Supercharge your plan’s sales and marketing communications and retention strategies for AEP 2023 at RISE’s live-streaming event June 13-14.

This year’s AEP Medicare Readiness Summit will cover the latest Centers for Medicare & Medicaid Services (CMS) marketing guidelines, discussions on effective digital outreach, marketing compliance, and the CMS crackdown on non-compliant third-party marketing. The live-streaming virtual event will take place June 13-14.

Here’s what we’ve planned:

High profile presentations

Amy Sanchez, founder and CEO of Swim Against the Current, an executive coaching company, will kick off the conference at 10 a.m., Monday, June 13, with a keynote address on how to influence others in a digital world. She’ll explore new ways to do business in a remote world and help attendees learn how to adjust their strategies to successfully lead, influence, and communicate remotely.

The next day Christie McMullen, best-selling author of the book, Learning Can Stick, will lead an interactive workshop on how to analyze, improve, move, and spear your target. She’ll guide attendees as they analyze current systems and ways of working and examine strategies to improve satisfaction, productivity, engagement, accountability, and retention.

Michael S. Adelberg, principal, Faegre Drinker Biddle & Reath LLP, will take part in a fireside chat on federal marketing oversight on Tuesday. Adelberg previously served as the 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. He’ll discuss the steps the Biden administration has taken to tighten the oversight of Medicare Advantage marketing and look back at the marketing crackdown by the Obama administration and see how it might inform Biden’s policies.

 AEP Medicare Readiness Summit

Hot topic sessions

Day one of the virtual event will feature a panel discussion on contemporary approaches to optimize member experience and improve retention. The discussion, moderated by Kristin Ray, sales manager, Medicare Advantage, Physicians Health Plan, will focus on new ways to turn happy members into loyal ones, strategies to build a work culture that supports member retention and satisfaction, and how to provide a more satisfying consumer experience from sales to enrollment, through OEP and beyond.

The first day will also feature a presentation on digital marketing strategies for regional health plans. Learn how to outsmart the competition instead of outspending it by maximizing digital marketing performance and getting the highest ROI. Gain insight into which formats, designs, and creative approaches can lead to the strongest results for age-in and AEP campaigns.

A panel will discuss how to mitigate third-party marketing organization issues for Medicare Advantage. Kevin Mowll, chair of RISE’s Medicare Member Acquisition & Experience Community, will moderate the panel. Discussion will focus on CMS’ call letter, the Joe Namath Medicare commercials and similar campaigns that impact compliance, and how to comply with CMS requirements while minimizing administrative burden.

The virtual event will also explore the intersection of AEP and Stars and how to bring together sales, marketing, and health care quality. Speakers will explain why plans are adjusting their AEP preparations in light of recent changes to Star ratings; determine how adjustments in Star ratings could change the market and what a greater emphasis on customer service means for sales, marketing, and product design; and explore the role of pharmacy and a strong MTM program in achieving a high Star rating to optimize AEP success.

The second day of the virtual event will include an “AEP Prep Checklist” session to go over everything you need to do to prepare for a successful AEP. Speakers will discuss best practices for an effective production calendar and how to determine where readiness gaps exist and how to mitigate them.

We’ll also take a deep dive into social media and ethical marketing. Attendees will learn the latest creative approaches and successful tactics to meet your social media marketing goals, how to be culturally relevant to help reach diverse Medicare populations, and discover innovative ways to promote your plan while being socially responsible, culturally sensitive, and considerate with data.

A panel will also examine innovations in call center strategies. Panelists will discuss approaches to call center oversight and improve training on the needs of prospects, correct solutions, and determining when to proceed with phone enrollment vs seminars or appointments. They’ll also identify strategies for regional plans using national call centers and combat focus on national carriers and discuss how to measure call center success, including the effectiveness of training and cultivating internal sales.

Speakers will also go over early MA marketing and go over what’s allowed and what’s not—according to CMS’ latest compliance guidelines. They’ll also describe new ways to stretch your marketing budget and explore innovative approaches to differentiate your plan through both digital and direct mail, including how to make your message stand out from the noise.

In addition, the two-day virtual event will feature networking opportunities and spotlights on tools and technology.

AEP Medicare Readiness Summit 2022 will take place as a live-streaming virtual event June 13-14. Click here for the complete agenda, speaking panel, and how to register. Attendees will receive access to all sessions up to 90 days after the event.