2016 Enrollment Technology Strategy Seminar Agenda

Tuesday, March 1, 2016

7:00 a.m. - 8:30 a.m. - REGISTRATION

7:30 a.m. - 8:30 a.m. - BREAKFAST / NETWORKING

8:30 a.m. - 8:45 a.m. - WELCOME REMARKS

INAH CHAMBERS
Client Relationship Director & Staff Representative,
U.S. Client Services
LIMRA

8:45 a.m. - 10:00 a.m. - GENERAL SESSION 1

Technology Based Marketing Using Big Data
JOHN ERICKSON, Vice President, Analytics & Research, Esurance

Big Data is one of the most talked about items in the industry. Come listen to a leading internet company talk about how they utilize Big Data and web technology to sell their insurance products directly to consumers. You’ll walk away with a better understanding of:

  • Data technics that are being used today in D2C
  • Ideas for harnessing Big Data to better educate employees about your products and services

10:00 a.m. - 10:30 a.m. - SPONSOR DEMO

10:30 a.m. - 11:00 a.m. - REFRESHMENT BREAK

11:00 a.m. - 12:00 p.m.: CONCURRENT SESSIONS

1. Enrollment Basics — How Does an Effective Enrollment Strategy Drive Employee Engagement and Participation Using Technology?
JOE FERNANDEZ, President and Chief Executive Officer, The Benefit eXpert (TBX)
WILLIAM A. (TINKER) KELLY, President and CEO, VEBA
TERRY LUCAS, A&H New Channel Business Lead, MetLife
Moderator: JOE MITCHELL, Assistant Vice President, Enrollment Technology and Member Services, Lincoln Financial Group

The voluntary benefits industry is experiencing welcome advancements in enrollment technology. But there are some big challenges. How can we stay true to voluntary enrollment principles, enhance the enrollment experience, and increase participation?

  • Identify the importance of incorporating basic enrollment success factors into your enrollment technology strategy.
  • Learn from forward thinking industry leaders how you can leverage technology to optimize employee engagement.
  • Understand the essential elements of a successful employee self-service enrollment — elevating the employee experience while achieving participation levels on par with traditional enrollment methods.

2. AbraCadabrA — The Magic of ACA Reporting — 2016 and Beyond
DON CAHALAN, Chief Distribution Officer, Accord Systems
DR. KRISTIN L. KAHLE, Founder and Chief Executive Officer, NavigateHCR
ALLISON MANNO, CHRS, PHR, Vice President, Compliance & Client Services, Health E(fx)
Moderator: DEB DESMYTHER, Technology Solutions Consultant, The Hartford

This interactive session will allow the attendees to gain a better understanding of what the challenges were with gathering employee data in 2015 and what challenges the employers face in 2016 and beyond. Attendees will also learn how the use of technology may help employers overcome these hurdles and how to prepare for the changing requirements.

3. Recommendation Engines, Not Just Another Pretty Face
JEN DANIEL, Assistant Vice President, Carrier Development, Businessolver
Moderator: ALAN MARSHALL, Vice President, Business Development, e-Commerce, Transamerica

This informative session will separate fact from fiction and provide insight into tools that truly help employees make the right benefit decisions for them.

  • Why are product recommendation tools gaining popularity?
  • What are employee-consumers looking for to help guide their decision-making process?
  • How can these tools help employers with product strategy?

12:00 p.m. - 1:00 p.m. - LUNCH

1:00 p.m. - 2:00 p.m.: CONCURRENT SESSIONS - REPEATED

1. Enrollment Basics — How Does an Effective Enrollment Strategy Drive Employee Engagement and Participation Using Technology?
JOE FERNANDEZ, President and Chief Executive Officer, The Benefit eXpert (TBX)
WILLIAM A. (TINKER) KELLY, President and CEO, VEBA
TERRY LUCAS, A&H New Channel Business Lead, MetLife
Moderator: JOE MITCHELL, Assistant Vice President, Enrollment Technology and Member Services, Lincoln Financial Group

The voluntary benefits industry is experiencing welcome advancements in enrollment technology. But there are some big challenges. How can we stay true to voluntary enrollment principles, enhance the enrollment experience, and increase participation?

  • Identify the importance of incorporating basic enrollment success factors into your enrollment technology strategy.
  • Learn from forward thinking industry leaders how you can leverage technology to optimize employee engagement.
  • Understand the essential elements of a successful employee self-service enrollment — elevating the employee experience while achieving participation levels on par with traditional enrollment methods.

2. AbraCadabrA — The Magic of ACA Reporting — 2016 and Beyond
DON CAHALAN, Chief Distribution Officer, Accord Systems
DR. KRISTIN L. KAHLE, Founder and Chief Executive Officer, NavigateHCR
ALLISON MANNO, CHRS, PHR, Vice President, Compliance & Client Services, Health E(fx)
Moderator: DEB DESMYTHER, Technology Solutions Consultant, The Hartford

This interactive session will allow the attendees to gain a better understanding of what the challenges were with gathering employee data in 2015 and what challenges the employers face in 2016 and beyond. Attendees will also learn how the use of technology may help employers overcome these hurdles and how to prepare for the changing requirements.

3. Recommendation Engines, Not Just Another Pretty Face
JEN DANIEL, Assistant Vice President, Carrier Development, Businessolver
Moderator: ALAN MARSHALL, Vice President, Business Development, e-Commerce, Transamerica

This informative session will separate fact from fiction and provide insight into tools that truly help employees make the right benefit decisions for them.

  • Why are product recommendation tools gaining popularity?
  • What are employee-consumers looking for to help guide their decision-making process?
  • How can these tools help employers with product strategy?

2:00 p.m. - 2:15 p.m. - REFRESHMENT BREAK

2:15 p.m. - 3:30 p.m. - GENERAL SESSION 2

Enrollment Optimization 101 — “Know Your Customer and Act Accordingly”

BILAL KAZMI, AVP, Innovation and Analytics, Sun Life Financial

ANDREA SAVASTRA, Director, Marketing Employer Group, The Hartford
PATRICK G. TONER, Founder & Chief Executive Officer, Customer Benefits Analytics
JAMIE WALKER, Vice President, Product and Consumer Engagement, Plan Source
Moderator: STEPHEN PITZER, FLMI, CSP, Director, Workplace Voluntary Benefits, Humana

The new focus on employees is dramatically changing the way we need to market and sell voluntary products. Success in our evolving marketplace hinges on our recognition of and response to this dynamic.

  • Learn how consumer data analytic and enrollment technology advancements can be leveraged to elevate the employee enrollment experience and your ROI.
  • Hear about what others are doing to cultivate existing capabilities as they progress along their “consumer centric” journey.
  • Know the key success factors — what is working and what should be avoided.

3:30 p.m. - 4:00 p.m. - SPONSOR PRESENTATION

Self Service and Mobile Based Engagement Strategies
FRANK VITIELLO, President of Vitech

4:00 p.m. - 4:15 p.m. - REFRESHMENT BREAK

4:15 p.m. - 5:15 p.m. - HOT TOPICS ROUND TABLE DISCUSSIONS

Moderators: CHUCK JOHNSTON, Chief Marketing Officer, FINEOS; MICHAEL LEARNED, Senior Product Manager, FINEOS

Sponsored by FINEOS

6:30 p.m. - 9:00 p.m. - RECEPTION/DINNER - The NASCAR Hall of Fame

Wednesday, March 2, 2016

7:15 a.m. - 8:00 a.m. - CONTINENTAL BREAKFAST

8:00 a.m. - 9:00 a.m.: CONCURRENT SESSIONS

4. The Enrollment Firm of the Future
ERIC HELMAN, Chief Strategy Officer, Hodges Mace
ANDREW JENNINGS, President, Prepare Benefits
WES MOSS, Vice President of Sales, TBX Benefit Partners
Moderator: MIKE ZILAHY, Associate Director, Enrollment Experience, Sun Life

Together we will discuss the evolving role of the “enrollment firm.” Learn why employers are hiring them and how those reasons align with the distribution of voluntary benefits. Find out what services they provide that align with carriers’ needs. Discover how they are using technology to make these services and enrollment easier and more effective. You will leave with a better understanding of what we can or should be doing to better align with their new models.

5. The Players in Our Sandbox Are Changing!
JOEL A. CARTER, Senior Vice President of Client Development, Secova
MATT KAISER, Vice President, Director of Human Resources Technology and Outsourcing, Lockton Companies;PAUL SMITH, Chief Revenue Officer, CodeBaby
Moderator: MARIE LOUGHRAN, Second Vice President, Workplace Solutions Sales & Service, Boston Mutual Life Insurance Company

In this workshop we will talk about who the new entrants/ disruptors are to our “playground” and how they impact all of us who already play here. They are changing the way employers and employees think about benefits and how they are delivered. So how do we play nice and not fall behind? In this informative session, you will hear from the entities that are reshaping our market.

6. Avatars? Decision Support Tools? What Does the Customer Experience Look Like?

SCOTT EVANS, Chief Operating Officer, benefitsCONNECT  

VINAY GIDWANEY, Co-Founder, Chief Product Officer, Maxwell Health
ALLISON LANDERS, Vice President of Customer Experience, Prudential
Moderator: JESSIE MYERS, Senior Enrollment Manager, Assurity Life Insurance Company    

Technology presents a new look and feel to the enrollment space. The panel will discuss how to engage the customer and provide them with valuable information at their fingertips.

  • How consumers shop for their benefits
  • Providing ongoing education to jump start the decision-making process
  • Measuring the effectiveness of the technology and driving performance

9:00 a.m. - 9:15 a.m. - REFRESHMENT BREAK

9:15 a.m. - 10:15 a.m.: CONCURRENT SESSIONS

4. The Enrollment Firm of the Future
ERIC HELMAN, Chief Strategy Officer, Hodges Mace
ANDREW JENNINGS, President, Prepare Benefits
WES MOSS, Vice President of Sales, TBX Benefit Partners
Moderator: MIKE ZILAHY, Associate Director, Enrollment Experience, Sun Life

Together we will discuss the evolving role of the “enrollment firm.” Learn why employers are hiring them and how those reasons align with the distribution of voluntary benefits. Find out what services they provide that align with carriers’ needs. Discover how they are using technology to make these services and enrollment easier and more effective. You will leave with a better understanding of what we can or should be doing to better align with their new models.

5. The Players in Our Sandbox Are Changing!
JOEL A. CARTER, Senior Vice President of Client Development, Secova
MATT KAISER, Vice President, Director of Human Resources Technology and Outsourcing, Lockton Companies;PAUL SMITH, Chief Revenue Officer, CodeBaby
Moderator: MARIE LOUGHRAN, Second Vice President, Workplace Solutions Sales & Service, Boston Mutual Life Insurance Company

In this workshop we will talk about who the new entrants/ disruptors are to our “playground” and how they impact all of us who already play here. They are changing the way employers and employees think about benefits and how they are delivered. So how do we play nice and not fall behind? In this informative session, you will hear from the entities that are reshaping our market.

6. Avatars? Decision Support Tools? What Does the Customer Experience Look Like?
SCOTT EVANS, Chief Operating Officer, benefitsCONNECT                                                                                       VINAY GIDWANEY, Co-Founder, Chief Product Officer, Maxwell Health
ALLISON LANDERS, Vice President of Customer Experience, Prudential
Moderator: JESSIE MYERS, Senior Enrollment Manager, Assurity Life Insurance Company

Technology presents a new look and feel to the enrollment space. The panel will discuss how to engage the customer and provide them with valuable information at their fingertips.

  • How consumers shop for their benefits
  • Providing ongoing education to jump start the decision-making process
  • Measuring the effectiveness of the technology and driving performance

10:15 a.m. - 10:30 a.m. - REFRESHMENT BREAK

10:30 a.m. - 11:45 a.m. - GENERAL SESSION 3

A Strategy, Business Partner and Application Program Interfaces All Walk Into a Bar…
MOHAN SUBRAMANIAM, D.B.A., M.B.A., Associate Professor of Strategy, Carroll School of Management, Boston College
Moderator: AARON ROBY, Vice President, Partner Enrollment & Implementation Strategies Officer, Texas Life Insurance Company

As digitalization opens new opportunities for firms to leverage information, rather than physical assets, Application Program Interfaces are poised to replace alliances as the most common means for inter-firm partnerships. Learn about how APIs are different from traditional partnerships as well as:

  • Scalability of operations
  • Flexibility in acquiring new partners
  • Fluidity in business goals

Sponsored by Texas Life Insurance Company

11:45 a.m. - 12:00 p.m. - ADJOURNMENT

INAH CHAMBERS
Client Relationship Director & Staff Representative,
U.S. Client Services
LIMRA