Summer Beach is a Senior Consultant at Convey Health Solutions (Convey). In this role, she assists clients with sales-related program development, marketing materials analysis, and integrating regulatory guidance, to assure Convey clients’ initiatives have a strong foundation of compliance where required by the Centers for Medicare & Medicaid Services (CMS). Summer brings Convey clients more than 25 years of experience in the health insurance industry, with the last decade holding focus on Medicare-related compliance functions in the Medicare Advantage (MA) and Part D arenas.
While Summer’s background holds an overall emphasis in sales and marketing compliance, her forte has been agent/broker guidelines, certification and training requirements, and strategic compliance support to collaborative initiatives. Further expertise focuses on various program designs, including their policy development, with a foundation in marketing materials guidelines. Summer has developed and implemented programs including standards of evidence for agent/broker investigations assessments, with progressive disciplinary actions program design, in support of some of the nation’s largest insurance carriers and their affiliated sales organizations.
Summer holds a creative and positive approach toward team building, project management, education, and fostering strong communication lines within all projects she participates.