2020 Medicare Advantage Sales & Marketing Virtual Summit - June 16 -18, 2020

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2020 Medicare Advantage Sales & Marketing Virtual Summit - June 16 -18, 2020
2020 Medicare
Advantage Sales
& Marketing
Virtual Summit
June 16 -18, 2020
2020 Medicare Advantage Sales & Marketing Virtual Summit - June 16 -18, 2020
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      Kat Waldman                  Patrice Snowden

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2                                2020 Medicare Advantage Sales & Marketing Virtual Summit
2020 Medicare Advantage Sales & Marketing Virtual Summit - June 16 -18, 2020
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This game is to help you get full value out of the Virtual Summit. The   info@healthplanalliance.org with the subject “Bingo!” and
more you complete, the more you’ll learn, connect and enjoy time         you’ll be entered to win a $100 gift card. BONUS! Black out the
with you Alliance colleagues this week.                                  bingo card by completing all the activities listed and you’ll be
                                                                         entered to win another $125 gift card. Email your blacked out card
How to play                                                              to info@healthplanalliance.org with the subject “Blacked out Bingo!”
Once you complete four in a row in any direction, snap                   Deadline to submit is 1:00 p.m. CT on Thursday, June 18.
a picture of your marked-off bingo card and email it to

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3      © 2020 Health Plan Alliance. All rights reserved.                                2020 Medicare Advantage Sales & Marketing Virtual Summit
2020 Medicare Advantage Sales & Marketing Virtual Summit - June 16 -18, 2020
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4    © 2020 Health Plan Alliance. All rights reserved.   2020 Medicare Advantage Sales & Marketing Virtual Summit
2020 Medicare Advantage Sales & Marketing Virtual Summit - June 16 -18, 2020
2020 MEDICARE ADVANTAGE SALES & MARKETING VIRTUAL SUMMIT SESSION:

THE IMPACT COVID-19 HAS HAD ON HOW WE CARE FOR
MEDICARE ADVANTAGE MEMBERS TODAY & IN THE FUTURE
June 18TH at 1:50PM ET

The COVID-19 pandemic shifted the way many con-          Learning points:
sumers access healthcare, and in return introduced           How to differentiate your MA
them to the benefits of virtual care. While many               benefit through virtual care
states have successfully flattened the curve of the           How Medicare regulatory
pandemic, people over 65 will continue to remain              changes have expanded
                                                              access to telehealth
vulnerable as the virus lingers.
                                                             The aspects of virtual care
Join this virtual session to learn how the behavior of        most important to seniors
seniors have shifted dramatically toward virtual care        What actions you can take
                                                              to better acquire and retain
due to the pandemic, and the impacts this will have
                                                              members
on Medicare Advantage plans.

    Don’t Miss This Session!
2020 Medicare Advantage Sales & Marketing Virtual Summit - June 16 -18, 2020
Our RA clients have realized strong returns on investment,
with some clients achieving as high as a 12:1 ROI.

ACHIEVE REAL RISK ADJUSTMENT RESULTS
Through advanced analytics, predictive models, machine learning, and clinical logic, Blue Health Intelligence’s® (BHI®)
Population Advyzer uncovers the most impactful opportunities to resolve coding discrepancies and close care gaps for health
plans’ ACA and Medicare Advantage (MA) members. It unbundles analytics from interventions – like chart pulls or home visit
recommendations – creating transparent information that plans can easily share with providers and other stakeholders.

                A COMPLETE ANALYTICS PLATFORM
                Integrates essential methodologies into a transparent, multi-dimensional data model with flexibility to
                explore intervention scenarios, measure results, export data, and provide self-service reports.

                THE MOST ADVANCED GAP IDENTIFICATION MODELS
                Combines proven algorithms and machine learning models to capture undetectable and understated risk
                using fewer medical record reviews.

                PROVIDER-CENTRIC INSIGHTS
                Generates monthly coding analytics that flag providers who exceed peer group thresholds and who may be
                candidates for outreach, education, and improvement support.

                FLEXIBLE INTEGRATION
                Offers robust reporting capabilities by integrating various data sources and delivery methods, such as EMR
                and direct data feeds from your health system, ACO, or value-based partner providers.

                INTERVENTION-TARGETING INTELLIGENCE
                Analyzes scenarios to identify the most effective member interventions based on populations and providers
                with filters such as budget, impact potential, enrollment thresholds, demographics, engagement probability,
                and more.

                                    Contact BHI to optimize your performance.
                    Visit bluehealthintelligence.com or email info@bluehealthintelligence.com.
             © Blue Health Intelligence. Blue Health Intelligence is an independent licensee of the Blue Cross Blue Shield Association
                               and carries the trade name of Health Intelligence Company, LLC. All rights reserved.
2020 Medicare Advantage Sales & Marketing Virtual Summit - June 16 -18, 2020
AGENT OVERSIGHT MEDICARE ADVANTAGE MODULE
Our software provides clients with an efficient and compliant sales and agent
oversight process through our automated and integrated system.

The new Agent OverSight module allows health plans to remotely perform
regular monitoring of all Sales Agent activities:

   •   Prevents, detects, and corrects compliance deficiency
   •   Provides better visibility to all Sales Agents, Sales Entities, or any other
       downstream entities
   •   Meets all regulatory requirements related to sales activities

Provides oversight and monitoring of the following areas:

   •   Enrollment Applications
   •   Secret Shopper Audits
   •   Rapid Disenrollment                             Users manage all sales and marketing
   •   Sales Allegations
   •   Chargebacks                                     functions and support from a single sign-on
   •   Broker Contracting                              software as a service(SaaS) platform,
   •   Event Management
   •   Scope of Appointment                            which provides the foundation for all
   •   Broker Compensation                             revenue-generation activities.

 As the sales backend, the Engagent platform streamlines the sales process for onboarding
 internal and external sales agents, with an integrated AgentOversight module, customer
 relations management (CRM) and commission payment modules to create a single
 resource for all member acquisition and efforts.

       800.364.1139 | info@engagentheallth.com | 2699 Lee Rd. Suite 304, Winter Park, FL 32789
                                   www.engagenthealth.com
2020 Medicare Advantage Sales & Marketing Virtual Summit - June 16 -18, 2020
BY THE NUMBERS

30      + Years Health Insurance
           Marketing Experience

                                         600,000+
                                         Leads Generated

    Over   32 Health Plans
                                       250,000+ Enrollments
6   Individual Health Plan Start Ups

                                        Over   5,000 CMS
                                        Compliant Advertisements
7   Medicare Advantage Start Ups        & Collateral.

                For more information,
    call 610-724-0969 or email tom@4112.agency
2020 Medicare Advantage Sales & Marketing Virtual Summit - June 16 -18, 2020
SALES, MARKETING & STRATEGY
                                                                                     LEADING EXPERTS IN SALES, MARKETING, AND
                                                                                   STRATEGY DEVELOPMENT THAT CREATE SHORT-
                                                                                          AND LONG-TERM PROFITABLE GROWTH

Government-sponsored health programs are evolving. Are you prepared? GHG has developed strategic plans
for hundreds of organizations, including Medicare Advantage (MA) organizations, Medicaid plans, the Health
Insurance Marketplaces, and more. We are dedicated to supporting clients by developing strategy, driving
profitable growth, implementing impactful member engagement programs, and delivering a variety of other sales
and marketing services. We use robust data analysis and industry expertise to help you understand your market
and core competencies, as well as find gaps in the competitive landscape where your organization can thrive.

WE SPECIALIZE IN THE FOLLOWING:

            Feasibility &                                          Strategic                                  Product Development
          Viability Analysis                                       Planning                                     & Benefit Design
Provide an in-depth analysis of                   Develop growth, sales, and                          Analyze intended markets and
the cost of entry and industry risk/              marketing strategies for both                       organizational strengths to
reward, whether you’re getting into               short- and long-term success with                   guarantee you have the right
MA for the first time or deciding if              a detailed roadmap to move from                     products, programs, and capabilities
your plan is ready for a service area             strategy into implementation.                       in place and ensure you are go-to-
expansion.                                                                                            market ready and/or well-positioned
                                                                                                      to outrun the competition.

             Sales &                                              Interim                                              Member
        Marketing Services                                      Management                                            Experience
Assess your growth and                            Access go-to-market, strategic,                     Careful design of proactive and
retention efforts to build or                     leadership, and product                             reactive retention initiatives and a
enhance strategies for seamless                   development experts when and                        commitment to communication
implementation of organizational                  where you need them.                                that will deliver a significant and
vision and goals.                                                                                     positive impact on health plan
                                                                                                      enrollment, retention, and Member
                                                                                                      Experience and Engagement.

  RECENT INSIGHTS
  Medicare Sales in the Age of COVID-19
                                                  There’s no doubt about it: COVID-19
                                                  will change the way we sell
                                                  Medicare products. Health plans
                                                  must pivot strategies to navigate
                                                  the new norms of COVID-19 and an
                                                  upcoming Presidential election.

                                                  Read more on our blog.

    © 2020 Gorman Health Group, A Convey Company | 100 SE 3rd Avenue, 14th Floor, Fort Lauderdale, FL 33394 | 202.364.8283 | gormanhealthgroup.com
2020 Medicare Advantage Sales & Marketing Virtual Summit - June 16 -18, 2020
It’s not
them,
it’s you
Know exactly who’s going to disenroll
using the data and predictive analytics
in Welltok’s Member Retention Solution,
so you can change their minds before
it’s too late

Our approach works!
We help plans reduce
disenrollment by

30%
Remind members why they
shouldn’t break up with you
activation@welltok.com
TODAY’S CHALLENGES,
           TOMORROW’S VISION.
Member engagement, care management, enterprise transformation,
   healthcare analytics—we’re delivering value for healthcare
             organizations at the pace of change.

          UNDENIABLY DIFFERENT. UNDENIABLE RESULTS.
Agenda
Tuesday, June 16                                       Deft research on COVID-19’s impact on 2021 AEP
10:30 - 11:30 am CT                                    Deft Research offers a high level review of findings from its anticipated study: The Impact of
                                                       COVID-19 on Medicare’s 2021AEP. The study offers timely insights on:
                                                       • How COVID-19 is impacting seniors’ daily lives
                                                       • What impact has COVID-19 had on seniors’ view of their current coverage?
                                                       • The perception seniors have of telehealth visits and the likelihood they’ll continue using
                                                         this care delivery option once social distancing is no longer encouraged.
                                                       • When AEP comes, what channels do seniors anticipate they’ll most likely use to shop for
                                                         new coverage?
                                                       It’s a unique opportunity to not only pick George’s brain, but also to hear your Alliance
                                                       colleagues’ smart questions too, and reflect on how regional plans across the country are
                                                       preparing for an AEP unlike any other.
                                                       Deft research has extended their preferred client pricing to Alliance members for their
                                                       highly anticipated COVID-19 study. For more information on how to secure your copy of
                                                       the Deft Research COVID-19 Study, email kristin.rodriguez@healthplanalliance.org.
                                                       Speakers:
                                                       George Dippel                                       Jennifer Rossbach
                                                       SVP, Client Services                                Manager, Consumer Marketing,
                                                       Deft Research                                       Health Alliance Plan
                                                       Alicia Kelley
                                                       VP, Medicare Performance
                                                       Capital District Physicians' Health Plan

Tuesday, June 16                                       How alliance members are enabling MA growth with automation:
11:40 am - 12:30 pm CT                                 from analysis and underwriting to bid submission and document
                                                       generation
                                                       Across the country, Alliance members have tackled some of the toughest to-do’s they
                                                       face as a MA plan, like how to conduct a dependable competitive analysis and generate
                                                       ANOCs, EOCs, SBs, Kits, and highlight sheets on demand. In this session we dig into some of
                                                       the lessons learned and investments Alliance member plans have made so they can:
                                                       • Leverage a source of truth for plan and benefits information to achieve improved
                                                         accuracy, consistency, and efficiency
                                                       • Accommodate last-minute changes and generate CMS PBP output and documents
                                                         with the push of a button
                                                       • Achieve faster speed-to-market with 75% reduction in time and effort required to build
                                                         Medicare / Medicare Advantage products
                                                       Speakers:
                                                       Mohammed Vaid
                                                       CEO and Chief Architect
                                                       Simplify Healthcare

13     © 2020 Health Plan Alliance. All rights reserved.                                          2020 Medicare Advantage Sales & Marketing Virtual Summit
Tuesday, June 16                                       A get on the move session! The best retention defense is a
12:40 - 1:40 pm CT                                     good offense
                                                       No need to stay tethered to your computer: Switch to your phone and earbuds and take a
                                                       walk—get moving while you listen!
                                                       If 2020’s taught us one thing, it’s not to take anything for granted. This includes your MA
                                                       membership. You need a solid game plan for retaining as many members as possible
                                                       during 2021 AEP. Creating an effective playbook is possible with the right data that tells
                                                       you exactly who is going to leave, giving you a targeted list to whom to reach out with
                                                       reengagement campaigns to reinforce value and change their minds.
                                                       Grab your headphones for this on-the-go session with Welltok to get tips for going on the
                                                       offense and preventing disenrollment. You’ll get answers to burning questions like:
                                                       • How has retention changed in the COVID era?
                                                       • What is the one thing plans need to do to get ahead of member disenrollment?
                                                       • How can plans minimize the impact of ANOC on retention? (Hint – members don’t want
                                                         any more surprises!)
                                                       • What are some specific ways to prove value now using digital engagement tools?
                                                       BONUS – Implementing these ideas will also help you address the MLR challenges COVID
                                                       has presented.
                                                       Speakers:
                                                       Erica Morgenstein                                  Kaleb Holt, MA
                                                       Chief Communications Officer                       Program Manager
                                                       Welltok                                            SelectHealth
                                                       John Coleman, MA. MBA
                                                       Senior Director Medicare Market Solutions
                                                       Welltok

Tuesday, June 16                                       How PSHPS can get a bigger slice of the MA pie:
1:50 - 2:50 pm CT                                      flanking strategies that play to our strengths
                                                       Local plans have challenges competing on a scale with the big nationals when it comes
                                                       to Medicare Advantage. In this session, we explore clever flanking strategies that leverage
                                                       the competitive advantages unique to local plans. We unpack both strategic and tactical
                                                       levers available to PSHPs, including direct-to-consumer capabilities that can build trust
                                                       with consumers, targeting seniors when it counts most, expanding presence within the
                                                       local group (retiree) market and building a deeper trust with members who will stay longer
                                                       though the uncertain markets that lay ahead.
                                                       Speakers:
                                                       Cary Badger
                                                       Principal
                                                       HealthScape Advisors, LLC

Tuesday, June 16                                       Can I get a connection? An Alliance exclusive
3:00 - 3:30 pm CT                                      Imagine this—you just wrapped up a day of amazing Alliance learning sessions and are
                                                       now sitting next to Alliance colleagues at the boisterous and silly Alliance-hosted dinner.
                                                       The sessions gave you a lot to consider, and you’re scratching your head about a few
Note: Participants who opted into
                                                       things you just learned. How great that you can talk it out with a small group over drinks,
speed networking were pre-assigned
                                                       dinner and dessert!
their connection session room and sent
access details in their Welcome Email.                 While we can’t feed you a great meal during this summit, we CAN connect you with your
Misplaced your assignment? Didn’t                      Alliance colleagues. Welcome to our hand-crafted Connection Sessions.
get one, but would like to join? Email                 Each day, each attendee is carefully placed with a small group of your peers—folks we
info@healthplanalliance.org for support.               know you’ll enjoy.
                                                       Bring your ideas and questions. Enjoy connecting with others experiencing the same
                                                       professional challenges you’re feeling right now. Be a little silly, too. BYOB (or BYO-Dessert)
                                                       is strongly encouraged!

14     © 2020 Health Plan Alliance. All rights reserved.                                        2020 Medicare Advantage Sales & Marketing Virtual Summit
Wednesday, June 17                                     Case studies! MA sales in a digital world
10:30 - 11:30 am CT                                    Traditionally, Alliance member health plans have a strong track record of selling quite
                                                       effectively when across the kitchen table. But in a world reeling from the effects of COVID-19,
                                                       your digital presence is critical to your success in MA. We explore case studies from Alliance
                                                       member plans that are tackling the shift to digital distribution head-on. Join us to hear from
                                                       each organization and to engage in group discussion about your own plan’s strategies
                                                       and tactics. In this new digital world, Aspire has built a suite of digital tools for their sales
                                                       representatives that empower enrollment over the telephone or a video call platform.
                                                       Cyndie O’Brien, Chief Sales Officer with Aspire Health Plan, walks through how they’ve
                                                       done it with an eye on compliance, efficiency, and ensuring a seamless experience.
                                                       AvMed has long nurtured their relationship with the local senior market. Their community,
                                                       Club Aspire, brings their MA population together for movie nights, lecture series, and tours
                                                       of historical places. Now they’re pivoting these critical offerings to a digital platform,
                                                       featuring loneliness busters like virtual cooking classes! Learn how they’re staying
                                                       connected, fighting isolation on behalf of their seniors, and keeping their AEP pipeline
                                                       strong for the 2021 plan year.
                                                       Speakers:
                                                       Cyndie O’Brien                                     Candy Sicle
                                                       Chief Sales Officer                                Head of Consumer Sales & Retention
                                                       Aspire Health Plan                                 AvMed

Wednesday, June 17                                     The perfect storm for Medicare marketing: COVID-19 and a
11:40 - 12:40 pm CT                                    presidential election
                                                       Health Plans must rethink your go-to-market strategy for this year. We all have to be ready
                                                       to pivot quickly—but this is not something AEP is built to handle. In this session we dig into
                                                       complementary marketing strategies that can amplify and augment your AEP approach:
                                                       1. Retention, Retention, Retention

                                                       2. New-to-Medicare marketing: It may be your saving grace for meeting sales goals

                                                       3. Targeting low-income subsidy prospects to get them the support for which they’re eligible

                                                       Speakers:
                                                       Diane Logan Hollie                                 Tom Pitcherella
                                                       Vice President, Sales, Marketing & Strategy        Managing Director
                                                       Gorman Health Group                                forty-one 12
                                                       Stacey Greiner
                                                       Senior VP, Account Services
                                                       forty-one 12

Wednesday, June 17                                     A get on the move session! Supporting your virtual sales team:
12:50 - 1:50 pm CT                                     training, tools, and techniques
                                                       Historically, regional and provider-sponsored plans have delivered on a solid close-rate
                                                       when selling across the kitchen table. But without that familiar anchor, how well is your sales
                                                       team armed to create real value for your prospective members? Sales teams can’t afford
                                                       to assume that prospects are aware of our plan’s unique value-add, that our collateral
                                                       adequately communicate the depth and breadth of that value, that our audience has the
                                                       desire, knowledge and ability to discern that value’s impact. In this session, we focus on some
                                                       of the key tools and techniques your sales team needs to shift the virtual sales philosophy
                                                       from transactional to experiential … totally possible AFRL and— bonus— no mask required.
                                                       Speakers:
                                                       Joe Merlino
                                                       Emergent Business

15     © 2020 Health Plan Alliance. All rights reserved.                                        2020 Medicare Advantage Sales & Marketing Virtual Summit
Wednesday, June 17                                     Case study from Health Alliance Medical Plans: Transforming the
2:00 - 2:50 pm CT                                      market thru high-value provider partnerships
                                                       The leadership at Health Alliance Medical Plans believe that they can outperform national
                                                       competitors by investing in the continued evolution of the health plan’s relationship with
                                                       consumers and providers. To that end, the plan is actively developing partner models
                                                       that integrate care and share risk to achieve goals in key areas, including consumer
                                                       engagement and health care literacy, as well as strategic growth. Health Alliance shares
                                                       context for this strategy, including governance structure and evolving a go-to-market
                                                       strategy with provider partners. They also share early results and outline how they are
                                                       continuing to take the model forward.
                                                       Speakers:
                                                       Jana Perry                                         Meagan Close
                                                       VP Strategy and Growth                             Director Provider Partnerships
                                                       Health Alliance Medical Plans                      Health Alliance Medical Plans

Wednesday, June 17                                     Can I get a connection? An Alliance exclusive
3:00 - 3:30 pm CT                                      Imagine this—you just wrapped up a day of amazing Alliance learning sessions and are
                                                       now sitting next to Alliance colleagues at the boisterous and silly Alliance-hosted dinner.
                                                       The sessions gave you a lot to consider, and you’re scratching your head about a few
Note: Participants who opted into
                                                       things you just learned. How great that you can talk it out with a small group over drinks,
speed networking were pre-assigned
                                                       dinner and dessert!
their connection session room and sent
access details in their Welcome Email.                 While we can’t feed you a great meal during this summit, we CAN connect you with your
Misplaced your assignment? Didn’t                      Alliance colleagues. Welcome to our hand-crafted Connection Sessions.
get one, but would like to join? Email                 Each day, each attendee is carefully placed with a small group of your peers—folks we
info@healthplanalliance.org for support.               know you’ll enjoy.
                                                       Bring your ideas and questions. Enjoy connecting with others experiencing the same
                                                       professional challenges you’re feeling right now. Be a little silly, too. BYOB (or BYO-Dessert)
                                                       is strongly encouraged!

Thursday, June 18                                      Lightbulb moments! Alliance members share their best ideas for
10:30 - 11:30 am CT                                    fueling MA growth
                                                       Enjoy sharing lightbulb moments with your Alliance peers – hear others’ best tactics for
                                                       new growth, or for retention. Examples can include super effective provider partnership
                                                       strategies; impactful mailings that get good traction; what you do to make the ANOC
                                                       and EOC work harder for you; how you’re staying connected with your members virtually
                                                       through book clubs and isolation busters; extra special outreach from your member
                                                       experience, quality, or sales teams, and more. Walk away with a collection of new ideas to
                                                       take back to your teams.
                                                       Facilitator:
                                                       Louis Yacovoni
                                                       Sr. Director, Medicare Sales
                                                       Geisinger Health Plan

16     © 2020 Health Plan Alliance. All rights reserved.                                        2020 Medicare Advantage Sales & Marketing Virtual Summit
Thursday, June 18                                      Omni-channel member engagement and age-in strategies for
11:40 am - 12:40 pm CT                                 Medicare Advantage enrollment
                                                       With most of the Medicare Advantage (MA) focus on acquiring and attracting new
                                                       membership, health plans often overlook some of the easiest enrollees: existing commercial
                                                       members. Having a defined Age-In strategy specific to the members that you know the
                                                       best has a number of advantages:
                                                       • Lower cost of acquisition and higher retention rates after acquisition
                                                       • Risk adjustment information readily available
                                                       • Continuity of care management programs in place
                                                       While the member journey for anyone turning 65 consists of certain general milestones,
                                                       the opportunities for member retention and engagement are numerous. In addition to
                                                       understanding members’ decision processes as they choose a Medicare plan in which
                                                       to enroll, health plans need to be ready and able to communicate with them across
                                                       their entire journeys, offering the right messages at the right time through their preferred
                                                       channels. An omni-channel communication approach achieves precisely that: meeting
                                                       members where they are, in accordance with their needs and behaviors, in order to get
                                                       the most out of those interactions.
                                                       Speakers:
                                                       Larry Briski                                      Paul Horner
                                                       Senior Director                                   Director
                                                       West Monroe                                       West Monroe

Thursday, June 18                                      A get on the move session! The impact COVID-19 has had on how
12:50 - 1:50 pm CT                                     we care for Medicare Advantage members today and in the future
                                                       The COVID-19 pandemic shifted the way many consumers access healthcare, and in
                                                       return introduced them to the benefits of virtual care. While many states have successfully
                                                       flattened the curve of the pandemic, people over 65 will continue to remain vulnerable as
                                                       the virus lingers.
                                                       This older population has grown more comfortable with virtual care and will also remain
                                                       reliant on it for both urgent and routine care as they continue to be vigilant and stay at
                                                       home. And with recent regulatory and legislative changes greatly expanding telehealth
                                                       coverage for Medicare beneficiaries, we see Medicare Advantage plans beginning to
                                                       think differently about telehealth’s role in acquiring and retaining business.
                                                       During this discussion, we explore how senior healthcare behaviors have shifted
                                                       dramatically toward virtual care due to the pandemic, and the impacts this will have on
                                                       Medicare Advantage plans. Join to learn:
                                                       • How to differentiate your MA benefit through virtual care
                                                       • How regulatory changes have expanded access to telehealth for Medicare members
                                                       • The aspects of virtual care most important to seniors, including behavioral health and
                                                         primary care visits
                                                       • What actions you can take to better acquire and retain members using telehealth
                                                       Speakers:
                                                       Brendan Miller                                    Kevin Thoresen
                                                       Sr VP and GM Payer Solutions                      Health Plan Sales Director
                                                       Amwell                                            Amwell

17     © 2020 Health Plan Alliance. All rights reserved.                                       2020 Medicare Advantage Sales & Marketing Virtual Summit
Thursday, June 18                                      Case studies! Highlights from Alliance’s annual marketing
2:00 - 2:50 pm CT                                      material swap!
                                                       Each year, attendees from MA member health plans across the country share their
                                                       Medicare marketing materials samples. We’re hosting that all important sample swap
                                                       digitally this year, and during this session we will also showcase two Alliance member MA
                                                       plans who have evolved their marketing approach in 2020.
                                                       WHO: All Alliance members are invited to share copies of their health plan's communication
                                                       and marketing pieces.
                                                       WHAT: Any member-facing piece is encouraged! Direct mail, advertising slicks, brochures
                                                       of course – and we’re particularly interested in COVID-19 pieces you’ve developed this
                                                       year. Special request – we’d love to see your disenrollment surveys!
                                                       HOW: View complete instructions on the event page, under the “Special Events” tab.
                                                       Need more help? Email us: info@healthplanalliance.org.
                                                       Facilitator:
                                                       Joleen Katula
                                                       VP of Operations
                                                       HealthTeam Advantage

Thursday, June 18                                      Can I get a connection? An Alliance exclusive
3:00 - 3:30 pm CT                                      Imagine this—you just wrapped up a day of amazing Alliance learning sessions and are
                                                       now sitting next to Alliance colleagues at the boisterous and silly Alliance-hosted dinner.
                                                       The sessions gave you a lot to consider, and you’re scratching your head about a few
Note: Participants who opted into
                                                       things you just learned. How great that you can talk it out with a small group over drinks,
speed networking were pre-assigned
                                                       dinner and dessert!
their connection session room and sent
access details in their Welcome Email.                 While we can’t feed you a great meal during this summit, we CAN connect you with your
Misplaced your assignment? Didn’t                      Alliance colleagues. Welcome to our hand-crafted Connection Sessions.
get one, but would like to join? Email                 Each day, each attendee is carefully placed with a small group of your peers—folks we
info@healthplanalliance.org for support.               know you’ll enjoy.
                                                       Bring your ideas and questions. Enjoy connecting with others experiencing the same
                                                       professional challenges you’re feeling right now. Be a little silly, too. BYOB (or BYO-Dessert)
                                                       is strongly encouraged!

18     © 2020 Health Plan Alliance. All rights reserved.                                        2020 Medicare Advantage Sales & Marketing Virtual Summit
Attendee List

                                                                  Right now I'm
                           Attendee                               binge watching:                    What keeps me up at night:

                           Benjamin Aragon                        Top Chef                           Supplemental Benefits,
                           Manager of Product Development                                            Telehealth Services
                           Sharp Health Plan
                           858.499.8320
                           benjamin.aragon@sharp.com

                           Susan Armbruster                       I know this much is true           Covid impact
                           Medicare Director
                           Physicians Health Plan
                           517.364.8200
                           susan.armbruster@phpmm.org

                           Cary Badger
                           Principal
                           HealthScape Advisors, LLC
                           206.849.9437
                           cbadger@healthscapeadvisors.com

                           Jamie Benedict                         Working Moms                       Impact of COVID on AEP
                           Chief Strategic Growth Officer
                           Mount Carmel Health Plan (MediGold)
                           614.546.3197
                           jbenedict@mchs.com

                           Tiaura Bliss                           Judge Judy                         Getting all of the Marketing
                           Compliance Analyst                                                        documents in time
                           Care N' Care Insurance Company, Inc.
                           817.632.8621
                           tiaura.bliss@cnchealthplan.com

                           Erica Bogner                           Formula 1: Drive to Survive.       Digital/Virtual CTA's
                           Senior Marketing Associate             Very well produced and as
                                                                  a learner, it's been great
                           Indiana University Health Plans
                                                                  to learn about a sport I
                           317.963.6840                           didn't previously watch and
                           ebogner@iuhealth.org                   become invested in the
                                                                  drivers/outcomes.

19   © 2020 Health Plan Alliance. All rights reserved.                         2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                                      binge watching:                     What keeps me up at night:

                           Mireya Borunda                                                                    Confusion on
                           Community Outreach Specialist                                                     Medicare Members
                           Community Health Plan of Washington
                           206.434.5073
                           Mireya.Borunda@chpw.org

                           Robert Bray                                   Amazon and Netflix                  Stay at home directives and
                           Senior Director of Sales and Marketing        original Series                     Physical distancing
                           Community Health Plan of Washington
                           206.652.7186
                           robert.bray@chpw.org

                           Larry Briski
                           Senior Director, Healthcare & Life Sciences
                           West Monroe
                           lbriski@wmp.com

                           Rodda Bythwood                                SWAT                                Member engagement
                           Medicare Specialist
                           Health First Health Plans
                           904.365.9819
                           rodda.bythwood@hf.org

                           Jenny Carrillo
                           VP, Health Plan Solutions Sales
                           Amwell
                           617.204.3500
                           Jenny.carrillo@amwell.com

                           Lisa Casinger                                 The West Wing--this is my           I want to learn how to better
                           Marketing specialist                          go-to show. Exceptional             connect with prospects
                                                                         script, story lines, acting,        and members virtually and
                           HealthTeam Advantage
                                                                         and writing.                        to deliver more meaningful
                           336.494.1486                                                                      content to both.
                           lcasinger@healthteamadvantage.com

                           Erin Cassidy                                  The Shows Must Go On - a            Wondering how late CMS
                           Digital Marketing Manager                     free musical on YouTube             guidelines will be released
                                                                         every weekend                       this year and change all
                           Johns Hopkins HealthCare
                                                                                                             the plans and deadlines we
                           410.590.4039                                                                      had in place
                           ecassidy@jhhc.com

20   © 2020 Health Plan Alliance. All rights reserved.                                 2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                                     binge watching:                    What keeps me up at night:

                           Lisa Ciccanti                                Outlander. Time travel, love       Managing and prioritizing
                           Marketing Manager                            story, rich characters, twists     heavy project load
                                                                        and turns. It's fabulous.
                           Western Health Advantage
                           916.563.2269
                           l.ciccanti@westernhealth.com

                           Michael Cicciu
                           Vice President of Sales
                           Welltok
                           857.891.6261
                           mike.cicciu@welltok.com

                           Jeff Cinciarelli                             Jack Ryan - Action                 Preparing launch
                           Chief Sales Officer
                           Western Health Advantage
                           916.563.3192
                           j.cinciarelli@westernhealth.com

                           Meagan Close                                 Ozark                              Competing against the
                           Director, Provider Partnerships                                                 major carriers
                           Health Alliance Medical Plans
                           217.902.8131
                           Meagan.Close@healthalliance.org

                           John Coleman
                           Senior Director, Medicare Market Solutions
                           Welltok
                           john.coleman@welltok.com

                           Del Darrough                                 Ozark                              Sales, getting membership
                           Sales Manager
                           CHRISTUS Health Plan
                           469.282.0203
                           deldria.darrough@christushealth.org

                           Rita Datko
                           Chief Financial Officer
                           Sharp Health Plan
                           85.499.8391
                           rita.datko@sharp.com

21   © 2020 Health Plan Alliance. All rights reserved.                               2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                                     binge watching:                   What keeps me up at night:

                           Jim Decker                                   Amazon Prime . Everest. I am      It appears we will not be
                           Director, Medicare, Individual               facinated with the challenge      able to do sales seminars
                           and Small Group Sales                        of climbing the largest           and appointments with
                                                                        mountain in the world.            prospective members
                           Presbyterian Health Plan
                                                                                                          this year.
                           505.923.5368
                           jdecker@phs.org

                           John DeGruttola                              Schitt's Creek                    MA nightmares - generating
                           Sr VP of Marketing and Sales                                                   opportunities & lead
                                                                                                          management
                           Sentara Health Plans (Optima)
                           757.687.6064
                           jedegrut@sentara.com

                           George Dippel
                           Senior Vice President, Client Services
                           Deft Research
                           612.436.8321
                           gdippel@deftresearch.com

                           Chris Distel                                 Galavant                          MCMG updates
                           Compliance Coordinator
                           SummaCare
                           330.996.5417
                           distelc@summacare.com

                           Melanie Draheim                                                                Getting streamlined reports
                           Director of Marketing and Individual Sales                                     on lead and sales tracking
                           Network Health
                           920.720.1279
                           mdraheim@networkhealth.com

                           Shannon Drotning                             The Stranger, new on Netflix      COViD-19 impacts to new
                           Director of Medicare and Individual Sales    - exciting, creative and          sales growth, selling virtually
                                                                        thrilling!
                           Providence Health Plans
                           503.574.7123
                           shannon.drotning@providence.org

                           Jessica Dupont                               Ozark...Kinda dark and gave
                           Director of Risk Adjustment                  me nightmares but it keeps
                                                                        you guessing the whole time!
                           Health New England
                           413.233.3292
                           jdupont@hne.com

22   © 2020 Health Plan Alliance. All rights reserved.                              2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                                    binge watching:                    What keeps me up at night:

                           JoAnne Edde                                 Handmaid's Tale -- I'm late to     Retention
                           Member Relationship Manager                 the party, but it is engrossing!
                           Aspire Health Plan
                           831.644.7434
                           joanne.edde@aspirehealthplan.org

                           Nici Feldhammer                             Ozark                              Solutions to in person
                           Manager, Business Development                                                  enrollment barriers
                                                                                                          during COVID 19
                           Community Health Plan of Washington
                           206.972.3952
                           nici.feldhammer@chpw.org

                           Sarah Fernandes                             HGTV                               AEP and COVID19. Virtual
                           Medicare Sales Manager                                                         capabilities
                           Health New England
                           413.233.3222
                           sfernandes@hne.com

                           Kristin Garini                              Schitt's Creek                     Tracking KPIs is very
                           Manager of Marketing and Digital Strategy                                      challenging
                           Health New England
                           413.233.3177
                           kgarini@hne.com

                           Kimberly Gehrke                             Walker Texas Ranger. I love        How to sell during
                           Manager of Individual Sales                 the action :)                      a pandemic
                           Network Health
                           920.369.6318
                           kgehrke@networkhealth.com

                           Alicia Gerald                               CNN                                AEP preparation
                           VP, Government Programs
                           Sentara Health Plans (Optima)
                           443.253.9216
                           Aagerald@sentara.com

                           Elizabeth Goff                              New Snowpiercer series -           Technology adaptability
                           Manager - Medicare Project Management       rewatching each episode to         and availability for older
                                                                       pick up the small clues            adults and how to get
                           Indiana University Health Plans
                                                                                                          them on board in this new
                           317.963.9847                                                                   virtual environment; also
                           egoff@iuhealth.org                                                             will we see growth or status
                                                                                                          quo in AEP (there are
                                                                                                          predictions for both)

23   © 2020 Health Plan Alliance. All rights reserved.                              2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                                  binge watching:                    What keeps me up at night:

                           Stacey Greiner
                           Senior Vice President, Account Director
                           forty-one 12 (4112 Agency, LLC)
                           484.713.0302
                           stacey@4112.agency

                           Jody Gross
                           Vice President of Operations &
                           Government Programs
                           Health New England
                           413.233.3011
                           jgross@hne.com

                           Stephanie Hadcock                         Comedians in Cars Getting          How will consumer behavior
                           Manager, Medicare Operations              Coffee - perfect for a laugh       change in the light of
                                                                     during this time!                  COVID-19, how do we best
                           Capital District Physicians' Health
                                                                                                        communicate effectively
                           Plan (CDPHP)
                                                                                                        - both emotionally and
                           518.641.4661                                                                 strategically to our existing
                           stephanie.hadcock@cdphp.com                                                  members and prospects.

                           Melissa Hall                              Classic Film Noir, Gilda with      COVID
                           Vice President, Medicare Operations       Rita Hayworth is my favorite!
                           Aspire Health Plan
                           831.644.7415
                           melissa.hall@aspirehealthplan.org

                           Mackenzie Hammock                         Sweet Magnolias                    How will covid-19 impact AEP
                           Marketing Manager                                                            enrollment and retention
                           Indiana University Health Plans
                           317.962.4309
                           mhammock@iuhealth.org

                           Richard Hanks                                                                Sales Growth
                           Director, Sales
                           Mount Carmel Health Plan (MediGold)
                           773.895.0253
                           richard.hanks@mchs.com

                           Susan Herbert                             Outlander - the                    Competing as a 3.5 star plan
                           Director, Health Plan Integration         Scottish are fun!                  against 4.5-5 star competitors
                           & Development
                           AdventHealth (FHHS)
                           407.489.9878
                           susan.herbert@flhosp.org

24   © 2020 Health Plan Alliance. All rights reserved.                            2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                              binge watching:                     What keeps me up at night:

                           Leslie Heredia                        Netflix - Space Force               Getting new marketing
                           Senior Marketing Project Specialist                                       guidelines
                           Johns Hopkins HealthCare
                           410.424.4633
                           lheredia@jhhc.com

                           Denitza Hernandez                     Home Land - I've been               Making sure we have
                           Director, Medicare Sales & Service    keeping up with this series         competitive benefits
                                                                 for years!
                           Health First Health Plans
                           321.434.5619
                           denitza.hernandez@hf.org

                           Rick Heron                            Schitt's Creek is the perfect       Launching a new MA
                           Chief Experience Officer              shelter-in-place series - it has    Plan - and now with
                                                                 literally kept my family sane.      COVID-19 managing virtual
                           Western Health Advantage
                                                                                                     educational meetings and
                           916.614.6009                                                              agent one-on-ones.
                           r.heron@westernhealth.com

                           Lori Hill                             The Mom series -- I love the        I'm new to MA Marketing!
                           Digital Marketing Specialist          show about two moms in
                                                                 recovery and how they cope
                           HealthTeam Advantage
                                                                 with things
                           336.485.8033
                           lhill@healthteamadvantage.com

                           Brendan Hodges                        Outlander                           Not having in
                           President                                                                 person meetings.
                           HealthTeam Advantage
                           336.790.4392
                           bhodges@healthteamadvantage.com

                           Cindy Hogberg                                                             COVID-19 and lack of in
                           Account Executive                                                         person visits
                           Community Health Plan of Washington
                           509.251.2946
                           cindy.hogberg@chpw.org

                           Diane Hollie
                           Vice President, Sales, Marketing
                           and Strategy
                           Gorman Health Group
                           dhollie@gormanhealthgroup.com

25   © 2020 Health Plan Alliance. All rights reserved.                         2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                                 binge watching:                    What keeps me up at night:

                           Kaleb Holt                               Dead to Me, I don't                Competing with overrides.
                           Medicare Advantage Program Manager       recommend it my fiance
                                                                    chose it. Fine show, just
                           SelectHealth
                                                                    not getting my stamp
                           801.442.7954                             of approval.
                           kaleb.holt@selecthealth.org

                           Obie Hooper                              Survivor
                           Quality Assurance Clinical Coordinator
                           Alliant Health Plans
                           706.508.4777
                           ohooper@alliantplans.com

                           Paul Horner
                           Director, Healthcare & Life Sciences
                           West Monroe
                           phorner@wmp.com

                           Danielle Jaber                           The Money Heist on Netflix -       COVID impact
                           Director, Medicare Programs              shows the power of planning
                                                                    and team work
                           Scott & White Health Plan
                           512.257.6136
                           danielle.jaber@bswhealth.org

                           Lynn Johnson                             Dead to Me                         Effectiveness of AEP Virtual
                           Senior Health Plan Advisor                                                  Sales Strategies
                           Aspire Health Plan
                           831.644.7433
                           lynn.johnson@aspirehealthplan.org

                           Jeremy Jones                             Ozark                              Web Seminar Planning
                           Director Consumer Sales
                           Health Alliance Medical Plans
                           217.902.8167
                           jeremy.jones@healthalliance.org

                           Tracy Jones                              American Horror Story              Meeting timeframes
                           Compliance Coordinator
                           SummaCare
                           330.996.8410
                           jonestl@summacare.com

26   © 2020 Health Plan Alliance. All rights reserved.                           2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                               binge watching:                    What keeps me up at night:

                           Harry Jordan                           The Man in the High Castle
                           Chief Operating Officer
                           Simplify Healthcare
                           844.720.6678
                           harry.jordan@simplifyhealthcare.com

                           Charles Joujoute                       Explained on Netflix               Planning around COVID-19
                           Manager
                           Health Alliance Medical Plans
                           217.902.8119
                           charles.joujoute@healthalliance.org

                           Elizabeth Judy                         Working Mom's it is hilarious      Being more competitive in
                           Sales Coordinator                      and pretty real life.              the market and reaching
                                                                                                     more customers
                           Samaritan Health Plans
                           541.768.4550
                           ejudy@samhealth.org

                           Joleen Katula                          The Last Kingdom                   COVID
                           Vice President of Operations
                           HealthTeam Advantage
                           336.790.4378
                           jkatula@healthteamadvantage.com

                           Elaine Kazerman
                           Director, Health Plan Solutions
                           Amwell
                           617.204.3500
                           elaine.kazerman@amwell.com

                           Alicia Kelley                          Ozark                              Planning for the impact
                           Vice President, Medicare Performance                                      of Covid-19 & the
                                                                                                     election on AEP
                           Capital District Physicians' Health
                           Plan (CDPHP)
                           518.641.5264
                           alicia.kelley@cdphp.com

                           Dana Kelley Ashley                     NCIS                               Alternatives to sales seminars
                           Director, Marketing & Communications                                      in COVID age
                           Health First Health Plans
                           321.536.9522
                           dana.kelleyashley@hf.org

27   © 2020 Health Plan Alliance. All rights reserved.                         2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                                   binge watching:                     What keeps me up at night:

                           Erin Kelly                                 I'm a sucker for any                Growing a regional plan in a
                           Vice President of Sales and Marketing      Irish or British series.            national world.
                                                                      Recommendations welcome.
                           Network Health
                           262-825-9779
                           ekelly@networkhealth.com

                           Linda Keys                                 All American - Story                Responding to the ever-
                           Sr. Medicare Project Coordinator           reflects a great message in         changing CMS guidance.
                                                                      today's world.
                           Paramount Health Care
                           419.887.2322
                           linda.keys@promedica.org

                           Tracie Kinaitis                            Dead to Me - awesome                Ways to increase
                           System Director, Payer Marketing           writing and acting!                 lead volumes
                           SummaCare
                           330.996.5207
                           kinaitist@summacare.com

                           Anita Landino                              Not wataching much TV, but          Getting everything
                           Medicare SR. Marketing Specialist          I like "Celebrities at Home"        done on time
                           Health Alliance Plan (HAP)
                           248.443.8524
                           alandin1@hap.org

                           Merri Lavagnino                            Magnum and Hawaii 5-O as            Ensuring we are compliant
                           Executive Director, Compliance & Privacy   the characters show up in           in all our sales agent and
                                                                      each other's shows                  broker areas
                           Indiana University Health Plans
                           317.963.9748
                           mlavagnino@iuhealth.org

                           Steve Locke                                Netflix "Royal Pains"               Figuring out staffing levels
                           Business Operations Manager                                                    for the call center this
                           - Sales & Marketing                                                            coming AEP -
                           Community Health Plan of Washington
                           425.241.3338
                           steve.locke@chpw.org

                           Jennifer Loranger                          Bravo - All of it                   Dental networks
                           Medicare Project and Operations Manager
                           Health New England
                           413.233.3572
                           jloranger@hne.com

28   © 2020 Health Plan Alliance. All rights reserved.                              2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                                   binge watching:                    What keeps me up at night:

                           Evelyn Loss                                Kaiser Health Group                Marketing to new direct
                           Manager Medicare Marketing and                                                mail lists
                           Communications
                           HealthTeam Advantage
                           412.298.3383
                           eloss@healthteamadvantage.com

                           Todd McCollough                            TVG horse racing.                  Integrating all marketing
                           Director, Marketing Communications         Recommend because it's             efforts for appropriate
                           & Retention                                racing. And you can bet.           monitoring and
                                                                      And I'm bored.                     measurement.
                           Mount Carmel Health Plan (MediGold)
                           614.546.3802
                           todd.mccollough@mchs.com

                           Kelly McEver                               Outlander                          United Health Care's giant
                           Manager, Medicare & Individual Marketing                                      advertising budget (& Joe
                                                                                                         Namath's commercials)
                           CommunityCare
                           918.594.4122
                           kmcever@ccok.com

                           Kathy McVey                                Outlander                          COVID 19 - seniors not
                           Director, Consumer Products                                                   wanting to engage face
                                                                                                         to face, or at community
                           Sentara Health Plans (Optima)
                                                                                                         events in fear of becoming ill.
                           757.252.8438
                           kemcvey@sentara.com

                           Joseph Merlino                             Italian Language Movies
                           Principal
                           Emergent Business
                           505.913.1340
                           jmerlino@emergentbusiness.com

                           Brendan Miller
                           SVP & General Manager, Payer Solutions
                           Amwell
                           617.204.3500
                           Brendan.Miller@amwell.com

                           Roger Milliner                             The Office                         Outreach and engagement
                           Chief Growth Officer                                                          with members of
                                                                                                         the community
                           MetroPlus Health Plan
                           212.908.3622
                           millir@metroplus.org

29   © 2020 Health Plan Alliance. All rights reserved.                             2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                                   binge watching:                   What keeps me up at night:

                           Erica Morgenstern
                           Vice President, Marketing Communications
                           Welltok
                           650.906.7240
                           erica.morgenstern@welltok.com

                           Chris Myers                                The Office - Simply the best      Maintaining market share
                           Manager, Medicare Field Sales              TV series ever                    while national carriers
                                                                                                        continue to eat away at it
                           Capital District Physicians' Health
                                                                                                        each month.
                           Plan (CDPHP)
                           518.641.5265
                           christopher.myers@cdphp.com

                           Romi Norton                                Old seasons of Survivor on        The impact of COVID
                           Strategic Marketing and                    Prime. It's an interesting
                           Communications Manager                     perspective once you know
                                                                      who the winner is to watch
                           Network Health
                                                                      how they play the game.
                           920.720-1438
                           rnorton@networkhealth.com

                           Cyndie O'Brien                             OZARK                             Covid and the election
                           Chief Sales & Marketing Officer
                           Aspire Health Plan
                           831.644.7406
                           cynthia.obrien@aspirehealthplan.org

                           Steven Perez                               90 Day Fiance                     Covid-19
                           Medicare Marketing Specialist
                           Sharp Health Plan
                           858.499.8038
                           steven.perez@sharp.com

                           Jana Perry
                           Vice President, Strategic Products
                           and Marketing
                           Health Alliance Medical Plans
                           217.902.8101
                           jana.perry@healthalliance.org

                           Kim Perry                                  Tiger King - don't go down
                           Business Development Executive             the rabbit hole!
                           West Monroe
                           612.594.8027
                           kperry@wmp.com

30   © 2020 Health Plan Alliance. All rights reserved.                            2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                               binge watching:                   What keeps me up at night:

                           Tom Pitcherella                        Property Brothers
                           Managing Director
                           forty-one 12 (4112 Agency, LLC)
                           484.713.0301
                           tom@4112.agency

                           Tierney Price                          Supernatural was my               Strategies and goals
                           Product Development Specialist         recent binge watch. It is
                                                                  fun escapism in this COVID
                           SummaCare
                                                                  environment.
                           330.687.0074
                           priceti@summacare.com

                           Lee Pritchett                          The Last Kingdom                  Hosting Virtual meetings and
                           Senior Marketing Manager                                                 seminars during AEP.
                           Care N' Care Insurance Company, Inc.
                           817.529.8295
                           lee.pritchett@cnchealthplan.com

                           Bridgett Quest                         Ozark - very funny, nice          Reaching members during
                           Manager Product Development            change from all that has          and post COVID
                                                                  been going on
                           Samaritan Health Plans
                           503.910.2033
                           bquest@samhealth.org

                           Philip Ramirez                         Game of Thrones (again)           Marketing in SAE
                           Chief Compliance Officer                                                 new markets
                           Prominence Health Plan
                           775.770.9348
                           philip.ramirez@uhsinc.com

                           Rob Renzi
                           Health Plan Market President
                           Welltok
                           720.676.6063
                           rob.renzi@welltok.com

                           Lesley Richard                         Ozark because it's intense        How the lack of or
                           Director, Payer Marketing              with great acting and             postponement of in-person
                                                                  character development in a        outreach and activities may
                           SummaCare
                                                                  beautiful setting                 effect achieving our goals
                           330.996.8926                                                             in the fall
                           richardla@summacare.com

31   © 2020 Health Plan Alliance. All rights reserved.                        2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                               binge watching:                    What keeps me up at night:

                           Jennifer Rossbach                      Chuck - an NBC series that         Making our shopping
                           Manager, Consumer Marketing            featured Zach Levi as a            experience fun and virtual.
                                                                  nerd turned spy. I didn't get
                           Health Alliance Plan (HAP)
                                                                  a chance to watch it when
                           248.443.1075                           it first aired, but I love the
                           jrossbac@hap.org                       silly humor.

                           Barbara Sandoval                       Anything HGTV or the               COVID-19 and the inability
                           Manager, Medicare Field Sales          cooking channel                    for my field sales team to be
                                                                                                     in the field
                           Providence Health Plans
                           503.756.1672
                           Barbara.Sandoval@providence.org

                           Steve Selinsky
                           VP Product Strategy, Marketing and
                           Community Outreach
                           Health Alliance Plan (HAP)
                           248.443.4497
                           sselinsk@hap.org

                           Amy Sepko                              Dirty Jobs. Makes me really        Growth during/after COVID
                           Medicare Program Manager               appreciate an office job.
                           Health New England
                           413.233.3351
                           asepko@hne.com

                           Kari Shinn                             Whatever my kiddos watch.          Competitive disadvantages
                           Sales Representative
                           Samaritan Health Plans
                           541.768.4347
                           kshinn@samhealth.org

                           Candy Sicle
                           Head of Consumer Sales & Retention
                           AvMed
                           305.671.6148
                           candy.sicle@avmed.org

                           Shannon Sims                                                              Competing against
                           Director Sales & Retention-Northwest                                      National Brands
                           Health Alliance Medical Plans
                           509.264.3056
                           Shannon.sims@healthalliance.org

32   © 2020 Health Plan Alliance. All rights reserved.                         2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                               binge watching:                   What keeps me up at night:

                           Renee Sims                             90 day fiance
                           Operations Supervisor
                           Health First Health Plans
                           321.434.4105
                           renee.sims@hf.org

                           Casey Smith                            Roman Empire and Medici           How to get more age-ins and
                           Account Executive                                                        how to get agents to offer
                                                                                                    our HMO over national PPO's
                           Indiana University Health Plans
                                                                                                    who have our system access
                           317.963.9861                                                             in network
                           csmith123@iuhealth.org

                           Meghan Soltis                          HGTV
                           Business Development
                           Paramount Health Care
                           419.887.2153
                           meghan.soltis@promedica.org

                           Kevin Thoresen
                           Sales Director, Health Plan
                           Amwell
                           617.204.3500
                           Kevin.Thoresen@amwell.com

                           Kerri Towsley                          Interrogation. It was an          I sleep pretty good.
                           Manager, Product Development           interesting concept to watch
                           & Market Intelligence                  each episode (except the
                                                                  first and last) in any order.
                           SummaCare
                           330.996.8240
                           towsleyk@summacare.com

                           Daniel Trombley                        NO binge watching                 COVID-19 in an Election year.
                           Sr. Coordinator Medicare Sales         TV - doing home
                                                                  improvement projects.
                           Paramount Health Care
                           419.887.2423
                           daniel.trombley@promedica.org

                           Mohammed Vaid
                           Founder & Chief Solution Architect
                           Simplify Healthcare
                           502.407.1327
                           mohammed.vaid@simplifyhealthcare.com

33   © 2020 Health Plan Alliance. All rights reserved.                        2020 Medicare Advantage Sales & Marketing Virtual Summit
Right now I'm
                           Attendee                              binge watching:                    What keeps me up at night:

                           Fred Van De Bogart                    Little House on the Prairie        Gearing up for AEP and
                           Manager, Medicare Sales                                                  virtual trainings
                           Capital District Physicians' Health
                           Plan (CDPHP)
                           518.641.5755
                           fred.vandebogart@cdphp.com

                           Deborah Wilson
                           Marketing Director
                           Health Alliance Plan (HAP)
                           248.776.3404
                           dwilso29@hap.org

                           Louis Yacovoni
                           Senior Director, Medicare Sales
                           Geisinger Health Plan
                           570.214.8602
                           lpyacovoni@thehealthplan.com

                           Jonathan Yarian                       The Office                         AEP Prep, climate for making
                           Medicare Sales Director                                                  sales going forward
                           Health First Health Plans
                           386.405.1944
                           jonathan.yarian@hf.org

34   © 2020 Health Plan Alliance. All rights reserved.                        2020 Medicare Advantage Sales & Marketing Virtual Summit
Health plans

Hospitals

Physicians

Working together

Our mission

Bring together health plans with
similar values in collaborative
ways to improve their
performance and succeed in
their markets.

Our vision

Inspire and support health plans
to deliver exceptional service,
drive transformational care,
and champion health and
wellbeing.

35   © 2020 Health Plan Alliance. All rights reserved.   2020 Medicare Advantage Sales & Marketing Virtual Summit
What do you value most about the Alliance?
                                                     “The meetings are valuable. The discussion forum is valuable.
                                                     Maybe what is most valuable is just simply the connections. My
                                                     team has someone to call that is either experiencing the same
                                                     challenge or has already figured out a solution to the challenge.
                                                     We’re able to share our experiences and in an environment
                                                     where we’re not exchanging notes with a competitor. The
                                                     Alliance is a unique and tremendous source of information for us.”

                                                     John Tallent, CEO
                                                     Medical Associates Health Plans

                                                     “The biggest benefit of the Alliance is the fact that you’re in a
                                                     room of your peers who are all experiencing things very similar to
                                                     you. It really is a place to bounce ideas off of each other and to
                                                     hear what other plans are doing that you might not have thought
                                                     about. Today is a great example. I’ve been in this meeting for two
                                                     hours and I already have a list of ideas 15 things long.”

                                                     Penny Ransom, Chief Administrative Officer
                                                     Network Health

                                                     “We’re a small organization both geographically, as well as in
                                                     numbers. Over the years that we’ve been a part of the Alliance,
                                                     we’re able to reach out the Alliance staff and we’re always able
                                                     to find answers or solutions from other health plans’ experiences.
                                                     What we experience on a very micro geographical level, the
                                                     Alliance experiences at a national level and brings that to bear
                                                     back on our particular situation where we happen to be — in
                                                     north Georgia.”

                                                     Mark Mixer, CEO
                                                     Alliant Health Plans

                                                         We want to know what you value most. Let us know on the post-meeting survey.

36   © 2020 Health Plan Alliance. All rights reserved.                                    2020 Medicare Advantage Sales & Marketing Virtual Summit
8 Ways to Maximize
Your Membership

For the Alliance to deliver on its mission and vision, and for your
organization to receive good value, there are eight ways we
encourage you to engage with your peers.

1. Attend meetings

2. Attend webinars

3. Download and use materials to manage
   your business

4. Purchase products and services through the
   Alliance GPO

5. Participate actively and broadly in Alliance
   governance and project steerage

6. Contribute ideas, content and case studies

7. Participate or help lead strategic ventures
   and initiatives

8. Develop professional relationships with other
   members—call on your peers and be ready
   to be called on

Email info@healthplanalliance.org if you or your team would
benefit from a personalized strategy session or orientation on the
benefits and resources available with your membership.

37     © 2020 Health Plan Alliance. All rights reserved.              2020 Medicare Advantage Sales & Marketing Virtual Summit
Connect and Collaborate
with Your Peers Year-round
STEP 1                                                                          STEP 2
Complete your profile                                                           Expand your toolbox
To set up or update your profile, go to www.healthplanalliance.org.             When you log in, you’ll see a blue bar with your name—this is
Click LOGIN. On the screen you will see instructions to register for            your toolbox. It will stay there as you navigate the website and
Health Plan Alliance member access OR recover your password.                    you can expand or collapse it whenever you want. From your
                                                                                toolbox you can:
When editing your profile, be sure to complete the following
fields. You’ll also want to review and update your profile at least             • Access your portal
once a year to make sure your information and preferences are
                                                                                • See your profile completeness and edit your profile
still correct.
                                                                                • Access private groups—visit this page to see which group pages
Profile checklist:                                                                you have access to. If you are a member of our governance
                                                                                  committees, this is where you’ll find the committee pages.
O    Headshot
                                                                                • Edit your company profile (only visible if you are your
O    Job title
                                                                                  organization’s designated company profile manager)
O    Bio (so your peers can get to know you)
                                                                                • Post a job (only visible if you are your organization’s designated
O    Your role and areas of responsibility                                        job board manager)
O    Interests (all of our email content is driven by your interests—           • FAQs
     except for the discussion forum e-digest which recaps the
     activity from the last 24 hours—so your interests are very
     important)
O    Email preferences

STEP 3

Ready to collaborate? Head to your portal.
Search events                                           Share a resource                                   Start a discussion
The Alliance offers over 100 webinars,                  Share your homegrown and favorite                  The discussion forum is the easiest way
calls and in-person meetings annually. All              industry resources with your Alliance              to ask your peers a question and share
events are included in your organization’s              peers. All shared resources are private            information. When you create a post,
membership; there are no additional costs               and can only be accessed by other                  you’ll select which topics your post is
to participate in any Alliance event.                   Alliance members.                                  about. Individuals interested in those
                                                                                                           topics and that are opted-in to receive
Search resources                                        Search discussions                                 discussion forum alerts will receive your
                                                                                                           post immediately. Anyone subscribed to
The Alliance Knowledge Center is full of
                                     SM
                                                        See what Alliance members are talking
                                                                                                           the discussion forum e-digest will see your
valuable member and industry generated                  about right now. Discussions are archived
                                                                                                           post in their daily recap email.
resources including case studies,                       so you can easily find and rekindle an
presentation slides, audio recordings,                  old conversation anytime. To keep up
                                                                                                           Find a peer
templates (job descriptions, org charts,                with these discussions, you can opt-in
RFPs, etc.), vendor brochures, and more.                to discussion alerts to receive an email           This directory is only accessible to members
                                                        whenever someone posts something that              and houses all member contact information.
                                                        matches your interests, or opt-in to the           Don’t hesitate to reach out to any member
                                                        discussion forum e-digest which recaps             —that is what the Alliance network is for! The
                                                        all discussion forum activity from the             Alliance staff can also connect you with the
                                                        last 24 hours.                                     best individuals for your specific challenge
                                                                                                           or project.

38      © 2020 Health Plan Alliance. All rights reserved.                                         2020 Medicare Advantage Sales & Marketing Virtual Summit
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