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The 2024

Key Accounts Retreat

Success is never final. We are always evolving to be even more innovative and relevant. The goal of the Key Accounts Retreat is to connect the ideas and successes of peers across our industry by fostering an environment built around creativity, networking, education, and collaboration.

May 15th & 16th

The Westin Kansas City at Crown Center

RSVP by February 28th, 2024 to secure the group room rate.

The 2024

Key Accounts Retreat

Success is never final. We are always evolving to be even more innovative and relevant. The goal of the Key Accounts Retreat is to connect the ideas and successes of peers across our industry by fostering an environment built around creativity, networking, education, and collaboration.

May 16th & 17th

St. Louis Union Station Hotel

RSVP by February 28th, 2024 to secure the group room rate.

Schedule

SMS Hex 2022 Key Accounts Retreat

See The Agenda Here

SMS Hex 2022 Key Accounts Retreat

See the breakout topics here

2024 Key Accounts Retreat
Booking Information

You will be responsible for booking your own accommodations at the destination hotel, the St. Louis Union Station Hotel, under the pre-arranged room block, for you and any guest(s). Reimbursement for the room(s) will be made after the event concludes and receipts have been turned into Senior Marketing Speciates. Reimbursements will only be made to registrants who attended the event and only to SMS Key Accounts contracted agents, guest accommodations will reimburse to the agency. Cancelled rooms that were pre-booked are non-reimbursable.

Reimbursement requests must be made via the official request form (link coming soon) no later than June 30, 2023. 

All reimbursements will be made via EFT payment.

  • Senior Marketing Specialists will reimburse each Key Accounts agent, plus 1 key personnel, for 1 night hotel stay each at the host hotel, the St. Louis Union Station Hotel, not to exceed $189.00+ tax and fees per night. Attendees are expected to book their rooms under the pre-arranged room block (details will be released soon) and rooms must be booked by April 14, 2023. Attendees will be responsible for any incidentals that may be charged to your room or any room upgrades.
  • All accommodation bookings are between the guest and the hotel, SMS cannot make reservations for guests or modify/cancel rooms.
  • Travel costs to and from organized events during the Retreat will be arranged by SMS, however, should travel be required during the event for event activities (Uber, Lyft, etc.), SMS, at its discretion, will reimburse each Key Accounts agent up to $50 for the duration of the event. All travel reimbursement requests will be reviewed by the SMS financial team before any reimbursements are made and documentation of travel cost/need may be requested. 
  • This trip is for you and one invited key personnel from your office/business. If you will be bringing additional guest(s), you will be responsible for paying for all their travel needs.
  • If additional guests over one attend SMS sponsored events, you will be billed by SMS accordingly.
  • This event is non-refundable, non-transferable, and has no reimbursed cash value.
  • If you plan to arrive before the sponsored trip or stay after you may request the hotel extend the group rate of the event to those nights, but they are under no legal obligation to do so.
  • Neat sports attire is appropriate at all meetings during the event. The range of attire varies from Resort Casual to Formal attire (sports jackets at dinner) depending on the activity or meal location. Please pack accordingly.

2023 Key Accounts Retreat
Booking Information

You will be responsible for booking your own accommodations at the destination hotel, the St. Louis Union Station Hotel, under the pre-arranged room block, for you and any guest(s). Reimbursement for the room(s) will be made after the event concludes and receipts have been turned into Senior Marketing Speciates. Reimbursements will only be made to registrants who attended the event and only to SMS Key Accounts contracted agents, guest accommodations will reimburse to the agency. Cancelled rooms that were pre-booked are non-reimbursable.

Reimbursement requests must be made via the official request form (link coming soon) no later than June 30, 2023. 

All reimbursements will be made via EFT payment.

Once you’ve RSVP’d book your hotel room HERE.

  • Senior Marketing Specialists will reimburse each Key Accounts agent, plus 1 key personnel, for 1 night hotel stay each at the host hotel, the St. Louis Union Station Hotel, not to exceed $189.00+ tax and fees per night. Attendees are expected to book their rooms under the pre-arranged room block (details will be released soon) and rooms must be booked by April 14, 2023. Attendees will be responsible for any incidentals that may be charged to your room or any room upgrades.
  • All accommodation bookings are between the guest and the hotel, SMS cannot make reservations for guests or modify/cancel rooms.
  • Travel costs to and from organized events during the Retreat will be arranged by SMS, however, should travel be required during the event for event activities (Uber, Lyft, etc.), SMS, at its discretion, will reimburse each Key Accounts agent up to $50 for the duration of the event. All travel reimbursement requests will be reviewed by the SMS financial team before any reimbursements are made and documentation of travel cost/need may be requested. 
  • This trip is for you and one invited key personnel from your office/business. If you will be bringing additional guest(s), you will be responsible for paying for all their travel needs.
  • If additional guests over one attend SMS sponsored events, you will be billed by SMS accordingly.
  • This event is non-refundable, non-transferable, and has no reimbursed cash value.
  • If you plan to arrive before the sponsored trip or stay after you may request the hotel extend the group rate of the event to those nights, but they are under no legal obligation to do so.
  • Neat sports attire is appropriate at all meetings during the event. The range of attire varies from Resort Casual to Formal attire (sports jackets at dinner) depending on the activity or meal location. Please pack accordingly.

Our Sponsors

Guarantee Trust Life Sponsor 2022 Key Accounts Retreat
Cigna Sponsor Logo
Mutual of Omaha
2022 Summit Follow Up SMS University Square
2022 Summit Follow Up Medico
Anthem
Aetna
National General Sponsor , National General Key Accounts Retreat Sponsor
2024 AEP Bootcamp, AEP Disruptions Bootcamp: Survival of the Prepared, AEP Disruptions Bootcamp

70% shopping rates will make this AEP a war zone. Do you have your Battle Plan ready?

Attend one of our in-person AEP Disruptions Bootcamps, or be left behind.

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