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.

9:30 AM – 12:00 PM
Manager PK Training — Cristina
1:00 – 3:00 PM
Digital Agent Tools — Brandon Andre
Social Media and YOU — Indigo Concepts Marketing Team (Andres and Melissa)(20 people)
3:00 – 5:00 PM
Digital Agent Tools — Brandon Andre
Social Media and YOU — Indigo Concepts Marketing Team (Andres and Melissa)(20 people)
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 Digital Agent Tools Five Star Agent
02 Day Two
Amethyst Sunday · August 23, 2026

Official Kickoff & Welcome Dinner

The full team is in the room and the summit officially begins. Professional headshots are available all day.

All Day
Professional Headshots (Marco)
7:00 – 7:40 AM
Breakfast
7:40 – 8:00 AM
Pat Opening Keynote — Official Kickoff “AEP, high pressure makes diamonds.”
8:00 – 9:00 AM
2027 AEP Marketing with Indigo (Marco Andres and Pat)
9:10 – 10:50 AM
AEP 2027 Brace for Impact — Pat Salas
11:00 – 11:50 AM
Maximizing Opportunities — Ania Chrostowska
12:00 – 1:30 PM
Lunch
1:30 – 2:50 PM
Ideas to Results — Pat Salas
3:00 – 5:00 PM
Turn Fear into Power — They Panicked, You Thrived — Pat Salas
5:00 – 8:00 PM
Awards Dinner & CARE Talks
CEO Keynote Pat Salas Headshots Welcome Dinner CARE Talks
04 Day Four
Tourmaline Tuesday · August 25, 2026

Imperial Health and Anthem Deep Dives

Imperial Health plan runs the morning; Anthem hosts lunch and runs the afternoon. Invited medical groups include guest IPAs: Amada and Optum

All Day
Professional Headshots (Marco)
6:00 – 7:00 AM
Guided Meditation
7:30 – 8:30 AM
Breakfast with Imperial Health Plan
7:40 – 8:30 AM
Digital Agent Tools — Artuis
8:40 – 10:00 AM
Main/CA: Imperial Benefit Deep Dive
Arizona: Social Media and YOU — Indigo
Hawaii: Compliance Training — Nicksey Cruz (Exec meeting room)
10:00 – 10:10 AM
Break
10:10 – 10:40 AM
Main/CA: Amada Medical Group by Imperial
Arizona: Social Media and YOU — Indigo (cont.)
Hawaii: Digital Agent Tools — Brandon Andre (cont.)
10:40 AM – 12:00 PM
Main/CA: Team Building w/ Imperial $$$
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: AEP Planning — Indigo
2:50 – 3:00 PM
Break
3:00 – 3:30 PM
Main/CA: Optum Presentation
Arizona: Anthem Team Building
Hawaii: AEP Planning — Indigo (cont.)
3:35 – 5:00 PM
Main/CA: Anthem Team Building
5:00 – 7:30 PM
Blue Shield Deep Dive (dinner served — Main/California only; AZ & HI not attending)
Plan Presentations Benefit Deep Dive Team-Building Blue Shield Dinner
05 Day Five
Agate Wednesday · August 26, 2026

Wellcare and Champion Plan Deep Dives

Wellcare runs the morning. Champion hosts lunch and runs the afternoon.

All Day
Professional Headshots (Marco)
6:00 – 7:00 AM
Guided Meditation
7:30 – 8:30 AM
Breakfast with Wellcare
7:40 – 8:30 AM
Compliance Feud
8:40 – 10:00 AM
Main/CA: Wellcare Deep Dive / PK 101 for Agents — Artuis
Arizona: Wellcare Deep Dive (Boardroom)
Hawaii: MHS Callcenter (all-day program)
10:00 – 10:10 AM
Break
10:10 – 10:45 AM
Altamed - Milan De La Rocha
10:50 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 / PK 101 for Agents — Artuis
Arizona: Digital Agent Tools — Artuis
Hawaii: MHS Callcenter (cont.)
2:50 – 3:00 PM
Break
3:00 – 3:45 PM
Main/CA: Health Excel
Arizona: Avatars & Video Creation with Indigo (Boardroom)
Hawaii: MHS Callcenter (wrap up)
3:45 – 5:00 PM
Main/CA: Champion Team Building / Benefit Deep Dive
5:00 – 7:00 PM
SBHIS Carnival event
Plan Presentations Benefit Deep Dive IPA Presentations Team-Building
06 Day Six
Rose Quartz Thursday · August 27, 2026

Carrier Deep Dives & Closing

Five back-to-back carrier sessions in the Main Room, with Social Media and YOU in the Boardroom during the first block and PK for Managers in the Boardroom for the second block.

6:00 – 7:00 AM
Guided Meditation
7:30 – 8:30 AM
Breakfast
8:40 – 9:10 AM
Training Room: Clever Care
Boardroom: Social Media and YOU — Indigo (begins)
9:10 – 9:20 AM
Break
9:20 – 9:50 AM
Training Room: Molina
9:50 – 10:00 AM
Break
10:00 – 10:30 AM
Training Room: Astiva
Boardroom: PK for Managers (begins)
10:30 – 10:40 AM
Break
10:40 – 11:10 AM
Training Room: Cal Optima
11:10 – 11:40 AM
Training Room: Blue Zones Health
11:40 AM – 12:00 PM
Closing Remarks
Carrier Deep Dives Social Media and YOU PK for Managers 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?