the changing market dynamics including expanding customer internet literacy, plan preferences (traditional Medicare versus MA), CMS management, plan versus brand loyalty and much more.

Puja Amin

General Counsel

Digital Thrive

Holly Laugle

VP, Campaign Strategy

Wunderman Thompson Health

Kimberly Patterson

Managing Director of Operations

Agent Pipeline

Peter Stavisky

CEO

Barrington Media Group

Marc Wheeler

Managing Partner

Strategic Options

Anne Wood

Chief Marketing Officer

Integrity

Empowering Patients With the Right Information at the Right Place & Time

The increase in Alternative Therapies, Integrative Medicine, Telehealth, Digital Therapeutics and a host of other points of care improves access and personalization, but also increases the fragmentation of information that makes up a person’s whole health history. The patient’s evolving role as “general contractor” of their own body is putting massive pressure on traditional health information management solutions that were never intended to share information the way that the human at the center of the journey needs in order to be in control and/or empower their support circle(s). This session will be discussing a solution to bridge that gap.

Jill Michal

CEO & Founder

Kith+Kin

Get the Most Out of Employee Health and Wellness Benefits – Instantly, Digitally, Revolutionary

It’s 2022, Health ‘benefits’ should be easy, accessible, and affordable to all ages. Enter Healthee, which leverages cutting edge AI technology to help discover what’s covered, which provider to see, what it costs, and how to book an appointment—all within 27 seconds. It’s a win-win for carriers, employers, and members, reducing workload and costs, and making members healthier, happier, with a much better user-experience. Healthee is transforming the way people interact with their health benefits, while providing a member experience that matches members expectations.

Guy Benjamin

Co-CEO & Co-Founder

Healthee

Healthcare tasks are hard. So Renee does them for you. Come see how.

Renee is the first-ever smart, easy and enjoyable personal assistant specifically designed to complete the most common healthcare tasks for 100MM aging Americans...and their caregivers. From scheduling doctor appointments to driving medication adherence to tracking key vitals and supporting mental health – Renee delivers whole-person closed loop care with an open ecosystem of industry-leading, in-network partners. Created by the founders of Heal and supported with $8.2MM in investment from Quiet Capital, Fika Ventures, Mucker Capital and Tau Ventures, Renee is sold to leading payers looking to increase member satisfaction, lower healthcare costs and reduce member churn.

Nick Desai

CEO & Co-Founder

HeyRenee

The 1% – Improving IMO Profitability & Reducing the Agent Failure Rate With Insurtech presented by Insurance Toolkits

Insurance Toolkits provides a quoting, underwriting, & point-of-sale software platform that improves profitability and the ease of doing business for both insurance agents and IMOs. Our team is composed of licensed agents, former medical professionals, and a number of talented developers who all share the same goal of bringing quality, agent-focused technology solutions to an industry that has historically lacked such options

Joseph Wahl

Co-Founder

Insurance Toolkits

What’s New in ’22 – Introducing ConnectureDRX’s new platform features for AEP

For more than 20 years, ConnectureDRX has been developing innovative, compliant Medicare enrollment and drug transparency technologies, unparalleled distribution networks, and actionable healthcare insights to deliver a personalized member experience that contributes directly to our customers' growth. We support all Medicare plan types and multiple ancillary products. Our 130 plus heath plan carriers have over 5,700 plans on our platforms and boast 94% of the PDP market, 90% of the MA/MAPD market and 78% of the MedSupp market. We also serve more than 100 FMOs and agencies.

Arthur Tu

Sr. Director, Product Management

ConnectureDRX

Changing the Dynamics of Engagement

For over 20 years, CHCS Services has been a leading Third-Party Administrator for Medicare supplement insurance. Our outsourcing solutions, highly experienced staff, and state-of-the-art technology provide exceptional quality, personalized services to each of our clients. CHCS’ digital transformation, in conjunction with harnessing the power of data science is driving claim efficiencies, high automation and industry leading auto adjudication rates, within our Medicare Supplement offerings. As a trailblazer in the industry, CHCS continues to leave clients impressed with an industry leading customer focus and longstanding history of successful outcomes.

Mark McKeithen

EVP & CRO

CHCS Services

Are We Reaching Saturation? What’s Really Behind the Consumer Behavior in the Medicare Advantage Market presented by iptiQ

We've all read the news that the Medicare Advantage market may be saturated. That private plan offerings seem increasingly similar to each other. That a failure to meet customer expectations, coupled with increased consumer awareness of alternatives, makes it hard to compete.But what's the real story? Hear our panel discuss what consumer behavior insights tell us about Medicare customers. We'll explore questions like: How do consumers respond to so many options, what's the impact of inflation, how do they think about bundled offerings, and what do they actually believe private Medicare plans should or will provide?

Jason Krasula

Head of Partnerships

iptiQ Americas

Dan Sullivan

Business Development Manager

iptiQ Americas

Reinventing MedSupp Prospecting

The Medicare business will continue to boom as the 65+ U.S. population grows from 54 million in 2019 to over 80 million in 2040. However, finding Medicare prospects has never been harder than it is today. Call screening technology grows more sophisticated. Digital ad rates increase. Email open rates decline. A growing stream of television ads threaten to create Medicare fatigue for your target customers. How should you adjust your marketing strategy to generate a steady stream of prospects and grow your business in 2022?

Mike Alexander Sr.

VP Sales Medicare Division

ABM Insurance & Benefit Services Inc.

Bryan Keeven

VP, Life & Health Distribution

AmeriLife

Ryan Kimble

President

Agent Pipeline

Greg Salwitz

Chief Product Officer

EasyHealth

Paul Tyler

Chief Marketing Officer

Nassau Financial Group

How Can Small Insurers & New Entrants Compete?

How do new market entrants and smaller insurers differentiate themselves in the increasingly competitive Medigap space? A diverse panel of actuarial, product, and sales/marketing experts discuss the competitive challenges and tactics to succeed in the face of rising loss ratios, declining margins, pricing pressures, and sales/marketing funding that could otherwise squeeze out smaller players.

James Codney

AVP Medicare Sales

Prosperity Life Group

Bryan Derheim

VP, Senior Products & Nat'l Accounts

National General an Allstate Company

Gregory Etchison

VP, Medicare Supplement & Specialty Health

AmeriLife

Nick Ortner

Senior Consulting Actuary

Milliman

Anna Patrick

Director of Strategic Partnerships

CSG Actuarial

Get Clarity Around Your Total Revenue—and Where It Comes From

Trusty.care improves efficiencies in the distribution of senior, individual, and ancillary health insurance products. Trusty.care streamlines the sales and commission process for insurance distributors while significantly improving member retention for carriers and providers. Our software suite provides quoting and enrollment and commissions management. For the 150 million people who purchase Medicare, Marketplace, Medicaid, individual, or ancillary insurance products, Trusty.care connects the point of sale to the consumer’s needs. Trusty.care optimizes the sales and retention process by reducing administrative costs, speeding up time to sale, and reducing churn. It’s a complete solution.

Gustavius Smith

Head of FMO Sales

Trusty.care

A Behavioral Health & Engagement Platform That Helps People Understand the Relationship Between Cause and Effect in Personal Health

A revolutionary behavior change platform to drive engagement, adherence, and improve health outcomes. Our innovative health technology pairs our numberless scale, blood pressure device and glucose monitor to the Shapa Health mobile app providing you and your patients with a seamless experience for virtual care. Co-founded by Behavioral Economist Dan Ariely, Shapa Health has created a more engaging feedback system that uses behavioral science to motivate individuals to stay engaged and sustain progress. Shapa patented a 5-color feedback system showing patients what direction their weight is trending over several weeks removing the fear and frustration of daily fluctuations.

Nati Lavi

CEO & Co-Founder

Shapa Health

Healthcare Fintech: The Next Frontier

CoverRight, a digital concierge platform focused initially on Medicare. The Company’s mission is to be become the ‘go-to’ retirement concierge “superapp” for health/finance topics, seamlessly blending healthtech and fintech to allow retirees to navigate the most critical decisions when they retire; allowing seniors to live longer, happier and worry-free.

Richard Chan

CEO

CoverRight

A Digital Hearing Solution

Audicus offers award-winning, affordable hearing aids online, at a fraction of the cost of traditional audiologists, saving the average consumer over $3,000. Through its innovative business model, Audicus has enabled consumers to save more than $50 million since 2012, and has helped hundreds of thousands lead more connected and empowered lives. Audicus was also the first to introduce a hearing aid subscription to members, with fully customizable hearing aids starting at $39 per month. Learn more at Audicus.com.

Christian Sjulsen

VP, Consumer Division

Audicus

Providers and Agents – Finding the Holy Grail

High-growth agencies are increasingly finding partners in forward-thinking provider groups. Recognizing that the agent is a key player in the member’s overall healthcare experience, the most successful agencies create synergistic provider relationships with a true give and take. With several well-capitalized senior-focused provider groups experiencing hyper-growth, getting the balance in the agent and provider relationship right — and creating value across the entire chain to providers, agents, and most importantly patients — is more important than ever. Join our panel and hear about the successes and learnings from one partnership between an innovative agency and a leading national senior primary care group.

Henry Figueroa

VP, Sales

Spark Advisors

Jason Mefford

VP, National Growth

CenterWell

Veronica Neal

President

Keystone Advisors

Is “Lead” Gen Always Going to be a Four Letter Word

There is a reason that "Lead" is "Deal" spelled backwards. You cannot have the latter without the former. And while leads are the lifeblood of any industry, the channels and methods for generating them have evolved greatly - from the advent of online lead generation in the early 2000's to today's social, mobile, ever interconnected world. Companies today have to navigate a world far more complex and crowded than ever before. And, while there exists the opportunity to build bigger businesses faster than previously thought possible, for some, the quest to do so has meant engaging in tactics that do not lead (no pun intended) to great long term outcomes for the individuals in our care or our companies. All of which has put a taint on the lifeblood of growth. It doesn't have to be this way... or does it?

William DeCourcy

SVP Growth Marketing & Customer Acquisition

AmeriLife

Koby Hastings

CEO & Founder

Leadrilla

Paul Spiegler

Healthcare Market Lead

Drips

Craig Sturgill

CSO & Co-Founder

Excel Impact

Utilization of Added Benefits: Are Members Really Taking Advantage of MA Plan Added Benefits

Free rides. Gym memberships. Meal delivery… These are just the beginning. If judged by the ever increasing array of additional benefits, MedAdvantage certainly has the advantage. But, what are benefits is plan members aren’t taking full advantage of their included benefits. Far from a marketing gimmick (although bad actors have unfortunately leveraged them for short term gains) the inclusion of added benefits is designed to improve quality of care and outcomes. What does utilization look like? Is there even a right level? And, Does anything need to change with respect to what gets included and how much going forward? Join us for these questions and more.

Anna de Paula Hanika

CEO & Co-Founder

Uno Health

Annie Mayo

Area VP, Health & Government Markets

VSP Vision Care

Carrie Meyer

Director of Clinical Programs

Amplifon

Asset Based Long Term Care Strategies

Over the last 15 years, the use of LTC-Life Settlements to pay for senior living has grown into a mainstream option accepted by every care provider in the United States. There are 250 million life insurance policies in-force today and over $200 billion owned by seniors could potentially qualify for an LTC-Life Settlement to pay for care every year. Learn about the use of life insurance policies as a tax-free way to pay for care, how the practice is a Medicaid qualified spend down, how the use of a Long-Term Care Benefit funded by an LTC-Life Settlement is an option that families can use at the time that care is needed.

Chris Orestis

President

Retirement Genius

Trends in Call Centers / Telesales for Medicare Solutions

Call centers are and have been a staple of the Medicare landscape. They are a powerful and necessary tool during the enrollment process - from helping large brands scale up to being a growing force in the direct to consumer world. And, the last two years only showed greater willingness by consumers of all backgrounds to speak to an individual they have not met (nor perhaps will meet) face to face. Combining changing consumer behavior, the need for continued operational efficiency, along with rapid advances in telephony technology means an understanding of the call center space is no longer a nice to have but a must have.

Arvell Craig

Contact Center Compliance

Director of Compliance Services

Clay Heinz

GVP, Healthcare Growth Strategy

TTEC

Jim Palmer

President Direct-to-Consumer

AmeriLife

Multicultural Medicare

Hispanic Americans earned more than $1 trillion and paid more than $250 billion in taxes in 2017 alone. The contributions of Hispanic Americans show again just how important a role they play in the U.S. economy and for American society as a whole as workers, taxpayers, and consumers. Hispanics not only add significant value to the U.S. economy but they also support and help fund social services and infrastructure that ultimately benefit all Americans. Reformulate the question regarding Hispanics power of acquisition. Where are they putting their money and how can we help them invest it in the right place, health coverage. That is the purpose of this session. Marketing to an increasing minority.

Joseph Orsini

President

Grupo Latinoamericano de Seguros

Jeff Palo

VP

Pinnacle Financial Services

William Somerville

Founder

PolicyBind

Malverne Varlack

Team Lead

Grupo LatinoAmericano de Seguros

Welcome

Jay Weintraub

CEO

Medicarians

FarmboxRx Presents: Leveraging Innovative Benefits to Drive Growth in Strategic Markets During AEP

The future of health care for our seniors is changing drastically. Member engagement and experience is key. During this session, Ashley Tyrner, Founder & CEO at FarmboxRx, will discuss the growth of food as a benefit and how competitive supplemental benefits that meet members where they are while also addressing SDOH can better serve the Medicare community. Ashley is a health & food-policy advocate, & serial entrepreneur. Once a single mom on food stamps, she is now on a mission to re-shape health care in America.

Ashley Tyrner

CEO & Founder

FarmboxRX

The Role of the Producer: The Next Ten Years

Some pundits claim that the majority of insurance will be sold via digital channels in the near future, but the numbers just don’t add up. A recent McKinsey & Company study found that “insurance customers consider service quality and trusted advice from an agent to be an important part of their decision to purchase.” Furthermore, the U.S. Bureau of Labor and Statistics projects that employment of insurance sales agents is projected to grow 7 percent from 2020 to 2030, about as fast as the average for all occupations. That's the good news. The bad news is that insurance buyers expect digitally enhanced service and experiences, and this doesn't mean posting on social media. Join as we explore what the next 10 years hold for the role of the insurance producer in an increasingly digital world. Producers won't be replaced by technology, but those who aren't enabled by technology will be replaced by those who are.

Domenick DiCicco

Benefytt

CEO

David Duel

CEO

EasyHealth

Niji Sabharwal

CEO & Co-Founder

AgentSync

Fireside Chat with AmeriLife

Join AmeriLife chairman and CEO Scott Perry and former NY1 news reporter and voice of Retirement.Radio Matt McClure as they discuss the future of the Medicare market and distribution, the market trends that are impacting its evolution, and why this moment calls for a holistic and balanced approach to futureproof our industry and set up agents and marketing organizations for success.

Matt McClure

Producer & Co-Host

Retirement.Radio

Scott Perry

Chairman & CEO

AmeriLife

Supplementing Medicare – Effective Cross-Selling

MedSupp is a fantastic program. It helps those on Medicare who choose MedSupp, to use the services of Medicare with more comfort and confidence. Medicare, even with MedSupp, is but one arrow of a senior’s health quiver - the largest arrow but still just one. True health means greater coverage, and while advisors and other experts in Medicare understand this, a senior shopping (especially for the first time) does not. There is a rich ecosystem of programs that not only help seniors but rely on the MedSupp sales process for their distribution. Walking the often delicate balance between making sure there are not gaps in an individual's coverage but without appearing to overwhelm, or worse, come across as selling them what they don’t realize they may need is what this session is all about.

Sam Melamed

CEO

NCD

Derek Streich

VP, Product

UnitedHealthcare

Mike Vietri

Chief Distribution Officer

AmeriLife

Holistic Health & Wealth Planning

Most people are not confident in their retirement savings, and are more than likely to run out of money during retirement. Even more have not accurately quantified the impact of healthcare expenses or defined a financial plan that will support them. Companies are now recognizing the need to better align with individuals with what matters most to them and are changing business models to support individual financial wellness. Join our panel of leading industry executives to discuss the driving factors across life longevity trends, changing healthcare costs, and the need for more holistic financial planning earlier in life.

Stephen Chen

CEO & Founder

NewRetirement

Carl Daley

SVP Medicare Strategy & Operations

Humana

Sam Zimmerman

CEO & Co-Founder

Sagewell

Improving Placement Rate in a Serial Shopping World

With great power comes great responsibility; these words may have been immortalized by the superhero genre, but to the seniors shopping for Medicare, the agents are the superheroes. They have more power and greater impact on the individuals’ lives they touch than they may realize. The challenge of course is that the real world is often messy. It means trying to serve but trying to succeed - as people, as businesses. And, in today’s hyper competitive world, where consumers are used to shopping, used to switching, almost expect making decisions on a narrow pool of information, what happens? People aren’t selecting the plan that is right for them or their provider. As a result, LTV goes down, complaints go up, and the agencies in search of sale make less and lose the trust of their plan providers. It’s a hard cycle to break, but it is one the vast majority are committed to seeing broken. The question of course, is how?

Kyal Moody

CEO & President

MyPlanAdvocate

Jeff Piotrowski

Market Leader, Insurance

Jornaya

Ovi Vitas

CMO

AmeriLife

Today’s Lead Gen Industry is Becoming a Minefield

Changing Rules and Regulations make it nearly impossible to reach the consumer. Today’s Lead Gen climate is becoming a regulatory minefield fraught with many new challenges including never-ending litigation, a new FTC Proposal and calls being blocked by service providers. At the end of the day, you can’t contact a consumer without express written consent to contact. ActiveProspect can help with Consent-based Marketing.

Yung Chung

Director of Sales

ActiveProspect

How Senior Market Agents Are Using the Web To Increase Sales, Renewals, and Referrals

Insurance websites and digital marketing can help you and your agents reach more clients and make more sales. Join Aaron Kassover, founder of leading senior market insurance website platform AgentMethods, to see how their platform has helped thousands of agents reduce their marketing effort by 47% while increasing sales by 70%. You'll leave with a plan of action for growing your insurance sales.

Aaron Kassover

Founder

AgentMethods

SilverBills: A Solution for Aging in Place, Financial Wellness and Maintaining Independence

SilverBills provides concierge household bill management throughout the U.S. Funded by the NIH, SilverBills receives, scrutinizes, stores and ensures payment of members' household bills thereby increasing financial wellbeing. Because of the strong connection between the social determinant of health of financial wellbeing and health, SilverBills is increasing members' health by decreasing stress and anxiety surrounding finances and payments. SilverBills is unique, because it is a service powered by a robust software application, but member computer use is optional because every member is paired with a dedicated U.S. based Account Manager who can be reached via phone, email, text or fax.

Nathaniel Ebeerhart

COO & President

SilverBills

Bullish on Brokerage

New CMS regs require agents to record phone calls. How will this impact you as an agent? And how will your FMO be a part of the solution to help you learn new skills and remain compliant in the next AEP? Join this session to walk away with several new sales ideas you can put to immediate use! Our esteemed panelists will also cover how NAHU works on Medicare issues in Washington, DC in conjunction with its Medicare Advisory group and FMO Council and how you can participate.

Angela Palo

COO & Co-Owner

Pinnacle Financial Services

Patrick Rodriguez

President

Applied General Agency

Michael Smith

President

The Brokerage

Janet Trautwein

CEO

National Association of Health Underwriters

From Few to Many: Meet the Startups Tackling MedSupp, MA, and more

Talk to some companies about startups entering the space, and you will hear something along the lines of, “Startup? You mean a producer is starting their own agency.” In other words, the idea of a startup, often someone from outside the industry with no experience in the industry, looking to innovate can seem to some like an anathema. Like them, dislike them, understand them, or be confused by them, the wave has begun, and it is highly likely to be just the beginning. Some will be friends. Others foes. But ignore them, one cannot.

Nick Desai

CEO & Co-Founder

HeyRenee

David Francis

CEO

Healthpilot

Jay Newton-Small

CEO & Founder

MemoryWell

How Technology Is Changing the Medicare Landscape

Galya Appell

SVP, Strategy & Innovation

AmeriLife

Max Bickett

Head of Agent Technology Products

Assurance IQ

David Graf

CEO

SunFire

Cameron Liljenquist

CTO

Willis Towers Watson

Prasanna Nathan

Digital Delivery

Aetna Senior Supplemental Insurance

Tenzr Health: Maintaining Physical Function Can Be Fun and Rewarding

Tenzr Health combines intelligent wearable sensors and gamification to make physical rehab fun, rewarding and effective.

Lukas-Karim Merhi

CEO & Founder

Tenzr Health

Financial Wellness in Retirement

With rising health care costs and longer life spans, the near 4M Boomers entering retirement each year face tremendous financial uncertainty while simultaneously commanding a substantial amount of national wealth. Founded in 2021 by an experienced team of entrepreneurs, Sagewell is the only vertical financial services platform built entirely for retirees. Sagewell’s beach-head product - MyPaycheck - offers members a familiar, bi-weekly paycheck that advances, annuitizes and consolidates multiple retirement income streams. My Paycheck, in addition to other Sagewell value-add and unique services, positions Sagewell to help retirees budget, save, and spend their money via a personalized payroll and benefits platform for retirement.

Sam Zimmerman

CEO & Co-Founder

Sagewell

3 Steps To Decrease Churn and Increase Customer Lifetime Value

MyHealthAngel is a tech-enabled marketing company specializing in delivering innovative customer acquisition and retention solutions to the U.S. Senior Adult Medicare markets. MyHealthAngel operates a unique digital platform that fosters community and engagement through interactive online events that are tailored to the interests and needs of its members and include a broad range of activities from music therapy to virtual tours of international cities. Our mission is to combat loneliness and social isolation by providing experiences, resources, education, and social connections that enable Seniors to live life to the fullest.

Daniel Feldman

CEO & Co-Founder

MyHealthAngel

Differentiate and Retain Members by Increasing the Affordability of Your Plan

Uno Health is a tech-enabled service that enrolls Medicare members into all of the 7 key state and federal low-income programs they're eligible for (e.g., Medicaid, SNAP, Rx assistance), giving members millions in copay reductions and cash -- and plans a 20% increase in Part C revenue through the demographic portion of RAF. Reduced copays and the ability to afford critical care leads to higher retention rates, happier members and reduced downstream costs.

Anna de Paula Hanika

CEO & Co-Founder

Uno Health

From Medicare Brokerage to Medicare Navigation – Driving Health Outcomes by Helping Seniors Access Quality Care

Connie Health is a one stop shop for coverage and care to help seniors access and afford the quality care they deserve. Access to quality care is the biggest variable impacting senior’s Drivers of Health (DOH), which drives 90% of health outcomes. Connie uses advanced technology and local agents to help seniors find the right insurance plan, best doctors and navigate their plan and the medicare system. For consumers Connie helps save money and get better care and for payors and providers Connie drives high quality membership growth.

Oded Eran

CEO & Co-Founder

Connie Health

Stacking Technologies: Creating Uber-efficient Agents Able To Meet Consumer Expectations

Some people look at technology as a threat, as something that will replace the people that have long been relied upon for a specific job. That approach is not invalid, as there have been countless examples of humans being replaced by machines. But, there have also been examples of humans being enhanced by machines. Like Iron Man with his suit, technology can be a tool to help people do things fast, better, more efficiently, all while delivering better service and results for their companies.

John Fallot

President

Senior Enrollment Solutions

Nima Hakimi

CEO & Co-Founder

Convoso

Jill Henderson

VP & COO

Neishloss & Fleming

Brendan McLoughlin

President & CMO

Enrollment123

Joseph Schneier

CEO & Co-Founder

Trusty.care

Maximizing the Value of Your Agency / Book of Business for Future Sale

Everyone wants to obtain the most value out of their things. In this session you will understand how fair market value is subjective, supported by objective finance formulas and methodologies, learn the three common valuation methods and learn why maximum value for the agency is more than just selling policies.

Robert Gray

CEO

Insurety Capital

Dan Mangus

VP, Growth and Development

Senior Marketing Specialists

Reimagining Medicare Advantage Onboarding

MemoryWell’s mission is to restore humanity in healthcare. We provide human-based onboarding for Medicare Advantage enrollees. Our conversational approach delivers a customized plan introduction. Enrollees feel heard and known. Supplemental benefits are introduced with explanations of how they support the enrollee’s lifestyle and aspirations. Our discussions can deliver HRA and SDoH output accompanied by insightful narratives that paint a more detailed picture than check lists ever will. Our conversational approach is the answer to health equity disparities. We can serve all regions and dialects, including non-digital enrollees. By making new enrollees the center of attention, MemoryWell increases benefit utilization, satisfaction, and retention with a year one R.O.I.

Jay Newton-Small

CEO & Founder

MemoryWell

Customer Complaints, Technology, and the Changing Role of the Medicare Sales Agent

Customer complaints and policy churn rates have increased dramatically as the growth of telephonic Medicare brokerages has skyrocketed. Along with the rapid increase in plans available to customers and complexity of benefit design, the competition to grow agent headcount and convert “leads” efficiently has made managing commission-driven sales agents a major industry-wide challenge. With more sophisticated technology tools available to help customers solve for the complexities of the Medicare market on their own, the role and value of the traditional “sales agent” comes into question. Our panel explores these issues from the carriers’ and regulators’ perspective.

David Francis

CEO

Healthpilot

John Sowell

Chief Sales & Marketing Officer

Clear Spring Health

Barry Streit

CEO

Barry Streit Consulting

What Are Doctors Really Looking For in a Broker?

There’s a lot of industry talk around the opportunity for brokers working with providers, but there’s often more noise than substance. While the benefits of a strong provider relationship are obvious for a broker, there’s very little discussion the other way around: what are providers really looking for in a broker? Is it patient panel growth, assistance in the transition to value-based care, or simply better reporting and a local, trusted face? Join our panel of leading agencies and high-growth provider groups to see the cutting edge in a truly synergistic agency and provider relationships.

Brent Crawley

Co-Founder

The Premier Agency

Scott Handlon

VP, Managed Care Partnerships & Growth

Oak Street

Justin Jacobs

President

Health Plan Markets

James Jiang

CEO & Co-Founder

Spark Advisors

Monica Stanley

Marketing Director

Physician Partner

Finding the Win, Win Formula With Strong Provider Partnerships

Major carriers are seeing tremendous enrollment and at the same time an equal amount of disenrollment. Why is that? Well, it’s easy to blame the distribution channel but time and time again, we realize that the client or member is eventually a patient. As an agency, it’s our responsibility to serve all client needs and that includes the physicians seeing our members. Our objective to increase enrollment and retention is in how to become an ideal partner. The intention of this session will be to address the needs of providers for a collaborative approach to mutually beneficial and stronger growth.

Vanessa Garibay

IPA Growth Manager - LA NorthWest

Optum

Jason Vallejos

EVP

Syndicated Insurance Agency

Dushyant Viswanathan, MD

Chief Medical Officer

The Columbia Center for Integrative Medicine