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MMSx: The Medicare Marketing & Sales Exchange

Capitalizing on New Marketing Opportunities and Maximizing Sales Leads

February 19-20, 2019
Embassy Suites by Hilton Scottsdale Resort, Scottsdale, AZ

IEN and Senior Content Director Laura Garza would like to personally invite you to attend MMSx:  The Medicare Marketing & Sales Exchange on February 19-20, 2019 in Scottsdale, Arizona.

With so much uncertainty, compliance changes, tougher star rating criteria, shifts in successful distribution channels, and an increasingly competitive landscape, you cannot afford to miss this event. Our speaker roster consists of numerous veterans and various up-and-comers who have had tremendous success with their innovative marketing and sales tactics. Take the time to review the topics and speakers - - you will not find another event in the industry that delivers more practical take-aways for Medicare marketing and sales success.

Key topics will include

Medicare predictions and projections and how they impact marketing and sales strategies
Maintaining and increasing your star ratings under tougher conditions and criteria

Interpreting and responding to the latest Medicare compliance guidelines
A unique Medicare focus group: Hear directly from Medicare members about their priorities, challenges, and selection process
Improving product positioning and differentiation in an ever-increasing commoditized market place

Taking a holistic approach to educate and engage your provider network
Eliminating internal departmental silos for improved company-wide results

Who will you meet?

  • Heads, Directors, and VPs of:
  • Marketing
  • Sales/Business Development/Account Management
  • Compliance
  • Product Development and Management
  • Government Programs
  • Marketing & Sales Operations
  • Digital Strategy
  • Medicare Strategy
  • Corporate Communications
  • Call Centers
  • Member Services
  • Customer Experience
  • Heads of Medicare Practice, Presidents, and Partners from Healthcare law firms, marketing and sales consulting firms, brokers and agents, FMOs, TPAs

Benefits of attending

Select between a marketing OR sales track—or jump between tracks as you wish – essentially two conferences in one!
Network with the most innovative minds in the Medicare marketing and sales universe
Hear how to hurdle your online marketing and sales obstacles
Get a clear understanding of how the CMS guidelines will impact your plan
Find out how to effectively position your products and differentiate yourself from your competition
Fine-tune your star ratings efforts for better results
Get a candid look at the decision-making process from various Medicare members through a unique and interactive focus group
Rejuvinate traditional marketing and sales practices for better results – find out how!
Stay on top of the latest trends for new and innovative ways of enrolling new members


Brandon Malin

ICA Agent Manager, United Healthcare

Tracy Jones

Compliance Coordinator, SummaCare Health Plan

John Pacini

Senior Manager of Medicare Marketing, Blue Shield of California

Miguel A. Velazquez

Marketing Outreach Specialist, WellCare Health Plans

Linda Standley

Marketing Campaign Leader, Marketing and Communications, Blue Cross of Idaho

Roderick Kersch

Vice President of Healthcare and Affinity Sales and Marketing, InComm

Whitney Adkins

Senior Vice President, Operations, Bloom Insurance Agency

Bianca Carr

Senior Manager, Healthcare Business Development, Hawk Incentives, A Blackhawk Network Business

Brooke Ivey

EVP, Business Development, Bloom Insurance Agency

Jeff Yaniga

Chief Channel Officer, Maestro Health

Jennifer Hickman

Executive Vice President, Strategic Consulting Group, Wunderman

Kurt Waltenbaugh

Founder CEO, Carrot Health

Monica Rodriguez

Manager of Sales Administration/MarketPOINT, CarePlus Health Plan

Mike Reha

Vice President of Sales and Marketing, EPIC Hearing Healthcare

Stephen Perkins

Chief Medical Officer, Commercial and Medicare Services, UPMC Health Plan Inc.

Windsor Richmond

Field Sales Manager, Southern California for Anthem Blue Cross

Eddie Maria

VP of Sales, TruHearing

Archie Dey

Director, Consumer Insights, SCAN Health Plan

Kendra J. White, Senior MS, MCHES

Medicare Community Relations and SNP Sales, UPMC Health Plan Inc.

Larry Baca

Director, Sales, Marketing, and Communications, Inter Valley Health Plan

Rick Berman

Director of Business Development, SourceLink

Saiful A. Khan

SVP Health Plan Sales and Business Development, Elderplan/Homefirst

Terry Paine


William Jay Justice

Director of Marketing/Sales, Vantage Health Plan Inc.

Leah Smith

VP Strategy & Client Relations, Anderson Direct & Digital

Billie Hodson

Marketpoint Sales Representative, Humana Inc.

Kerry Murphy

EDC Agent Manager, United Healthcare

Jeremy Jones

Medicare Sales Manager, Health Alliance

Rob Lourenco

Inside Sales Manager, Senior Products, Tufts Health Plan

Lee Pavach

Medicare Marketing Manager, Blue Cross Blue Shield of Michigan

Todd Rau

Director, Medicare Markets, Indiana University Health Plans, Inc.

Naomi Irvin

Manager, Divisional Compliance- Sales, Marketing and Communication, BlueCross BlueShield North Carolina

Ali Hall

Vice President of Sales, AgentCubed



February 2019


  • 7:45 AM
    Registration and Networking Continental Breakfast
  • 8:25 AM

    Conference Sessions

    • - Welcome and Opening Remarks
    • - Opening Address: A Five Year Medicare Marketing & Sales Outlook: Latest Trends and Predictions
    • - Concrete Strategies to Increase and Maintain a Five-Star Rating After the Moving the Goal Line
  • 10:00 AM
    Morning Break
  • 10:15 AM

    Conference Sessions

    • - What is the Place of Innovation in Healthcare?
    • - What Role Does Content Play in Marketing to Medicare Customers?
    • - Regulatory Update: How is the Industry Responding to the Changes in CMS’ Marketing & Enrollment Guidelines?
  • 12:30 PM

    Luncheon fof Attendees & Speakers, plus Family Feud Medicare Edition

  • 1:45 PM

    Conference Sessions

    Track A: Marketing
    - Spotlight on Alternative & Electronic Marketing Channels
    - Using Data Analytics and Predictive Modeling to Maximize Your Marketing Spend

    Track B: Sales
    - Combining Sales Channels for Optimal Results
    - Training Your Sales Force to Reach its Full Potential: Secrets of Top Sales Managers

  • 3:30 PM

    Afternoon Break

  • 3:45 PM

    Conference Sessions

    Track A: Marketing
    - Member Retention & Engagement: Best Offense is A Strong Defense
    - Tips and Strategies to Select and Fund Supplemental Benefit Packages

    Track B: Sales
    - Taking Full Advantage of Your Online Sales Campaign
    - Member Engagement: A Simple Answer to a Modern Problem

  • 5:00 PM

    Cocktail Reception

  • 6:00 PM

    End of Day


February 2019


  • 8:00 AM
    Continental Breakfast
  • 8:35 AM

    Conference Sessions

    • - Recap of Day One
    • - Medicare Campaign Reporting—“Thrill of Victory or Agony of Defeat”
    • - Part I: External Efforts - Taking a Holistic Approach to Educate & Engage Your Provider Network and Current Commercial Book of Business
  • 10:15 AM
    Morning Break
  • 10:30 PM

    Conference Sessions

    • - Part II: Internal Efforts - Aligning Internal Departments for Improved Communication & Better Results
  • 11:00 AM

    Track A: Marketing
    - Effectively Tapping into the Age-Ins/Baby Boomers
    - Case Study: Marketing to Care Givers: 39% of Adult Kids Are Caregivers to their Parents – How Do You Reach Them and Help them Make Educated Decisions for their Parents?

    Track B: Sales
    - Creating a Credible and Effective Local Presence through Community Events
    - The Corner of Sales, Compliance, & Oversight: Keeping Your Internal & External Staff Compliant

  • 12:45 PM

    Networking Luncheon

  • 2:00 PM

    Conference Sessions

    Track A: Marketing
    - Transitioning Commercial Members into Your Medicare Products
    - Maximizing your Medicare Sales Call Center

    Track B: Sales
    - Off-Season Selling: Taking Advantage of Every Opportunity Given to Connect with Prospects
    - Direct Sales Agent vs. Broker – Which Benefits You the Most?

  • 3:15 PM

    End of Exchange


Media Partners


Embassy Suites by Hilton Scottsdale Resort

5001 N. Scottsdale Rd.
Scottsdale, AZ 85250
(480) 949-1414

Unfortunately, the Embassy Suites venue is currently SOLD OUT of sleeping rooms. 
We have reserved overflow rooms at:
Hotel Adeline
5101 N Scottsdale Rd
Scottsdale, AZ 85250
(480) 284-7700

Rooms are $229/night.  To book, call and mention "Insight Exchange Network Overflow Room Block" or use this booking link.  Room rate expires January 25th.

Hotel MdR

Overlooking Camelback Mountain, the recently renovated Embassy Suites by Hilton Scottsdale Resort is minutes from championship golf courses, spa facilities, dining, and art galleries.

They’re 15 miles from downtown Phoenix, Talking Stick Arena and Chase Field, and just 5 minutes from Scottsdale Fashion Square mall.

Work out in the fitness center, energize on the tennis court or soak up the sunshine in one of their resort-style pools.

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