Medicare Sales User Groups

We got a lot of encouragement at our Medicare Marketing and Sales Summit in March to create a user group for the Sales leadership of Medicare Advantage plans.  These representatives voiced a similar desire; people were interested in:

  • On-going learning around best practices, not just limited to one conference a year
  • Easy access to peers willing to share their learned lessons and insights
  • A comfortable place to bring questions, problem-solve or test new ideas before launching
  • A forum to create a support network of colleagues


What Is Being Discussed?

This is a new user group but we have already mapped out some topics of interest.  We will add-on, expand and evolve based on the needs of the users:

1.  Best practices for sales seminar structure / process

2.  How to handle online enrollment when agent identified as source: what about getting scope of appointment?

3.  Governance of sales program:  collaboration and involvement of marketing, compliance, enrollment, etc.?

4.  How best to source sales training in readiness for AEP, including temporary hires, in-house and agents

5.  With multiple products in portfolio, how to train reps on how to sell (preferred product versus agnostic “needs assessment”?)

6.  How did you handle call center staffing for a 12 hour day?

7.  How does your organization interpret and implement (X) guideline?

8.  How did you deal with (X) challenge?


Who Will Be Involved?

The first user group to start up is in the Medicare sales area, which is a small group of peers at the manager, director and vice president level that will convene perhaps monthly before AEP season comes upon us all.  We are looking to start a second sales user group composed of plans that do not compete with one another. In this case, we want to put groups together that are not direct competitors.


How to Get Involved

We want to put people together in a careful way to promote sharing and networking, so we will consider requests to be included in groups that are not direct competitors.  Send us an e-mail requesting participation, the type of topics you want to discuss and we will match you up with the right group.  We will reply with a suggested assignment, the topics that the group is discussing and the meeting times. If it is a mutual match, we will get you a call-in number for the conference calls. 


RISE Contact:   Kevin Mowll 831-465-2283

Categories: Medicare Sales
Tags: User Group

Log on to Your Rise Account

Forgot your password?
Create an Account

Association Sponsors

Latest Posts

Keep M.E.A.T. on Your List for a Healthy Audit

By Jeanmarie Loria, Advize Health, LLC If you’re reading this article, chances are you already know what HCC Coding is – but we’ll give you a refresher anyway. Hierarchical Condition Category (HCC) and Risk Adjustment Coding is a CMS-mandated payment model. This model works to identify those with chronic and other serious illnesses and prescribes a risk factor score to each patient, taking into consideration their ailments and other demographics. With every payment model comes a specific set of audit and review requirements that must be met to maintain the integrity of the system, and this is where MEAT (Monitor, Evaluate, Assess/Address, Treat) comes in handy. In a face to face visit M.E.A.T. maybe found in the chief complaint, history of present illness, review of systems, physical exam, assessment and/or plan....
Read More

Getting It Right: True North in Healthcare Reform

The movement to repeal and replace "ObamaCare" created so much political noise that clear thinking has been hard to come by. The 2010 legislation that created the marketplace for individuals and small business (the Affordable Care Act or ACA), has almost evolved into a political Rorschach test. The more that politicized options and alternatives to repealing, replacing, or repairing it were discussed, the harder it was to put into focus the original problems the legislation was designed to address. Nevertheless, the rancorous divisions over what needs to happen to fix problems in the individual insurance market remain a distraction from the real issue at hand: the cost of healthcare weighing down the economy and what we need to do to fix it. With all the intense debates swirling around this topic, an impression emerges that “solving the ObamaCare issues” is something that must be accomplished as an isolated matter, discrete and independent of other problems. The heated debates concentrate on the mechanics and tactics required to solve the "uninsured problem", the "under-insured problem", and for some, the federal budget problems created by the subsidies for low-income enrollees in these plans. This single-issue mono-vision obscures a reality that must be addressed. This perspective completely misses the fact that something is going on that is far more corrosive to the wellbeing of all of us as consumers of health care, as taxpayers, and as a nation: something that overshadows the tug ‘o war over ObamaCare. The critical and overlooked issue is that health care expenditures in the U.S are at least twice as expensive as other nations, which consume so much of the national economy...
Read More

Upcoming Conference


Qualipalooza: The 2nd Annual RISE Quality Leadership Summit 

This unique event incorporates three conferences presented side-by-side: the Star Ratings Strategic Planning Forum, the HEDIS Forum, and the CAHPS, HOS & Member Survey Forum. Register for one conference for an in-depth examination of a single area, or design your own event by opting for the all-access pass and choosing the sessions from each conference which correspond exactly to your interests.


Upcoming Webinar

Successful and Meaningful Techniques for Integrating Risk and Quality Interventions

Quality measurement and risk adjustment regulations are increasing and the financial impact upon health plans is progressively driving accountability and influencing profitability through payments, penalties, and bonuses. To improve performance and optimize risk and quality payments, Health Plans need to streamline processes, employ best practices for data capture, and focus on strategic interventions that use a member-centric approach.  

Connect With Us

Copyright © 2014 Resource Initiative & Society for Education. All rights reserved.