Medicare Sales User Groups
These user groups are telephonic meeting groups, chaired by RISE board members or select volunteers, and made up of sales leaders and staff from Medicare Advantage health plans, for the most part. We also have representatives from provider organizations that are closely aligned with plans, plus some participants that work for community partners of the association or those who work as independent contractors.
The purpose of the user group is to create a learning community among local and regional plans through sharing questions or challenges where a member wants to get input or advice from colleagues and peers. The topics cover a wide range of matters involving:
- Best use of field sales resources, such as sales seminars, local community marketing, and relationship development with community organizations
- The differences in staff utilization during lock-in
- Broker channel management and FMO relationship management
- Performance metrics and relative costs
- Oversight, training, and compliance
- AEP readiness preparation
- Insourcing versus outsourcing call center service
- The optimal temporary staffing models for AEP
Often the open dialogue format provides an in-depth conversation that involves shared experiences (successes and failures) that help the group gain consensus on best practice approaches, based on particular circumstances on the ground. This peer-based interactivity is the key to the success and popularity of this forum.
Their roles include all levels in their organizations from staff positions up through all levels of the sales organization. They include job titles such as:
- Channel Compliance and Oversight
- Compliance Training Auditor
- Director of Consumer Sales
- Director of Inside Sales
- Health Plan Sales Trainer
- Manager, Director, VP Brokerage Sales
- Manager, Outside Sales
- Medicare & Individual Sales Executive
- Medicare Sales Compliance Training Auditor
- Medicare Sales Representative
- Medicare Sales Supervisor, Manager, Director, Vice President
- Sales Administration and Promotions Vice President
- Sales Manager, Director, Vice President
- Sales Training & Program Manager
- Senior Manager, Business Development
- Vice President of Business Performance
Medicare Marketing User Groups
These user groups are telephonic meeting groups, chaired by RISE board members or select volunteers, and made up of marketing leaders and staff from Medicare Advantage health plans, for the most part. We also have representatives from provider organizations that are closely aligned with plans, plus some participants that work for community partners of the association or those who work as independent contractors.
The purpose of the user group is to create a learning community among local and regional plans through sharing questions or challenges where a member wants to get input or advice from colleagues and peers. The topics and questions cover a wide range of matters such as:
- While direct mail is still king, what are best practices in the digital channels?
- What are the best benchmarks for performance metrics and relative costs?
- Vendor selection: one-stop-shop agencies versus separate niche specialty vendors?
- AEP readiness preparation for member communications
- How long do you find it takes to break even with age-ins?
- How do you market to age ins over 65?
- How do you market to commercial members aging in?
- How do you switch it up to market to DSNP during lock-in?
Often the open dialogue format provides an in-depth conversation that involves shared experiences (successes and failures) that help the group gain consensus on best practice approaches, based on particular circumstances on the ground. This peer-based interactivity is the key to the success and popularity of this forum.
Their roles include all levels in their organizations from staff positions up through all levels of the sales organization. They include job titles such as:
- Campaign Manager, Communications
- Chief Experience Officer
- Communications consultant, manager, director
- Community Outreach and Sales Rep
- Digital Marketing (Manager, Director)
- Direct Response Marketing Coordinator
- Director Creative & Brand Strategy
- Director of Broker and Community Relations
- Director of Member Experience & Acquisition
- Director, Loyalty & Consumer Experience
- Director, Market Strategy and Analytics
- Director, Sales & Marketing
- Executive Director, Customer Experience and Corporate Innovation
- Executive Marketing Director
- Government Regulatory Communications
- Growth Marketing Manager
- Lead Marketing Specialist
- Manager of marketing and digital strategy
- Manager of Sales and Marketing
- Manager, Community Engagement
- Marketing Campaign Leader
- Marketing (Specialist, Manager, Director, Vice President)
- Medicare Document Specialist
- Member Communications Coordinator
- Strategist
