Heritage Wows Leading Health Care Client’s Brokers with Unique Experience



Venue Selection
Travel and Lodging
Food and Beverage
Ancillary Activities
Guest amenities


Kaiser Permanente was looking to host a unique event to show their appreciation for their top brokers. The event had to deliver a one-of-a-kind experiential activity for the brokers while providing Kaiser an informal opportunity for creating a personal connection among the attendees. Kaiser entrusted Heritage with creating and managing this unique experience for their most important partners.


Heritage provided an integrated, full-service solution to bring the client a complete program that would really wow their guests. Arriving at the historic waterfront resort on Maryland’s Eastern Shore, attendees were welcomed with personalized in-room amenity baskets featuring local artisan treats. The evening was complete with a private dinner followed by an outdoor reception at the water’s edge firepits. The next morning Heritage arranged for transportation to a nearby marina where the group would embark on a private fishing charter complete with catered meals and on-board serving staff.


The unique activities curated by Heritage formed a lasting memory in the minds of the brokers, thus strengthening Kaiser’s relationship with these vital partners. Both Kaiser and the attendees were so delighted with the trip that they have already arranged to make it an annual outing.