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Featured Keynote: Dr. Peter Salgo — Healthcare Futurist and Medical Crisis Expert

11 T H A N N U A L

Medicare Marketing, Sales & Product Summit Utilizing Personalization to Drive Growth, Design Effectively, Build Smart Products and Enhance Consumer Engagement

March 11 – 13, 2018 Gaylord Opryland Resort Nashville, TN Identify Medicare Buying Trends. Personalize Products. Engage Members. Drive Sales. Top Reasons to Attend: • Learn to align marketing and sales with the digital and buying behaviors of the current Medicare beneficiary • Join an interactive discussion on the highs and lows of AEP 2017 to inspire new ideas for 2018 and beyond • Bring your product and market presence to the next level with critical tools to improve your plan’s position • Understand how to leverage marketing strategies to improve Star Ratings • Choose from four tracks that focus on marketing, sales, product development and consumer engagement P LATINUM SPONSOR

G OLD S P ON S OR S

S I LV E R S P ONS ORS

To Register: Call 866-676-7689 or visit events.healthcare-conferences.com/H492

pp5 ms 2.20.18


IDENTIFY MEDICARE BUYING TRENDS. PERSONALIZE PRODUCTS. E N G AG E P OT E N T I A L M E M B E R S . DRIVE SALES. To truly address consumer and member needs and with expert advice from our leading advisory board, the content for 2018 will focus on four tracks including marketing, sales, product design, and consumer engagement. Hear from the most experienced professionals in the industry. Our renowned speaking faculty will address the ever-evolving changes and needs of consumers to truly engage and build your membership base during AEP 2018 and beyond. Through numerous energetic panels, case studies, and intensive workshops, you will gain powerful strategies to stimulate your marketing, sales, product, and consumer engagement projects throughout your Medicare line of business. You cannot afford to miss THE leading Medicare sales and marketing event of the year. Register today. Call 866.676.7689 or online at www.healthcare-conferences.com. Sincerely, Melissa Myers, Program Manager THE RISE ASSOCIATION

R I S E M E D I C A R E M A R K E T I N G B OA R D A very special thanks to the 2018 conference advisory design group for dedicating their free time, thoughts and invaluable contributions to the content and quality of the 11th Annual Medicare Market: Marketing, Sales, & Product Summit. Holly Ackman SCAN HEALTH PLAN

Jarem Hallows TRUHEARING

Renee Mezzanotte DMW DIRECT

SION HUGHES TRINITY HEALTH

Tim Brousseau DEFT RESEARCH

Jameson Keller AGENCY RM

DISTINGUISHED PRESENTERS Peter Salgo, Healthcare Futurist & Medical Crisis Expert Jon Cummins, GEISINGER HEALTH PLAN* David Milligan, SCAN HEALTH PLAN Cyndie O’Brien, ASPIRE HEALTH PLAN Sion Hughes, TRINITY HEALTH Jordan Mauer, NOVUHEALTH Justin Stauffer, DMW DIRECT Rick Berman, SOURCELINK Rob Tolle, PROVIDENCE HEALTH PLAN Jennifer Hickman, WUNDERMAN Jotham Cortez, ESSENCE HEALTHCARE Jameson Keller, AGENCYRM Ali Hall, AGENTCUBED, LLC Jana Perry, HEALTH ALLIANCE MEDICAL PLANS Mike Reha, EPIC HEARING Jennifer Loranger, HEALTH NEW ENGLAND Joel Radford, ENGAGYS LLC Ryan Baum, TRUHEARING Thomas Sass, BLUECROSS BLUESHIELD OF WESTERN NEW YORK Jim Techtmann, ENTERTAINMENT HEALTH CARE CONSULTING TEAM Chris York, DIALOG DIRECT Heather Smith, EXCELLUS Sarah Fernandes, HEALTH NEW ENGLAND Hank Osowski, STRATEGIC HEALTH GROUP LLC Edward Estey, HARVARD PILGRIM HEALTH CARE George Dippel, DEFT RESEARCH, LLC Leah Smith, ANDERSON DIRECT & DIGITAL Arvind Nagpal, TEG ANALYTICS LLC Brooke Ivey, BLOOM INSURANCE AGENCY Kathleen Ellmore, ENGAGYS LLC Shannon Furman, REGENCE Melissa Cellucci, GUIDEWELL CONNECT Janet S. Toole, INDEPENDENCE BLUE CROSS Christopher Neuharth, CONNECTURE Angela Fox, GORMAN HEALTH GROUP Melissa Smith, GORMAN HEALTH GROUP Dave Thomas, THOMASARTS Lintu Markose, THOMASARTS Jordan Yospe, THOMASARTS Jake Christensen, THOMASARTS Lesley Quick, PREMERA BLUE CROSS Speaker TBA, INCOMM HEALTHCARE & AFFINITY *pending final confirmation

W H O S H O U L D AT T E N D ? Paul Carbone UPMC HEALTH PLAN

David Mezzanotte TUFTS HEALTH PLAN

Kristy Croom-Tucker BAYCARE HEALTH SYSTEM

Cyndie O’Brien ASPIRE HEALTH PLAN

Jon Cummins GEISINGER HEALTH PLAN

Jana Perry HEALTH ALLIANCE MEDICAL PLANS

Mark Fabiano THE BLOOM AGENCY

Jim Politte WUNDERMAN

April Gill WELLTOK

Health Plans, MAPDS, PDPS & PBMs: • • • • • • • • •

Chief Marketing Officers Chief Sales Officers Chief Compliance Officers Chief Financial Officers Chief Operating Officers Presidents Marketing Directors Marketing Staff Sales Staff

• Directors of Medicare Programs • Directors of Medicare Compliance • Senior Product Directors • Heads of Product Development/Design • Heads of Consumer Engagement • Business Development Directors

Healthcare Law Firms, Outsourcing Marketing Firms, Brokers & Agents, CRMs, FMOs, TPAs, & Consultants: • Heads of Medicare Practice • Presidents • Partners


DAY O N E : S U N DAY, M A R C H 11 , 201 8 O PTI O N A L P R E- C O N F E R E N C E TH I N K TA N KS 12:00 – 1:00

Registration & Lunch for Workshop Participants

P R E- C O N F E R E N C E T H I N K TA N K S Choose a topic that meets your learning needs, and join a focused, in-depth discussion on trending subjects in the Medicare marketplace. SA LE S TH I N K TA N K 1:00 – 3:00 Optimizing Carrier-Agent Relationships & Strategies This think-tank session will dive into strategies for forming stronger alliances between carriers and agents to maximize sales. Following the discussion, facilitators and the audience will participate in an open dialog focused on sharing best practices. • • • •

Best practices for health plans to utilize brokers What type of training and support is needed? How to work collectively to meet sales goals What is the ideal role of the agent for member support and education?

Facilitators: Jotham Cortez, Director of Broker Programs ESSENCE HEALTHCARE Jameson Keller, Vice President of Strategic Development AGENCYRM

M A R K E TI N G TH I N K TA N K 1:00 – 3:00 Quantifying Marketing Efforts – Tracking Dollars Spent to Ensure ROI Spending money on marketing is essential, but how do you know the strategies you’ve chosen are hitting the mark and are a good return on investment? During this session, join the facilitators as they explain how to track your marketing conversion to reevaluate and adjust your current and future marketing strategies. • Tracking dollars spent on lead identification, lead generation, and lead conversion • Tracking the effectiveness of each marketing pathway used • Choosing the core marketing pathways that work for beneficiaries in your market • Comparing buyers vs. shoppers to target the right people • Using data to shift your marketing as needed Facilitator: Rob Tolle, Director Medicare & Individual Sales PROVIDENCE HEALTH PLAN

CO N S U M E R E N G AG E M E NT TH I N K TA N K

PRO D U C T D E VE LO PM E NT TH I N K TA N K

3:15 – 5:15 Journey Mapping to Create a Better Consumer Experience

3:15 – 5:15 Keys to Success for Launching into Medicare Advantage

This session will teach you how to take a closer look at your consumer touchpoints from beginning to end by discussing:

As more health plans join the Medicare Advantage market, hear the opportunities and challenges within the industry to adapt your launch strategies. This session will cover:

• Step 1: Starting off: what do you think is happening for your consumers? • Step 2: What are members actually experiencing and saying? • Step 3: Learning from a customer journey mapping experience »» What areas are low hanging fruit that you can correct quickly? »» How can you develop action plans to correct areas? Facilitator: Jennifer Hickman, Vice President WUNDERMAN

• Overview of the Medicare environment • Possible challenges and opportunities in the marketplace • Understanding demographic influences within the Medicare beneficiary population • Navigating the new economic reality of the ongoing move to pay-for-performance • Understanding CMS’s Medical Loss Ratio (MLR) and Quality Improvement Expenditures regulations • Building a foundation of consumer engagement to ensure Star Ratings and highest-quality plan performance Facilitators: Sion Hughes, Director, Regulated Products TRINIT Y HEALTH Jordan Mauer, Executive Vice President of Marketing & Engagement NOVUHEALTH


DAY T WO : M O N DAY, M A R C H 1 2 , 201 8 7:30 – 8:45

Registration & Continental Breakfast

8:45 – 9:00

Co-Chairperson Opening & Welcome Brooke Ivey, Executive Vice President, Business Development; President, Bloom Captive Sales BLOOM INSURANCE AGENCY Cyndie O’Brien, Chief Sales & Marketing Officer ASPIRE HEALTH PLAN

9:00 – 9:45

FEATURED: Medicare Member Shopping & Switching Trends, Engagement & Buying Habits for Your 2018 AEP Marketing • Reach Medicare beneficiaries effectively »» Segment your prospects by understanding what Medicare product they’re most likely to purchase »» Message prospects properly by understanding their goals and motivations • Understand the Medicare customer journey in your market »» Engage with prospects in their channel of preferences »» What’s the role of Agents during the member’s shopping phase? »» How do Agents prioritize lead pipeline? »» Positioning provider network in the sales process • Increase response rates by targeting prospects most likely to switch »» How do you identify members that may switch to or leave your plan? »» How do you reach niche segments? George Dippel, Senior Vice President CLIENT SERVICES DEFT RESEARCH, LLC

9:45 – 10:30

2019 Already? Building a Blueprint for Next Year’s AEP With AEP 2018 firmly in the rearview mirror, now is the time to ask yourself: are you ready for 2019? Connecture’s data from last year’s AEP showed an increase in shopping activity, but that’s only part of the story. In fact, the Medicare market is constantly facing new implications from the ever-changing regulatory environment, putting pressure on carriers and brokers alike to adapt, and adapt quickly. That means huddling now and building a blueprint for next year’s AEP couldn’t be more critical. Christopher Neuharth, Vice President of Product Design & Strategy CONNECTURE

10:30 – 10:45

Morning Networking Break

10:45 - 11:15

The Current Medicare Beneficiaries’ Digital Trends • Best practices for communicating with current Medicare beneficiaries • Taking beneficiaries from offline to online to the Application line • Trends that will be important for your next AEP Justin Stauffer, Vice President, Digital Strategy DMW DIRECT

11:15 - 12:00

Annual Enrollment Period 2017 Results & Insights for 2018 and Beyond This interactive discussion will hit on the highs and lows of AEP 2017. Through a moderated conversation amongst the audience, gain a cooperative understanding of what worked and what didn’t that will inform your preparations for AEP 2018. Rick Berman, Director of Business Development SOURCELINK


12:00 – 1:15

Lunch & Featured Keynote Presentation: Dr. Peter Salgo—Healthcare Futurist and Medical Crisis Expert Dr. Peter Salgo—an experienced medical correspondent, professor, and practicing physician—is one of this country’s most respected health care futurists. In addition to having spoken before hundreds of professional and lay audiences, Dr. Salgo is known for his written work. In just the last two years, he has published articles on such timely issues as drug pricing schedules in the United States as compared to those of other Western nations; Chronic Fatigue Syndrome; the current progress of fetal surgery; Retin A—its risks and benefits; plastic and cosmetic surgery; AIDS—its effects upon its victims and the health care system in general, and is the author of the book, The Heart of the Matter: A Revolutionary Program for Preventing Coronary Heart Disease. The book is a guidebook for preventing future heart disease and for caring for heart problems in individuals, empowering readers to take care of their health and work to improve their lives. Educated at Columbia University and Columbia University College of Physicians, Dr. Salgo, in addition to his continuing broadcast work, practices Anesthesiology and Internal Medicine at Presbyterian Hospital in New York City and teaches Anesthesiology and Internal Medicine at his alma mater.

1:15 – 2:00

RISE Board Members’ Insights: Taking Your Marketing and Sales to the Next Level Health plan representatives from the RISE Board will share how they have had continued success boosting their marketing and sales efforts once they have penetrated a market. This session will feature three health plans sharing innovative, cutting-edge strategies that can be applied to differentiate your health plan in a sophisticated market. David Milligan, Senior Vice President, Sales SCAN HEALTH PLAN

Jon Cummins, Director, Government Programs Sales and Marketing GEISINGER HEALTH PLAN* *pending final confirmation

2:00 – 2:30

Convergence Marketing: Storytelling is the new Selling • • • •

Customer insights that result in highly customized, user-friendly experiences Relevant content designed based on what your customers want, when and where they want it Cross functional collaboration that allows you to deliver your promise across all channels Measured results based on clear KPI’s and business outcomes

Jennifer Hickman, Vice President WUNDERMAN 2:30 – 2:45

Afternoon Networking Break

M A R K E TI N G TR AC K 2:45 –3:30 Addressable Media Marketing Breakthrough Targeting & Media Delivery • Discover Addressable Media Marketing (AMM) and how it works • How to deliver TV, Digital, Social Mobile to only your best direct mail prospects • What is the true integration and known attribution great ROI with these methods • The technology behind the platform • What are the benefits for Medicare Marketers? • Economics behind AMM • AMM in action: A case study from 2018 AEP Leah Smith, Vice President, Strategy & Client Relations ANDERSON DIRECT & DIGITAL

SA LE S TR AC K 2:45 – 3:30 Creating the Perfect Channel Mix Formula for your Plan • What distribution and channel mix should you be using? • Advantages and drawbacks of multiple sales channels • Squeezing the most out of your budget • How to increase the success of lead programs and CRM Ali Hall, Vice President of Sales AGENTCUBED, LLC Jana Perry, Vice President, Health Alliance Strategy and Growth HEALTH ALLIANCE MEDICAL PLANS

PRO D U C T D E VE LO PM E NT & CO N S U M E R E N G AG E M E NT TR AC K 2:45 – 3:30 How to Automate the CMS PBP Bid Process with a Source of Truth and Auto-Generate Plan Documents • Understanding financial modeling • Consumer behaviors • Competitive landscape Mohammed Vaid, CEO and Chief Solution Architect SIMPLIFY HEALTH


M A R K E TI N G TR AC K

SA LE S TR AC K

3:35 - 4:20 Leveraging Publicly Available Healthcare Data to Gain a Competitive Edge

3:35 - 4:20 Looking to the Future: How Technology & Society Shifts Will Impact Sales

• Learn about the volume and variety of data available in the public domain • Hear how to distill nuggets from the noise with AI and machine learning • Opportunities to gain competitive advantage by leveraging the data asset »» Product teams – how to design plans which stand out from the competition »» Marketing teams – optimize the marketing mix to create higher engagement »» Sales teams – Target the right prospect base for higher conversion

• Learn how consumer expectations for Medicare Advantage will shift and how to meet those expectations • Hear how to meet new technological requirements without breaking the bank • See how plans are changing their approach and how your can leverage your plan’s unique characteristics to do the same

PRO D U C T D E VE LO PM E NT & CO N S U M E R E N G AG E M E NT TR AC K 3:35 - 4:20 Getting it Together: ANOC/ENOC Development Process • Getting all your ducks in a row with planning – what works, and what doesn’t? • How can you best utilize a thirdparty vendor to put the documents together? • How should you manage a timeintensive project internally? • What processes make the requirements easier to manage? • How can you best prepare your customer service center?

Brooke Ivey, Executive Vice President, Jennifer Loranger, Medicare Project Business Development; President, Bloom Manager and Operations Manager Captive Sales HEALTH NEW ENGLAND BLOOM INSURANCE AGENCY

Arvind Nagpal, Research and Organization Strategy TEG ANALY TICS LLC 4:25 – 5:10 Unicorns Do Exist: How to Build Engaging Relationships with your Consumers In this session, attendees will learn how to design and execute a successful consumer engagement strategy (including acquisition, welcome, and engagement) using an integrated, omnichannel approach. Speakers will also present a case study on how one health plan became more effective in acquiring and retaining members by integrating their marketing, sales and engagement efforts. Melissa Cellucci, Head of Business Development GUIDEWELL CONNECT

5:15 – 6:15

Cocktail Reception

4:25 – 5:10 Managing Leads Through More Effective CRM Use • How to configure your CRM to help your sales team • What’s the next step for every lead that comes into the system and how do you set up this process? • How can marketing help support lead generation and create a collaborative partnership? Rob Tolle, Director Medicare & Individual Sales PROVIDENCE HEALTH PLAN

4:25 – 5:10 Pinpointing Ancillary Benefits to Build in for Improved Product Offerings • Evaluating the growth and benefits of ancillary programs • Connecting ancillary benefits to employee health and productivity • How ancillary benefits impact today’s workforce • Integrating ancillary benefits into a wellness strategy • Real-world cases show how employers in health and education fields have taken steps to connect their ancillary benefits and wellness strategies and share results of improved employee health, performance, and satisfaction Mike Reha, CEBS, Vice President of Sales and Marketing EPIC HEARING


DAY T H R E E : T U E S DAY, M A R C H 13 , 201 8 8:00 – 8:45

Continental Breakfast

8:45 – 8:55

Co-Chairperson Recap of Day One Brooke Ivey, Executive Vice President, Business Development; President, Bloom Captive Sales BLOOM INSURANCE AGENCY Cyndie O’Brien, Chief Sales & Marketing Officer ASPIRE HEALTH PLAN Angela Fox, Senior Consultant, Sales, Marketing & Strategy GORMAN HEALTH GROUP

8:55 – 9:25

SPECIAL PRESENTATION: Results of the Latest RISE Research Survey on Member Engagement The RISE Association sponsored a follow-up survey of its membership in 2017. Building on the study conducted a year ago, the survey was designed to break new ground by identifying benchmarks for member and patient engagement efforts. The results are now in. Joel Radford, Managing Director ENGAGYS LLC

9:25 – 10:10

Kathleen Ellmore, Managing Director ENGAGYS LLC

Break Out of the Crowd to Distinguish Your Plan in a Cluttered Marketplace Featuring a live-audience poll, this interactive session will highlight supplemental benefits that can provide a point of differentiation for your health plan. • Which supplemental benefits are most popular and truly making a difference for consumers? • Evaluating how your benefits shape up against the competition • Health plan case study »» Understanding the decision-making process on supplemental benefit product development »» Lessons learned during the implementation and roll-out »» Feedback from membership, sales/brokers and internal operations Ryan Baum, Sales Director TRUHEARING

10:10 - 10:25

Morning Networking Break

10:25 - 11:15

Touchpoints to Drive Star Ratings: A Multi-Department Panel During this session, hear how your health plan can move the needle on Star Ratings with help from marketing, sales, product development and consumer engagements. Our panel will discuss how their various departments can drive Star Ratings through department touch points and influences. Moderator Cyndie O’Brien, Chief Sales & Marketing Officer ASPIRE HEALTH PLAN Panel Members Thomas Sass, Director, Consumer Markets BLUECROSS BLUESHIELD OF WESTERN NEW YORK Shannon Furman, Director of Medicare Sales REGENCE Jim Techtmann, Senior Vice President ENTERTAINMENT HEALTH CARE CONSULTING TEAM

11:15 – 12:00

The Impact of the MA & Part D Proposed Rule for 2019 Melissa Smith, Vice President, Stars & Quality Innovations HEALTH GROUP


12:00 - 1:00

Networking Luncheon

M A R K E TI N G TR AC K

SA LE S TR AC K

1:00 - 1:45 Case Study: Marketing Personalization that Drove Results

1:00 - 1:45 Maintaining & Managing a Yearround Sales Force

• Increasing profitability by using data to manage an AEP campaign • Improving sales and reduce acquisition costs • Managing a multi-touch, multimedia acquisition campaign • Developing a repeatable process to track results

• Supporting agents throughout the year • Maintaining agent complianceTraining agents effectively • What do smaller plans need to do? • What do larger plans need to do?

Chris York, Senior Vice President/ General Manager DIALOG DIRECT

PRO D U C T D E VE LO PM E NT & CO N S U M E R E N G AG E M E NT TR AC K 1:00 - 1:45 ROI Mindfulness – Designing Engagement Programs that Improve Quality Measures

• Steps to plan events that make an impact across the organization • Marketing customer events in a cost-efficient manner • Using your budget wise to make your event stand out • Events into metrics – tying into Heather Smith, Director, Medicare Sales Stars, HEDIS EXCELLUS Janet S. Toole, Director, Medicare Sales Sarah Fernandes, Medicare Sales Manager INDEPENDENCE BLUE CROSS HEALTH NEW ENGLAND Jordan Mauer, Executive Vice President of Marketing & Engagement NOVUHEALTH

1:50 - 2:35 Change the Game: How to Merge Art and Science to Create the Ideal Medicare Marketing Experience • Navigation and design techniques that are optimized for the Medicare population • Senior sensitivity in design – what works best? What should you avoid? Dave Thomas, Chief Executive Officer THOMASARTS Lintu Markose, Director, Digital Innovation THOMASARTS Jordan Yospe, Executive Director, Marketing Technology THOMASARTS Jake Christensen, Director, Marketing Automation THOMASARTS

1:50 - 2:35 Killing Sales with Compensation Plans

1:50 - 2:35 Transforming Plan Outcomes & Experience

Are your compensation or hierarchy structures killing your sales? Make sure you have a structure where you are “killing it” and seeing the maximum sales potential.

• Establishing a multi-year strategic plan – what is included? How do you implement? • Optimizing risk adjustment and STARS performance; • Provider engagement to drive engagement • Building consumer loyalty over a year • Aligning organizational goals & incentives

• Offering competitive rate while staying compliant • Structuring hierarchies to maximize sales results • Business rules that provide confidence to your produce partnership • Avoiding sales killers Jotham Cortez, Director of Broker Programs ESSENCE HEALTHCARE

Lesley Quick, Medicare Sales Representative PREMERA BLUE CROSS Speaker TBAINCOMM HEALTHCARE & AFFINIT Y

2:40 - 3:25 Reporting Metric Techniques to Impress Execs and Your Board

2:40 - 3:25 2:40 - 3:25 Sales Team Organization: Reviewing Gain an Edge: Optimizing Two Health Plans’ Org Charts Competitive Intelligence

• What should your plan’s marketing efforts measure? • What do your dashboards look like? • Who views them? • How can you follow up with information shared on the dashboard? • Communicating your marketing investments to higher-ups and your board – what do they want to hear and how can you meet that need?

Join this engaging discussion to hear two health plans share how their sales teams are organized, providing valuable insight into different organizational approaches for sales.

3:25 End of Summit

Edward Estey, Sales Manager, Senior Markets HARVARD PILGRIM HEALTH CARE Thomas Sass, Director, Consumer Markets BLUECROSS BLUESHIELD OF WESTERN NEW YORK

• Identifying the information you need to know about your market and competitors • Exploring competitive information through the lens of three distinct markets • Optimizing the value of captured intelligence Hank Osowski, Managing Partner STRATEGIC HEALTH GROUP LLC


V E N U E D E TA I L S

THE CONFERENCE ORGANIZERS

Gaylord Opryland Resort 2800 Opryland Dr. Nashville, TN 37214 615.889.1000

Healthcare Education Associates is a division of Financial Research Associates. HEA is a resource for the healthcare and pharmaceutical communities to improve their businesses by providing access to timely and focused business information and networking opportunities in topical areas. Offering highly targeted conferences, Healthcare Education Associates positions itself as a preferred resource for executives and managers seeking cutting-edge information on the next wave of business opportunities. Backed with over 26 years of combined conference industry experience, the producers of HEA conferences assist healthcare professionals, actuaries, attorneys, consultants, researchers and government representatives in their professional endeavors. For more information on upcoming events, visit us online: www.healthcare-conferences.com

We have a block of rooms reserved at a special rate of $239/ night. This rate expires on February 5, 2018, however, we expect the block to sell out prior to this date. To receive a room at the negotiated rate we recommend that you book well before the expiration date. Mention the “Medicare Marketing Sales Summit” when placing your room reservation by phone to receive the negotiated rate. Upon sell-out of the block, room rate and availability will be at the hotel’s discretion. Please call 615.889.1000 to book your room or visit https://aws.passkey.com/e/49182266

TEAM DISCOUNTS • Three people will receive 10% off • Four people will receive 15% off • Five people or more will receive 20% off To secure a group discount, all delegates must place their registrations at the same time. Group discounts cannot be issued retroactively. For more information, please contact Colayne Strong at 704.341.2392 or cstrong@healthcare-conferences.com REFUNDS AND CANCELLATIONS For information regarding refund, complaint and/or program cancellation policies, please visit our website: https://www.healthcare-conferences.com/thefineprint.aspx

SPONSORSHIP AND EXHIBIT O P P O RT U N I T I E S Enhance your marketing efforts through sponsoring a special event or exhibiting your product at this event. We can design custom sponsorship packages tailored to your marketing needs, such as a cocktail reception or a custom-designed networking event. To learn more about sponsorship opportunities, please contact Samantha Rosky at (704) 341-2390 or srosky@healthcare-conferences.com

RISE (Resource Initiative & Society for Education) Vision: To build a community and an educational system that promotes successful careers for professionals who aim to advance the quality, cost and availability of health care. RISE provides: • A forum to build professional identity and a network of colleagues • A platform to capture and share knowledge and insights • A venue to develop and share benchmarks and document best practices • Career track development support • A channel for building alliances, partnerships, and affiliations that fulfill the vision RISE (Resource Initiative & Society for Education) Mission: The RISE Association is a national association dedicated to supporting the health plan and provider organizations involved in the healthcare reform movement, particularly those involved in the government programs markets such as Medicare Parts C & D, Affordable Care Act health insurance exchanges, special needs plans for dually-eligible individuals, Medicaid plans for needy populations, Accountable Care Organizations and MACRA initiatives. To learn more about RISE and to join, visit us online: www.risehealth.org

CPE CREDITS Financial Research Associates is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Program Level: Advanced Anticipated CPE Credits: 14.5 Summit Only; 19.5 Think-Tanks & Summit Recommended Field(s) Of Study: Specialized Skills & Knowledge Prerequisites: 3+ years experience in marketing, sales, product development, or engagement Advance Preparation: None Instructional Delivery Method: Group Live Learning Objectives: Upon completing the course, participants will: • Apply latest guidance and trends for marketing and sales to Medicare beneficiaries • Boost your presence and Medicare product to the next level • Understand how sales, marketing, product development, and consumer engagement can move the needle For more information, visit our website: www.frallc.com/thefineprint.aspx


P L AT I N U M S P O N S O R Bloom is a dynamic insurance services company that creates specifically engineered solutions supporting the Insurance industry. We are focused on increasing membership and early data collection while reducing costs for Insurance plans. Whether engaging in sales or customer service campaigns, Bloom strives to provide an excellent experience for the caller based on industry best practices. We have submitted over $6 billion in premium and have participated in over 72 million conversations about Insurance since our inception in 2007. Bloom currently operates two call center facilities in Bloomington, Indiana and is opening a third facility to be located in Phoenix, Arizona in 2016. We are privately owned and currently have around 700 employees. With nearly three dozen insurance carrier clients and an investment in technology available only at Bloom, we have a turnkey operation and management infrastructure that is capable of executing so seamlessly, it is as if we were part of your organization. As the leading consulting and software solutions firm specializing in government health programs, Gorman Health Group (GHG) combines innovation with proven, integrated approaches and technology solutions to help organizations operating in Medicare, Medicaid, and the Health Insurance Marketplace reduce costs, improve quality, and optimize revenues. Since 1996, GHG’s unparalleled teams of subject matter experts, former health plan executives, and seasoned healthcare regulators have been providing strategic, operational, financial, and clinical services to the industry across a full spectrum of business needs. Further, GHG’s software solutions have continued to place efficient and compliant operations within our clients’ reach. GHG’s mission is to empower health plans and providers, through a compliant, member-centric focus, to deliver higher quality care to members at lower costs while serving as valued, trusted partners. Learn more at www. gormanhealthgroup.com.

GOLD SPONSORS TruHearing is a hearing aid savings program that offers your health plan members exclusive pricing on the industry’s best hearing aids and services. We partner with top hearing aid manufacturers to save your members thousands of dollars off the retail price of hearing aids. Because our prices are exclusive, TruHearing helps differentiate your health plan from the competition. In fact, 90% of TruHearing customers report having an improved opinion of their health plan after using our program. TruHearing offers both embedded hearing aid benefit programs tailored to Medicare audiences as well as VAIS programs that are free to the health plan and come at no additional cost to members. For more information about how TruHearing can enhance your benefit offering, contact Jarem Hallows, VP of Business Development, jarem.h@truhearing.com DMW Direct, a direct marketing agency, has actively participated in the evolving world of Medicare products since its inception in 1984. DMW has a rich historical perspective that starts with marketing Medicare Supplements in the 1980s to helping launch the first Medicare Risk products in the 1990s. It has continued to assist health insurance companies nationwide launch and grow their Medicare Advantage and Medicare Supplement businesses. Using direct response advertising in all media, DMW Direct strategizes and builds marketing programs designed to sell, support, and retain Medicare plan members, producers, and providers. NovuHealth is the health care industry’s leading consumer engagement company. Combining performance analytics, behavior science and comprehensive technology solutions, our rewards and engagement programs enable health plans to increase high-value member activities—improving member health and driving plan performance. EPIC Hearing Healthcare, is the first organization to carve out hearing care similar to other ancillary or specialty care benefits such as vision and dental. With the largest independent network of Audiologists and ENT physicians in the country, EPIC provides the highest quality of care at the best value. The EPIC Hearing Service Plan covers millions of lives through contracts with health plans, managed care organizations, employer groups, brokers, consultants and TPA’s throughout the country. SourceLink works alongside healthcare companies to reduce cost per lead and per new member, while increasing the number of new leads, and preventing member churn. SourceLink takes what you know about your members and finds more members like them for AEP acquisition programs, Age-In campaigns and member onboarding. We help you best utilize digital and direct channels that are proven for the highest response rates to communicate with members before, during and throughout their plan decision cycle. For more information, visit http://www. sourcelink.com/healthcare or call 1-866-947-6872. Wunderman Health (www.wunderman.com/health) is a global healthcare marketing agency that integrates data, creative and technology to amplify brand awareness, drive acquisition, and strengthen customer relationships. Clients across healthcare sectors include pharmaceutical and biotechnology, insurance and provider systems, and medical device and technology. Committed to improving health outcomes, Wunderman Health delivers communications that engage and empower both consumers and professionals by connecting them to moments that truly matter. Wunderman is part of WPP (NASDAQ: WPPGY). InComm Healthcare & Affinity, formerly Medagate, has been a wholly owned subsidiary of InComm since 2012. By combining our point-of-sale and customized-spend payment capabilities with InComm’s wide-reaching distribution and redemption network, InComm Healthcare & Affinity builds innovative and intelligent methods of driving member engagement and brand awareness. Learn more at www.incommhealthcareandaffinity.com


Anderson Direct & Digital is a privately held, full-service marketing agency that helps companies acquire new customers, grow profitable customer relationships and retain their best customers. A unique and intentional mix of industry veterans plus new age talent, Anderson is among the top 20 direct marketing agencies in the U.S. We provide clients with superior ROI through cutting-edge strategies and technologies founded on direct and digital marketing best practices. We have deep experience and expertise in the Medicare industry. For over 30 years, we have created and executed thousands of marketing programs that maximize ROI and extend our clients’ brands through true marketing channel integration, including: Direct Mail, SEM, SEO, Social, Mobile, Digital Display, Email, Print, DRTV, Radio and Microsites. TEG Analytics is a data-science-as-a-services company and helps organizations make better decisions at the intersection of business, technology, and applied mathematics. Our vision is to deliver Insights @ Speed of Business. TEG helps market leaders across industry verticals (like Retail, CPG, Healthcare, BFSI) in shaping strategy powered by analytics. TEG’s HealthWorks is a machine-learning based solution that mimics consumer choice in Medicare Advantage. By comparing plan features including benefits, MOOP, drug deductibles, star ratings and other attributes across Medicare Advantage Plans at each county level, HealthWorks helps firms identify the top attributes that lead to plan competitiveness, predict enrolments based on current plan and competitor’s plan features, design better products by simulating plan attribute levels, and obtain all CMS (Centers for Medicare and Medicaid Services) information in a single easy to use intuitive interface. All this, within 72 hours of release of CMS data to the public domain. GuideWell Connect is wired differently. That means we apply an “end-to-end” approach to advancing consumerism in health care, partnering with our clients to combine big data with next-generation capabilities that drive big results. We drive value by focusing our marketing, sales, and engagement expertise on every critical phase of the consumer cycle—from acquiring new members, to engaging with individual consumers, all the way through renewal—connecting health plans, health systems, and provider groups in the US with their customers at the right time and in the right channel. Medicare isn’t what it used to be. Today’s matures are living longer, staying stronger and are more digitally savvy and connected than ever before. At ThomasARTS (TA), we speak their language fluently. With over 170 marketing professionals in offices stretching from coast to coast, TA specializes in communicating with audiences age 50-plus. We know that members of this passionate and opinionated generation reward companies that give them what they want, when they want it. The game for reaching them is changing. TA is using the Art and Science of Emotional Connection to rewrite the playbook. We’ve got deep Medicare expertise and insight into the new mature mindset. We also have the latest and greatest digital and analytics tools. Add relevant, emotionally resonant creative messaging to the mix and you get a whole new way of engaging, nurturing and selling to today’s matures. All delivered on their very specific terms.


S I LV E R S P O N S O R S Connecture is a leading web-based consumer shopping, enrollment and retention platform for health insurance distribution. Connecture offers a personalized health insurance shopping experience that recommends the best fit insurance plan based on an individual’s preferences, health status, preferred providers, medications and expected out-of-pocket costs. Connecture’s customers are health insurance marketplace operators, such as health plans, brokers and exchange operators, who must distribute health insurance in a cost-effective manner to a growing number of insured consumers. Connecture’s solutions automate key functions in the health insurance distribution process, allowing its customers to price and present plan options accurately to consumers and efficiently enroll, renew and manage plan members. Founded in 2006, HealthPlanOne (HPO) operates best in class private exchanges for both the Medicare and individual health insurance markets. Through its digital marketing, proprietary technology and call center operations, HPO assists health plans in the acquisition of incremental cost effective members. HPO’s Employer Solutions division was established in 2013 to provide assistance to both pre-Medicare and Medicare-eligible retirees and their corporate sponsors. HPO has been recognized by Inc. 500/5000, Deloitte Technology Fast 500, and Marcum Tech Top 40. KERN Health is an insurance marketing agency with a specialty focus on Medicare member acquisition of the Baby Boomer Generation. Backed by a proven foundation of experience in healthcare and multiple competitive acquisition industries, KERN provides exceptional value to health insurance marketers. As a member of the Omnicom Group Network, we are also able to offer healthcare insurers a powerful partnership that includes unique access to hundreds of the world’s top agencies. Dialog Direct helps brands manage and personalize their multichannel, multi-touch customer journeys using data-driven marketing and customer engagement solutions. Our overriding mission is an obsession with delivering one-to-one customer experiences— at every touch point, every time—to optimize customer acquisition, lead nurturing, sales, retention, loyalty and positive word of mouth. Our approach is translating consumer insights into personally relevant brand experiences that can be seen, heard and felt. This is why more than 90 health plans have trusted our team to engage with their customers. We have over 4,500 team members across 15 US based locations, offering support in 11 di?erent languages. Our key competencies include: data analytics, digital and direct marketing, contact center sales and service, eCommerce, and fulfillment. Entertainment® Corporate Marketing Solutions helps businesses and organizations grow through incentives and rewards. We create private-labeled digital and print savings programs with high-value discounts, powered by the Entertainment® trusted merchant network. Entertainment® Corporate Marketing Solutions has partnered with dozens of health care plans and providers, demonstrating best business practices to successfully drive member engagement and wellness behaviors through our Healthy Living Rewards programs. Engage and reward your customers, members and employees by providing real value on things they do every day with the highest quality and most trusted discount network in the U.S. and Canada. Deft Research is the health insurance industry’s trusted source for relevant market and consumer information. We are committed to helping our clients identify opportunities for innovation and better service and communicate with their members. Our research and guidance supports the nation’s top healthcare brands in making more confident business plans and decisions. AgentCubed is a lead management, lead distribution, and CRM solution designed for the insurance industry. We provide solutions for carriers and agencies to reduce cost per acquisition and maximize the data you already own. Our cloud based system is unparalleled in the industry and we have a commitment to adapt to meet the needs of Medicare, Health & Life, and P&C. Founded in 2008, focused exclusively on Health Plans, Simplify Healthcare has developed deep expertise in Benefit Plan Management, Provider Data and Contract Management and Value-based Reimbursement. We believe that by addressing critical pain points with our solutions, health plans will be able to improve quality, reduce costs, improve speed to market and eventually bend the healthcare cost curve. To build highly configurable, modular software solutions with the right balance of usability and technology, empowering business users with the ability to configure the system with minimal IT intervention. To be the market leader, providing end-to-end solutions to health plans and TPAs for their benefit plan management, provider datacontract and value based reimbursement needs.

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Featured Keynote: Dr. Peter Salgo — Healthcare Futurist and Medical Crisis Expert

11TH ANNUAL

Medicare Marketing, Sales & Product Summit

Utilizing Personalization to Drive Growth, Design Effectively, Build Smart Products and Enhance Consumer Engagement

March 11 – 13, 2018 Gaylord Opryland Resort Nashville, TN

Medicare Marketing, Sales, & Product Summit - H492  

Identify Medicare Buying Trends. Personalize Products. Engage Potential Members. Drive Sales.

Medicare Marketing, Sales, & Product Summit - H492  

Identify Medicare Buying Trends. Personalize Products. Engage Potential Members. Drive Sales.