8:45am-9:00am | Check In

9:00am-9:15am | Welcome: We’re glad you’re here!

Karissa Bagley, Chief Operating Officer (COO)

9:15am-10:00am | Keynote Address: The state of Medicare

Calvin Bagley, President & CEO

He’ll talk about the future of Medicare, the changing landscape in Medicare across the nation, the Medicare opportunities in Northern Nevada, and the evolving role of Brokers in Medicare Sales

10:00am-10:30am | Event Marketing: Being in the community

Jeremy Weiser, National Sales Director

Jeremy will share the ways we see brokers networking and marketing themselves. Spoiler Alert: Grassroots marketing works and we’ll tell you how to do it, and do it well.

1. Find/create events (some places are obvious. Some aren’t.)
2. File events (Know the differences between educational , informal, and formal events and how to file them with CMS to be compliant.)
3. Work events (To be successful at an event, know how to prepare, what to bring, and how to engage prospects to get appointments.)

10:30am-10:45am | BREAK

10:45am-12:00pm | Lead Generation: Stand out as a Medicare Professional

Drew Lorentz, Sales Manager

Provider Marketing: People use their Medicare plan insurance when they go to the doctor. It makes sense for Medicare Brokers to partner with providers.

Direct Mail: if you’re going to spend money on mailing to prospects, learn how to get the best return on your investment. Learn what works and what doesn’t.

Networking: Learn how to find and create networking and partnership opportunities that will pay off. Literally.

12:00pm-1:00pm | Lunch and Networking: A time for food and friends

Bring your business cards to network with other Medicare professionals while enjoying lunch together.

1:00pm – 2:00pm | “Secret” to success: How to get clients and grow your book of business

Jeremy Weiser, National Sales Director

Learn how to turn leads and prospects into appointments and how to turn those appointments into sales. Jeremy’s world-class training on how to talk to people, get appointments, and make sales takes a broker from “okay” to “the best”. He will walk you through a step-by-step conversation guide that will have you saying and doing the right things in person and on the phone to make the sale.

2:00pm-2:30pm | Broker Portal: the tool that makes your life easier

Drew Lorentz, Sales Manager

Drew will show you how to access the Broker portal and how to use this tool to be more efficient as a Broker. Let’s make your life a whole lot easier.

2:30pm-2:45pm | Closing Remarks: The future is bright

Calvin Bagley, President & CEO