Monday, July 15, 2019
7:00 - 8:00

Continental Breakfast

8:00 - 8:10

Chairperson’s Welcome

8:10 - 8:50

Member Retention: Developing Member-Focused Strategies to Keep Members Happy and Enrolled During the OEP

  • Heightened focus on member retention has become critical as insurers face increased competition in the ever-growing, crowded Medicare Advantage marketplace
  • Member loyalty - know who’s at risk and when they make their decision to look elsewhere.
  • What helps to keep them loyal? Know the key drivers.
  • Develop and commit to an ongoing, multi-channel effort to earn their loyalty

Ezio Sabatino Director, Marketing and Communications,ConnectiCare

8:50 - 9:30

Consumer Insights: Leveraging Data to Understand the Wants and Needs of Medicare Consumers and Designing Products to Meet Their Preferences

Archie Dey Director, Consumer Insights,SCAN Health Plan

9:30 - 10:00

Medicare Campaign Reporting—“Thrill of Victory or Agony of Defeat”. Winning the Battle of Easy Reporting Without Breaking the Bank

  • Reporting that delivers value for the boots on the ground to the C-suite
  • Gain actionable learnings from campaigns  
  • Modern data visualization to easily identify insights
  • Agile dashboards for digging deeper

Leah Smith VP of Strategy and Digital,Anderson Direct and Digital

10:00 - 10:30

Morning Refreshment Break

10:30 - 11:10

Leveraging Your Sales Channels for Optimal Results: Increasing Sales and Ensuring a Smooth Customer Experience

Todd Rau, Director, Medicare Markets, Indiana University Health Plans, Inc.

11:10 - 11:40

New Strategies to Win AEP: Using Unique Segmentation and Targeting Strategies to Win More Members

Kurt Waltenbaugh, CEO, Carrot Health

11:40 - 12:20

New to Medicare: Developing Fully Integrated Strategies to Attract Age Ins and the WP65 Market

Larissa Huskey, Director Brand Management, BlueCross BlueShield of Tennessee

12:20 - 1:20


1:20 - 2:00

Panel Discussion - AEP Strategies: Exploring the OEP Impact on the AEP, Developing an Omnichannel Marketing Strategy to Drive Enrollment Growth, and Fine-Tuning Messages for AEP Success

2:00 - 2:40

Migrating Commercial Members to Individual Medicare Plans: Building the Member Journey Across Different Segments of the Enterprise

  • 3 reasons you’re losing commercial age-ins and what you can do about it
  • How to forge a cross-enterprise member journey to your Medicare products
  • Ways you can measure a multi-year purchase pipeline

Lee Pavach, Medicare Marketing Manager, Blue Cross Blue Shield of Michigan

2:40 - 3:10

Advancements in the Model of Care for the Medicare D-SNP Population

3:10 - 3:40

Afternoon Refreshment Break

3:40 - 4:20

Panel Discussion - Designing a Unique Member Experience: Leveraging Data to Create Targeted Engagement Strategies that Build Brand Loyalty and Enhance Retention


Jenny Graham, Partner, Zelus Consulting Group

Karen Fitzgerald, Director, Marketing and Communications, Health Plan of San Mateo

4:20 - 4:50

Improving Access & Satisfaction through Machine Learning & Holistic Member Engagement

Saeed Aminzadeh, Chief Executive Officer, Decision Point Healthcare Solutions


Member Engagement: Leveraging a Multi-Channel Approach and Personalization to Drive Desired Behavior Change

Kathleen Elli, Vice President, Medicare Marketing, Bright Health

5:30 - 6:10

How Marketing Execs Can Direct Members to the Right Providers, Care and Services to Improve Star Ratings

Billy Justice, Director, Marketing and Sales, Vantage Health Plan


Cocktail Reception

Tuesday, July 16, 2019
8:00 - 8:30

How the Political Landscape Will Influence Medicare Products

  • Reviewing Congressional proposals and actions
  • Assessing CMS positioning and MEDPAC actions
  • Reviewing the potential impact of judicial decision
  • Preparing for the 2020 election cycle

Henry W. Osowski Managing Director, Strategic Health

8:30 - 9:10

Panel Discussion - Medicare Advantage Beyond 2020 -- What Do Key Stakeholders Think Will Happen?

Tom Sass Director, Consumer Markets, BlueCross BlueShield of Western New York

9:10 - 9:50

Evaluating How MA Plans’ New Supplemental Benefit Flexibility Influences Member Acquisition and Retention

Dara Smith Director, Product Strategy and Analytics, Regence Blue Cross Blue Shield

9:50 - 10:30

Retail Stores: Developing Pop Up Retail Stores for Face-to-Face Consumer Engagement to Win New Members and Hold Retention Events

  • Driving traffic to your Retail Location
  • Kiosks - Location, Location, Location
  • Virtual Agent - no more waiting

Heather Smith Director, Medicare Sales, Excellus BlueCross BlueShield

10:30 - 11:00

Morning Refreshment Break

11:00 - 11:40

Panel Discussion - Grassroots Outreach Strategies: Building Community Involvement through Strategic Partnerships


Heather Smith, Director, Medicare Sales, Excellus BlueCross BlueShield

Kenyatta D. Donley, Marketing Manager, Community Development, Independence BlueCross

Monica Rodriguez, Manager of Sales Administration/MarketPOINT, CarePlus HealthPlans

Windsor Richmond, Medicare Field Sales Manager, Anthem

11:40 - 12:20

Brand Positioning: Designing a Year Round Branding Strategy to Create Awareness, Credibility and Trust

Building a brand takes planning, time, consistency, and organizational support. Before you dive in to a re-branding initiative, this session will help you guide you through some questions you’ll inevitably need to answer, including:

  • How are you different?
  • What is your organization’s appetite for change?
  • Who are your key audiences?
  • What are they key visual and written elements of your brand?
  • How can you engage your brand ambassadors….and add some fun to the process?

Kirk Heminger Director, Marketing, Independent Care Health Plan


Conclusion of Conference