Community Involvement, Training and Awards

Four Agents Recognized

2019 October

Sedalia, MO - Agents, Caleb Sumner, Keith Sumner, Paul Bergman and Joan Johnston have been recognized for their hard work and expertise in helping consumers enroll in and manage qualified health coverage through the Health Insurance Marketplace.

This nationwide recognition from the Centers for Medicare & Medicaid Services (CMS) as a member of the 2019 Marketplace Circle of Champions highlights these four agents' success in enrolling 20 or more consumers during this Open Enrollment Period.

“Consumers turn to agents and brokers for trusted advice and guidance in selecting plans, enrolling in coverage, and managing their health insurance policies throughout the year,” said Randy Pate, Director of Center for Consumer Information & Insurance Oversight (CCIIO) operation within CMS, which oversees the Marketplace. “We thank Caleb Sumner, Keith Sumner, Paul Bergman and Joan Johnston for their hard work and exceptional service in helping Americans get coverage.”

The Marketplace Circle of Champions program recognizes the hard work, expertise and service of Marketplace-registered agents and brokers. Agents and brokers who assist 20 or more consumers qualify for the Marketplace Circle of Champions.

Eligible consumers can enroll in Marketplace coverage during this year’s Open Enrollment Period, which runs November 1 – December 15, 2018. Consumers with questions about their coverage or who would like help enrolling, can contact an agent at Sumner Insurance Services.

2019 August

Society of Certified Insurance

On August 14, 15, and 16, Caleb Sumner (Agent, Owner) attended Agency Management Training hosted by the Society of Certified Insurance Counselors (CIC).  This is one of the classes required to become a Certified Insurance Counselor (CIC). He was able to gain knowledge on agency management, as well as learn about changes in the insurance industry. Cyber liability is one of the newer insurance products that Caleb learned more about.

2019 May

Caleb voted legislative chair of health underwriters group

In early 2019, Caleb Sumner was invited to join the Central Missouri Chapter of the National Association of Health Underwriters (Central MO NAHU). This group advocates for affordable and responsible private health insurance market solutions for the citizens of Central Missouri. These individuals actively work with multiple layers of Missouri state government. 

In May 2019, Caleb was voted to become the Legislative Chair of the Central MO Chapter of NAHU. Some of the most recent issues they have been working on is getting the Missouri Rx Program reinstated, getting Short-Term Major Medical terms extended, and establishing a Task Force to research more affordable solutions for health insurance options for both individuals and families.

2019 Spring

Keith recognized as top producer of Medicare Insurance products

In March 2019, Keith Sumner accepted recognition from Aetna as being the second highest ranking producer of Medicare insurance products within the Midwest region for the 2018 year.  We know that Medicare, and the world of insurance, can be very confusing. Our goal is not simply to "make sales" but instead to come alongside our clients, learn their needs and preferences, and help direct them toward a plan that is a good fit. We then continue the client relationship as a local customer service representative to help answer questions and make sure coverage needs are being met. We are grateful that so many people trust our agency to help them with their Medicare needs.

In May 2019, Sumner Insurance Services also received prestigious recognition and a certificate for being one of the top Medicare insurance producing agencies nationally as recognized by Senior Marketing Specialists of Columbia, Missouri.

Caleb (co-owner and son of Keith) accepted the award in Keith's stead. 

2019 Spring

Agents continue training, further knowledge in the field

In April 2019, Keith and Caleb Sumner attended the annual Senior Marketing Specialists (SMS) Advisory Council. This council works to advocate for more comprehensive benefit packages for the Medicare beneficiaries they serve.

 

In June 2019, Paul Bergman and Caleb Sumner attended the Senior Market Sales Forum in Omaha, Nebraska. Both agents attended multiple training sessions and met with company representatives regarding future changes with Medicare insurance, life insurance, and annuity products.

In May 2019, Wilma, Joanie and Shan attended the Senior Marketing Specialists Sales Summit held in St. Charles, MO. They were able to gain insight on how to most effectively service the needs of their clients. 

In May 2019, Caleb Sumner was a guest speaker at the Influencers Panel at the Senior Marketing Specialists Sales Summit in St. Charles, Missouri. Insurance agents from across the country came to this summit to hear key speakers talk on a range of industry topics with the goal of gaining insight on how to most effectively service their own client’s needs.

2018 December

Sumner Insurance gives grant to Applewood Christian School

Applewood Christian School was the recipient of one hundred dollars thanks to a grant from MutualAid eXchange (“MAX”) Insurance and its agency partner, Sumner Insurance Services of Sedalia.  Applewood plans to use the funds to further enhance the Christian education of their students. MAX Insurance offers grants through their non-profit organization, Mutual Aid Ministries.    

 

Caleb and Keith Sumner, of Sumner Insurance requested the grant money to help support this local school that they feel is dedicated to quality education and preparing students for a lifetime of fruitful Christian service. "I'm thrilled that we work with a company that cares about the community and can help us support a local ministry." Caleb Sumner said. Applewood is a school for children in grades K-12 that aims to provide a sound academic education imparted through a biblical worldview. 

 

Keith and Caleb are independent insurance agents representing Sumner Insurance Services, which has been providing quality insurance products in Missouri for over 30 years.  MAX Insurance of Overland Park, KS, is founded on religious principles. The company’s mission is to restore wholeness to communities and individuals in need.  It lives out its mission through a variety of quality, fairly-priced insurance products, outstanding personalized customer service and its non-profit Mutual Aid Ministries (“MAM”) program.  

Amy Furrey, Applewood principal, accepts the grant money from Caleb and Keith Sumner.

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