The 10th Annual Medicare Marketing, Sales, & Product Summit

Driving Growth, Honing in on Digital Trends, Enhancing Consumer Engagement and Much More

March 20-22, 2017
San Antonio, TX

What You'll Hear

Join hundreds of your colleagues in San Antonio on March 20-22 as we assemble for our “10th Annual Medicare Marketing, Sales, & Product Summit”. You’ll hear directly from your peers about the topics impacting your members including but not limited to marketing, sales, product development, and consumer engagement. Essentially this event is four conferences in one, featuring 4 selective tracks on sales, marketing, product development, and consumer engagement. Your sales, marketing, product development, consumer engagement, and compliance team will be armed and focused to capture market share in this fiercely competitive and highly regulated industry. Get started on a stronger sales and retention strategy today!

Your team members can customize their learning experience by selection among these tracks and topics:

General Topics:

  • Strategic Level Research on New Generation Medicare Members
  • Effectively Moving Clients into a Digital World: Is the Paradigm Switching
  • How the Rise of Technology is Affecting Medicare Marketing, Sales, Product Development, and Consumer Engagement
  • AEP 2016 Insight & Revelations
  • Pulling it All Together: How Do Plans Optimize Performance by Minimizing Silos Between Marketing, Sales, and Product Development

Marketing Topics (track A):

  • Innovative Marketing Strategies for the Age-In Population: The Same-Old Strategies WILL NOT WORK With the Next Generation Age-Ins
  • Search Engine Optimization (SEO) Vs. Search Engine Marketing (SEM): Pros & Cons and Everything In Between
  • Learn How to Re-Allocate Marketing Dollars with Useful yet Under-Utilized Predictive Modeling & Data Analytic Tools
  • Outside of the Box Marketing Opportunities
  • Multi-Cultural Marketing Success Stories: Useful Tips
  • Retention: How to Avoid NOC/EOC Shock
  • How Are you Fighting Against the Stifling Regulatory Effects on Creativity?
  • Putting the “WOW” Factor Back into Your Marketing Pieces

Marketing Topics (track B):

  • Identifying the Best Distribution Combination for Your Plan
  • How to Train a High-Performing Sales Force
  • Using Technology, Online Sales, Social Media, and Apps to Close the Sale
  • Cross Walking Members into a New Plan
  • Broker Management & Oversight of Internal & External Staff
  • Seminars and Successful Outreach Programs
  • Running a Successful Telesales Team
  • Implementing An Effective Certification Process for Your Sales Force

Product Development Topics (track C, day one):

  • Innovative Ways Plans Are Capturing Member Experience Data and Incorporating into Products
  • Bidding Process and Product Development: Understanding Financial Modeling, Market Research, and Competitive Analysis
  • Product Development that Actually Help with Star Ratings
  • Ancillary Products & Supplemental Benefits for Better Performance

Consumer Engagement Topics (track C, day two):

  • Customer Journey Mapping: Taking a Close Look at the Process from Beginning to End
  • How Can Wellness Programs be Used to Increase Medicare Member Engagement?
  • Behavioral Economics: What Causes Buyers to Make the Decisions they Make and How Should You Modify Your Products Accordingly?
  • How Have Plans Successfully Utilized Portals for 65+ Members?

…and much more. To see the complete brochure, [click here].

Top Reasons To Attend

  • Get a candid look at your Medicare peers’ marketing and sales strategies
  • Network with the sharpest and brightest marketing and sales gurus in the industry
  • Understand the best way to incorporate digital marketing into your enhanced marketing plan
  • Understand what it will take to reach and acquire the age-in population for an entirely new generation
  • Fine-tuned your oversight practices for internal and external sales
  • Discover the optimal sales distribution mix
  • Sign up for our two pre-conference workshops and learn how to strategically position yourself for success OR find out how to successfully introduce a broker channel to your distribution channel
  • Rub elbows with hundreds of your colleagues and find out how they are coping with the same challenges you face
  • Find out for yourself why the momentum for this event is growing year after year - - don’t miss it!

Enhance your marketing and sales strategies so you’re ready for the fiercely competitive year ahead

Who Should Attend

Health Plans, MAPDS, PDPS, & PBMs:

  • Chief Marketing Officers
  • Chief Sales Officers
  • Chief Compliance Officers
  • Chief Financial Officers
  • Chief Operating Officers
  • Presidents
  • Marketing Directors
  • Marketing Staff
  • Sales Staff
  • Director of Medicare Programs
  • Directors of Medicare Compliance
  • Senior Product Directors
  • Head of Product Development/Design
  • Head of Consumer Engagement
  • Business Development Directors
  • Internal Auditing Staff

AND, Healthcare Law Firms, Outsourcing Marketing Firms, Brokers & Agents, CRMs, FMOs, TPAs, & Consultants:

  • Heads of Medicare Practice
  • Presidents
  • Partners

Get Answers To These Important Questions

  • How can you effectively moving members into your digital world?
  • How is technology affecting marketing, sales, and consumer engagement?
  • What can you learn from the 2016 AEP period?
  • What are the latest strategies plans are using to reach the next age-in generation?
  • What are the SEO and SEM pros and cons?
  • How are plans using predictive modeling and data analytics tools to improve their marketing, sales, products, and consumer engagement strategies?
  • What is your plan doing to successfully reach various cultures?
  • How Are you Fighting Against the Stifling Regulatory Effects on Creativity?
  • What is the ideal distribution recipe?
  • How are successful plans training their sales and telesales team?
  • What are the latest developments in technology, social media, online sales, and apps?
  • What are the best practices for broker management and oversight?
  • How are plans capturing the member experience data and responding through their products
  • How can you improve the bidding process by understanding financial modeling, market research, and competitive analysis?
  • How can you edit your product to aid in your Star Ratings efforts?
  • How are ancillary products & supplemental benefits helping your mission?
  • Customer Journey Mapping: Taking a Close Look at the Process from Beginning to End
  • How can wellness programs be used to increase member engagement?
  • What causes buyers to make the decisions they make and how should you modify your products accordingly?
  • How have plans successfully utilized portals for 65+ members?

Choose from marketing OR sales OR the product development OR consumer engagement track—and jump between tracks as you wish!

When & Where

March 20-22, 2017

Grand Hyatt San Antonio
600 East Market Street
San Antonio, TX 78205
P: (210) 224-1234


Register Now: Space is Limited!

For more information and to register, contact Kathie Eberhard at 704-341-2439 or

For speaking and sponsorship opportunities, contact Jennifer Clemence at 704-341-2438 or

[+] Register Now


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