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The World Congress 4th Annual Leadership Summit on Ancillary Products and Voluntary Benefits
Educational Underwriters
Exhibitor
Associate Sponsors
Partners
Tuesday, March 11, 2014
11:45 am -
1:00 pm

Summit Registration

1:00 pm -
1:15 pm

Congress Welcome and Opening Remarks

Brian Lobley Brian Lobley
Senior Vice President - Marketing, Consumer & Specialty Services
Independence Blue Cross in Philadelphia
Shared programming
1:15 pm -
2:00 pm

Keynote Address: The Affordable Care Act — Current and Future Impact of Value-Based Reimbursement

Health care reform has transformed the landscape for all insurance plans — from commercial medical to Medicare to voluntary and ancillary benefits providers. In this Keynote Address, discuss how reform has fundamentally shifted priorities and focus for plans.

  • Discuss the role plans play in moving providers from volume to value
  • Understand how plans balance investments to support value within an increasingly complex regulatory environment
  • Explore how successful plans will capitalize on successful collaboration with providers
David Carmouche David Carmouche, MD
Senior Vice President, Chief Medical Officer
BCBS Louisiana
Shared programming
2:00 pm -
2:45 pm

Keynote Panel Discussion: Exchange Update

Public and private exchanges introduced a new element for consideration by plans during this year’s open enrollment period. This panel features a variety of insurance carriers as they share their insights on overall trends and the particular impact of the exchange market including new opportunities being created, challenges to overcome, new initiatives in plan design, and marketing techniques.

  • Identify trends seen in this year’s open enrollment period
  • Discuss best practices and differentiators to disrupt and break through the clutter on the exchange
  • Evaluate and analyze purchasing trends to optimize distribution channel planning
  • Anticipate the future beyond 2015 and prepare strategies and product offerings to serve specific market segments
Panelists:
Ray Hanley Ray Hanley
President and Chief Executive Officer
Arkansas Foundation for Medical Care
Mary N. Hennings Mary N. Hennings
Director, Market Planning, Innovation and Implementation
Blue Cross Blue Shield of Massachusetts
Alan Marshall Alan Marshall
Vice President, Business Development, E-Commerce
Transamerica Employee Benefits
Moderator:
Augusta Martin Augusta Martin
Corporate Vice President, Chief, Marketing
MVP Health Care
Shared programming
2:45 pm -
3:15 pm

Networking and Refreshment Break

3:15 pm -
3:20 pm

Summit Chairperson’s Opening Remarks

Daniel R. Bauer
Executive Vice President, Chief Financial Officer
Security Life Insurance Company of America
3:20 pm -
4:05 pm

A Deeper Dive into Ancillary Products on Public and Private Exchanges

Exchanges are beginning to gain popularity and are expected to play an increasing role in benefit distribution in the near future. This session highlights what that means for ancillary and voluntary benefits and how both public and private exchanges can be used to increase enrollment in ancillary products.

  • Understand the opportunity to connect public and private exchanges to expand offerings to enrollees
  • Integrate specialty benefits into the private exchange offerings and recognize the role ancillary carriers play in exchanges
  • Learn what tools are offered on exchanges and how they can be used to increase participation in ancillary products
Alan Cohen
Co-Founder, Chief Strategy Officer
Liazon
4:05 pm -
4:50 pm

Panel Discussion: Leverage Advances in Technology to Impact Ancillary Benefits

New technologies focused on private exchanges, decision support, enrollment, and administration tools are creating more options for carriers to offer to their consumers. This panel offers answers to questions organizations face when trying to determine which tools fit best for the specific needs of the organization, including:

  • Which online enrollment tools generate the best outcomes?
  • How do you determine which technologies will work best for members?
  • What technologies offer all areas in one tool?
  • What other technological advances are going to impact this industry?
Panelists:
Michael Lessila
Director, Business Development
Wonderbox Technologies
Donna Morgan
Vice President, Group Voluntary Benefits and Enrollment Operations
Unum
David T. Stoneback, PhD
Assistant Vice President, Enrollment Strategy and Operations
MetLife
Moderator:
Tom Foran
Former Vice President, Life and Disability
Symetra Financial
4:50 pm -
5:35 pm

Panel Discussion: Explore the Role of Employers in the Future of Ancillary Benefit Determinations

There is no question that with the introduction of health care exchanges, employees now have more options on how they can obtain health insurance. The question that still remains is: Will employers continue offering insurance benefits — health and ancillary — to their employees or will they steer them towards exchanges? In this panel discussion, hear from professionals who work directly with employers as they share their insights around these important questions:

  • Where do employers stand on their involvement in employee benefits?
  • What value do they place on ancillary products and voluntary benefits?
  • Is the defined (or tiered) contribution model appealing to employers?
  • Do employers view benefits as a tool in retaining valuable employees?
  • How do employers want to interact with carriers? What are their expectations?
Panelists:
David Block
President
Insurance Specialties, Inc
Len DellaRocco
Lead Broker
Space Coast Benefits
Joseph L. Murgo
Executive Director, Head of Market Development
Aetna Voluntary Plans
Moderator:
Kandi Alyousef-Garza
Market Director, Health Plan and Public Exchange Sales
VSP Vision Care
5:35 pm -
6:35 pm

Close of Day One, Cocktail and Networking Reception