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California Agents & Health Insurance Professionals (CAHIP) San Diego is bringing additional value to your membership like nobody has done before. If you work in the Medicare space as an agent/broker and are a current member

(in good standing) of the National Association of Benefits and Insurance Professionals (NABIP) this meeting is for you. 

 

Once a month for a couple of hours, the San Diego Medicare Roundtable (SDMR) is where agents/brokers come together (virtually) to Share, Learn, Listen, and Ask Questions with other agents and carrier representatives. If you are willing to share business and sales ideas among other Medicare agents or just want to be a fly on the wall and just listen, you can.


During the first 30 minutes of this session, we have the valuable opportunity to connect with fellow Medicare brokers, exchange insights, and address any questions or concerns you may have. Then, we will transition to the next segment of our session, where we'll hear from a couple of our Medicare carriers. Here you will learn:

 


  • Most Frequently asked questions we hear from brokers.
  • Overall market update for duals in San Diego. What happened last fall?
  • Ancillary benefits for Dual Liberty. What members were grandfathered into our DNSP in San Diego?
  • Imperial County is open for business all year long with our Dual Liberty!!
  • What Medical Groups are contracted in Imperial County?
  • Sharing other Broker Resource guide, Broker resources such as Custom Point and how brokers can submit Workbench tickets directly.


  • About Perlman Clinic
  • Update on Perlman Clinic primary care locations and providers
  • Update on broader services, including mental health, wellness, and endocrinology
  • Information about participating IPA networks and any recent/upcoming changes
  • Access to Perlman Clinic's services across IPA networks

Program Agenda:

11:00 am – 11:30 am

  • “Heard it on the Street”
  • Broker to Broker (B2B) Q&A


11:30 am - 12:15 pm

  • Lydie Barnette, Regional Agency Manager, CA Medicare Broker Sales, Wellcare by Health Net



12:15 pm - 1:00 pm

  • Anna Juarez, Marketing Manager, Perlman Clinic

May Roundtable Speakers


Lydie Barnette

Regional Agency Manager, CA Medicare Broker Sales

Wellcare, by Health Net

Anna Juarez

Marketing Manager

Perlman Clinic

Learn more about Anna.

Q&A: If you have a question for one of our speakers or if you have a general Medicare question you'd like addressed during the meeting, please email us your questions no later than May 21st.

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*** We professionally ask that all Medicare uplines (GA’s, FMO’s, IMO’s etc. ) who attend our virtual meetings do not actively recruit during the meeting. If this occurs you and your company will not be invited to attend future meetings. Thank you for understanding.

CAHIP-San Diego

E: info@cahipsd.org | W: cahipsd.org

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