SBHIS Insurance Services presents

Agent Summit
2026.

Six days. One destination. Your seat at the next era of 5-star agents.

Aug 22 – 27, 2026 · Chula Vista, CA · Keynotes · Breakouts · Tradeshow
San Diego bay
32.7157° N, 117.1611° W  ·  San Diego, California
The gathering

A week built for the agents shaping tomorrow's market.

Six days of keynotes, breakout rooms, and face time — designed for independent agents actively evaluating carriers, tools, and partners. Complimentary for qualifying attendees.

The experience

Everything you'd expect
from a flagship summit.

Purpose-built for relationship building — not a one-off panel.

01 / KEYNOTES

Stage time with the people defining the category.

Full-week keynote lineup across carriers, tech, and independent top performers.

02 / BREAKOUTS

Closed-door rooms where the real work happens.

Small-group sessions on pricing, products, and practice growth — scheduled by theme.

03 / TRADESHOW

A floor built for deals, not drive-bys.

Every booth sits inside the agent flow — so you meet the carriers you actually want to meet.

By the numbers

Six days. Zero filler.

A destination venue that drives attendance and engagement all week.

Duration
6

Full days of programming, Saturday through Thursday — not a one-night dinner.

Location

740 Bay Blvd,
Chula Vista, CA.

Twelve minutes from downtown San Diego. Warm weeks, walkable neighborhoods.

Format

In-person only.

No virtual option. No recordings. The room is where it happens.

Hosted throughout

Meals on us,
every day.

Breakfast, lunch, and after-hours hospitality — all week long.

Cost

Complimentary.

Free for qualifying 5-star agents. Approvals are rolling.

Deadline

RSVP by
June 15, 2026.

Seats are limited by the venue footprint.

The week

Six days, one arc.

Each day flows into the next — a foundation day Saturday, the official kickoff Sunday, three-track regional programming midweek, and five back-to-back carrier deep dives on Thursday.

01 Day One
Saturday · August 22, 2026

Pre-Summit Foundation Day

Optional afternoon classes for agents arriving early. No formal kickoff today — the official opening is reserved for Sunday morning when the full team is in the room. RSVP for individual sessions in the form below.

1:00 – 3:00 PM
AI Tools Basics — Brandon Andre (40 seats)
Social Media / Become an Influencer — Indigo Concepts (20 seats)
3:00 – 5:00 PM
AI Tools Basics — Brandon Andre (40 seats)
Social Media / Become an Influencer — Indigo Concepts (20 seats)
5:00 – 7:00 PM
Five Star Agent — Ania Chrostowska
Territory note: The 1–5 PM classes are reserved for NorCal, LA, and SoCal agents. The 5–7 PM Five Star Agent session is open to all territories.
Pick-Your-Sessions AI Tools Five Star Agent
02 Day Two
Sunday · August 23, 2026

Official Kickoff & Welcome Dinner

The full team is in the room and the summit officially begins. RSVP for the optional 7:40 AM class in the form below.

7:30 – 8:30 AM
Breakfast
7:40 – 8:30 AM
Artuis — Monetizing Your Book of Business — Brandon & Ming (optional, 40 seats, Namaste Room)
8:30 – 9:00 AM
CEO Opening Keynote — Pat Salas “AEP: high pressure makes diamonds.”
9:00 – 10:20 AM
AEP 2027: Brace for Impact — Pat Salas
10:30 AM – 12:00 PM
5-Star Agents — The Survivors — Pat Salas
12:00 – 1:30 PM
Lunch (professional headshots available 12:00 – 1:15 PM)
1:30 – 2:50 PM
Future of Sales with AI — Brandon Andre
3:00 – 5:00 PM
Turn Fear into Power — They Panicked, You Thrived — Pat Salas
5:00 – 8:00 PM
Welcome Dinner & CARE Talks Awards (Mexican food)
CEO Keynote Pat Salas Brandon Andre Headshots Welcome Dinner CARE Talks
04 Day Four
Tuesday · August 25, 2026 · Half Sponsors

Health Plan Deep Dives — Plans 2 & 3

Half-sponsor day. Plan 2 (Imperial) runs the morning; Plan 3 (Anthem) hosts lunch and runs the afternoon.

7:30 – 8:30 AM
Breakfast with Imperial Health Plan
7:40 – 8:30 AM
Artuis — Monetizing Your Book of Business — Brandon & Ming (optional, 40 seats, Namaste Room)
8:40 – 10:00 AM
Main/CA: Imperial Benefit Deep Dive
Arizona: AI Tools for Agents (Boardroom)
Hawaii: Compliance Training — Nicksey Cruz
10:10 AM – 12:00 PM
Main/CA: Amada by Imperial, then Team Building w/ Imperial
Arizona: AI Tools for Agents (cont., Boardroom)
Hawaii: Policy Keeper — Melinda Chavez (laptop required)
12:00 – 1:00 PM
Lunch with Anthem
1:00 – 2:50 PM
Main/CA: Anthem Benefit Deep Dive (SoCal — Main / NorCal — Namaste)
Arizona: Anthem Benefit Deep Dive (Boardroom)
Hawaii: Policy Keeper — Melinda Chavez (laptop required)
3:00 – 5:00 PM
Main/CA: Optum Presentation, then Anthem Team Building
Arizona: Anthem Team Building
Hawaii: Policy Keeper (cont., ends ≈3:35 PM)
5:00 – 7:30 PM
Blue Shield Deep Dive with CRM (dinner served — Main/California only; AZ & HI not attending)
Plan Presentations Benefit Deep Dive Team-Building Hosted Meals Blue Shield Dinner
05 Day Five
Wednesday · August 26, 2026 · Half Sponsors

Health Plan Deep Dives — Plans 4 & 5

Plan 4 (Wellcare) runs the morning; Plan 5 (Champion) hosts lunch and runs the afternoon.

7:30 – 8:30 AM
Breakfast with Wellcare
7:40 – 8:30 AM
Compliance Dos and Don'ts
8:40 – 10:00 AM
Main/CA: Wellcare Deep Dive
Arizona: Wellcare Deep Dive (Boardroom)
Hawaii: MHS Callcenter (all-day program)
10:15 AM – 12:00 PM
Main/CA: Wellcare — Team Building
Arizona: Wellcare — Team Building (Boardroom)
Hawaii: MHS Callcenter (cont.)
12:00 – 1:00 PM
Lunch with Champion
1:00 – 2:50 PM
Main/CA: Champion Deep Dive
Arizona: Social Media — How to Become an Influencer (Boardroom)
Hawaii: MHS Callcenter (cont.)
3:00 – 5:00 PM
Main/CA: Health Excel (San Diego) / IPA (LA — Capri) / IPA (NorCal — Namaste), then Champion Team Building
Arizona: Avatars & Video Creation with Indigo (Boardroom)
Hawaii: MHS Callcenter (wrap)
5:00 – 8:00 PM
Carnival event
Plan Presentations Benefit Deep Dive IPA Presentations Team-Building Hosted Meals
06 Day Six
Thursday · August 27, 2026

Carrier Deep Dives & Closing

Back to one venue, no regional tracks. Five back-to-back carrier deep dives in the Main Hall, with an Elite Health deep dive and AI Class in the Namaste Room and a full-morning Social Media Class in the Boardroom for agents who'd rather build a skill than sit a carrier track.

7:30 – 8:30 AM
Breakfast
8:40 – 9:10 AM
Main Hall: Astiva Deep Dive
Namaste: Elite Health Deep Dive
Boardroom: Social Media Class (begins)
9:20 – 9:50 AM
Main Hall: Molina Deep Dive
10:00 – 10:30 AM
Main Hall: Clever Care Deep Dive
Namaste: AI Class (begins)
10:40 – 11:10 AM
Main Hall: Cal Optima Deep Dive
11:10 – 11:40 AM
Main Hall: Blue Zones Health
11:40 AM – 12:00 PM
Closing Remarks
Carrier Deep Dives AI Class Social Media Class Closing Day
Note: Session titles above reflect the current program structure. Final speaker lineup, session times, and room assignments will be sent to confirmed RSVPs in July 2026. Agenda subject to minor adjustments.
What you get

Why agents keep coming back.

Six days of access that doesn't exist on a webinar, a phone call, or anyone's quarterly roadshow.

01 / ACCESS

Carrier face time — with decision-makers, not reps.

Plan leads, underwriting, and regional leadership in the room with you for multiple days.

02 / PRODUCT

Plan rollouts & AEP-ready previews.

See the 2026 carrier roadmap before your book does — and ask the questions that sharpen how you sell it.

03 / HOSPITALITY

Hosted meals and hospitality all week.

Breakfast, lunch, receptions, and after-hours programming — all included for confirmed attendees.

04 / TEAM

Team-building sessions that actually build something.

Structured time with peers who move the same book you do. Bring a contact list; leave with relationships.

05 / FLOOR

A tradeshow floor you'll actually walk.

Every booth sits inside the main flow. No skipping over to a side hall to find the carrier you came for.

06 / SEAT

Complimentary for qualifying 5-star agents.

Your seat, your meals, your program access — on us. RSVP by June 15, 2026; approvals are rolling.

The details

Everything you need to know.

Dates

August 22 – 27, 2026.

Six full days, Saturday through Thursday. Programming runs morning through evening with hosted meals and after-hours hospitality.

Venue

740 Bay Blvd,
Chula Vista, CA 91910.

Twelve minutes from downtown San Diego. San Diego International (SAN) is the closest airport.

RSVP

Free for qualifying 5-star agents.

Reserve your seat by June 15, 2026. Questions? Email agentsummit@sbhis.net — we answer every one.

Where to stay

Hotel accommodations.

We've secured room blocks at three hotels near the venue. Book early — blocks are first-come, first-served, and rates apply only until each hotel's cut-off date.

Event Venue
740 Bay Blvd, Chula Vista, CA 91910
Closest to venue

The Rambler Hotel

225 Bay Blvd., Chula Vista, CA 91910
(619) 425-8200
≈ 2 minutes (under 1 mile) — the closest hotel to the event venue.
Highlights
  • Retro California-inspired boutique hotel
  • Heated outdoor pool
  • Complimentary grab-and-go breakfast
  • Free parking and Wi-Fi
  • Coffee shop and outdoor gathering spaces
  • Near the Chula Vista Marina and waterfront paths
Group nameSBHIS Insurance Group
Group codeSBHIS26
Stay datesAug 21–27, 2026
Rate$129.00 / night + tax
Book online ›
Nearby dining Galley at the Marina · Farmer's Table Chula Vista · Tacos El Gordo · Starbucks and casual options a short drive away.
5–10 min by car

Days Inn by Wyndham Chula Vista / San Diego

394 Broadway, Chula Vista, CA 91910
(619) 420-6600
≈ 5–10 minutes by car. Easy access to Interstate 5 for travel throughout San Diego.
Highlights
  • Newly renovated rooms
  • Complimentary breakfast
  • Outdoor pool
  • Free parking and Wi-Fi
Group nameSBHIS Block
Confirmation codeGS082226SBH
Stay datesAug 22–27, 2026
Rate$149.00 / night + tax (2 Queen)
Cut-off dateAug 2, 2026
Book online ›
Nearby dining Chick-fil-A · In-N-Out Burger · Olive Garden · Black Bear Diner · dining and shopping at Chula Vista Center.
10–15 min by car

Best Western Plus Marina Gateway Hotel

800 Bay Marina Drive, National City, CA 91950
(619) 259-2800
≈ 10–15 minutes by car. Convenient access to downtown San Diego and the South Bay.
Highlights
  • Modern full-service hotel
  • On-site restaurant (Kimball Coastal Eatery)
  • Outdoor pool and spa
  • Fitness center
  • Complimentary parking
Group nameSBHIS Block
Booking code2608SBHIS
Stay datesAug 22–27, 2026
Rate$159.99 / night + tax (2 Queen)
Book online ›
Nearby dining Kimball Coastal Eatery (on-site) · Market on 8 Food Hall · In-N-Out Burger · Starbucks · restaurants in National City and Downtown San Diego.
Questions about accommodations? Email agentsummit@sbhis.net — we're happy to help.
Reserve your seat

RSVP for Agent Summit 2026.

Tell us you're coming, and pick the optional sessions you'd like a seat at. Free for qualifying 5-star agents.

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Until RSVP Deadline · June 15, 2026
Will you attend?