2020 Vision – Design your future or be subject to the design of others.
Wally Gomez, President, MA Sales Summit
Hear about 2020 Medicare legislation and important changes that may impact the Medicare industry.
Mike Smith, President, The Brokerage Inc
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
Take time to visit our exhibit hall where you will have a chance to network with providers and businesses that serve Medicare members.
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
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
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
Hear from a Health Plan Executive for UnitedHealthcare
Joy Scheil, VP MA Product Strategy, UnitedHealthcare
Lunch Sponsor - WellMed, Cigna & Aetna
Enjoy lunch then take some time to visit our Exhibit Hall before we get into the afternoon sessions.
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
Hear from a Health Plan Executive for Humana
William White, President Medicare Regional Plan, Humana
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.
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
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
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
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