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2018 Enrollment Technology Strategy Seminar

Exploring Opportunities Together

February 6, 2018 – February 7, 2018
OMNI Jacksonville Hotel, Jacksonville, FL USA

TUESDAY, FEBRUARY 6, 2018
 

7:00 am - 8:00 am

REGISTRATION
 

7:15 am - 8:00 am

BREAKFAST / NETWORKING

8:00 am - 8:15 am

WELCOME REMARKS

INAH CHAMBERS, Client Relationship Director & Staff Representative, Member Relations & Sales, LIMRA

8:15 am - 9:15 am

GENERAL SESSION I

API (Application Programming Interface) — The Future of Data Exchange

BRANDON COOK, Moderator, Director, Third Party Enrollment Platforms, Prudential
  • Janice Chaussee

    Director, Product Management
    ADP
  • Huard Smith

    Vice President, Financial Services Practice Lead
    Forrester
  • Sri Tipirneni

    Director, Product Management
    ADP Inc.

Hear from an industry leader on why and how they chose to use APIs to interact with carriers to look toward the future. The discussion will answer:

  • What an API is and how it can interface with web, desktop, and mobile
  • How to design a successful API strategy while addressing security concerns for enterprise applications
  • What makes up the API economy
 

9:15 am - 9:30 am

BREAK
 

9:30 am - 10:30 am

CONCURRENT SESSION (REPEATED)

1. Ask the API Experts

KELLIE BENSON-BRAY, Director, Strategic Partnerships, ADP
WILLIAM GIACONIA, Vice President, Benefits Administration, ADP

HUARD SMITH, Vice President, Financial Services Practice Lead, Forrester
Moderator: ERIK FADLOVICH, Senior Director, Enrollment Technologies, Trustmark Insurance Company

Meet with a panel of API experts and insurance professionals to discuss the evolution of API. Panelists will discuss:

  • How to make APIs customer-centric
  • How APIs are positively and negatively affecting businesses today
  • What lessons have been learned and what pitfalls to avoid

2. Driving Successful Partnerships

CAROL ALTMAN, Director of External Partnerships, Group Benefits, The Hartford; JEFF CALDWELL, AVP – Employee Benefit Sales, Transamerica Corporation; BEATA ROGALA, Second Vice President, Enrollment & e-Business, Worksite Marketing, Guardian Life Insurance Company; Moderator: TOM DAVENPORT, AVP, Enrollment Technology, Transamerica Corporation

Carrier and technology partnerships are critical to growth — especially in our industry. Each partnership relies on many factors for success and there is no one-size-fits-all solution. In this session, you will:

  • Better understand when to develop a partnership versus maintaining a vendor relationship
  • Hear how forming the right partnership during the onboarding process leads to key success factors
  • Distinguish appropriate strategies for a direct partnership, exchange, and marketplace
 

10:30 am - 10:45 am

BREAK
 

10:45 am - 11:45 am

CONCURRENT SESSION (REPEATED)

1. Ask the API Experts

KELLIE BENSON-BRAY, Director, Strategic Partnerships, ADP
WILLIAM GIACONIA, Vice President, Benefits Administration, ADP

HUARD SMITH, Vice President, Financial Services Practice Lead, Forrester

Moderator: ERIK FADLOVICH, Senior Director, Enrollment Technologies, Trustmark Insurance Company

Meet with a panel of API experts and insurance professionals to discuss the evolution of API. Panelists will discuss:

  • How to make APIs customer-centric
  • How APIs are positively and negatively affecting businesses today
  • What lessons have been learned and what pitfalls to avoid

2. Driving Successful Partnerships

CAROL ALTMAN, Director of External Partnerships, Group Benefits, The Hartford; JEFF CALDWELL, AVP – Employee Benefit Sales, Transamerica Corporation; BEATA ROGALA, Second Vice President, Enrollment & e-Business, Worksite Marketing, Guardian Life Insurance Company; Moderator: TOM DAVENPORT, AVP, Enrollment Technology, Transamerica Corporation

Carrier and technology partnerships are critical to growth — especially in our industry. Each partnership relies on many factors for success and there is no one-size-fits-all solution. In this session, you will:

  • Better understand when to develop a partnership versus maintaining a vendor relationship
  • Hear how forming the right partnership during the onboarding process leads to key success factors
  • Distinguish appropriate strategies for a direct partnership, exchange, and marketplace
 

11:45 am - 12:45 pm

LUNCH
 

12:45 pm - 1:45 pm

CONCURRENT SESSION (REPEATED)

3. Creating the Best EDI Experience for Your Customer

MIKE COBBAN, Director of Operations and Support, SoftCare Solutions
JOHN LIVENGOOD, Partner Management Director, Colonial Life
ASH ROFAIL, CEO, eBenefits Network, LLC
Moderator: JOE MITCHELL, AVP – Enrollment Technology and Member Services, Lincoln Financial Group
EDI (Electronic Data Interchange) enables us to transfer data electronically without manual intervention and reduces paper! This panel of carrier and benefit technology firms
will explore:

  • Activities that will provide the customer the best EDI experience
  • Implementation and maintenance of EDI
  • Ways to support an employer that changes technology

4. Benefits Technology in the Mobile World

JOHN JONES, AVP – E-Business Corporate Marketing and Strategy, The Standard; NANCY SANSOM, Chief Marketing Officer, PlanSource; DAVE WIENEKE, Digital Consultant Connective DX; Moderator: BRYAN WELLS, Enrollment Strategist, The Standard
Attend this session to learn how technology is moving toward mobile devices and brainstorm how benefits technology can adapt to these trends.

  • How is mobile technology changing the face of decision support?
  • What can employees expect from mobile access to their benefits?
  • How can mobile responsive design and mobile apps be used to illustrate and enroll in benefits?
 

1:45 pm - 2:00 pm

BREAK
 

2:00 pm - 3:00 pm

CONCURRENT SESSION (REPEATED)

3. Creating the Best EDI Experience for Your Customer

MIKE COBBAN, Director of Operations and Support, SoftCare Solutions
JOHN LIVENGOOD, Partner Management Director, Colonial Life
ASH ROFAIL, CEO, eBenefits Network, LLC
Moderator: JOE MITCHELL, AVP – Enrollment Technology and Member Services, Lincoln Financial Group
EDI (Electronic Data Interchange) enables us to transfer data electronically without manual intervention and reduces paper! This panel of carrier and benefit technology firms
will explore:

  • Activities that will provide the customer the best EDI experience
  • Implementation and maintenance of EDI
  • Ways to support an employer that changes technology

4. Benefits Technology in the Mobile World

JOHN JONES, AVP – E-Business Corporate Marketing and Strategy, The Standard; NANCY SANSOM, Chief Marketing Officer, PlanSource; DAVE WIENEKE, Digital Consultant Connective DX; Moderator: BRYAN WELLS, Enrollment Strategist, The Standard
Attend this session to learn how technology is moving toward mobile devices and brainstorm how benefits technology can adapt to these trends.

  • How is mobile technology changing the face of decision support?
  • What can employees expect from mobile access to their benefits?
  • How can mobile responsive design and mobile apps be used to illustrate and enroll in benefits?
 

3:00 pm - 3:15 pm

BREAK
 

3:15 pm - 4:15 pm

CONCURRENT SESSION (REPEATED)

5. Should You Adopt Intelligence Automation?

CURRY BRADLEY, Vice President, Voluntary Benefits, Winston Benefits; JOHN ROE, Managing Director, Accenture;THOMAS PLEWA, Business Consultant, RPA Assessment Lead, MassMutual; Moderator: ADAM KLUTSE, Relationship Manager, MassMutual
Intelligent automation is streamlining the process of quotation to claim management. Attend this session to learn:

  • How carriers are using intelligent automation to improve relationship with brokers
  • Receptivity of brokers to digital adoption
  • How intelligent automation can be utilized to improve operational efficiency

6. New Benefit Technology Solutions

GREG AUTUORI, CEBS, Director, Benefit Operations, Namely
JOHN KELLY, CEO & Founder, Nexben
AMY PARKMAN, Founder, Springboard Benefits
Co-moderators:
RACHEL GONZALES, Sr. Associate, Partner Enrollment & Implementation Strategies, Texas Life Insurance Company
ANDREW MOORE, AVP, Benefits Technology, Lincoln Financial
Explore the latest benefit technology solutions and:

  • Discuss how different solutions can solve challenges you or your broker are facing
  • Discover which solutions are right for your specific needs
  • Get an understanding of new shopping experiences for the consumer
 

4:15 pm - 4:30 pm

BREAK
 

4:30 pm - 5:30 pm

CONCURRENT SESSION (REPEATED)

5. Should You Adopt Intelligence Automation?

CURRY BRADLEY, Vice President, Voluntary Benefits, Winston Benefits;THOMAS PLEWA, Business Consultat, RPA, Assessment Lead, MassMutual; JOHN ROE, Managing Director, Accenture; Moderator: ADAM KLUTSE, Relationship Manager, MassMutual
Intelligent automation is streamlining the process of quotation to claim management. Attend this session to learn:

  • How carriers are using intelligent automation to improve relationship with brokers
  • Receptivity of brokers to digital adoption
  • How intelligent automation can be utilized to improve operational efficiency

6. New Benefit Technology Solutions

GREG AUTUORI, GBA, CMA, Director, Benefit Operations, Namely
JOHN KELLY, CEO & Founder, Nexben
AMY PARKMAN, Founder, Springboard Benefits
Co-moderators:
RACHEL GONZALES, Sr. Associate, Partner Enrollment & Implementation Strategies, Texas Life Insurance Company
ANDREW MOORE, AVP, Benefits Technology, Lincoln Financial
Explore the latest benefit technology solutions and:

  • Discuss how different solutions can solve challenges you or your broker are facing
  • Discover which solutions are right for your specific needs
  • Get an understanding of new shopping experiences for the consumer

6:00 pm - 7:30 pm

GALLERY WALK RECEPTION

During the reception, technology company sponsors will be conducting demonstrations. All attendees will have an opportunity to view all demonstrations.
 

7:30 pm - 9:00 pm

DINNER
WEDNESDAY, FEBRUARY 7, 2018
 

7:30 am - 8:15 am

BREAKFAST / NETWORKING

8:15 am - 9:20 am

GENERAL SESSION II

Cyber (In)Security — Impact of Recent New York State Intervention

  • Daniel Leslie M.S., CISSP

    Sr. Director, CyberSecurity Intelligence, Operations & Information Technology
    Namely Inc.
  • Lisa McLaughlin, CRCP

    Corporate Information Security Officer
    SS&C Technologies, Inc.
  • Christopher F. Petillo

    Attorney
    Drinker Biddle & Reath, LLP
  • Andrew Moore

    Moderator
    AVP, Benefits Technology
    Lincoln Financial Group

Experts answer burning questions on New York’s new cyber security regulations:

  • What is the law and how far reaching is it??
  • What other states are considering similar regulations?
  • How are carriers preparing to comply?
  • Key considerations for carriers preparing to comply
 

9:20 am - 9:45 am

BREAK
 

9:45 am - 10:45 am

CONCURRENT SESSION (REPEATED)

7. Building Your Enrollment Technology: Integration Versus Residential

NORMAN IRELAND, Chief Product Officer, Benepay Technologies
JOHN CROWLEY, Chief Technology Officer, Employee Navigator
ASHLEY TIPTON, Business Development Manager, EaseCentral
Moderator: JOHN LIVENGOOD, Partner Management Director, Colonial Life
This session will explore the pros and cons of third-party enrollment technology versus residential build enrollment technology, such as:

  • Why and when to integrate or residentially build
  • Determining the best solution for your specific business
  • How to measure success
  • The future of enrollment technology connections 

8. LIMRA Research Update

INAH CHAMBERS, Client Relationship Director and Staff Representative, Member Relations & Sales, LIMRA; ANITA POTTER, Assistant Vice President, LIMRA; Moderator: JESSIE EDMISTEN, Sales/Enrollment Manager, Assurity Life Insurance Company

Attend this interactive, audience participation session as LIMRA staff shares information on the workplace benefits industry and the latest research findings. We will: 

  • Discuss industry trends
  • Explore Employer Technology Strategies
  • Share broker perspectives
 

10:45 am - 11:00 am

BREAK
 

11:00 am - 12:00 pm

CONCURRENT SESSION (REPEATED)

7. Building Your Enrollment Technology: Integration Versus Residential

NORMAN IRELAND, Chief Product Officer, Benepay Technologies
JOHN CROWLEY, Chief Technology Officer, Employee Navigator
ASHLEY TIPTON, Business Development Manager, EaseCentral
Moderator: JOHN LIVENGOOD, Partner Management Director, Colonial Life
This session will explore the pros and cons of third-party enrollment technology versus residential build enrollment technology, such as:

  • Why and when to integrate or residentially build
  • Determining the best solution for your specific business
  • How to measure success
  • The future of enrollment technology connections 

8. LIMRA Research Update

INAH CHAMBERS, Client Relationship Director & Staff Representative, Member Relations & Sales, LIMRA; ANITA POTTER, Assistant Vice President, LIMRA; Moderator: JESSIE EDMISTEN, Sales/Enrollment Manager, Assurity Life Insurance Company

Attend this interactive, audience participation session as LIMRA staff shares information on the workplace benefits industry and the latest research findings. We will:

Discuss industry trends

Explore Employer Technology Strategies  

Share broker perspectives

 

12:00 pm

ADJOURNMENT







For more information
Download our event brochure