From Grassroots to Greatness
Sales Rockstar Summit
August 21, 2024
Join us on August 21, 2024 for The Sales Rockstar Summit: From Grassroots to Greatness - an unmissable event for health insurance and benefits professionals looking to elevate their game. This power-packed conference offers a diverse array of crucial topics, from HIPAA compliance and CRM strategies to the intricacies of Medicare and Social Security. Our stellar lineup of speakers, including industry experts Jennifer Stanley, Cliff Stubbs, Mike Smith, and "Medicare Wonder Woman" Rebecca Lynn Davis, will equip you with cutting-edge insights and practical skills. Whether you're seeking to enhance your understanding of regulatory landscapes, master grassroots marketing techniques, or navigate the complexities of retirement planning for your clients, this summit has it all. Don't miss this opportunity to transform your approach, expand your knowledge, and network with fellow professionals who are committed to excellence in the ever-evolving world of insurance and benefits. Register now to secure your spot at this career-defining event!
HIPAA Privacy & Security
Jennifer Stanley
1 hour CE 140213
Learn who needs HIPAA training, what HIPAA entails, and the key requirements of the Privacy Rule. Learn how to properly handle PHI, understand your role in maintaining HIPAA compliance, and gain practical insights on safeguarding sensitive data. Whether you're new to the field or need a refresher, this session will equip you with the knowledge to navigate HIPAA regulations confidently and protect your clients' privacy.
CRM - Making Our Own Change
1 hour CE 32408
Learn how insurance agents can proactively influence change to better serve and protect customers while safeguarding the industry. Gain valuable insights on adapting your CRM strategies to stay ahead of regulatory shifts and enhance your client relationships.
Cliff Stubbs
Navigating the Health Insurance Landscape
Panel
Lunch Session
1 hour CE 140296
Join our all-star panel of industry experts for a dynamic discussion on "Navigating the Future of Insurance: Compliance, Technology, Medicare, and Client-Centric Strategies.
AGENDA
8:30 – 9:30
Doors Open, Networking with Sponsors/Attendees
9:30 – 9:40
Opening Remarks
9:45 – 10:35
HIPAA Privacy & Security – Jennifer Stanley
CE # 140213
10:45 – 11:45
CRM-Making Our Own Change – Cliff Stubbs
CE # 32408
12:00 – 1:00 (Lunch Presentation)
Navigating the Health Insurance Landscape (Keynote Panel Discussion)
CE # 140296
1:30 – 2:30
The Eclipse of Medicare and Social Security - Mike Smith
CE # 32637
3:00-4:00
Grass Roots Marketing - Rebecca Lynn Davis
4:00 – 5:00
Happy Hour
The Eclipse of Medicare and Social Security
Mike Smith
1 Hour CE 32637
Explore the nuances of Social Security benefits, Medicare fundamentals, and their critical integration. Learn strategies to maximize retirement benefits, navigate financial implications, and effectively communicate complex information to clients.
Grassroots Marketing
Rebecca Lynn Davis
"Medicare Wonder Woman" Rebecca Davis will deliver an energetic dive into grassroots marketing strategies that can transform your insurance business. Get actionable tips on making meaningful community connections and leveraging them to grow your client base. Learn how to utilize referral partners, engage with senior centers, host impactful events, and harness social media—all while maintaining compliance.
August Nonprofit Drive: Supporting Garland ISD Teachers
This month, NABIP-Dallas is partnering with the Northeast Dallas County Kiwanis club to provide first aid kits for classrooms in three Garland ISD schools: Pearson, Steadman, and ECI Academy Elementary. These kits will equip teachers with essential supplies to ensure student safety.
You can contribute by bringing items to the Sales Rockstar Summit:
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Pencil box (for the items)
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Band-aids
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Small calamine lotion
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Cotton balls
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Small Vaseline
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Tooth necklace
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Safety pins
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Gloves
OR, you can donate directly to the club via the button below. We hope you'll join us in supporting our local educators and creating safer classroom environments!
Thank You to Our Sponsors
Happy Hour Sponsor
