Through two strategic planning meetings between the Board of Directors and Rayborn Group International, ISAHU has developed a tactical plan to outline targeted areas of growth for the coming months.
2017-2018 ISAHU Strategic Plan
Who We Are
The Indiana State Association of Health Underwriters (ISAHU) represents over 470 licensed health insurance agents, brokers, consultants, and benefit professionals doing business in Indiana. In addition to the State Chapter, there are seven local chapters located within the state. NAHU members provide valuable services to both business and individual consumers by providing access to the health, disability, long-term care and Medicare programs and other related services they need to protect them against the financial risks associated with not being covered for these risks. Because our members practice in a complicated field that requires a significant amount of expertise, they benefit from participation in a professional association that will allow them to increase their knowledge and exposure to information and services in important areas. They additionally benefit from efforts made on their behalf to preserve the industry in which they practice and the related services their clients receive as a result of it.
ISAHU will improve its members’ ability to meet the health, financial and retirement security needs of all Americans through education, advocacy and professional development.
Every American will have access to private sector solutions for health, financial and retirement security and the services of insurance professionals.
Strategic Goals and Objectives
Goal #1: To provide benefits to our valued members:
- Communicate the “value of membership” to both our current & future members
- Annual State Convention offering speakers and CE courses on up-to-the minute topics
- Networking opportunities at State & Local Chapter events
- Monthly newsletters – including articles on current issues & events from:
- Local chapter presidents
- State president
- Professional Development chair
- HUPAC chair
- ISAHU-PAC chair
- Legislative chair
- Membership & Retention chairs
- Look for non-dues ways to increase financial resources to provide services to our members:
- Develop an affinity program P&P and then solicit interested vendors to provide affinity programs to generate revenue for ISAHU
- Sponsorship opportunities at the State Convention, Medicare Summit, Carol Cutter Memorial Golf Outing & Day on the Hill events
- Continue the ISAHU Corporate Sponsorship Program
Goal #2: To increase Legislative Activities:
- Contract for lobbying services to keep ISAHU up-to-date on pertinent legislative issues
- Provide opportunities for ISAHU members to interact with our state & Federal legislators
- Day on the Hill event
- Speakers at meetings
- Fundraising events
- Capitol Conference
- Legislative bulletins via email as events occur in the Indiana Legislature
- Legislative reports in monthly newsletters and on the ISAHU website
- Monitor the use of ISAHU-PAC & HUPAC contributions in Indiana
- Campaign to increase contributions to ISAHU-PAC & HUPAC
- Participate in grassroots efforts
- Involvement in state and local political campaigns
Goal #3: To recognize the achievements of our members & chapters.
- Qualify for the NAHU Chapter Certification each year
- Encourage all local chapters to qualify for the NAHU Chapter Certification
- Submit an application for the Landmark Award for ISAHU each year
- Submit an application for the Presidential Citation Award for ISAHU each year
- Assist local chapter Awards Chairs in submitting Pacesetter Awards
- Nominate at least two Indiana members each year for a Distinguished Service Award Nominees for the 2017 Award year are: Carolyn Beck
Goal #4: To become known as knowledgeable leaders in our industry.
- Active involvement with the Indiana Department of Insurance
- Build partnerships and coalitions with outside organizations in order to better promote our vision.
- Strategic Partners Initiative
- Participate in events hosted by other agent groups such as IAFIA, the Big I, etc.
- Provide opportunities to share our knowledge of the insurance industry
- Speakers to make presentations to groups in and out of the insurance industry
- Provide quality CE opportunities for members and non-members
Goal #5: To develop a Strategic Membership Plan
- Develop a “master database” of prospective members from non-member individuals who have attended local and state chapter events within the last two years and former members who have lapsed their membership within the past 5 years.
- Develop a professional drip marketing campaign to identified prospective members on the master data base to recruit them to become NAHU members.
- Continually monitor and update master database for accuracy of contact information and add update with additional prospective members as they become known.
- Continually monitor marketing efforts to prospective members for effectiveness and update as needed.