Medicarians | Senior Health, Wealth, & AgeTech

Our Speakers

Dai Barth

President

Dominion Outsourcing

Dai Barth

President

Dominion Outsourcing

Dai Barth is the President of Dominion Outsourcing based in Richmond, VA. Dominion is a best in class outsource provider specializing in offering custom solutions including Licensed Insurance Sales, Member Engagement, Appointment Setting, Enrollment Verification and Quality Assurance Support. Dai is proud to personally partner with clients to develop engaging business strategies, design high-quality and scalable solutions, and build rich brand experiences with the necessary tools and expertise to maximize efficiencies and improve your KPIs.

Sean Clark

SVP Of Platforms

Provana

Sean Clark

SVP Of Platforms

Provana

With 16 years of experience in highly regulated industries, Sean guides the development of compliance, speech analytics, and consumer experience platforms across several market verticals.

Brent Crawley

CEO

The Premier Agency

Brent Crawley

CEO

The Premier Agency

CEO of The Premier Agency and Founder of Medicare EXPO, Brent Crawley has served the Medicare Independent Broker Channel for 16 years and has found his passion in helping make agents lives better. Brent has spent years working on processes to improve relationships and outcomes and has never been afraid to draw close to people with special talents. Brent is proof that with the right attitude and the right people, anything can be something.

Sandra Gebhardt

Online Marketing Strategist

Sandra Gebhardt Marketing

Sandra Gebhardt

Online Marketing Strategist

Sandra Gebhardt Marketing

As a digital marketer with years of experience, Sandra has worked with thousands of small business owners, trained in high ticket consulting groups, spoken at multiple events including TEDX, been featured in two documentaries, runs a top rated Podcast (Binding Authority) all while being a wife and keeping the worlds cutest four year old entertained, happy and from falling off of tall things he climbs. Sandra is extremely passionate about helping people solve problems they are having in business. She has been described as being “a bit too much” or “a busy body” and voted “most eager to please” by her Highschool Senior Class. Sandra took these labels and turned into being famous for being a power connector and helping small business owners fix advertising and marketing issues. Known as the “Queen Of Organic Social Media Marketing.” Sandra is passionate about teaching agents to build their own personal brand. She also runs a group consulting course where she focuses on coaching and helping agents build smart marketing plans!

Justin Jacobs

President & Founder

Health Plan Markets

Justin Jacobs

President & Founder

Health Plan Markets

As the President of HPM, I am dedicated to ensuring that every agent receives exceptional service and support. My extensive experience in physician marketing has equipped me with a unique approach to guiding agents, which focuses on fostering quality relationships with the doctors in their respective areas. My passion lies in building companies, developing systems, and executing successful marketing initiatives. Our clients, agents, agency partners, staff, carriers, and physicians are our most valuable assets, and I am committed to nurturing those relationships. Training is an area that excites me, and I strongly believe in constantly learning and staying updated on industry trends.Apart from my professional commitments, I take immense pride in being a devoted husband and father of two wonderful children. When I am not spending time with my family, you can find me indulging in my hobbies, such as boating or scuba diving.

Dan Mangus

VP, Growth & Development

Senior Marketing Specialists

Dan Mangus

VP, Growth & Development

Senior Marketing Specialists

Dan started his first insurance agency at 18 and have been passionate about educating others about their insurance choices ever since. Dan served as the President of his local Association of Life Underwriters by age 21 and went on to serve as the Chairman for the Life Underwriter Training Council, and has been teaching Medicare courses at universities and keynoting national insurance conferences throughout his career. In addition to regularly publishing articles in several industry magazines he is a published author of a series of books entitled TalkingMEDICARE. His current position is Vice President of Growth and Development with Senior Marketing Specialists an Integrity Marketing Group company. His role is to help agents and agencies build successful and stable businesses as well as guide them through mergers and acquisitions, whether that succession is to someone in their current organization, a family member, or purchasing them through the Senior Marketing Specialists' career division.

Veronica Neal

President

Keystone Advisors

Veronica Neal

President

Keystone Advisors

26 years’ experience in Health insurance industry. A results-focused leader with expertise spanning strategic planning, project management, contact center & business development. Has grown her agency into an eight-figure annual revenue, with year over year growth of 20-40%. The agency has 1600 broker partners and employs W2 LOAs in a contact center setting. The Agency’s niche approach consists of national provider and carrier service contracts. Veronica also serves President of Keystone Coalition. A non-profit that partners with local 501C chapters, and chairs for a Houston nonprofit which provides scholarships for higher education for at risk children in the greater Houston area.

Bruce Onder

CTO

ACE Agents Inc.

Bruce Onder

CTO

ACE Agents Inc.

Bruce has 30 years of experience building teams that build and ship software that changes companies and industries. At ACE Agents, he focuses on building AI-driven products that help contact centers not just overcome existing challenges in the industry, but position for scalable growth.

Jim Quinn

CFO

Amerilife

Jim Quinn

CFO

Amerilife

Jim joined AmeriLife in 2017 as Chief Financial Officer and helped re-establish AmeriLife as a consolidation platform by building out the M&A team and execution playbook. Prior to joining AmeriLife, Jim served as Senior Vice President of Corporate Development for Marsh & McLennan Agency, the middle market consolidation platform of Marsh. He has more than 25 years of experience as an investor, executive and advisor in the financial services industry. He began his career with Goldman Sachs and spent over a decade with Olympus Partners, a middle market private equity firm. Jim graduated with a BA from Georgetown University and an MBA from The Stanford University Graduate School of Business.

Patrick Rodriguez

CEO

Applied General Agency, Inc.

Patrick Rodriguez

CEO

Applied General Agency, Inc.

In 1993 Patrick Rodriguez launched Applied General Agency, Inc., which has now become one of the largest Medicare-focused National Marketing Organizations (NMO) nationwide. He founded AGA with the intention of providing unparalleled service to overworked agents who had more obligations than time. With the support of a full back-office team, Patrick knew he had the vision and tools to make quality agents even more successful. By always striving for innovation and increased levels of service, he has kept AGA at the forefront of the Medicare industry.

Isaac Shloss

Chief Product Officer

Contact Center Compliance

Isaac Shloss

Chief Product Officer

Contact Center Compliance

Isaac Shloss is an IT and Compliance specialist with 25 years’ experience – exclusively focused on the Contact Center industry. As the Chief Product Officer for Contact Center Compliance, Isaac drives product creation that focuses on restoring trust and effectiveness in customer outreach through compliance, education, and problem solving within the regulatory framework. Isaac also serves as a Board Member for PACE, acting as Chair on their Government Affairs Committee. In this role, he tracks legislation that affects the industry, calls members to action, and works with lawmakers as appropriate. Isaac is PACE’s representative to the FCC, serving on several committees.

Jason Vallejos

Executive VP & CSO

Syndicated Insurance Agency

Jason Vallejos

Executive VP & CSO

Syndicated Insurance Agency

Jason Vallejos is the Executive Vice President & Chief Strategy Officer of Syndicated Insurance Agency, a multi-line general agency founded in 2003 offering all lines of coverage with a strong focus on Medicare Plan sales. Jason is head of sales, marketing and training for all sub-agencies working with Syndicated and fosters win-win relationships with professional partners including Medical Group Networks. Jason developed a passion for helping seniors with their healthcare needs while learning the operational and analytical support that run major carriers. Jason acquired business knowledge, actuarial analysis, insurance, networking, and managed care experience through his over 23 years of industry experience.

Joanna Wyckoff

Agency Principal

Topflight Insurance Solutions

Joanna Wyckoff

Agency Principal

Topflight Insurance Solutions

My Medicare journey began in 2010 working for the Social Security Administration for nearly 10 years. I transitioned to full time in Medicare Entrepreneurship August 2019. January 2020, I became the VP of Agent Development at Nationcare Insurance Services. Through social media content creation, I passively recruited over 500 agents in my 2.5 years there and provided all their daily support and training. After serving Nationcare, and desiring to own my work, I created a health insurance focused FMO "Topflight Insurance Solutions LLC" as topflight means "being the highest level of achievement, excellence" and we focus on agent development.

Dai Barth

President

Dominion Outsourcing

Sean Clark

SVP Of Platforms

Provana

With 16 years of experience in highly regulated industries, Sean guides the development of compliance, speech analytics, and consumer experience platforms across several market verticals.

Brent Crawley

CEO

The Premier Agency

Sandra Gebhardt

Online Marketing Strategist

Sandra Gebhardt Marketing

Justin Jacobs

President & Founder

Health Plan Markets

Dan Mangus

VP, Growth & Development

Senior Marketing Specialists

Veronica Neal

President

Keystone Advisors

Bruce Onder

CTO

ACE Agents Inc.

Jim Quinn

CFO

Amerilife

Patrick Rodriguez

CEO

Applied General Agency, Inc.

Isaac Shloss

Chief Product Officer

Contact Center Compliance

Jason Vallejos

Executive VP & CSO

Syndicated Insurance Agency

Joanna Wyckoff

Agency Principal

Topflight Insurance Solutions

See all speakers for Medicarians 2023

Medicarians Vegas 2023
Agent Symposium

Monday, April 24th, 12pm - 5pm MGM Grand

Who Attends

Our Speakers

Schedule of Events

Venue

Who Attends

Our Speakers

Schedule of Events

Venue

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