Highlighting the practical, value-driven applications of AI that are moving beyond the hype and delivering tangible results. Based on current trends, industry case studies, and key successes being seen in key areas.

Join us for a candid and collaborative session that moves beyond the typical "state of the union" to a truly actionable discussion. We will begin with an open and honest review of our partner ecosystem, highlighting what we've tried that hasn't worked and examining the root causes behind these challenges.

Managing employee leave can be a minefield of legal regulations, company policies, and individual circumstances. This session will provide an overview of the components of effective leave administration. We'll discuss best practices for handling a variety of leaves, including FMLA, ADA, state-specific mandates, and company-sponsored time off.

Benefit technology is more than a tool—it’s a sales accelerator. In this session, a dynamic panel featuring sales leaders from the Ben Tech space, broker firm & carrier representative will share how platform capabilities are driving smarter selling. Potential collaborative efforts may include topics of co-selling strategies, AI-powered cross-sell opportunities, analytics, pre-sale support, and whitespace insights!  Hear how collaboration and purposeful planning across partners is unlocking new business and reshaping the sales conversation.

The role of the general agent (GA) in the insurance ecosystem has evolved dramatically. Moving beyond their traditional function as a distribution channel, today's GAs are strategic partners and specialists who can be a powerful force for a carrier's growth and efficiency. This session is designed to reevaluate our perspective on GAs and explore the tangible advantages of a deep, symbiotic partnership.

Ready for a new kind of quoting conversation? Join us for an energetic deep dive into how the quoting ecosystem has changed. We'll show you how leading brokers and carriers are using new tools to transform their sales processes and the tangible impacts they’re having on their bottom lines.

We'll start with an update on our progress and then open the floor for a lively roundtable. This is your chance to share your wins, challenges, and insights on the cutting-edge of quoting. Come prepared to talk about what you're seeing and what's next.

This session will explore the operational impact of data standardization within the LDEx initiative. Designed to enhance data quality and reduce operational overhead, the initiative leverages technical specifications and real-world implementation experiences to demonstrate the tangible benefits of standardization. Attendees will gain insights into how consistent data practices can streamline operations, improve interoperability, and support long-term efficiency across systems.

Speakers: Cory Gardner — AVP, Industry Solutions, LIMRA and LOMA; Amanda Lund Anderson — PlanSource; Nicole Laughridge — Combined/Chubb

Join us for an interactive conversation designed to spark fresh thinking about enrollment technology and partnerships. In small roundtable groups, participants will explore what’s working well (roses), emerging opportunities (buds), and persistent challenges (thorns). Each table will share key insights with the larger group, creating a collective view of where the industry is thriving, where innovation is budding, and where obstacles remain.

In this dynamic showcase, leading solution providers will deliver live demonstrations of cutting-edge technologies designed to address the most pressing challenges in the insurance services industry. Designed with workplace benefits professionals in mind, this session highlights how innovations in automation, data analytics, AI, and digital platforms are transforming operations, improving customer experiences, and driving efficiency. Attendees will see firsthand how today’s technology can streamline claims processing, enhance compliance, reduce administrative burdens, and unlock new opportunities for growth.

Forget the polished talking points. We’re turning up the heat with leaders from across the benefits technology ecosystem as they tackle the tough questions that usually get swept under the rug. Why aren’t LIMRA standards universally adopted? Why do tech credits feel like ransom? What’s really causing development delays? Bring your toughest and boldest questions to this session that is designed to spark real debate and demand honest answers. Expect candid perspectives, constructive debate, and maybe even a few uncomfortable truths.

Speaker: Shilpa Patel — Director, Development Applications, ADP

Claims integration — the process of using a claim on one product line to proactively identify possible claims on other products — can help improve the customer experience and make sure employees obtain the full value from their workplace benefits. How are carriers approaching this, and which strategies are most effective? In this session, hear the results of new LIMRA research, which takes an in-depth look at how carriers are tackling this challenging service.  

Speaker: Kimberly Landry — Workplace Benefits Research, LIMRA

This session is a hands-on workshop dedicated to building a foundational technology partner playbook. We'll have the map prepared, and you'll work collaboratively to define roles, responsibilities, and workflows essential for successful technology partnerships.

Speakers: Keegan Tiernan — Director of Benefit Technology Partnerships, Mutual of Omaha; Karen Bearden — Director of Strategic Partnerships, Employee Benefits, Transamerica

Join us for a focused session on the next generation of benefits technology. We'll move beyond manual processes and harness the power of technology to improve efficiency, enhance employee engagement, and make data-driven decisions. Learn about strategies that are redefining the benefits experience for both HR teams and employees.

Speakers: Lisa Brooks-Pelc — Senior Director Strategic Carrier Relations, Major Accounts, ADP

LIMRA research shows that employees underutilize their benefits due to complexity and lack of awareness. This session presents multiple perspectives on how to bridge the gap between benefit offerings and employee understanding. Who is succeeding in enrollment and education for the workforce, and what can we learn?

Speakers: Timothy Clayton — Head of Partner Management, Pacific Life; Luke Sladicka — Assistant Vice President, MetLife

Where do we go from here? Explore the future of workplace benefits enrollment technology and data standards. Join us for the timely discussion of future-proofing workplace benefits with more innovative technology and smarter data standards.