RISE will return to Caesars Palace, Las Vegas, Feb. 16 to 18, 2022 for the 15th annual Medicare Marketing & Sales Summit. Here’s what you need to know about planned preconference workshops, networking opportunities, keynote presentations, general sessions, track sessions, roundtables, and our health and safety protocols.

It’s been a long two years, but RISE is excited to head back to Vegas to bring Medicare Advantage health plan executives together to learn insights that will take their sales and marketing strategies to the next level.

The 15th annual Medicare Marketing & Sales Summit (MMS) will feature three days of in-person learning on topics related to Medicare advantage marketing, sales, product development, and member engagements. We’ve already lined up 40 industry experts to speak on more than 20 sessions and have eight planned networking opportunities.

Here’s a look at the preliminary agenda:

Wednesday, Feb. 16 

The event will begin with two afternoon preconference workshops from 1 to 4 p.m.:

Shannon Decker, M.Ed., vice president, clinical performance, Brown & Toland Physicians, pictured right, and Kathleen Elmore, managing director, Engagys, will lead a behavioral science workshop on how to attract customers. They’ll provide a deep dive into customer theories, real-life scenarios, incentives that lead to changes in behavior, how to capture consumer interactions, and how to develop an effective outreach strategy.

The second workshop will focus on SSBCI Benefits and how participants can determine which ones will bring members the most value and have the highest return on investment. Leaders will share case studies about successful disease specific SSBCI programs and tips for implementation and explain how to evaluate which benefits are worth the investment to increase retention.

We’ll end the day with champagne roundtables and a cocktail networking reception from 4 to 5:30 p.m. The interactive roundtables will feature 20-minute speed-networking type presentations featuring the latest technologies and solutions.

Medicare Marketing and Sales Summit


Thursday, Feb. 17

We’ll start the day early with registration and a networking breakfast at 7:30 a.m., followed by a special session at 8 a.m. with Kathleen Ellmore, managing director, Engagys, pictured right, who will unveil the findings from the sixth annual RISE-Engagys Survey of Healthcare Consumer Engagement Practices. The survey focuses on the successful mix of channels of consumer outreach, the investment organizations are making to improve consumer engagement, common challenges, and initiatives to overcome those challenges.

Keynote Daniel “Rudy” Ruettiger, the real-life inspiration behind the hit movie “Rudy” and one of the greatest sports underdog stories ever told, will then take the podium for a presentation on how to overcome obstacles and achieve your dreams. Despite his small frame and academic challenges, Ruettiger eventually achieved his lifelong dream to attend the University of Notre Dame and play football for the Fighting Irish. In the last home game of his senior year, and in its final moments, he tackled the Georgia tech quarterback, the only play in the only game of his college career.

MMS favorite, George Dipple, executive vice president, client services, Deft Research, will follow with a session on trends in Medicare consumerism. Dipple will discuss recent findings from Deft Research’s annual study on Medicare shopping and switching and how to use the results to adjust your AEP strategy.

Next, we’ll hear from a panel on key drivers to master the member experience and ensure Star ratings. Moderator Steven Selinsky, vice president of product strategy, marketing, and community outreach, will ask the panel about opportunities for marketing and sales beyond onboarding, the communication strategies used that were most effective to retain members during AEP, and best practices in governance structure. Panelists to include Archie Dey, director of consumer experience and insights, SCAN Health Plan, and Kristy Croom Tucker, director of member experience & acquisition, BayCare Health Plans.

Before we break for lunch, join the Milliman team for a Tools & Technology Spotlight in the exhibit hall. Milliman representatives will showcase their latest tech tools during this session from 11:45 a.m. to 12:05 p.m.

Attendees at the 2019 Medicare Marketing & Sales Summit

After lunch, we’ll break into track sessions.

The marketing track will include:

  • A panel discussion on how to maximize your digital marketing strategy
  • A session on aggregators, online brokers & more: Effectively navigate the frenemy relationship to prepare for 2022 AEP 

The sales track will include:

  • A panel discussion on master broker relationships to win business
  • A panel discussion on the keys to successful sales channel management and distribution
  • A session on how to prepare your internal sales staff and call center agents for AEP

All attendees will then come together for a leadership panel, who will discuss the shift in Medicare marketing and sales to capture business and paper for unknown COVID variables. Moderator Shannon Decker, M.Ed., vice president, clinical performance, Brown & Toland Physicians, will ask panelist about current trends, innovative strategies, and partnership opportunities. The panel will include Dustin VanDuine, director of new business sales, Health Alliance Plan, and Barbara Sandoval, manager, Medicare field sales, Providence Health Plans.

The day will conclude with interactive champagne roundtables and a networking cocktail reception. The interactive roundtables will feature 20-minute speed-networking type presentations featuring the latest technologies and solutions.

Kevin Mowll, chairman of the RISE Medicare Marketing Acquisition & Experience Community, with attendees at the 2019 Medicare Marketing & Sales Summit

Friday, Feb. 18

Rise early for breakfast in the exhibit hall at 8 a.m. and join Kevin Mowll, pictured above, chair of RISE’s Medicare Member Acquisition & Experience Community, Naomi Irvin, chief of staff-government markets, Blue Cross NC, and Steven Selinsky, vice president of product strategy, marketing and community outreach, HAP, for a special session on “The Joe Namath industry disrupter: The impact on Medicare marketing compliance.”

Irvin will then join Deborah Marine, JD., compliance officer, SummaCare, for a CMS regulatory roundup: Pro tips to avoid pitfalls. They’ll review the current political environment and regulator changes that impact sales and marketing, including the abandonment of the Medicare Communication and Marketing Guidelines, and explain how to partner with compliance and legal teams to develop your own oversight structure ad policies to ensure consistency and mitigate risk.

Following the Tools & Technology Spotlights in the Exhibit Hall and networking lunch, participants will then break into the following tracks:

The supplemental benefits track will include:

  • A panel discussion on how to enhance your product design to attract and differentiate
  • A panel discussion to build a successful supplemental benefits strategy

The innovative approaches to sales and marketing track will include:

  • A panel discussion on innovative sales approaches to thrive in the hybrid sales landscape
  • A panel discussion on how to optimize omni-channel marketing strategies to engage
  • A panel discussion on how to strengthen your local presence to differentiate and gain market share 

Attendees will then return for a concluding general discussion on how to craft your diversity and inclusion messaging with confidence. Naomi Irvin, chief of staff – government markets Blue Cross NC, will discuss best practices to develop a compliant diversity and inclusion marketing strategy, guidance to ensure inclusive messaging to avoid stereotypes, and challenges and lessons learned to launch and incorporate a consistent approach to diversity and inclusion messaging.

RISE is excited to welcome you back to Vegas and in-person events. To ensure the health and safety of attendees, speakers, exhibitors, and staff, proof of full COVID-19 vaccination status is required to attend The 15th annual Medicare Marketing & Sales Summit. Click here for the complete list of health and safety protocols and what you need to know before you make your travel arrangements.