2022 Enrollment Technology Strategy Seminar Agenda

Sunday, March 27, 2022

3:00 pm - Registration Desk Opens

5:30 pm - 7:00 pm - Welcome Reception

Sponsored by Vericred

Monday, March 28, 2022

7:15 am - Registration Desk Opens

7:30 am - 8:30 am - Breakfast

Sponsored by Noyo

8:30 am - 8:45 am - Opening Remarks

Welcome to the conference.

Sean F. O'Donnell, M.B.A., LLIF - Senior Vice President, Member Relations and Consulting, LIMRA, LOMA and LL Global

8:45 am - 9:30 am - Making the Case for LDEx Standards

Panelists:
Eddie Choi, Head of Solutions, Noyo
Rob Lashley, CEO, ClickEnroll, LLC
Kellie Benson-Bray, Director, Carrier Relations, ADP
Alan Ingley, VP, Sales Engineering and Client Success, Wellfleet Workplace

Join users of the LIMRA Data Exchange Standards for a panel discussion addressing industry trends, current challenges, struggles with data consistency, and upcoming LDEx Standard solutions to meet these needs. Participants will be discussing the latest development initiatives addressing case build, Benefits Configuration Management (LDEx BCM), in addition to the expanded capabilities of the Benefits Enrollment Management (LDEx BEM) Standard and the new Evidence of Insurability Status and Decision (LDEx EOIS) Standard.

9:30 am - 9:45 am - Break

9:45 am - 10:45 am: Concurrent Sessions

1. Don’t Be the Lettuce!

Kendie Stroede, Supplemental Solutions Integration Manager, Cigna
Lydia Jilek, Senior Director & Intellectual Capital Leader|Voluntary Benefits Solutions, WTW
Stephanie Haney, VP Sales, Empyrean

Many carriers focus on education and engagement at the point of enrollment, but what happens once they enroll? What are we as an industry doing to engage people to use the benefits they are paying for every paycheck? Our panel will discuss some of the ways we can all leverage technology to help educate and pay claims, instead of having supplemental health and ancillary benefits turn into that head of lettuce in your refrigerator that is purchased with good intentions but goes unused!

2. 2022: A COVID-19 Odyssey

Keegan Tiernan, Mutual of Omaha
Jeff Caldwell, Vice President of Strategic Partnerships, Transamerica
Shawn Ferguson, Senior Vice President with Acrisure
Ann-Marie Hejna, Manager, Business Development, ComPsych Corporation

Two years after the beginning of COVID, how has the insurance landscape changed? As the world adjusts to our new reality amid a pandemic, we will explore a renewed emphasis on virtual environments and leave management products/services. What other product demands have surfaced from this difficult time?

2020 saw layoffs; however, the trend seems to be changing. With 1 in 4 workers quitting or planning to quit their jobs, how is the industry responding to the “Great Resignation”? What are new possibilities for retaining employees? How can the industry help?

10:45 am - 11:00 am - Break

11:00 am - 12:00 pm: Concurrent Sessions (Repeated)

1. Don’t Be the Lettuce!

Kendie Stroede, Supplemental Solutions Integration Manager, Cigna
Lydia Jilek, Senior Director & Intellectual Capital Leader|Voluntary Benefits Solutions, WTW
Stephanie Haney, VP Sales, Empyrean

Many carriers focus on education and engagement at the point of enrollment, but what happens once they enroll? What are we as an industry doing to engage people to use the benefits they are paying for every paycheck? Our panel will discuss some of the ways we can all leverage technology to help educate and pay claims, instead of having supplemental health and ancillary benefits turn into that head of lettuce in your refrigerator that is purchased with good intentions but goes unused!

2. 2022: A COVID-19 Odyssey

Keegan Tiernan, Mutual of Omaha
Jeff Caldwell, Vice President of Strategic Partnerships, Transamerica
Shawn Ferguson, Senior Vice President with Acrisure
Ann-Marie Hejna, Manager, Business Development, ComPsych Corporation

Two years after the beginning of COVID, how has the insurance landscape changed? As the world adjusts to our new reality amid a pandemic, we will explore a renewed emphasis on virtual environments and leave management products/services. What other product demands have surfaced from this difficult time?

2020 saw layoffs; however, the trend seems to be changing. With 1 in 4 workers quitting or planning to quit their jobs, how is the industry responding to the “Great Resignation”? What are new possibilities for retaining employees? How can the industry help?

12:00 pm - 1:00 pm - Lunch

1:00 pm - 2:00 pm - How, Not Why with APIs

Moderators:
Jennifer Pierce, Sr. Consultant Partner Management, Lincoln
Keith Feist, Benefits Technology Consultant, The Standard

Speakers:
Lyle Griffin, President, Selerix Systems
Erin Casey, Head of Digital Ecosystems & Partner Management, Guardian
Leslie Erwin, Sr. Director of Application Development, ADP
Dan Langevin, Co-founder and CTO, Vericred
Jillian Mondaca, AVP, Digital Technology Partner Strategy and Management, Unum

API technology is at the forefront of transforming how benefits are offered and administered. However, legacy systems and processes are still pervasive, and transitioning to APIs is complex and expensive. Join our panel discussion on how carriers and ben techs can execute this transformation to create wins across the ecosystem.

2:00 pm - 3:00 pm - Networking Session/Exhibitor Demos

3:00 pm - 4:00 pm - Driving Change Through Emerging Technology

Moderator:
Robert Walker, Partner, PwC

Panelists:
J. Keith Pellerin, President, Shore Alliance Group, Inc.
Bill Conners, CEO & Co-founder, ForMotiv
Samantha Chow, Global Market Lead for Life, Annuity, & Health, EIS
Uni Yost, CEO, GoAskJay
Elli Baden, Director, PwC

The business of insurance is not predictable, now more than ever. Customer and employee expectations have changed more in the past 18 months than they did in the previous two decades. Employers and their employees expect digital and product offerings in an ecosystem of service providers to meet them where they want and need.

6:15 pm - 9:00 pm - LIMRA Reception/Dinner

Tuesday, March 29, 2022

7:15 am - 8:15 am - Breakfast

Sponsored by Noyo

8:15 am - 9:15 am: Concurrent Sessions

3. Family Feud: ETSS Connection Edition

Facilitator:
Melissa Foster
Director of Platform Relationships, Group Insurance
Prudential

We asked 100 former ETSS Attendees what they wanted most from 2022 ETSS… Survey says: FUN! Come prepared to play an Enrollment Tech variation of the fun gameshow Family Feud. Using industry studies released in 2021, participants will guess top answers to surveys with time for discussion around the results, patterns, and trends. This session will be fun and engaging with a little bit of competition thrown in!

4. Enrollment Enigma: How to Get the Best Results in Uncertain Times

Michelle Jukoski, SVP, National Technology Practice Leader, HUB International
James Monahan, VP Strategic Partnerships, Benefit Communications, Inc. (BCI)
Justin Peter, Vice President, Marketing, 4MyBenefits

Two years into COVID we're looking to key stakeholders in the industry to share insights on enrollment strategies. What is working? What isn't? & How to position yourself for greatest enrollment participation in the future of uncertainty.

9:15 am - 9:30 am - Break

9:30 am - 10:30 am: Concurrent Sessions (Repeated)

3. Family Feud: ETSS Connection Edition

Facilitator:
Melissa Foster
Director of Platform Relationships, Group Insurance
Prudential

We asked 100 former ETSS Attendees what they wanted most from 2022 ETSS… Survey says: FUN! Come prepared to play an Enrollment Tech variation of the fun gameshow Family Feud. Using industry studies released in 2021, participants will guess top answers to surveys with time for discussion around the results, patterns, and trends. This session will be fun and engaging with a little bit of competition thrown in!

4. Enrollment Enigma: How to Get the Best Results in Uncertain Times

Michelle Jukoski, SVP, National Technology Practice Leader, HUB International
James Monahan, VP Strategic Partnerships, Benefit Communications, Inc. (BCI)
Justin Peter, Vice President, Marketing, 4MyBenefits

Two years into COVID we're looking to key stakeholders in the industry to share insights on enrollment strategies. What is working? What isn't? & How to position yourself for greatest enrollment participation in the future of uncertainty.

10:30 am - 10:45 am - Break

10:45 am - 11:45 am - Harnessing Growth in Workforce Benefits

The war for talent continues to intensify.  Increasingly, employers are using a robust and modern benefits package as a competitive differentiator.  As such, the workplace benefits market represents a growing opportunity and an area of intense competition for carriers, where experience, products, services, and technology can provide competitive advantage. However, traditional sales and service models are under pressure. Increasing complexity, an evolving ecosystem, intense competition in the third-party landscape, changing employee needs, a complex regulatory environment and digital transformation all confront organizations looking to succeed in this market. Based on new research conducted by EY and LIMRA, this workshop will examine the rapidly changing dynamics of the workplace benefits landscape and explore how carriers must adapt to harness profitable growth in this market.

Patrick T. Leary, M.B.A., LLIF - Corporate Vice President, Workplace Benefits Research, LIMRA

Chris Morbelli - Managing Director, Insurance Consulting, Ernst & Young LLP

11:45 am - Adjournment