Sebins logo final from david

Marketing Agreement Progression

  • First golf tournament

    First golf tournament
    Health Underwriters - Ron King first met Ed Quinlan
  • SCSEBA’s golf tournament

    SCSEBA’s golf tournament
    ,000: Won the tournament, Ed got to see and meet other SCSEBA vendors (mostly attorneys)
  • SBCUSD - meeting with SEBINs for district wellness

    SBCUSD - meeting with SEBINs for district wellness
  • Call with Sempra

    Call with Sempra
  • SCSEBA

    SCSEBA
    New case meeting with SCSEBA for Humana Vitality
  • CORE - Intro

    CORE - Intro
    Humana Introduction and support meeting with CORE
  • Insurance Foundation Dinner

    Dinner with Ed; Insurance foundation dinner – met someone from mayor office
  • LA Meeting with Humana

    LA Meeting with Humana
    LA meeting with Humana (Ken, connect the dots, Darren from Compton) Meeting with Ken Malcolmson: brought Darren Brawely, Someone from Mayor Viregosa office (economic development department) – from that we were able to structure our presentation opportunities
  • SBCUSD - Intro meeting

    SBCUSD - Intro meeting
    Jeff and Ed present
  • Burrtec - Introduction

    Burrtec - Introduction
    Meeting with Burrtec (Melissa, Greg & Ed)
  • Compton - Introduction

    Compton - Introduction
    First meeting with Compton about cost saving program
  • YMCA golf

    YMCA golf
    Paid for YMCA golf – 1,900
  • Conference call with Sempra

    Conference call with Sempra
  • Inland Empire Association of Health Underwriter's 22md Annual Golf

    Inland Empire Association of Health Underwriter's 22md Annual Golf
  • Follow up with Chumash Indians

    Follow up with Chumash Indians
  • Began coordinating meeting with PUC

    Began coordinating meeting with PUC
  • PG&E

    PG&E
    Conference call with PG&E
  • Compton - Humana Vitality

    Compton - Humana Vitality
  • SBCUSD - Wellness

    SBCUSD - Wellness
  • Hosptial Golf Tournament

    Hosptial Golf Tournament
    1,800 2013 – Dr. Wedner president of Periodontal association (follow up due); Meeting with Harris (CEO Hospital) scheduled for 8/12
  • PG&E

    PG&E
    Call with PG&E
  • Signed Marketing Agreement

    Signed Marketing Agreement
  • Period: to

    Marketing Agreement

  • Compton - Concentra

    Compton - Concentra
    Meeting with Compton – Concentra Compton – Meeting with Compton – discussed Humana Darren and Alex were there
  • Lunch with Hittner & Quinlan

    Lunch with Hittner & Quinlan
    discussed opportunities, John Battey & Patrick, Following Joe’s meeting later in the week with Concentra folks
  • Verizon

    Verizon
    Call with Verizon (workplace wellness) Humana & Concentra
  • Conference call with PUC - Prep for meeting

    Conference call with PUC - Prep for meeting
  • First SCSRM meeting - No concentra Rep

    First SCSRM meeting - No concentra Rep
    First SCSRM meeting – No Concentra Representation - Todd Dolittle & Patrick – notified them several weeks ago about the 1st SCSRM that they missed
  • Reached out to new contact at Sempra

    Reached out to new contact at Sempra
  • Coversation with Ed

    Coversation with Ed
    When you look at your bottom line you have to look tha you were not quite prepared for what you ran into
  • Meeting with Harris Koenig - San Antonio Community Hospital

    Meeting with Harris Koenig - San Antonio Community Hospital
  • Followed up with Sempra

    Followed up with Sempra
  • CBCC Economic Summit

    CBCC Economic Summit
    Ron went as a guest of PG&E. connected with PG&E, Sempra amongst elected officials
  • Added Critial Illness & Cancer to SEBINS website

    Added Critial Illness & Cancer to SEBINS website
  • Meeting with Compton

    Meeting with Compton
    In November, 4 seats are up for re-election on Compton’s board of Trustees. this would provide a major solution to a growing and ongoing need for this district. Once the board is seated, they will begin the process of approving the interim budget; however, the final budget will not be approved until January at which time we expect that budget will include funding through Unrestricted funds to
  • Strategy Conference Call with Humana

    Strategy Conference Call with Humana
  • Humana/SEBINS mailer released

    Humana/SEBINS mailer released
  • Concentra walk through with SCSRM

    Concentra walk through with SCSRM
    Todd Doolittle & Patrick Nichols
  • Worksite Clinic disussion with SCSRM

    Worksite Clinic disussion with SCSRM
    Facilitated Concentra (Mr. Battey) discussion with SCSRM. They were gathering Data to speak with their consultants. initiated meeting with Oakley
  • Meeting with SCE

    Connecting SEBINS with Benefit Org. in SCE. Interested in Healthcare Data Aggregation
  • Conference Call

    Conference Call
    Chieks
  • Face to face meeting with PUC

    Face to face meeting with PUC
  • Face to Face meeting with PG&E

    Face to Face meeting with PG&E
  • Recieved list of additional Humana Companies

    Recieved list of additional Humana Companies
  • Meet and Gree with Sempra

    Meet and Gree with Sempra
  • Humana Mailer Release

    Humana Mailer Release
  • Meeting with American Water Company

  • Lunch with Ken & Jeff

    Lunch with Ken & Jeff
    • CORE
    • Karla & wine tasting
    • Verizon
    • PUC meeting
    • Brief update Compton & SBCUSD
    • GO 156
    • C-Vents
    • Airlines “Mediation Board”
  • CC with SCSRM to set up Oakley Engagment

    CC with SCSRM to set up Oakley Engagment
  • SCSEBA EC Meeting

    SCSEBA EC Meeting
    Attendance: Ed Debbie, Jeff, Ron
    - Addressed addition of dep. on wellness
  • SCSRM worksite CC discussion with Oakley

    SCSRM worksite CC discussion with Oakley
  • Internal Nex steps for SCSRM dicsussion with SEBINS & Concentra

    Internal Nex steps for SCSRM dicsussion with SEBINS & Concentra
  • CC with SCSRM implement next steps

    CC with SCSRM implement next steps
    Next steps and requesting data necessary for proposal and Risk and readiness analysis
  • Meeting with Sup at SBCUSD

    Meeting with Sup at SBCUSD