2020 Medicare Advantage Sales & Marketing Virtual Summit - June 16 -18, 2020
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
Get Connected
Access the presentations online
You can access all the event presentations and resources
from the documents tab on the event page.
#
Join the conversation on social
ALLMA2020
Tech Checklist
• Big Marker is only compatible with Google Chrome
and Firefox. Please be sure to join the summit using one
of these internet browsers for the best experience.
• Run a system check to test your internet speed,
microphone and more. You can run this test by visiting
https://bit.ly/sys-check.
Your Virtual Summit Concierge Team
Need assistance? Kat Waldman and Patrice Snowden from the Alliance team are
standing by to help. For immediate assistance email info@healthplanalliance.org
and someone will be in touch shortly.
Kat Waldman Patrice Snowden
Find the hidden magician’s hat
When you’re at Alliance meetings, magic happens!
This magician’s hat is hidden throughout the Virtual
Summit sessions. Each time you see it, CLICK IT! You’ll be
entered to win a $20 VISA gift card. THREE winners will be
selected each day.
2 2020 Medicare Advantage Sales & Marketing Virtual SummitBingo card
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
Send a Private
Post a new Answer a
Download a Chat Message to
question in a Poll Question
session’s Handouts a fellow attendee
session’s Q&A Tab during a session
during a session
Enable your Web Say something
Up-Vote a
Cam when you positive in the Chat Click on a Pop-
question someone
engage in your Box to another Up to learn
else posted in a
small group break- attendee or more about it
session’s Q&A tab
out discussion the presenter
Provide an Try out a Stretch
Use Chrome or Audience Break or Get on
SHOW UP TO THE
FireFox as your Reaction for a the Move session,
VIRTUAL SUMMIT!
Internet Browser session presenter and step away
when prompted from your screen
Send an
Make sure your Take the Daily Introductory
People Profile is Attend your Survey to tell Email to another
100% updated, Small Group us how that attendee, asking
including Break-out Call day’s content for a “get to
your headshot! was for you! know each other”
call next week
3 © 2020 Health Plan Alliance. All rights reserved. 2020 Medicare Advantage Sales & Marketing Virtual SummitThank you to our sponsors Silver Sponsors 4 © 2020 Health Plan Alliance. All rights reserved. 2020 Medicare Advantage Sales & Marketing Virtual Summit
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!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.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.comBY 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.agencySALES, 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.comIt’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 SummitTuesday, 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 SummitWednesday, 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 SummitWednesday, 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 SummitThursday, 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 SummitThursday, 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 SummitAttendee 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitRight 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 SummitHealth 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 Summit8 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 SummitYou can also read