Past Agenda

Monday - June 13, 2022

10:00 AM 10:10 AM

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

Welcome Remarks

Kevin Mowll, Non-Executive Director
The RISE Association, Medicare Member Acquisition & Experience Community

10:10 AM 10:55 AM

9:10 AM 9:55 AM

8:10 AM 8:55 AM

7:10 AM 7:55 AM

Keynote: Digital Marketing Strategies for Regional Health Plans

• Outsmart the competition instead of outspending it by maximizing digital marketing performance and getting the highest possible ROI
• Stop doing things that aren’t working and gain insight into which formats, designs, and creative approaches can lead to the strongest results for age-in and AEP campaigns
• Understand how this year’s environment, supply chain disruption, inflation and more may impact your approaches

Kathleen Ellmore, Cofounder and Managing Partner
Engagys

10:55 AM 11:05 AM

9:55 AM 10:05 AM

8:55 AM 9:05 AM

7:55 AM 8:05 AM

Break

11:05 AM 11:45 AM

10:05 AM 10:45 AM

9:05 AM 9:45 AM

8:05 AM 8:45 AM

Panel: Contemporary Approaches to Optimize Member Experience and Improve Retention

• 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

Moderator
Kristin Ray, Sales Manager, Medicare Advantage
Physicians Health Plan

Panelists
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

11:45 AM 11:55 AM

10:45 AM 10:55 AM

9:45 AM 9:55 AM

8:45 AM 8:55 AM

Break

11:55 AM 12:45 PM

10:55 AM 11:45 AM

9:55 AM 10:45 AM

8:55 AM 9:45 AM

How to Influence in a Digital World

How to Influence in a Digital World
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 Career and Leadership Coach
Swim Against the Current

12:45 PM 1:30 PM

11:45 AM 12:30 PM

10:45 AM 11:30 AM

9:45 AM 10:30 AM

Lunch Break

1:30 PM 2:10 PM

12:30 PM 1:10 PM

11:30 AM 12:10 PM

10:30 AM 11:10 AM

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

• 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

Moderator:
Kevin Mowll, Non-Executive Director
The RISE Association, Medicare Member Acquisition & Experience Community

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

Steve Selinsky, Vice President, Product, Marketing, Medicare Sales and Community Outreach
HAP

Todd Rau, Director, Medicare Markets
Indiana University Health Plans

2:10 PM 2:20 PM

1:10 PM 1:20 PM

12:10 PM 12:20 PM

11:10 AM 11:20 AM

Break

2:20 PM 3:00 PM

1:20 PM 2:00 PM

12:20 PM 1:00 PM

11:20 AM 12:00 PM

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

• 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

Shannon O’Connell, Senior Manager
Engagys

3:00 PM 3:10 PM

2:00 PM 2:10 PM

1:00 PM 1:10 PM

12:00 PM 12:10 PM

Break

3:10 PM 3:50 PM

2:10 PM 2:50 PM

1:10 PM 1:50 PM

12:10 PM 12:50 PM

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

• 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

Melanie Draheim, Vice President of Marketing and Strategy
Network Health

Andrew Wheaton, Director of Pharmacy Benefits
Network Health

Becky Pashouwer, Strategy and Product Lead
Network Health

3:50 PM 4:00 PM

2:50 PM 3:00 PM

1:50 PM 2:00 PM

12:50 PM 1:00 PM

Break

4:00 PM 4:30 PM

3:00 PM 3:30 PM

2:00 PM 2:30 PM

1:00 PM 1:30 PM

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

Discover the findings from the inaugural surveys on KPIs for marketing and sales. The surveys, sent in early 2022 to members of the Medicare Member Acquisition & Experience Community, asked about members’ experience during the 2021 calendar year. RISE will provide the MAE community with valuable benchmark insights annually.

Kevin Mowll, Non-Executive Director
The RISE Association, Medicare Member Acquisition & Experience Community

4:30 PM 4:40 PM

3:30 PM 3:40 PM

2:30 PM 2:40 PM

1:30 PM 1:40 PM

Closing Remarks

Kevin Mowll, Non-Executive Director
The RISE Association, Medicare Member Acquisition & Experience Community

Tuesday - June 14, 2022

10:00 AM 10:10 AM

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

Welcome Remarks

Kevin Mowll, Non-Executive Director
The RISE Association, Medicare Member Acquisition & Experience Community

10:10 AM 10:55 AM

9:10 AM 9:55 AM

8:10 AM 8:55 AM

7:10 AM 7:55 AM

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

• 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

Christie McMullen, Best-Selling Author
Learning Can Stick

10:55 AM 11:05 AM

9:55 AM 10:05 AM

8:55 AM 9:05 AM

7:55 AM 8:05 AM

Break

11:05 AM 11:45 AM

10:05 AM 10:45 AM

9:05 AM 9:45 AM

8:05 AM 8:45 AM

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

• 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

Michael S. Adelberg, Principal
Faegre Drinker Biddle & Reath LLP
Former CMS Insurance Programs Group director, acting director of the Exchange Policy and Operations Group, Center for Consumer Information and Insurance Oversight, and Director of Medicare Advantage Operations

Moderator
Ilene MacDonald, Editorial Director
RISE

11:45 AM 11:55 AM

10:45 AM 10:55 AM

9:45 AM 9:55 AM

8:45 AM 8:55 AM

Break

11:55 AM 12:35 PM

10:55 AM 11:35 AM

9:55 AM 10:35 AM

8:55 AM 9:35 AM

Ready, Set, Go: Your AEP Prep Checklist

• Walk through everything you need to do to prepare for your most successful AEP yet
• Examine best practices for an effective production calendar
• Determine where your readiness gaps exist—and how to mitigate them—before it’s too late

Larry Baca, Vice President of Sales and Marketing
Inter Valley Health Plan

Jotham Cortez, Senior Director, Sales Operations
Essence Healthcare

12:35 PM 1:30 PM

11:35 AM 12:30 PM

10:35 AM 11:30 AM

9:35 AM 10:30 AM

Lunch Break

1:30 PM 2:10 PM

12:30 PM 1:10 PM

11:30 AM 12:10 PM

10:30 AM 11:10 AM

Deep Dive: Social Media and Ethical Marketing

2:10 PM 2:20 PM

1:10 PM 1:20 PM

12:10 PM 12:20 PM

11:10 AM 11:20 AM

Break

2:20 PM 3:00 PM

1:20 PM 2:00 PM

12:20 PM 1:00 PM

11:20 AM 12:00 PM

Panel: Innovations in Call Center Strategies

• Examine approaches to call center oversight and improve training on the needs of prospects, correct solutions, and determining when to handle proceed with phone enrollment vs seminars or appointments
• Measure call center success, including the effectiveness of training and cultivating internal sales
• Identify strategies for regional plans using national call centers and combat focus on national carriers

Moderator
Maggie Mood, Vice President, Sales and Marketing
Mass Advantage

Panelists
Chris Bond, Vice President of Sales
SCAN Health Plan

Brandi LaPlant, Director of Sales Operations
Mass Advantage

Dustin VanDuine, MSF, CLU, Director of New Business Sales
Health Alliance Plan

If you’re interested in speaking, please contact Andrea Kraynak at akraynak@risehealth.org.

3:00 PM 3:10 PM

2:00 PM 2:10 PM

1:00 PM 1:10 PM

12:00 PM 12:10 PM

Break

3:10 PM 3:45 PM

2:10 PM 2:45 PM

1:10 PM 1:45 PM

12:10 PM 12:45 PM

Early MA Marketing: How to Warm Up Seniors When Autumn Arrives

• Learn what’s allowed—and what’s not—according to CMS’s latest compliance guidelines
• Describe new ways to stretch your marketing budget while still ensuring you’re top of mind for your target audience when AEP begins
• Explore innovative approaches to differentiate your plan through both digital and direct mail, including how to make your message stand out from the noise

Jennifer Rossbach, Manager, Marketing
HAP

3:45 PM 4:00 PM

2:45 PM 3:00 PM

1:45 PM 2:00 PM

12:45 PM 1:00 PM

Closing Remarks

Kevin Mowll, Non-Executive Director
The RISE Association, Medicare Member Acquisition & Experience Community