Meeting Chairs
2019 Industry Insights Conference

Scott Berlin
New York Life

Patrice Nolan
Competiscan

Greg Rudisill
Careington

Wednesday, January 23

5:00 p.m. – 6:00 p.m.

President’s Drop In Social
for Members Only

DAY 1 – Thursday, January 24

10:00 a.m. – 4:00 p.m.

REGISTRATION

9:00 a.m. – 4:30 p.m.

BOARD & COMMITTEE MEETINGS

5:00 p.m. – 6:00 p.m.

NEW & PROSPECTIVE MEMBERS ORIENTATION 

6:00 p.m. – 7:30 p.m.

OPENING RECEPTION

Connect with old and new friends, clients and business partners to enhance current business relationships and develop new ones. Registered partners/guests welcome.

DAY 2 – Friday, January 25

7:00 a.m. – 12:00 p.m.

REGISTRATION

7:30 a.m. – 8:30 a.m.

BREAKFAST & ROUNDTABLE DISCUSSIONS

8:30 a.m.

PRESIDENT’S WELCOME

PIMA President, Shannon Warner

8:40 a.m. – 9:30 a.m.

OPENING KEYNOTE

INSURANCE AND CHANGING AFFINITY DISTRIBUTION — LOVE STORY OR FLING?

Ellen Carney
Principal Analyst, Digital Business Strategy, Forrester

 

Insurers have had long–and valuable–relationships with their traditional affinity marketing partners.  But the business of insurance has captured the attention of new start-ups, big tech, and players in between.  What do these new entrants mean for new affinity partnerships and should traditional affinity partners be worried? In this session, Forrester examines why these new entrants are drawn to insurance; what consumers think of new distribution channels; and how traditional affinity marketers–and their insurance partners–should adapt.

9:30 a.m. – 10:30 a.m.

EMERGING MARKET PANEL

 

Kim Norland

Chief Amigo Officer of Amigo Inc.

 

William Short

CEO, Ameriflex

 

Shane Foss

Founder and CEO, Hooray Health

 

 

This is where disruption and transformation meets solid growth opportunity! Three panelists will address these catalysts of change:

  • New innovative health insurance options that relate to the millennial generation by providing better access to providers, simplified experience at an affordable price.
  • How LEGO (and lots of other Fortune 500 innovations) inspired new health and life solutions. Believing in that innovation should improve life; make it easier, simpler and accessible.
  • The missing link in the direct contracting realm has been addressing the need for direct contracts with primary care physicians/providers. The growing trend known as DPC (direct primary care) is looking to fill this void.

 

10:30 a.m. – 11:00 a.m.

NETWORKING BREAK

11:00 a.m. – 12:00 p.m.

BOTTOM LINE REVENUE

 

MARKETING TO MILLENNIALS AND GEN Z

Chris Quiocho

Brand and Marketing Strategist, Offland Media

 

 

HOW INSURERS LEVERAGE SOCIAL TO DRIVE BUSINESS

 

Gaurav Venkateswar

Client Solutions Manager, Facebook

Alex Luxenberg

Client Partner, Facebook

There are no two stronger areas for growth than the Millennial and Gen Z populations and Social Marketing strategies to reach them. Chris Quiocho’s focus is on revenue generation through driving attention and converting traffic for clients and businesses. Gaurav and Alex will translate the latest social marketing techniques into valid and successful revenue growth strategies.

12:00 p.m. – 12:15 p.m.

PIMA BUSINESS MEETING & ELECTIONS

12:15 p.m. – 12:30 p.m.

CLOSING REMARKS

1:00 p.m. – 4:00 p.m.

AFTERNOON NETWORKING EVENTS ON YOUR OWN

1:30 p.m. –

SUE ELLEN WITTEN MEMORIAL GOLF TOURNAMENT

3:00 p.m. – 4:30 p.m.

NETWORKING POOL EVENT

DAY 3 – Saturday, January 26

7:30 a.m. – 8:30 a.m.

BREAKFAST AND/OR MEMBER FORUMS

8:30 a.m. – 9:30 a.m.

PIMA STORY SLAM

You may have heard of poetry slam – let us introduce you to Story Slam with a PIMA twist. Slammers tell their stories on something new that helped them GROW their business in this fast-paced, five-minute-per-presentation session. Topics will feature stories centered on new customer journeys, new marketing methods, new approaches to distribution, or anything else that achieved viable results. All this excitement and it’s entertaining too!

9:30 a.m. – 10:30 a.m.

EMERGING HEALTHCARE OPPORTUNITIES

Joe Holahan

Of Counsel, Morris, Manning & Martin

Shannon Jurdana

President and CEO, Vimly Benefit Solutions

This session will include a discussion about the recently announced guidelines regarding expanded healthcare offerings, with emphasis on Association Health Plans (AHPs). Joe Holahan, an attorney with Morris, Manning & Martin will address such issues as what types of associations qualify to sponsor an AHP and the rules governing AHP coverage. What authority do the states have to regulate AHPs and how have the states responded to the new rule on AHPs?

Shannon Jurdana, President and CEO of Vimly Benefit Solutions will discuss the challenges and opportunities with administering an AHP.Vimly Benefit Solutions has over 25 years of experience providing technology and administrative solutions for the AHP market.

10:30 a.m. – 11:00 a.m.

NETWORKING BREAK 

11:00 a.m. – 11:30 a.m.

BLOCKCHAIN 101 IN INSURANCE

Christopher Grant McDaniel

President, The Institutes RiskBlock Alliance

 

Attend this session to get a real world understanding of blockchain and how it is positioned to change the world of insurance. Christopher brings 25+ years’ experience in the financial services industry with varied projects and management roles, including organizational transformation, process improvement, roadmap development, PMO and all facets of technology. The Institutes RiskBlock Alliance is an unprecedented, industry-led consortium collaborating to unlock the potential of blockchain across the insurance industry.

11:30 a.m. – 12:30 p.m.

CLOSING KEYNOTE

THE SCIENCE OF TAKING ACTION

Steve Garguilo

Co-Founder, Action Surge

How many times have you or people in your organization had an idea that you were really passionate about — one that you really believed was important? How many times have you waited until you had the perfect amount of time or the perfect environment or the perfect set of circumstances to act on that idea? How many times have those ideas vanished into thin air because those “perfect” opportunities never came?

No more.

In this high-energy session, you’ll learn exactly how to take action on your ideas and build an action-oriented organization. You’ll experience a rigorously tested framework incorporating elements of instructional design, social science, and adult learning theories. It’s helped thousands of people create a bias toward action to develop new technologies, enhance their relationships, start new companies, earn millions of dollars, improve their health, and more.

This session is for leaders who know that their organization is leaving something on the table and want to see more action, more results, and more success. The most important 21st century skill is action, and it’s time to learn how it works and how to make it work for you.

12:30 p.m. – 12:45 p.m.

CLOSING REMARKS

12:45 p.m. –

NETWORKING-ON-YOUR-OWN

6:00 p.m. – 7:00 p.m.

CLOSING RECEPTION

7:00 p.m. – 8:30 p.m.

CLOSING DINNER & AWARDS

8:30 p.m. – 9:30 p.m.

WINE-DOWN RECEPTION

DAY 4 – Sunday, January 27

7:00 a.m. – 9:00 a.m.

BUN-ON-THE-RUN