Welcome to the 2021 INsure Health and Benefits Expo!

A few notes about your time here this week:

  • You can get instant support from our conference partner, Bits on the Wire, by clicking "Need Help?" in the bottom right.
  • As insurance professionals, we need to do our best to encourage you to take serious the information being presented at these courses and learn the information by being actively present. Therefore, be sure and stay for the full class, and remain focused on the class as it's happening.
  • Your login ID, if you haven't changed it, is likely your email address. If you do not know your password, use the "forgot password" link at login to have a new one emailed to you automatically.
NAHU Antitrust Statement
Associations are subject to strict scrutiny under antitrust laws because an association is, by its nature, a group of competitors joined together for a common business purpose. The antitrust laws require companies to make certain decisions by themselves, not in conjunction with competitors. Therefore, associations and their members must proceed with extreme caution in certain areas of activity to ensure against violation of the antitrust laws. Discussions of current or future prices or commissions and refusing to deal with or boycotting any insurance carrier are among a number of areas specifically prohibited by the antitrust laws. 

Sessions



Expo opening + NAHU Federal Legislative Update (CE - via Zoom button)

John Greene
Chris Hartmann
Kickoff the 2021 Virtual INsure Health and Benefits Expo, sponsored in part by Humana. This session brings NAHU's VPs of Congressional Affairs, John Greene and Chris Hartman, to discuss what's happening with federal legislation impacting our industry. This event qualifies for 1 hour of CE.

This event will take place live via Zoom. Enter the session and select "Zoom" at the top to launch the webinar.

Sponsored by:

Session 1 CE: Option 1 MSAs

Craig Ritter
Medicare Medical Savings Accounts provide an innovative way to meet the needs of clients interested in using government dollars to offset health costs.  HSA’s, a “sister program”, is now a common offering in Group Health Plans.  Medicare MSA’s may be a great option for employees approaching Medicare age that have Health Savings Accounts with their group coverage.  Modeled after the ARCHER Medical Savings Account with no networks, and no premium, Medicare Advantage MSA’s offer the ultimate in cost savings and flexibility to their members!  The time is right to learn about this unique and practical program.

Sponsored by:

Session 1 CE: Option 2 HIPAA

Jason Karn

HIPAA Privacy and Security are the biggest concerns for all insurance agents regardless of size or industry. Carriers are now getting into the act by requiring agents and brokers to prove they are protecting all the information they hold.


This webinar will cover HIPAA Compliance, Gramm-Leach-Bliley Act, and Indiana breach rules.

We will be looking at common themes in the security protocols and easy ways your agency can become compliant.

Session 2 CE: Option 1 Telemedicine (via Zoom)

Brad Kabb

Telemedicine and the Larger Telehealth Discussion  

Raising costs and telemedicine as the new healthcare delivery model. The benefits and tends of telehealth.

This event takes place in Zoom. View the Zoom session by clicking "Zoom" in the session room at the start time.



Sponsored by:

Session 2 CE: Option 2 Voluntary Benefits

Bill Bade
What’s so great about Voluntary Benefits? Let me tell you! Over the last 12+ years, we’ve observed an expanding market that far outpaces the growth in life, disability, and other benefit markets. Independent Agents and Brokers have rushed into the Voluntary Benefits space, increasing demands on carriers, commoditizing product, and elevating the customer experience. In this session, we will explain the past, present, and future of Voluntary Benefits and explain how you can leverage market trends to grow your business.

Sponsored by:

ISAHU Town Hall (No CE, via Zoom)

Jennifer Mitchen

Grab a beverage of your choice and join us!  This is your chance to network with ISAHU members, non-members and ask questions about NAHU & ISAHU!
 
This session will feature:
 
NAHU Past President- Patricia Griffey
ISAHU President- Jennifer Mitchen
ISAHU Past President - Jeff Goodwin
ISAHU Legislative Chair & NAHU Candidate for Secretary - Susan Rider
ISAHU’s Lobby firm - Torchbearer Public Affairs
 
This event does not qualify for CE credit.  

This event takes place in Zoom. View the Zoom session by clicking "Zoom" in the session room at the start time.


Sponsored by:

Improving Quoting Techniques in the Dental Marketplace (via Zoom)

Brian Storm
The topics we will cover are improving benefit spread sheeting techniques, administrative comparisons, understanding networks and value added exercises.

Sponsored by:

Flexibility, Failures and the Future of HRAs CE (via Zoom/Go To Webinar)

Steve Jackson

Overview of Medicare Advantage (via Zoom / WebEx)

Craig Rubel

Session begining at 11 am promptly, as all attendees must be on the call for the entire hour, paying attention, in order to get the 1 hour CE credit. Only 1 person per device login. As only 1 person can register for CE credits credits per device. Groups of individuals, on 1 device can attend but they will not get credit. I

Session 1 – Overview of Medicare Advantage

Wednesday March 10

11 am – 12 pm ET

1 hour CE

Registration begins @ 10:45 am

Facilitated direct via Webex

ISAHU Awards Presentation (via Zoom)

Jennifer Mitchen
Join us as we celebrate the achievements of members and chapters across Indiana in 2020 and 2021. 

This event takes place in Zoom. View the Zoom session by clicking "Zoom" in the session room at the start time.

Sponsored by:

Navigating HCR

Angie Surra

Angie Surra, CIC, CPCA, SHRM-CP and Vice President of Compliance at NavigateHCR.

Angie Surra, Vice President of Compliance at NavigateHCR, provides a greater avenue of delivering support and knowledge to businesses on compliance and HR issues.  As compliance changes, Angie ensures clients and brokers are up to date by facilitating education platforms, trainings and is a national speaker and educator.

Angie believes in the urgency of employer compliance issues and health insurance challenges business clients face.  Based on the needs and issues from her clients, she consults and designs the company’s proprietary portal to facilitate ease of use and accuracy.

With over 20 years of experience, Angie has a list of professional designations as a Certified Insurance Counselor, Certified Professional Compliance Advisor, Certified COBRA Administrator, Certified Cafeteria Plan Administrator and SHRM Certified Professional with a master’s degree in criminal justice. Angie is a licensed Insurance Agent in Property & Casualty Insurance, Life, Accident, & Health Insurance in multiple states.

Coordination of Benefits

Cindy Trahin

In this session you will learn about the different types of medical and prescription drug insurance and how they coordinate with Medicare. Also you will understand which plans are the primary payer and secondary payer and how the determination is made. Lastly, you will be provided with resources for additional information and reference purposes.  

Improving Quoting Techniques in the Dental Marketplace (via Zoom)

Brian Storm
The topics we will cover are improving benefit spread sheeting techniques, administrative comparisons, understanding networks and value added exercises.

This event takes place in Zoom. View the Zoom session by clicking "Zoom" in the session room at the start time.

Sponsored by:

Flexibility, Failures and the Future of HRAs CE (via Zoom/Go To Webinar)

Steve Jackson

Anthem Medicare CE (via Zoom/WebEx)

Craig Rubel

Session begining at 11 am promptly, as all attendees must be on the call for the entire hour, paying attention, in order to get the 1 hour CE credit. Only 1 person per device login. As only 1 person can register for CE credits credits per device. Groups of individuals, on 1 device can attend but they will not get credit. I

Session 2 – Overview of Medicare Advantage

Thursday March 11

11 am – 12 pm ET

1 hour CE

Registration begins @ 10:45 am

Facilitated direct via Webex



Sponsored by:

Special presentation: New Hope of Indiana

Jennifer Mitchen
Join us for this special event featuring New Hope of Indiana.

Sponsored by:

Navigating HCR

Angie Surra

Angie Surra, CIC, CPCA, SHRM-CP and Vice President of Compliance at NavigateHCR.

Angie Surra, Vice President of Compliance at NavigateHCR, provides a greater avenue of delivering support and knowledge to businesses on compliance and HR issues.  As compliance changes, Angie ensures clients and brokers are up to date by facilitating education platforms, trainings and is a national speaker and educator.

Angie believes in the urgency of employer compliance issues and health insurance challenges business clients face.  Based on the needs and issues from her clients, she consults and designs the company’s proprietary portal to facilitate ease of use and accuracy.

With over 20 years of experience, Angie has a list of professional designations as a Certified Insurance Counselor, Certified Professional Compliance Advisor, Certified COBRA Administrator, Certified Cafeteria Plan Administrator and SHRM Certified Professional with a master’s degree in criminal justice. Angie is a licensed Insurance Agent in Property & Casualty Insurance, Life, Accident, & Health Insurance in multiple states.



Sponsored by:

Coordination of Benefits

Cindy Trahin

In this session you will learn about the different types of medical and prescription drug insurance and how they coordinate with Medicare. Also you will understand which plans are the primary payer and secondary payer and how the determination is made. Lastly, you will be provided with resources for additional information and reference purposes.  

Session 1 CE: Option 1 MSAs

Craig Ritter

Medicare Medical Savings Accounts provide an innovative way to meet the needs of clients interested in using government dollars to offset health costs.  HSA’s, a “sister program”, is now a common offering in Group Health Plans.  Medicare MSA’s may be a great option for employees approaching Medicare age that have Health Savings Accounts with their group coverage.  Modeled after the ARCHER Medical Savings Account with no networks, and no premium, Medicare Advantage MSA’s offer the ultimate in cost savings and flexibility to their members!  The time is right to learn about this unique and practical program.

Session 1 CE: Option 2 HIPAA

Jason Karn

HIPAA Privacy and Security are the biggest concerns for all insurance agents regardless of size or industry. Carriers are now getting into the act by requiring agents and brokers to prove they are protecting all the information they hold.


This webinar will cover HIPAA Compliance, Gramm-Leach-Bliley Act, and Indiana breach rules.

We will be looking at common themes in the security protocols and easy ways your agency can become compliant.



Sponsored by:

Session 2 CE: Option 1 Telemedicine (via Zoom)

Brad Kabb

Telemedicine and the Larger Telehealth Discussion  

Raising costs and telemedicine as the new healthcare delivery model. The benefits and tends of telehealth.



Sponsored by:

Session 2 CE: Option 2 Voluntary Benefits (via Zoom)

Bill Bade
What’s so great about Voluntary Benefits? Let me tell you! Over the last 12+ years, we’ve observed an expanding market that far outpaces the growth in life, disability, and other benefit markets. Independent Agents and Brokers have rushed into the Voluntary Benefits space, increasing demands on carriers, commoditizing product, and elevating the customer experience. In this session, we will explain the past, present, and future of Voluntary Benefits and explain how you can leverage market trends to grow your business.

State Legislative Update + Closing (1 hr CE) (via Zoom)

Susan Rider
Join ISAHU Lobbyists of record at Torchbearer Public Affairs and Susan Rider, ISAHU's Legislative Chair to discuss what's happening at the Indiana Statehouse this year. This event qualifies for 1 hour of CE.

Sponsored by:

Ethical Challenges and Consequences (via Zoom/Go To Webinar)

Rick Weston

This event requires pre-registration at https://isahu.org/insure-attendees/ethics/



WEBINAR EVENT INFORMATION AND INSTRUCTIONS:

INsure is pleased to present you with this continuing education opportunity conducted by Insurance Career Training, Inc. To receive CE credit, join the webinar prior to class time using the login instructions above. Once the class starts, we will ask you to check in by typing your insurance license number in the Questions Box in the control panel on the screen. We will also be asking you to type in your name, address, phone and e-mail address early in the webinar so we have the information we need to process your CE hours and prepare your certificate of completion. You must stay connected to the webinar for the duration and answer roll calls by typing the word HERE in the Questions Box when asked to do so. ICT will report your hours to your state one business day after class and will e-mail you a certificate of completion for your records.

All courses are STATE-APPROVED and will count for credit for all insurance producers. Webinar CE courses are approved as LIVE CLASSROOM courses and require NO EXAMS or PROCTORS in order to receive CE credit. Sign in, stay connected and answer all roll calls and you will receive CE credit.

If you have purchased or completed webinar CE courses through Insurance Career Training, Inc. (“Direct CE Online”) in the past, please note be certain you have not taken the above CE course for credit during your current license renewal period since you cannot take the same courses for credit twice in the same renewal period.

Sponsors



5Star Life is excited to sponsor the 2021 INsure conference this year. Please make sure to visit our booth to learn more about 5Star Life.

5Star Life Insurance Company
 
5Star Life Insurance Company (5Star Life) has a proud and unique heritage as a related enterprise of the Armed Forces Benefit Association (AFBA). AFBA was established in 1947 to promote the general welfare and economic interests of military families during war and peace. At that time, servicemembers could not purchase life insurance that would pay a benefit in the case of death in a war zone.
 
Founded in 1996, 5Star Life is AFBA’s principal underwriter for member insurance products. This close carrier relationship allows AFBA to continue to stand by our country’s armed forces and first responders providing access to life insurance and other member benefits in both war and peace. 

Through the years, 5Star Life has grown and evolved with market opportunities - successfully expanding into other segments including the employer group and worksite benefits markets. This history informs our deep sense of service and provides us with unwavering dedication to all of our partners.


No additional details have been provided by this exhibitor.


Thank you for making New Hope of Indiana the 2021 Nonprofit of Note!


Learn more online.


Star Benefit Associates is a local, Indiana-based FMO/MGA, not a big national marketer. 

  • Servicing agents as their back office
  • Experts in the seniors market
  • No one does it better


UnitedHealthcare is proud to provide options for Medicare Advantage (including DSNP), Part D, and Medicare Supplements in every county in Indiana.  In 2021, UHC offers the most plans with $35 Insulin in Indiana, and has expanded the Medicare National Network for members in both PPO and HMO plans.  New in 2021, UHC has expanded the DSNP plan into Wayne County, and offers an MA-Only plan statewide.  

For additional information, please feel free to reach out to Sales Director Tom Leix at thomas_m_leix@uhc.com, 317 405-3919, or any of the Agent Managers listed below.

Central Indiana External Agents -- Don Shears, 317 490-6678, don_r_shears@uhc.com
Central and Southern Indiana Captive Agents -- Nick Francis, 317 514-6696, nicholas_b_francis@uhc.com
Southern Indiana/Terre Haute External Agents -- Lisa Powell, 812 760-8148, lisa_powell@uhc.com
NE Indiana External Agents -- Keith Noster, 317 760-6376, keith_a_noster@uhc.com
NE Indiana Captive Agents -- Peggy Mang, 260-224-0850, peggymang@uhc.com
NW Indiana External and Captive Agents -- Jim Franklin, 317 800-5246, james_franklin@uhc.com


We are here to help you with your Medicare business, whether you are just starting out or getting ready to retire. Call us for a free consultation!

 
 


No additional details have been provided by this exhibitor.


Which Type of Medicare Plan is Right for Your Client?

 

Medicare Advantage Plans (Part C)

These all-in-one plans combine Part A, B and D to give you more than just Original Medicare. Most of our Medicare Advantage plans include coverage for prescription drugs, dental, vision, and hearing aids. They also offer benefits such as SilverSneakers fitness memberships, money for over-the-counter items, and more.

Prescription Drug Plans (Part D)

Medicare Part D covers prescription drugs, something Original Medicare (Part A and Part B) does not cover. Part D is important if you take regular medications for a condition such as high blood pressure.

Medicare Supplement Insurance Plans

While Original Medicare covers medical expenses like hospital stays, lab tests, and outpatient care, you still have deductibles, copays, and coinsurance to pay on your own. Medicare Supplement plans, also called Medigap plans, cover what Original Medicare doesn’t.

Medicare Dental and Vision Coverage

Original Medicare doesn’t come with dental or vision coverage, but Medicare Advantage plans often include routine dental and vision care. If you want more coverage, there are add-on dental and vision packages for Medicare Advantage and Medicare Supplement plans.

 


Thanks for visiting the HUPAC booth.  Click on the next Section link for more information about HUPAC and how you can contribute.


What can ISAHU and NAHU do for me?

The Indiana State Association of Health Underwriters does a lot for Hoosiers across Indiana. In the last few years ISAHU has:
 

  1. Offered dozens of CE courses, including Ethics and NAHU certification courses.
  2. Monitored and stopped damaging bills to our industry at the Indiana Statehouse, including bills targeting long-term care, dental plans, agent commissions and fees, and Medicare coveage. 
  3. Our partners at ISAHU-PAC have met with, interviewed, and discussed at length with nearly every candidate for state and federal offices in Indiana. ISAHU-PAC has contributed thousands to candidates who have the best interests of our industry and members at heart.

And our local chapters have worked hard to bring montly events and interaction with members all through COVID-19. 

Everyone on the ISAHU board and your local chapter's board are volunteers, too. 

Not a member? Join ISAHU and NAHU today. Start at isahu.org/join to see more benefits and get started on your registation. Dues cost about $30/mo. and bring significant impact to your career, professional development, and our voice in Washington and Indianapolis.


Thanks for visiting the ISAHU-PAC booth.  Click on the next Section link for more information about ISAHU-PAC and how you can contribute.


No additional details have been provided by this exhibitor.




Welcome to Real Prescription Savings

Rx Help Centers is a leading patient prescription advocacy organization that helps reduce employee and employer Rx pharmacy costs.  Rx Help Centers is not a discount card, pharmacy, drug company or a replacement for prescription plans offered by employers.  And, our fixed fee approach means our clients achieve the greatest return on their investment in the industry.

At Rx Help Centers, we believe in doing the right thing for the right reasons. 

Our expert team of advocates work tirelessly to match each member's needs to the best program available for all their medications.  With over a decade of experience, we are the best at uncovering savings where other would never know to look.


SIHO Insurance Services was established in 1987 through the cooperative efforts of local physicians, hospitals, and employers who were concerned about the rising cost of health care. SIHO was formed with a vision to provide affordable health care benefits by partnering with local medical providers and employers. One of the fastest growing Health Plan Administrators in the Midwest, SIHO strives to raise the standard of health care and the quality of life in its communities. As a leader in innovative health benefit solutions for businesses of all sizes, SIHO offers a wide range of products and services including comprehensive third-party administration, wellness programs, population health management, health system and network development, COBRA administration, and flexible spending plan administration. SIHO’s promise to its customers is very simple: provide them with the sophistication of a national carrier while keeping the focus of flexibility and cost effectiveness as a top priority.


Nationally recognized health savings account (HSA) solutions



No additional details have been provided by this exhibitor.


Leading with Heart

CareSource is nationally recognized for leading the industry in providing member-centric health care coverage. The company’s managed care business model was founded in 1989 and today CareSource is one of the nation’s largest Medicaid managed care plans. Headquartered in Dayton, Ohio, the company has built a legacy of providing quality health care coverage for Medicaid consumers. In addition to Medicaid coverage, CareSource has a diverse offering of insurance plans on the Health Insurance Marketplace. The company also offers Medicare Advantage plans that help consumers close the gap of coverage as they age. CareSource serves 2 million members across five states supported by a growing workforce of 4,500.

The CareSource mission of making a lasting difference in members’ lives by improving their health and well-being was the catalyst for developing several programs that target the social determinants of health. The Life Services program is designed to enhance the economic outcome of Medicaid members by addressing their unique needs through life coaching, access to resources and job opportunities. Life Services is widely recognized in the managed care industry for partnering with community agencies on behalf of members in order to reduce dependency on governmental services.

In the battle against the opioid epidemic, CareSource has launched a multifaceted approach to decrease opioids and increase access to treatment. This effort includes an award-winning prescriber outreach program in addition to pharmacy edits and pharmacy lock-in which have resulted in a significant reduction in opioid prescriptions. CareSource supports members seeking treatment with an integrated Medication Assisted Treatment (MAT) program that is grounded in a strong and expanding provider network and committed to providing access to quality care.

CareSource’s holistic model of care called Care4U® breaks down the hurdles of clinical treatment and social qualities that can lead to reduced health outcomes. Our members are more than a name on computer screen or a number in a statistic. Our regional, community-based multi-disciplinary care management teams comb through the data and social aspects that could affect physical, mental, and psychosocial health and integrates insights into how to improve the health and overall well-being of our members and the populations we serve.

At CareSource, our mission is one we take to heart. In fact, we call our mission our “heartbeat.” It is the essence of our company, and our unwavering dedication to it is a hallmark of our success.


No additional details have been provided by this exhibitor.


No additional details have been provided by this exhibitor.


As the largest locally-owned rental PPO network in Indiana, Encore Health Network delivers unique value to our clients with competitive network savings and expansive access to a wide variety of providers and facilities to our members


For 67 years, Financial Center First Credit Union has been serving its members and the community of Central Indiana. We are a member-owned, not-for-profit, co-operative whose members receive financial benefits in the form of lower loan rates, higher savings rates, and lower fees than banks.


WELCOME TO GORDON MARKETING

Gordon Marketing, an award-winning Insurance FMO, is committed to serving the independent insurance agent in life, health, senior, annuity and ancillary sales. Let our experienced staff be your back office! We can help you grow your business with our constant training opportunities via webinars, social media, classroom continuing education and our Training Universities.
 

Follow us on Facebook, YouTube, LinkedIn


No additional details have been provided by this exhibitor.


Pioneers in employee benefits

For the past 50 years, Mid-America Associates, Inc. has been providing small to mid-sized businesses solutions to their employee benefit needs. Working exclusively through independent insurance agents, Mid-America is a strong and reliable business partner. All medical business is re-insured through one of the largest, financially stable, A+ rated reinsurers.

Today, our innovative approach to coverage meets the need of employees and gives businesses real control over their costs. Designed with the small business in mind, Mid-America provides services such as:

Mid-America Associates, Inc. can help transform your business. Put us to work for you.

Feel free to reach out with questions!

Jennifer Mitchen
Senior Market Representative
jmitchen@maaassociates.com 
317-840-8466

 


No additional details have been provided by this exhibitor.


National Insurance Partners is your resource for level funded  group health plans. Also vision/dental, MEC/Limited plans and GAP plans. 

Contact me today  - 702-321-5157 cell, 260-547-4310 office

Brian Steiner
Regional Sales Director
National Insurance Partners
2504W 900N
Decatur, IN 46733


The oldest ACA technology company, founded in 2012 by Dr. Kristin Kahle, NavigateHCR (NHCR) is a full-service compliance consulting company that offers a variety of services to assist employers with even the most complex requirements of laws governing employee benefits.

Backed by a team of experienced human resources (HR) and compliance specialists, NHCR strives to build and maintain relationships through dedicated account management and tailored packages designed to fit clients’ specific needs. NHCR’s goal is to partner, not compete, resulting in the best possible experience and outcome for clients.

NavigateHCR is your guide to compliance.


An insurance brokerage devoted to the personal experience. 

We support insurance agents with a personal touch whether across the street -or across the country.  With over 35 different product solutions, we work with only the top-rated carriers to be sure you have the tools in your toolbelt to be successful every day.


No additional details have been provided by this exhibitor.


No additional details have been provided by this exhibitor.


Search & Save is a Rx list saving and Medicare quoting system for agents use.  

What makes us different is we are a system built FOR & BY Medicare selling agents!

We have all available Medicare Adavantage & Medicare Supplement plans nationally.

Our system also includes a (one of a kind) PROVIDER & FACILITY SEARCH ENGINE that is connected to the carrier servers and is updated WEEKLY for accuracy. 

We currently have 66 MAPD & MA only provider networks on this unique search engine and it is growing every week!

Seach & Save is one price for all plans nationally.  This saves you money!

From a single user up to the largest FMO can use our system and save!

If you are a large brokerage or career agency, please ask us about our special pricing to "private label" this system to your company.  

The ability to have your own system has never been more affordable than this and have the features other systems just don't have.  

Here is a link to a short video that explains our system for agents: https://vimeo.com/516790995


Superior Dental Care (SDC), a Medical Mutual company, leads the way in group dental benefits throughout Ohio, Indiana and Kentucky. SDC keeps employers and their employees smiling with industry-leading dental plans that come with one of the largest dental networks in the country, value-added benefits like Free Second Opinions and savings on cosmetic dental services, and SDC’s superior customer service and support.


Established in 2003, Total HIPAA provides HIPAA compliance documentation and training to insurance agencies, employer groups, medical providers, dental providers and their business associates. Our nationally recognized team includes leading professionals on healthcare benefits, healthcare reform legislation and HIPAA compliance updates.

Total HIPAA is the preferred provider of both NAIFA (National Association of Insurance and Financial Advisors) and NAHU (National Association of Health Underwriters). We handle HIPAA so you can run your business.
 


At True Rx Health Strategists, we speak pharmacy, so you don't have to. With pharmacists and strategists on your team, we will help you answer the tough medication questions and complexities of pharmacy benefits.


For more information, please call us at 866-921-4047.

 


No additional details have been provided by this exhibitor.