(760) 610-7400 Palm Desert, CA

Calendar

CALENDAR

                                                               
 

2018-19 Meeting Refund Policy:

*Members Only: DCAHU will allow members an ONETIME-PER BUDGET YEAR pass to roll over their lunch fees to the next meeting if they had a TRUE EMERGENCY that came up within 72 hours of the meeting and outside of the regular cancellation policy (72 hrs). If they DO NOT attend the next scheduled luncheon meeting, there will be NO REFUND, even if they have called to cancel that well in advance of the 72 hrs of that meeting.

*Non-Members: DCAHU requires a 72 hours cancellation notice prior to the meeting. Any cancellation made after will not be refunded. 

October 2019:

ONLINE ENROLLMENT & SECURITY

Presented by: Scott Diehl
Vice President of Product Management - Word & Brown General Agency

1 Hour of CE Credit - CE #355592


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You’ll gain an understanding of the values and pitfalls of online enrollment. Learn about the types of online systems available (quoting, enrollment, HRIS, CRM, and payroll). Discover the dangers of online security — and how not to become a victim of the Technology Revolution. This course shows you how online enrollment tools can empower you & effectively address your needs & those of your customers.

In his product management leadership role at Word & Brown, Scott Diehl oversees software and insurance product strategy, including identification of market trends as well as consumer and broker demands in the competitive health insurance marketplace. He manages the strategic product roadmap for Word & Brown and all aspects of software and product development, including conception, evolution, launch, release management, and marketing to build maximum adoption.

Previously, Scott was a Los Angeles area Regional Sales Manager at Word & Brown for two years. Before that, he was an independent broker for nearly three years and a senior product manager for a marketing and SEO firm for two years.


Sponsored by:
 
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DATE:  Thursday, October 17, 2019
TIME:  11:30 am to 1:30 pm

LOCATION:  Villa Portofino Clubhouse
(Off Country Club Dr., between Monterey & Portola)
4001 Via Portofino— Palm Desert, CA 92260
 
Fees & Procedures:
All registrations will require concurrent payment. 
REGISTRATION DEADLINE is 10/14/2019
 
$33 - Members
$55 - Non-Members

 
Anyone not registered by 10/14/2019 
will be asked to pay $65 at the door


          

November 2019:

“2018—2019 Annual 
CA Legislative Review”

By Jim Morrison -RHU,REBC,CLU,HIP,CHRS
CAHU VP of Legislation

 

1 Hour CE Credit—Course #377411

 

This course will provide an overview of where we have been in the California Legislature for the past 2 years, recent changes, and where we are heading. This course will also provide an overview of current bills that just passed in the just-ended 2019 Legislative Session that are pertinent to health care.

Jim has focused on the employee benefit facet of the insurance industry for over 30 years. He began his career in the insurance brokerage business in 1989.  In 2002 he opened Morrison Insurance Services, Inc. and the firm has been on the Inc5000 twice and named one of the fasted growing private companies in San Diego 6 times.  He has been awarded with the Lifetime Soaring Eagle award by the NAHU 17 years in a row. During his career he has served on the Advisory Councils of every major insurance carrier. He is a member of  NAHU, Vice President of Legislation for CAHU, The Employee Benefit Council, co-founder of the Business Advisory Council, a member and Past President of the North Coast Business Group.


DATE:  Thursday, November 21, 2019
TIME:  11:30 am to 1:30 pm
LOCATION:  Villa Portofino Clubhouse
(Off Country Club Dr., between Monterey & Portola)
4001 Via Portofino— Palm Desert, CA 92260
 

Fees & Procedures:
All registrations will require concurrent payment.
REGISTRATION DEADLINE is 11/18/2019

 
$33 - Members
$55 - Non-Members


Anyone not registered by 11/18/2019 
will be asked to pay $65 at the door
 
Sponsored by:
 

December 2019:

Thursday, December 19, 2019

DCAHU Annual Holiday Luncheon
11:30 am to 1:30 pm

Las Casuelas Nuevas Restaurant
70-650 Highway 111 - Rancho Mirage

A Really Fun Time & FREE for DCAHU Members !

Sponsored by -
Anthem Blue Cross

DCAHU Members - Free (only if register in advance)

Non-Members. - $55

*Anyone not registered by 12/16/2019 will be asked to pay $65 at the door