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Leveraging Your Brokers to Increase Your Business Fly-in

Event Date: 9/18/2018 - 9/19/2018

Event Overview

Register and make plans to join us in Dallas

Brokers are an essential element of most sales strategies.  But managing relationships, engaging brokers, providing meaningful incentives, and providing them tools to tie them to our health plan are just some of the challenges.  During this fly-in participants will discuss best practices and strategies to engage brokers and leverage their client relationships to increase business. 


 

Who should attend

  • Sales and marketing executives
  • Broker relationship managers

 


 

Recommended upcoming ASO/Commercial events

 

 

Thank you to our event sponsors

 PLATINUM SPONSORS

 

OTHER SPONSORS

 

 

 
Venue

Las Colinas, TXHealth Plan Alliance Headquarters

290 E. John Carpenter Freeway
Irving, TX 75062

The hotel provides a shuttle to the Alliance office which is where the meeting will be held.  Contact - Patrice Snowden at 972.830.0001 or email to book your room, please include arrival/departure dates.


Aloft Las Colinas

122 E John Carpenter Fwy
Irving, TX 75062
972.717.6100
Website

Vizient has a room rate of $144 plus taxes/fees.

 

DRESS

Business casual attire is appropriate for the meeting.  Remember that the hotel meeting room temperatures vary, so we recommend that you layer clothing to be comfortable in case the room becomes either hot or cold.


GROUND TRANSPORTATION
Taxi from the Dallas/Ft Worth International airport and Love Field airport is approximately $25 one-way.  UberX is $17-20. Both of the hotels above provide a shuttle to the Alliance office at 290 E John Carpenter Fwy, which is where the meeting will be held.


DALLAS WEATHER
View the latest weather forecast.

Documents
9/19/2018

Presentation: AvMed Case Study
AvMed discusses the realignment of their broker strategy as their product strategy and marketing strategy go through a significant evolution. This presentation took place on September 19, 2018, during the Broker Strategy Fly-in held in the Alliance's offices.

9/19/2018

Presentation: Case Study - Agent Compensation Then and Now
SelectHealth covers their comprehensive broker relations initiatives focusing on their compensation program. This presentation took place on September 19, 2018 during the Broker Strategy Fly-in held in the Alliance's offices.

9/19/2018

Presentation: Capturing the Voice of the Broker
Marc Pierce, CEO/Founder, of Stonegate Advisors shares best practices in assessing brokers' priorities and interests measured against the health plan's performance on those factors. Stonegate offer a solution, STAMP, assisting plans in collecting and analyzing actionable information. This presentation took place on September 18, 2018 during the Leveraging Your Brokers Fly-in held in Alliance's office.

9/17/2018

Presentation: Health Alliance Medical Plan Broker Program
Health Alliance Medical Plan shares their broker program including training and compensation and incentive programs. This presentation took place on September 19, 2018 during the Broker Strategy Fly-in held in the Alliance's offices.

9/17/2018

Presentation: Optimize the Broker Role in the Small Group Market
Joe Fenney, VP Sales with Connecture, goes through a checklist of technological and infrastructure requirements to support the role of the broker in an expanding small group market. This presentation took place on September 19, 2018 during the Broker Strategy Fly-in held in the Alliance's offices.

9/11/2018

Agenda: Leveraging Your Brokers to Increase Your Business Fly-in
Download the agenda and make plans to attend the Leveraging Your Brokers to Increase Your Business Fly-in, September 18-19 in Dallas, Texas.

Attendees

Below is a list of all delegates registered to date for this event

  • Jason Bortnem
  • ALLIANCE MEMBER
  • Small Group/Freedom Sales Manager at Avera Health Plans (DAKOTACARE)
  • Emily Bottachiari
  • ALLIANCE MEMBER
  • Sales and Advertising Manager at Neighborhood Health Plan of Rhode Island
  • Brian Brown
  • ALLIANCE MEMBER
  • Head, Group Sales & Retention at AvMed
  • Scott Carlisle
  • ALLIANCE MEMBER
  • Director of Sales at Scott & White Health Plan
  • Lesley Markley
  • ALLIANCE MEMBER
  • Director - Strategic Development at Indiana University Health Plans
  • Matt Miles
  • ALLIANCE MEMBER
  • Director of Marketing/Sales at CHRISTUS Health Plan
  • Mark Mixer
  • ALLIANCE MEMBER
  • Chief Executive Officer at Alliant Health Plans
  • Scott Norman
  • ALLIANCE MEMBER
  • Vice President of Business Development at Physicians Health Plan
  • Jana Perry
  • ALLIANCE MEMBER
  • Vice President Strategy and Growth at Health Alliance Medical Plans
  • Shellie Reitzel
  • ALLIANCE MEMBER
  • Director of Sales at Avera Health Plans (DAKOTACARE)
  • Rob Strickland
  • ALLIANCE MEMBER
  • Sr. Account Executive at Indiana University Health Plans
  • Randy Walker
  • ALLIANCE MEMBER
  • Vice President, Provider Network Management and Partnerships at Health Alliance Medical Plans
  • Chris Alexander
  • PLATINUM SPONSOR PASS
  • Regional Vice President, Employer Stop Loss at Summit Re
  • Mike Holthaus
  • PLATINUM SPONSOR PASS
  • Vice President, Employer Stop Loss at Summit Re
  • Joseph Feeney
  • SPEAKER
  • RVP of Sales, Health & Health Insurance at Vlocity
  • Ashley Bejarano
  • VIRTUAL ATTENDEE
  • Sales & Broker Relations at Valley Health Plan
  • Veronica Camberos
  • VIRTUAL ATTENDEE
  • Health Care Program Manager at Valley Health Plan
  • Del Darrough
  • VIRTUAL ATTENDEE
  • Sales Manager at CHRISTUS Health Plan
  • Maria Dias
  • VIRTUAL ATTENDEE
  • Sales Operations Specialist at Health New England
  • Brylee Ellison
  • VIRTUAL ATTENDEE
  • Regional Sales Manager at Scott & White Health Plan
  • Scott Hancock
  • VIRTUAL ATTENDEE
  • VP of Sales and Operations at Care N' Care Insurance Company, Inc.
  • Joleen Katula
  • VIRTUAL ATTENDEE
  • Vice President of Operations at HealthTeam Advantage
  • Tana Kersten
  • VIRTUAL ATTENDEE
  • Senior Manager Of Sales at Care N' Care Insurance Company, Inc.
  • Mark Mixer
  • VIRTUAL ATTENDEE
  • Chief Executive Officer at Alliant Health Plans
  • Greg Neil
  • VIRTUAL ATTENDEE
  • Exec Dir of Sales & Marketing at VIVA Health
  • Dana Nicklaus
  • VIRTUAL ATTENDEE
  • Regional Sales Manager at Scott & White Health Plan
  • Bart Stead
  • VIRTUAL ATTENDEE
  • Sales Director at Cox HealthPlans
  • Daniel Trombley
  • VIRTUAL ATTENDEE
  • Sr. Coordinator Medicare Sales at Paramount Health Care
Speakers