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 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.
3rd Annual Medicare Summit
Scan Face to Face Level 3 Certification
Registration 8:30 am - Continental Breakfast Provided
Course 9:00 am to 11:00 am
2 Medicare C.E’s & Vendor Lunch Meeting
“Understanding Social Security for the Medicare Agent”
“Group Benefits vs. Medicare Benefits”
11:00 am to 2:30 pm
Aetna 2020 Benefits Overview Face to Face Course 2:30 pm to 3:30 pm
Advance Pricing – Only $40.00 - Member & Non-Member All Inclusive
Sorry....SOLD OUT !
ONLINE ENROLLMENT & SECURITY
Presented by: Scott Diehl
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.
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