MA Sales Summit Agenda


8:00 AM – 8:45 AM Registration / Vendor Exhibit Hall Open

8:45 AM – 9:00 AM Opening Remarks

 2020 Vision – Design your future or be subject to the design of others.

     Wally Gomez, President, MA Sales Summit

9:00 AM – 9:30 AM Legislative Update

Hear about 2020 Medicare legislation and important changes that may impact the Medicare industry.

     Mike Smith, President, The Brokerage Inc

9:35 AM – 10:05 AM All the reasons you can't afford to not use a CRM.

Whether you are a GA, MGA or an individual agent, a Client Relationship Management software can provide powerful tools to easily manage, access and report on client, prospect, agent and commission data. Hear from a CRM vendor that provides an industry specific solution for agents.

     Steve Odgen, Sales Manager , AgencyBloc

10:05 AM – 10:20 AM Break / Vendor Time

Take time to visit our exhibit hall where you will have a chance to network with providers and businesses that serve Medicare members.

10:20 AM – 10:50 AM Digital Marketing - DIY

Are you marketing on Facebook? How about via E-Mail? If not, you should be! 10% of Facebook users are part of the boomer population. Learn how to develop your own digital marketing and online presence with low cost and easy to use solutions. 

     Gillan Boyer, Digital Marketing Manager, The Brokerage Inc

10:55 AM – 11:25 AM Cross-Selling - Adding value & delivering solutions

You can build from the book of business you already have and your current client relationships. When done right, your cross selling isn’t a pitch for more money from your clients. It’s about adding value and delivering solutions to the insurance-related challenges your customers are facing.

     Rita Garza, President, Skyview Insurance Services 

11:30 AM – 12:00 PM Digital Marketing - You should be doing this!

With the rise of the internet, everything has changed. Over 60% of people in the boomer population are now on at least one social medial site. Customers check your reviews and social feeds to see how you interact with your customers. Learn how to use digital marketing to develop and utilize your presence online. 

     Randall Garcia, President, Creative Campaigns

12:05 PM – 12:35 PM Health Plan Executive Perspective

Hear from a Health Plan Executive for UnitedHealthcare

     Joy Scheil, VP MA Product Strategy, UnitedHealthcare

12:35 PM – 1:30 PM Lunch / Vendor Time

Lunch Sponsor - WellMed, Cigna & Aetna

Enjoy lunch then take some time to visit our Exhibit Hall before we get into the afternoon sessions.

1:30 PM - 2:25 PM Marketing Best Practice Panel

There are no secrets to marketing Medicare Advantage but there are different strategies and ideas. Learn about ideas that have worked for other agents. Hear from industry leaders about different methods utilized by successful agents to generate organic leads.

    Jill Henderson, Cheif Operating Officer, Neishloss & Fleming, LLC

    Josh Slattery, VP of Sales, The Brokerage Inc

    Mike Santos, VP of Operations, Trusted Senior Specialists

    Ryan Kimble, President, Agent Pipeline Inc

Moderator, Wally Gomez, President, Medicare Advantage Sales Summit   

2:30 PM – 3:00 PM - Health Plan Executive Perspective

Hear from a Health Plan Executive for Humana

      William White, President Medicare Regional Plan, Humana

Afternoon Concurrent Tracks


3:00 PM – 3:15 PM Break / Vendor Time

LAST CHANCE to visit our exhibit hall where you will have a chance to network with local providers and businesses that serve South Texas Medicare members. Exhibit hall closes at 4:00 PM.

3:15 PM – 4:15 PM Track 1 - Grass Roots Marketing Panel

Community educational events, senior expos, senior appreciation days and other senior events targeting seniors is fundamental to achieving longevity in the Medicare space. Hear from a panel of successful agents of how grass roots marketing has helped them build relationships and opportunities.    

     Lupita Trevino, Broker Sales Manager, Cigna

     Diane Camarillo, Market Manager-Medicare, Allwell  

     Jill Henderson, Chief Operations Officer, Neishloss & Fleming, LLC

 Moderator - Claudia Diaz, Regional Sales Director, The Brokerage Inc

3:15 PM – 4:15 PM Track 2 - Succession Planning - Longevity & Legacy

Proper business succession planning requires careful preparation. Whether your plan is to retire, sell, or transfer your book of business it is important to know your options and have a plan in place. Do you know what happens to your book of business upon your untimely death?

    Wally Gomez, President, MA Sales Summit 

4:20 PM – 5:00 PM Track 1 - South Texas MA Sales Manager Round-table

Medicare Advantage Carrier Leaders share how to get more prospects and the tips and tactics that lead to agent success.

     Galdino Gonzalez, Regional Broker Sales Manager, Cigna

     Carlos Mendoza, National Medicare Agency Manager, Allwell

     Manuel Bernal, Director of Sales, UnitedHealthcare

     Joseph Tompkins, Director of Sales, Humana

     David Gaitan, Market Head of Sales, Aetna

Moderator, Wally Gomez, President, MA Sales Summit

4:20 PM – 5:00 PM Track 2 - Be successful selling Medicare Solutions

Hear about selling Medicare and senior insurance through traditional marketing techniques from a executive of a top direct mail marketing organization.

     Chris Weir, CEO, Lead Concepts