Breakout sessions at Weekdays with Bernie are designed to either share best practices or do a "deep dive" into a certain topic relevant either to BerniePortal or to new developments in healthcare.
Breakouts will occur concurrently and attendees will have their choice of session attendance.
10 TIPS TO SPEND LESS ON HEALTHCARE – Dr. Josh Luke
In this session, attendees will understand the shift in control from the hospital sector to the insurance sector, how the purchasing process is changing dramatically and that price is now often the key driver of purchasing decisions. Dr. Luke will also discuss how to identify internal champions, and that there are four key pillars impacting the purchasing decisions in hospitals and the key driver of purchasing decisions in each type of hospital. Attendees will learn the dynamics of the hospital board room, how non-profit hospital purchasing differs from for-profit hospitals, about the not-for-profit secret and about executive spending limits.
THE ROAD TO MEETING 1 – Whitney Hathcock
Tools & Best Practices to Grow Your Agency
In this day and age, small and mid-sized employers look to Google and other digital channels, like email and social media, to find the right agency for their business. This means that in order to both grow prospects and retain existing clients, agencies need to revolutionize the way they promote their value to the market. This session will help you grow your agency by teaching you how to generate leads, follow-up, and convert them by leveraging lead gen best practices and strategic marketing tools.
EXPANDING BEYOND BENEFITS – Craft Hayes
Selling HR Technology and Services with Benefit Strategy
Have you ever felt like you could greatly help an employer save money on their health plan, but you can't get their attention because they are swamped in day-to-day paperwork and management of the company? In this breakout, we will cover how to use HR technology to:
Help solve prospects’ transactional challenges
Earn the trust (and time) to help employers with their strategic benefits
Address cost concerns
GUARDIAN’S SUPPLEMENTAL HEALTH PRODUCTS AND BERNIEPORTAL/BERNIEBILL – Kyran Quackenbush
Come learn how you can leverage Guardian’s portfolio of Supplemental Health Products under the BerniePortal/Guardian partnership. This will be a working session that will give you concrete strategies to grow your business! The session will cover an overview of the available Guardian Worksite products and features, details of a unique underwriting offer designed exclusively for BerniePortal brokers, and perspectives from Bernard Health on how they are leveraging these products to enhance their clients’ benefits packages. We'll also have a discussion with a Guardian Sales Executive on how to effectively engage your firm’s Guardian Sales team and discuss best practices and recommendations about enrollment strategies from one of Guardian’s Worksite Product Practice Consultants.
“WHO MOVED MY CHEESE” – Lindsey Van Cleave
A Discussion on Change Management.
For most of our broker partners, BerniePortal was a big change to their current process for managing eligibility. We think it’s important to talk about different ways people approach change using the story “Who Moved My Cheese”. We'll help you identify your approach and discuss how this could impact your use of BerniePortal both in your agency and with your clients.
META-PLANNING FOR BERNIEPORTAL – Alex Tolbert
What’s next in BerniePortal’s product roadmap?
BerniePortal founder Alex Tolbert will lead two meta-planning sessions focused on choosing what’s next in the product roadmap for BerniePortal. The audience will participate in brainstorming areas for improvement or new features BerniePortal should add. You’ll have shared direct input into BerniePortal product roadmap, and also learn how to conduct a meta-planning session for your firm.
THE DYNAMIC BETWEEN SALES & SERVICE – Brian Tolbert
Some believe that organizations from all industries carry tension between Sales and Service Departments. What can Benefit Agencies do in order to better align the scope of responsibilities and compensation structures in order to alleviate some of the unnecessary friction without losing the motivation for revenue growth? Highlights in this session include:
How to uncover the HR swamp and position yourself to bring a solution
Start with benefits administration to introduce HRIS solutions
How to apply Applicant Tracking and Onboarding to streamline HR
Begin commoditizing payroll services to maximize your influence and lengthen your relationship
Top selling points of other HRIS features
Winning the BOR
RECRUITING, HIRING, AND RETAINING MILLENNIALS – Ryan McCostlin
How to channel CFOs when building benefits strategies.
Bernard Health has built a 70-person team, almost entirely made up of millennials. Ryan McCostlin, Bernard Health head of HR & host of YouTube series & Podcast, HR Party of 1 will discuss how Millennials differ from previous generations in important ways, and how you don't need an office full of ping pong tables, beer kegs, and participation trophies to find, retain, and get the most out of them.
POSITIONING BERNIEPORTAL WITH PROSPECTS – Brian Tolbert
Everyone knows that the difference between success and failure with a prospect can be razor-thin. In this session, we'll dive deeper into various tactics we've seen work well when helping a prospect get over that "will buy" line.
DEBATE: HOW THE 2020 ELECTION WILL IMPACT HEALTHCARE – Speakers TBD
More information coming soon. Stay tuned!