2016 Chapter Summary of Activities



Summary of Chapter Activities & Accomplishments

Submitted by: Kathy Goffer, NEIAHU President 2015-2017

Attendance National & Regional Events:

National Convention in Albuquerque, NM – 5 members attended

Capitol Conference Washington D.C. (February 21-24, 2016) – 4 members

President Elect attended the Leadership Forum during Cap Conference

Region 3 Leadership Conference – Chicago, IL – 5 members attended

Annual State Convention held in Indianapolis on September 28-29, 2016, 4 members attended

Leadership Training Workshops held during the Region 3 meeting, 7 members attended

NEIAHU members serving on the ISAHU Board – 4 members

ISAHU Annual Strategic Planning Session – held in Indianapolis, IN -4 members attended

Local Chapter Events:

This group of Board members represented the largest group of volunteers for chapter. Added new committees to allow more involvement of membership:  Golf Outing, Sponsorship, Hospitality

Reviewed & Updated Chapter Strategic Plan and Chapter By-laws

Chapter Board members participated in Leadership Training & Strategic Planning sessions, in July

Board members attended 11 Monthly planning meetings

Conducted General Monthly Membership Meetings, 11 meetings

Hosted 3 additional meetings – NAHU Live Webinars earning 1 CE hour each to members and guests

10th Annual Chapter Recognition Program held December 20, 2016

Annual Golf Outing – New Month & New venue, Brookwood Golf Course held September 15, 2016, with the proceeds benefiting Erin’s House, the organization voted by members

Annual Super CE Day held on April 28, 2016. Full day of speakers, sponsors and networking.

2nd Summer Social was held at Tin Caps Park – Hosted by The HSA Authority, the July Event included members & guests with donations going towards ISAHUPAC

December General Membership meeting included a Holiday Social, Event was held in the evening


Chapter Business Activities:

NAHU approval of Updated Chapter Bylaws March 2016

2016 – 2017 NEIAHU Annual Budget approved

Converted Financials and banking to Online Quick books accounting process

Maintain D&O Insurance & Liability Insurance for chapter through ISAHU

Continue work towards chapter “Not for Profit” Status – anticipated completion 1st Q 2017

Qualified for the NAHU “Silver Seal Certification” in 3/2007, 3/2008, 3/2009 & 3/2011

Qualified for the NAHU “Gold Seal Certification” in 3/2012, 3/2013, 3/2014, 3/2015, 3/2016


Public Service

Committee showcased the following “Organization Making a Difference” (OMD) at our monthly meetings: The League, Neighbor Link, City of Ft Wayne Operation 4-F, Hope Alive, Work One Northeast, Big Brother/ Big Sister, The Rescue Mission,  Aging and In home Services, Crosswinds

Served on Golf committee and collected donations from the Annual Golf Event to raise funds for OMD – chosen by the membership.  2016 Erin’s House received both toy and monetary donation

Presented check donation to Erin’s House – as part of the September monthly meeting

Made monetary contributed to the NAHU Educational Foundation during Annual Convention

Collected items and monetary donations for The Rescue Mission for December project


12 Monthly e-Newsletters emailed to all members and other insurance professionals

Special email “blasts” on special events, membership contests, LPRT reminders, etc.

State and National Operation Shouts –

Actively evaluating format and content to better serve our members.

Monthly meeting announcements with follow up reminders

Website/ Technology

Continue to improve local website to allow easier access to NEIAHU information.  Content is being loaded and updated weekly.

Looking for additional sections to include member interest items.  Added scrolling pictures

Links to both State and National websites as well as 1 interactive calendar for all events

Set up on-line register and payment option

Sends out monthly announcements and reminders for events

Created google account to store chapter documents, pictures, committee activity

Investigating the use of other social media and other interactive communications.  Introduced the video announcements to help spark interest

Legislative Activity:

Chapter Legislative Chair participates on the ISAHU Legislative Committee as well as serves as ISAHU HUPAC Chair

Local members visited legislative representatives during the February Visits on the Hill in Washington, D.C.

April 28th Super CE Day Event included ISAHU lobbyist providing legislative update and Overview April 18th membership meeting – Held a panel discussion with our state legislative candidates

September 19th membership meeting – guest speakers included ISAHU Past President David Berman and Congressman James Banks

October 10th Special Meet and Greet with Legislative Candidates- event held at Chop’s Restaurant

October 21st Luncheon Fundraiser for Todd Young. Legislative Chair and Local President attended

Encouraged Operation Shout participation both on State and National level throughout the year


New chair position on the board this year.

Federal Health Underwriters PAC Contributors – 14 members

Indiana State Association Health Underwriters PAC Contributors – 4 members

Chapter contributes to the HUPAC Administrative Fund

Chapter contributes to the ISAHUPAC Administrative Fund

Actively promoted HUPAC & ISAHU-PAC in e-newsletters, monthly meeting


Broken into two Committees:  Recruiting new members and Retention of current members

Participated on Regional & State monthly membership conference calls.

Recruiting Efforts – largest growth of new members in past several years. –gain 21

Retention Rate – 88%; exceeding both State and National goal

Began the development of a New Member Packet and Orientation program

Chapter Member of the Year recipient – Amber Frey

NAHU Distinguished Service Award – Kathy Goffer

Ways N Means:

Held our two annual fund raising events:

  • Annual Golf Outing – September 15, 2016  with 17 teams, 15 volunteers, 18 sponsors
  • Super CE Day Event – April 120 attendees, 19 sponsors, 17 Presenters

Recorded breaking results with both events.  Excellent Committee planning, Outstanding Membership participation, and super volunteers.

Sponsorship Programs:

Recruited Platinum partner – Anthem BC/BS

Committee was created to strengthen our Sponsorship packages and vendor support.

Develop a webpage to support this effort



All board members helped earn these awards by their committee activities and documentation.  Awards Committee – tracked, collected, organized and submitted the information by the deadline

NAHU Chapter Gold Certification – March 2016

NAHU Chapter Pacesetter Award – March 2016

NAHU Small Local Chapter of the Year – NEIAHU

NAHU Leading Producer Round Table – (8) NEIAHU qualifiers in 2015

NAHU Triple Crown qualifiers – (2) Rita Musser and Crystal Michel

NAHU Distinguished Service Award – Kathy Goffer 2015-2016

NEIAHU Chapter and Individual Recognition Program held December 20, 2016

ISAHU Chapter Member of the Year –Amber Frey, Medpartners

NEIAHU Outstanding Volunteer–(2)

Dotty Wiggin, The Dehayes Group, and Sue Jones, Bost Benefits


Education & Programs:

Continued the same venue for General Monthly membership meetings which allow for better networking/learning and continuity

Provided 7 hours of CE credits to NEIAHU members & guests at monthly member meetings

Rolling Announcements during networking and lunch portion of monthly meetings to help increase communication

Hosted Super CE Day Event – offered 15+ hours of CE options with 8 hours of CE credits to members & guests

Partnered with local NAIFA chapter to improve networking and industry strength in our community.

Promoted the LPRT program to the membership throughout the year.  Maintaining 8 qualifiers


Created committee to help streamline the registration process and welcome members and guests.

Added survey monkey after each program to get member feedback input.

Shared guest contact information with membership to help in the recruiting efforts

Prepared an annual Chapter Member assessment survey

Introduced Committee sign-up sheets at monthly meetings- to invite members to volunteer

Initiated option for on-line registration and payment options

Media Relations:

Most active year to date:

Submitted 8 Press Releases and 3 Media Advisories showcasing chapter activity

Letter to Editor – submitted 3, 2 were picked up.

Total 2016 Press “HITS” – 7

Northeast IN AHU Chapter recognized in NAHU’s monthly Media Announcements


What’s in Store for 2017

2017 Capitol Conference in Washington, DC February 12-15, 2017

Northeast IN AHU Chapter Certification Submission – February 2017

Northeast IN AHU / NAIFA- team up for a State Day on the Hill – March 2017

Nomination Committee – Slate of Officers and Board of Directors – March 2017

Chapter Not for Profit Status – completion of project by end of 1st quarter 2017

Installation of Officers and Board of Directors – June 2017

Pacesetter Award Submission – Deadline April 5, 2017

Northeast IN AHU Super CE Day Event – April 27, 2017

Medicare Summit – Indianapolis, IN March, 2017

Chapter Delegation Selection and Submission – NAHU Annual Meeting – May 1, 2017

87th Annual NAHU National Convention in Orlando, FL June 25-28, 2017

9th Annual ISAHU State Convention – Indianapolis, IN Summer, 2017

NAHU Region 3 2017 Leadership Conference – Grand Rapids, MI May 2017

Northeast AHU Annual Golf Outing September 15, 2017