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2015 Life Insurance Conference - Sponsors and Exhibitors

Tata Consultancy Services

Diamond Sponsor

Tata Consultancy Services is an IT services, consulting and business solutions organization that delivers real results to global business, ensuring a level of certainty no other firm can match. TCS offers a consulting-led, integrated portfolio of IT, BPS,infrastructure, engineering and assurance services. This is delivered through its unique Global Network Delivery Model™,recognized as the benchmark of excellence in software development. A part of the Tata group, India’s largest industrial conglomerate, TCS has over 300,000 of the world’s best-trained consultants in 46 countries. The company generated consolidated revenues of US $13.4 billion for year ended March 31, 2014 and is listed on the National Stock Exchange and Bombay Stock Exchange in India. For more information, visit us at


Diamond Sponsor

IGATE is a NASDAQ listed global leader in providing integrated technology and operations-based solutions, headquartered in Bridgewater, New Jersey. As a trusted partner to corporations in North America, Europe and Asia Pacific, IGATE provides solutions to clients' business challenges by leveraging its technology and process capabilities, underwritten by an understanding of domain and industry imperatives. With revenues over US$ 1.1 billion, and a global employee talent capital of over 31,000, IGATE offers productized applications and platforms that provide the necessary competitive and innovation edge to clients across industries, through a combination of speed, agility and imagination.  Visit us at
Dell - Blue

Gold Sponsor

Dell Insurance Services is a trusted provider of end-to-end business process and application solutions to the global insurance industry.  We provide TPA/BPO services for over 2.5 million life and annuity policies for 30 insurers.  Our domain expertise, proven platform and global delivery footprint help insurers retire legacy systems and accelerate product implementations.  We also deliver a wide variety of application services including social media, business intelligence, legacy modernization and mobility solutions.  Visit us a


Gold Sponsor

LIDP has lead the industry in providing innovative solutions for policy and contract administration for over 30 years. Our newest release, TITANIUM, is built for technicians and proven for business. With 24X7 availability, JEE portability and scalability and complete SOA enablement you can significantly reduce costs, speed and simplify the implementation of change and improve services to clients and producers. Visit us at

Gold Sponsor

se2 enhances business process outsourcing with next-generation, fast and flexible solutions custom tailored to the needs of life/annuity companies. se2 is large enough to safely transition your entire block of business; yet small enough to give you the personal service you deserve. Our award-winning technology is run by insurance professionals for open blocks, closed blocks and new products. We offer a variety of products to create a custom solution for your needs. Visit us at

Silver Sponsor

Accenture Software for Life and Annuity offers strategic solutions that support mission critical life and annuity products and processes. Our comprehensive solutions enable automation across the full policy lifecycle, from new business to claims/payout; and provide innovative digital and dynamic offerings for tomorrow's Insurer. Visit us at


Silver Sponsor

Oracle provides the modern, rules-driven flexibility insurers need to transform the way they do business. With Oracle's comprehensive set of solutions, insurance companies can innovate to keep pace with changing demands, simplify their IT environments and transform the business into an agile, cost-effective enterprise.  Visit us at


Founded in 1998, BizFlow provides business process management (BPM) software and trusted advisory services to create transformational solutions automating New Business, Underwriting, Policy Administration, Customer Service, and Claims processes. Advisory services cover Digitalization, Legacy Modernization, and Communications Management for improving operations, expanding distribution channels, enabling analytics, and entering new markets.  Visit us at

Captricity is the first cloud-native data management platform to capture and convert data generated by paper forms and documents - including handwriting - into business-ready information with an industry leading accuracy rate of 99.9%+. Captricity's award-winning, crowd-guided machine learning technology extracts data from any source - paper documents, scans, faxes, emails, call centers and web forms - and connects automatically to backend systems without changing the way organizations work.  Captricity serves a broad range of markets, including insurance, healthcare, government, education and non-profits.  Learn more at:
Cincom Logo 160

Cincom provides the most-intuitive customer communications solutions in the industry.  From real-time generation of correspondence and illustrations to fully-automated policy production, our easy-to-use software solutions help insurers strengthen customer relationships, minimize compliance risks, reduce operating costs, and accelerate time-to-market for all policyholder communications.  Visit us at
College for Financial Planning

The leading institution focused on meeting the education needs of financial services professionals, the College for Financial Planning created the Certified Financial Planner™ (CFP®) certification and has trained over 135,000 professionals. Flexible instructor-led/Web-delivered classes featuring eBooks and interactive quizzes bring the classroom to your home or office. The College also offers Professional Designations in Retirement Planning, Asset and Wealth Management, and now the LUTCF®.  Visit us at

Competiscan collects direct marketing communications sent to consumers, business owners, agents and advisors including direct mail, email, display, mobile, print, and social. Competiscan has dedicated its analytics and research around the understanding of the customer lifecycle (prospective and existing) experience.  Competiscan collects materials from a static panel allowing for long-term, lifecycle analysis. For this reason, we are able to show you what your customers are receiving from your competitors over time. Our analysis includes competitor acquisition, offer, and loyalty communication strategies. Visit us at

Transformation is difficult. It requires a partner with flexible solutions tailored to your needs — today and in the future. Concentrix provides contemporary technology solutions and end-to-end back-offices services with visionary leadership in administration, digital, analytics, underwriting, process optimization, and self-service all backed by a Fortune 212 organization. Let us help you transform your operations, launch new products quickly and enter new markets, while optimizing your operational costs.
Corporate Insight

Corporate Insight provides competitive intelligence, consulting and user experience research to the nation's leading insurers, financial services firms and educational institutions. For more than two decades, the firm has published customer experience-focused research and has advised clients on key competitive issues with a focus on helping them improve their digital capabilities. The firm offers subscription-based Monitor services in 14 verticals, including retirement, brokerage and life insurance, along with custom research and consulting services, digital capabilities audits, special studies and UX research
DXC Technology

DXC Technology (NYSE: DXC) is the world’s leading independent, end-to-end IT services company, helping clients harness the power of innovation to thrive on change. Created by the merger of CSC and the Enterprise Services business of Hewlett Packard Enterprise, DXC Technology serves nearly 6,000 private and public sector clients across 70 countries. The company’s technology independence, global talent and extensive partner alliance combine to deliver powerful next-generation IT services and solutions. DXC Technology is recognized among the best corporate citizens globally. For more information, visit

Edgewater Insurance Consulting provides strategic solutions to insurance organizations challenged to meet the demands of both agents and clients by system constraints. In addition to our business advisory, data management and technology expertise, our Cloud Services give insurance carriers a starting point for enterprise-wide systems integration and modernization initiatives too daunting to consider in the past.  To learn about Edgewater and our insurance industry expertise, reach us at, 781-246-3343, or

Epoq works with Life Insurers and financial institutions to help them innovate, differentiate and give greater value to their customers. We achieve this by offering our pioneering legal document services, such as Wills and Powers of Attorney, as an enhancement to our client’s products. Our mission is to make the law easy, accessible and affordable. Yearly, more than 500,000 fully personalized legal documents are created by consumers on our platform. With offices in Michigan and in London England, Epoq is respected globally as a thought leader in legal technology and we provide our unique services to 66 major brands worldwide. Visit us at

EquiSoft specializes in business services and solutions that address the needs of the insurance industry. Providing insurance companies with much more than technology experience, EquiSoft provides them with expertise. Being a Gold Level Oracle partner and a specialized integrator for the Oracle Insurance Policy Administration solution, EquiSoft has deep expertise in processes within new business, underwriting, compensation management and policy service. EquiSoft also supports and integrates all of the Oracle Insurance solutions.

EquiSoft also develops and markets software supporting Sales illustrations and quoting, electronic application, financial planning, asset allocation, on both Web-based and mobile platforms, thus providing solutions that span the complete chain value for life and annuity carriers. Visit us at


A clear leader in insurance solutions and analytics, EXL supports life and annuity insurers with comprehensive operations management, technology, analytics and operations consulting services. In addition to traditional “life insurance” products and distribution channels, EXL’s offerings support retirement products, credit and debit life, direct-to-consumer, and shared services set-up and consulting. For more information, visit

FAST Insurance Components is an award winning life and annuity solution created by industry pioneers.  Our modern and configurable solution provides a game changing way of managing products which improves speed to market, business transparency, and enables product creativity.  Customer centric design supports cross-sell, multi-policy discounts, fraud detection and account servicing.  Our offering is flexible and can be implemented as an end to end solution or as components to address a specific business needs.  Visit us at
First Consulting & Administration

First Consulting & Administration, Inc. is a premier provider assisting the insurance industry in achieving business strategies with a focus on compliance and regulatory issues. Since 1969, First Consulting has advised and assisted companies across the country. The primary areas of practice include product development, drafting and filing; compliance consulting; third party administrator licensing; research; advertising compliance; UCAA filings; corporate governance; anti-fraud training; and, a full range of Enterprise Risk Management (ERM) services including Own Risk & Solvency Assessment (ORSA) compliance tailored to insurance company needs. More information about our Co-sourcing services is available at:
Greenwald and Associates - 2015

Greenwald & Associates is a leading full-service market research firm with an exclusive focus on financial services, employee benefits, and healthcare. Our understanding of employees, employers and brokers and knowledge of the full range of group and voluntary products benefits you at every stage of the research process. We hit the ground running, saving you time & money by designing better research solutions and delivering more actionable insights with broader industry and economic trends in mind. Let us help you enhance your products & service and differentiate yourself as a leading carrier. Call or visit

IBU, Inc employs experienced underwriters to provide innovative underwriting services which save insurance companies money and speed application turnaround.  Watch our 3 minute video to find out how!  Recent IBU developments include extracting data from APS’s as part of IBU’s APS summary process.  IBU further leverages the power of a telephone interview by an underwriter by using voice signature as well as MIB and Rx databases.  In addition to telephone underwriting and APS summary related services, IBU is a leading provider of customized contract and outsourced underwriting solutions. As an augmentation to underwriting services, IBU provides technology solutions by extending its web based platform.  This allows insurance companies to achieve on line application enrollment with low per case pricing, minimal startup costs and no software to buy.  IBU remains owner operated and committed to providing the best value underwriting services at the lowest possible cost.
illustrate inc

illustrate inc is an industry leader in the provision of innovative technology solutions to insurance and financial service professionals throughout North America. Our OPUS solution set, provides fast, easy access to life insurance and financial service products harnessing today’s mobile technology, modular design and device independence. Advisors can increase their productivity by taking advantage of sales support tools like needs analysis, product quotes, basic to advanced concepts, illustrations, electronic applications and more. With clients in Canada and abroad, illustrate inc continues to evolve to anticipate and meet the changing needs of the insurance and financial services industries.
Insight Decision Solutions

Insight Decision Solutions provides a comprehensive Business Intelligence system for life and health insurers and reinsurers complete with data management and integrated applications. The wide range of embedded applications includes sales and marketing analysis, operational performance, business profiling, actuarial applications and financial analysis. The system enables companies to make faster and better decisions, provide confidence in data, and enable staff to focus on analysis rather than working in support of the data. Visit us at

Insurance Technologies provides innovative sales and regulatory automation solutions to the insurance and financial services industries. Our products ForeSight® (sales illustration) and FireLight® (e-application business fulfillment) supply carriers and distribution partners accurate tools to automate and accelerate the sales process, allowing more time to develop new sales opportunities. Visit us at
Intellect SEEC

Intellect SEEC provides an extensive portfolio covering distribution, underwriting, claims and servicing. We have partnered with the smallest to the largest insurers across the globe. We believe that while the underlying business of insurance is complex, leading edge technology should be deployed without interruption, making user experience intuitive and simple.
Iowa Eco Development

Iowa provides the ideal climate for business growth with pro-business policies and a legendary Midwestern work ethic.  Over 80 insurance companies have selected Iowa as their location for headquarters, establishing Iowa as an insurance hub with a savvy financial services labor market and an environment that is efficient, fair and responsive.   To learn more, visit our website
Laser App Software

Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms. Forms are maintained by us so agents can focus on their clients. This agent friendly forms filling solution was designed around the needs of the agent, not just the carrier. You are not bound to a closed solution or one set of forms, you can keep your independence and your efficiency. We keep the forms current and we allow the agent to prefill insurance and annuity forms with the existing client data. Visit us at

LexisNexis® provides solutions that help life insurers manage risks, make better decisions more quickly and with confidence. Our solutions can help reduce the time it takes to obtain critical information from days and weeks to seconds and hours. Gain valuable insight for knowing your prospects and customers through every step of the policy life cycle with cutting-edge technology, unique data and advanced scoring analytics while upholding the highest standards of security and privacy.

Majesco is a provider of core insurance technology software and IT services to insurance carriers worldwide. Majesco delivers software and IT services in core insurance areas including policy administration, product modeling, new business processing, billing, claims, producer lifecycle management and distribution.  For over two decades, we have combined our leading products, people, and processes to drive business impact and competitive advantage. By truly collaborating with clients, we gain a deep understanding of their business goals and challenges. We envision, design and deliver tailored business IT solutions that stand apart for their effectiveness, reliability and fit.  For more information, email us at or visit us at
Management Data, Inc. (MDI)

Management Data, Inc. (MDI) is an employee-owned provider of policy administration software and services and has supported insurance companies and banks offering insurance products since 1982. The company is an exclusive supplier of the insurance segment, serving carriers who sell individual or group life, annuity, and health policies. Their core system FIMMAS supports all product lines in a single implementation utilizing the synergy of cross product and client support for both Individual and Group products. FIMMAS provides all insurance functionality from a pre-sale quote through claims payments, and everything in between. FIMMAS now provides a Consumer, Agent and Group portal capability as part of their offering. For additional information please visit

Mendix is a Platform as a Service (Paas) solution designed for the enterprise. The platform enables companies to build, integrate and deploy web and mobile applications faster and with better results, effectively driving ROI in days not months. Mendix is a “low code” platform for both business and IT that powers all the steps of the software development life cycle. Business and IT can build apps together based on visual models rather than complex code thus dramatically reducing time-to-market. The platform supports advanced agile development and offers an app store of prebuilt modules to further speed application delivery. Visit us at

NEOS is a management consulting and technology services firm specializing in the global insurance industry with deep experience in holistic modernization, data governance, and operations excellence consulting. Clients range from multi-line to more specialized providers. Solutions encompass product innovation and speed to market; legacy product and closed block management; operational and IT risk; and business-technology strategy. Services include process redesign and optimization; enterprise data strategies and design; and program value assurance. Visit us at

NTT DATA recognizes that digital business is reshaping the insurance industry. New market entrants are challenging the established order, and empowered consumers and businesses seek easier access, new types of coverage and more personalized services and experiences. NTT DATA also understands that each carrier’s digital strategy and investments are tailored to the key performance indicators (KPIs) they aim to improve. That's why we provide the guidance and hands-on expertise you need to manage your organization’s evolving operating model, integrate the right technologies and architect a digital future that achieves your business strategy. Please visit us here.
Sapiens International Corporation

Sapiens International Corporation (NASDAQ and TASE: SPNS) is a leading global provider of software solutions for the insurance industry, with a growing presence in the financial services sector. Sapiens offers core, end-to-end solutions to the global general insurance, property and casualty, life, pension and annuities, reinsurance and retirement markets, as well as business decision management software. The company has a track record of over 30 years in delivering superior software solutions to more than 400 financial services organizations. The Sapiens team of over 2,500 professionals operates through our fully-owned subsidiaries in North America, the United Kingdom, EMEA and Asia Pacific. For more information:

For a 360° BI view of your company’s internal data and performance drivers, SNL iPartners is a streamlined business intelligence platform designed specifically for insurance companies. This full service data warehouse solution enables visibility into your operations and provides accountability for your staff by integrating data from your many internal application systems. For more information, please visit us at

Soluta builds customized software solutions that enhance operational efficiencies. With over 50 years of experience providing business process outsourcing services to the insurance industry, Soluta’s professionals live and breathe complex operations. Leveraging industry and IT expertise, our team will think critically and creatively to meet your needs. Visit to learn more.

StoneRiver life insurance solutions are specifically designed to improve time-to-market, simplify new business acquisition and reduce operational expenses. By implementing the complete solution set, clients can achieve straight-through processing from application submission, to underwriting and case management, to issuing a claim check. Implement the life systems together or individually. Visit us at

Universal Conversion Technologies (UCT) is the leader in the insurance marketplace for data migrations, particularly for life, health and annuity products. Since its founding in 1992, UCT is the only North American company dedicated to life insurance data migration projects. UCT conversion tools provide one stop shop for data analysis, conversion, balancing and reporting. R&D in data migration tools for life insurance and annuity policy admin systems for over 20 years has provided UCT a unique competitive advantage for transformation and legacy consolidation projects. Experienced with most policy admin vendors and hundreds of insurance companies, UCT has a unique expertise, methodology and technology stack that dramatically reduces the costs and risks associated with data migration projects. Visit us at WWW.UCTCORP.COM

UTG is an insurance holding company and a member of a billion dollar financial services organization.  Through its insurance affiliate, UTG provides servicing on a broad block of life, health, and annuity products for both internal business and provides Business Process Outsourcing support for other insurance carriers. Visit us a

Venture Solutions is a full service provider of mission critical customer communication programs. We provide world class data processing, print, mail and interactive solutions to Fortune 1000 firms in the financial services, retirement, healthcare, insurance and communications sectors. Our consultative approach to addressing the unique needs of each client allows us to deliver innovative, industry-leading solutions that set our customers apart from their competition. Visit us at

Xpert Doc

Xpertdoc provides innovative document output and customer communications solutions to the insurance industry. Our products and services help organizations automate and streamline the processes of document output and management, reducing risks, costs and time to market. Xpertdoc's award-winning CCM platform integrates easily with core systems and fully supports modern customer engagement strategies and multichannel communications. Visit us at

From lead topics at many of the major CEO forums to the front page of the Wall Street Journal, the use of analytics in healthcare and insurance industry is moving towards center stage. Major companies are introducing predictive analytics rollouts and pilot programs to enhance a value and variety of healthcare and life insurance products and processes. XtLytics offers tools for broader use of analytics in the Health Insurance industry and throughout entire Life Insurance and Property Casualty (P&C) insurance organizations. Companies are starting to realize the value of data and that it is an asset. XtLytics solutions and predictive analytic tools are built to help companies to streamline processes, reduce expenses and overall make better-informed decisions throughout their business. Visit us at