2025
OPEN ENROLLMENT BOOTCAMP
Join the industry's top conference to get the training and resources you need to make this Open Enrollment your most successful yet.
Health
Medicare
Group
Life
Supplements
September 24-25, 2024
Salt Lake City, UT & Virtual
Register Now
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SPEAKERS
With over 20 years of experience in the insurance industry, our speakers bring the education and insight necessary to help you excel in the market.
Arthur Barlow
CEO & President
As a field agent, Arthur worked for one of the largest agencies in the US and became the top producer in just six months. He went on to build his own proprietary technology to help agents sell more.
Royce Simmons
Chief Operations Officer
As one of Compass’s original founders, Royce is acting as the Chief Operations Officer. Originally from Texas, Royce has been helping clients as a licensed health insurance agent for over 20 years.
Shem Barlow
Regional Director
Shem lives in Southern Utah as a regional director for Compass. Shem enjoys sports, particularly football and basketball, and aims to be a positive influence in the lives of those he comes in contact with.
Colleen Gimball
VP of Strategic Alliances, Berwick
Andy Bailey
Founder, Boundless Me
Eric Almassy
Field VP, Allstate
Cheri Day
Senior Account Executive, UUHP
Spence Hebdon
Molina Healthcare
Lenny Scroggins
Molina Healthcare
Marion Timpson
CPO, PlusOne Academy
Brooke Onike
Life Coach
Pro Sayasith
BBSI
Troy Smithson
Area Manager, BBSI
Sheila Prior
Broker Manager, Cigna
Krista Dinsmore
Individual Sales Executive, Regence
Bud Heaton
Chief Marketing Officer, IUL Insiders
Seth Groff
Senior Director of Sales, UHC
Jeff Spain
VP Sales of Clico, UHC
Tami Flandro
Medicare Sales Executive, Regence
Neal Linares
Broker Channel Manager, Regence
Rory Gregg
Regional Sales Manager (O65), Allstate
Mary Steele
Regional Sales Manager (U65), Allstate
Rick Hogan
Group Director, Compass
Colin Logue
Medicare Director, Compass
Oscar Mink
Life Director, Compass
WORKSHOPS
Over two dozen workshops across five lines of business that will prepare you to make this your most successful Open Enrollment yet.
DAY 1
How to Sell Supplements Like an Elite Agent
Arthur Barlow
Supplements
CPN: New Features
Arthur Barlow
Technology
ACA & Medicare Re-Enrollment & OE Goals
Shem Barlow
Sales
Compass Optimizing Health
Michael Brook
Other
Cross-Selling at POS & Cross-Selling Long-Term
Oscar Mink
Medicare
Guiding Your Clients to the Right Coverage
Eric Almassy & Mary Steele
Products
UHC by CLICO Top 5 Products
Seth Groff
Products
Time for Your Client to Refinance Their Retirement
Oscar Mink
Life
Building a Group Book of Business
Rick Hogan
Group
Drop Closing & Hitting Your OE Supp Goal
Royce Simmons
Sales
IUL & Annuities
Mark Laufennburger
Life
The Novo Difference: Save Any Group Money
Spencer Thomas & Kirk Arnell
Group
Selling Life During & After Open Enrollment
Clayton Barlow
Life
Kroger Plans and the Nations Benefits Card
Greyson Howard
Products
DAY 2
ACA Process & New CMS Compliance
Arthur Barlow
Health
CPN, AI, and Campaign Management
Arthur Barlow
Technology
Inbound Leads & Qualifying in 60 Seconds
Clayton Barlow
Sales
How to Choose the Right MAPD or PDP
Colin Logue
Medicare
2024 MAPD and Med Supp Plans
Colin Logue
Medicare
AI Social Media & OE Marketing
Jennii Fielding
Marketing
Regence Individual 2024
Krista Dinsmore
Products
Turn Your Medicare Clients Into an Annuity Pipeline
Oscar Mink
Life
Compass Group: Prospect, Quote, Present, Apply
Rick Hogan & Jen Hanson
Group
CPN & ACA 101
Royce Simmons
Sales
Calling Leads, Appointment Setting and Prep
Shem Barlow
Marketing
Selling BBSI Group Benefits
Pro Sayasith & Jeremy Sylvester
Sales
Cigna Individual and Family Dental Plans
Sheila Prior
Products
SPONSORS
Get the inside scoop with exclusive trainings from our sponsors.
JOIN THE TOP INSURANCE CONFERENCE OF THE YEAR.
Get the training and resources you need to have your most successful Open Enrollment yet.
Health
Medicare
Group
Life
Supplements
September 24-25
Salt Lake City, UT & Virtual
Register Now
(801) 901-3519
© 2023 Compass Insurance Advisors, LLC