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Fly-in: Effective Channel Strategies

Event Date:4/9/2019 - 4/10/2019

Event Overview

 

Determining an effective channel strategy—especially among your brokers—can make or break achieving your sales goals.

 

Led by:    


 


 

 

Discuss, learn and share best practices of what makes an effective channel strategy.  

An effective channel strategy takes forethought—it is essential to your success.  But it has many components that must fit together. 
An effective channel approach includes: Organization, operations and strategy.





Event highlights

Join your Alliance peers and experts in the field to share successful strategies and best practices in these areas:

  • Identifying your channel partners which will result in reaching your sales goals.
  • Knowing what factors are most important to your channel partners and how well  you perform on 
  • Maximizing relationships with your channel partners—especially brokers—to ensure they are working collaboratively with you. 
  • Determining an incentive and compensation package that motivates your brokers and sales force to achieve high results.
  • Offering a training and credentialing program that meets the needs of brokers and binds them to you.
  • Providing the technology making the brokers job easier making it more likely they will recommend your products. 


 
Learn about the Broker Relationship Benchmarking project

Alliance member health plans participated in a survey project with Stonegate Advisors.  Learn about the results and determine how utilizing the tool and process can improve your broker relationships.

 



Who should attend

This meeting is only open to Health Plan Alliance members and invited guests.

  • Sales and Marketing executives and managers responsible for growing their business
  • Managers who work with channels - especially brokers - responsible for building and maintaining relationships resulting in meeting sales executives.  


 

Thank you to our event sponsors


Sponsor

 


Other recommended events

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View the presentation materials from these recent events

Venue

Las Colinas, TXHealth Plan Alliance Headquarters

290 E. John Carpenter Freeway
Irving, TX 75062


Hotel

Omni Mandalay Hotel
221 E Las Colinas Blvd

Irving, TX 75039
972.556.0800
Website

Click here or call the hotel to book your room at our rate of $185 plus taxes/fees by March 19th. 

 

 

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.  The hotel above provides 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
  • 4/11/2019
  • Drivers of Channel Effectiveness
  • Stonegate Advisors shares a diagram depicting the key drivers for sales channel effectiveness. This slide was shared during the Effective Channel Strategies Fly-in on April 10, 2019 in Dallas.
  • 4/8/2019
  • Presentation: Stonegate HPA Benchmark Report
  • Presented at April 10, 2019 Effective Channel Strategies Fly-in this report covers the results from the 2019 Alliance Broker STAMP Benchmarking project conducted in collaboration with Stonegate Advisors using their measurement tool and analytics. The benchmarking project included data from 14 Alliance members.
  • 4/8/2019
  • Agenda: Effective Channel Strategies
  • The case studies, best practices and lessons learned shared at this fly-in are essential to designing and implementing an effective channel strategy. Positive broker relations, at the heart of many channel strategies, is looked at in-depth including the results of the Alliance's first broker benchmarking study conducted by Stonegate Advisors.
Attendees

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

  • Brian Andrew
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Broker Manager, Medicare at Geisinger Health Plan
  • Brian Brown
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Head, Group Sales & Retention at AvMed
  • AnnMarie Chapman
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Broker Sales Liaison at Health First Health Plans
  • Michelle Folk
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Broker Relationship Manager, Commercial Sales at Geisinger Health Plan
  • Scott Hancock
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • VP of Sales and Operations at Care N' Care Insurance Company, Inc.
  • Robert Hillman
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • COO at Community Health Options
  • Brendan Hodges
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • President at HealthTeam Advantage
  • Lisa Johnson
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Sr. Sales Coordinator at Alliant Health Plans
  • Joleen Katula
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Vice President of Operations at HealthTeam Advantage
  • Tana Kersten
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Senior Manager Of Sales at Care N' Care Insurance Company, Inc.
  • Mark Mixer
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Chief Executive Officer at Alliant Health Plans
  • Joyann Moore
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Manager, Broker Services and Sales Administration at Health First Health Plans
  • James Moses
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Director of Medicare Sales-Texas at Prominence Health Plan
  • Jana Perry
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Vice President Strategy and Growth at Health Alliance Medical Plans
  • Connie Scarpone
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Senior Communications Specialist at Physicians Health Plan
  • Kristy Stephens
  • ALLIANCE MEMBER HEALTH PLAN/PROVIDER AFFILIATE
  • Director of Proposal Development at Fluent Health
  • Kevin Kupitz
  • SPONSOR
  • North American Sales Director at Colibrium
Speakers