2025 Enrollment Technology Strategy Seminar Agenda

Monday, February 10, 2025

3:00 p.m. - 6:00 p.m. - Registration Open

5:45 p.m. - 7:15 p.m. - Welcome Reception

Tuesday, February 11, 2025

7:00 a.m. - 5:00 p.m. - Registration

7:30 a.m. - 8:30 a.m. - Breakfast

8:30 a.m. - 9:00 a.m. - Welcome and Industry Update


Speaker:
Sean O'Donnell, Senior Vice President, Member Relations and Consulting, LIMRA and LOMA

9:00 a.m. - 10:00 a.m. - General Session 1 — HR Tech 101: Navigating the Basics and Beyond

Kick off your ETSS experience by brushing up on the foundations of enrollment technology with an informative and interactive session on all things HR technology. Learn about the various types of technology, the evolving landscape, key acronyms, and more!

Don’t miss this opportunity to enhance your expertise and stay ahead in the ever-evolving tech landscape.

Speakers: Chris Morbelli, Principal - Insurance Consulting, EY; Karan Mishra, Principal, EY

10:00 a.m. - 10:30 a.m. - Networking Break

10:30 a.m. - 11:30 a.m.: Concurrent Sessions

1.1 The Power of AI: Transforming Workplace Benefits

Join us for an exciting deep dive into the latest advancements in AI and their transformative impact on workplace benefits! Discover how AI is revolutionizing employee satisfaction, cutting costs, and driving better business performance. Don’t miss this opportunity to explore innovative strategies and stay ahead in the evolving world of workplace technology.

Speakers: Pauline Roeta,Co-Founder & CEO, Pasito; Simha Sadasiva, CEO &  Co-Founder, Ushur

 

 

1.2 Data Best Practices and Analytics

Explore how a connected benefits experience powered by data is transforming the way organizations enroll and service customers. From creating seamless employee interactions to reducing administrative burdens for employers and carriers through automation, data connectivity is unlocking powerful opportunities across the industry. Join industry experts as they share insights, tackle common challenges, and highlight best practices from their data-driven journeys. Don’t miss this chance to learn how a holistic data strategy can elevate your organization.

Speakers: Moderator Corey Remillard Corporate Vice President, Group Benefits Solutions, New York Life; Torri Zaniol Managing Partner, Enrollment Alliance; Daryl Hemeon Director of Customer Service, Noyo; Karen Kimbro, Director, Strategic Partnerships, Employee Benefits,Transamerica

1.3 Is BenTech Helping HR Solve Their Problems

Benefits technology should help employers solve many of the problems they face when offering employees a comprehensive benefits package. Is technology hitting the mark? Is it the solving relevant and persistent issues faced by HR? In this session you will hear what employers are asking from their benefits technology provider. You will also gain practical insights into how employers and employees are feeling about their benefits communication and enrollment experience through the information gained from years of research studies.

Speakers: Moderator Keith Feist, Director, Partner Solutions, Pacific Life; Mary Trecek, EdD, CMP, Associate Research Director, LIMRA and LOMA; Penni Hurst, Sr. Director Strategic Partnerships, ADP

11:30 a.m. - 12:30 p.m. - Lunch

12:30 p.m. - 1:30 p.m. - General Session 2: The API Reality: How far along is the benefits industry, truly?

Discover the critical gap between API development and effective utilization within the benefits industry. This panel will explore the 2024 Ideon-LIMRA report findings, highlighting how despite continued API advancements, actual adoption varies widely. Join Ideon, LIMRA, and other industry experts as they discuss strategies to accelerate the industry’s API journey and establish a clear path for emerging API leaders. Attendees will gain a deeper understanding of how to prioritize API investments and functionality.

Speakers: Moderator Michelle Lorenz, Director, Member Engagement, Applied Research Solutions, LIMRA and LOMA; Dan Langevin, President and CTO, Ideon; Cory Gardner, AVP, Industry Solutions, LIMRA and LOMA; Ted Phillips, AVP,  BenTech Partnerships, Sun Life; Carolyn O'Brien, Financial Protection Market Solutions Practice Leader, UnitedHealthcare; Adam Taylor, 2nd VP, Employee Benefits Solution, Securian

 

1:30 p.m. - 1:45 p.m. - Networking Break

1:45 p.m. - 2:45 p.m.: Concurrent Sessions

2.1 LDEx Standards Case Configuration Blueprint: Navigating Continuity

Join us to explore how LDEx Standard are revolutionizing automated case configuration. This session will provide a comprehensive overview of the new LDEx Benefits Configuration Management Standard, highlighting its potential use cases, emerging solutions, and practical implementations. Learn how automated case setup can enhance business continuity and performance, driving efficiency and consistency across your operations.

Speakers: Cory Gardner, AVP, Industry Solutions, LIMRA and LOMA; Amanda Lund Anderson, Director, Integrations Engineering, PlanSource

2.2 Cards Against Compliance

Get ready for a party game designed just for insurance professionals! Join us for a fun and interactive session where you'll complete fill-in-the-blank statements with words and phrases about compliance and regulatory topics in Enrollment Technology. Laugh, learn, and connect as you uncover what's on everyone’s minds, share industry best practices, and explore new ideas — all while having a great time!

Speakers: Moderator Melissa Foster Head of Enrollment, Prudential; Nicole Laughridge Director, Enrollment Technology Partner Management, Chubb Combined

2.3 The Future of Technology in Small Business

The future of work for small businesses is constantly evolving, and employee benefits are becoming a game-changer for attracting and retaining top talent. Join us to explore the key differentiators in small business benefits and technology. Discover innovative strategies and tools that can help small employers stand out in a competitive market and meet the evolving needs of their workforce.

Speakers: Moderator Justin Fitterman, Director Third Party Enablement, Mutual of Omaha; Jill Schlofer, 2nd Vice President, Implementation & Enrollment, The Standard; Carolyn Pagel, Senior Product Owner, Administrative Journey, Unum; TJ Clayton, Head of Enrollment and Partners, Pacific Life

 

 

 

2:45 p.m. - 3:45 p.m. - The Connection Hour

3:45 p.m. - 4:45 p.m. - General Session 3: The Future of Distribution Technology Trends

Discover key insights from the study in this exclusive session with LIMRA and LOMA researchers. Gain valuable perspectives on how technology is shaping carrier, employer, and broker strategies today — and explore what’s on the horizon over the next five years. Don’t miss this opportunity to uncover what’s changing (and what’s not) in the distribution ecosystem and stay ahead of industry trends!

Speakers: Moderator: Mary Trecek, EdD, CMP, Associate Research Director, LIMRA and LOMA; Ron Neyer, MBA, AIRC, CLU, ChFC, Associate Research Director, LIMRA and LOMA

4:45 p.m. - 6:15 p.m. - Happy Hour

Wednesday, February 12, 2025

7:00 a.m. - 12:00 p.m. - Registration

7:30 a.m. - 8:30 a.m. - Breakfast

8:30 a.m. - 9:30 a.m. - General Session 4 — Aligning Absence Management with Modern Workforce Needs: An Employer's Perspective

Employee expectations around absence management has become a critical factor in supporting employee well-being and maintaining productivity. 

Drawing from the perspectives of employers, HR managers, and service providers, this session will explore the challenges and opportunities in aligning absence management strategies with these changing expectations.

In this session, we’ll discuss how employees’ needs for flexibility, clarity, and support are reshaping absence and benefits programs, the unique challenges HR managers face in bridging employee needs with carrier processes and the strategies for carriers to create a more seamless and empathetic approach to absence management through collaboration and innovation.

Speaker: Seth Turner, co-founder and Chief Strategy Officer, AbsenceSoft; Anthony Grosso, SVP GWB Markets, EIS; Karen English, MBA, ARM, CPCU, ACI, AU, National Absence Management Practice Leader, Spring Consulting Group, An Alera Group Company

 

9:30 a.m. - 10:00 a.m. - Networking Break

10:00 a.m. - 11:00 a.m.: Concurrent Sessions

3.1 Beyond the Transaction: Optimizing Partner Relationships

Unlock actionable insights from top carriers and benefits technology experts in this dynamic session! Discover proven strategies for effective communication, collaboration, and stewardship that will strengthen your relationships and drive success. Don’t miss this opportunity to gain practical tools and techniques to elevate your impact in the industry.

Speakers: Erik Gray, Head of Enrollment Experience, Wellfleet; Ashli Coleman, Director of Partner Management, Unum

3.2 LDEx Standards: Here’s Your Proof

Join us for a discussion on the current successes achieved through implementation of the LDEx Standards. This session will also feature in-depth case studies on successful implementations offering valuable insights and considerations on executing enrollment processes using the LDEx Standards.

Discover the transformative impact of LDEx Standards in streamlining enrollment processes during this insightful session. Explore real-world success stories through in-depth case studies and gain valuable strategies and practical considerations for implementing LDEx Standards in your organization. Don’t miss this opportunity to learn how these standards can drive efficiency and success in your enrollment processes!

Speakers: Moderator Sheila Thompson Product Manager, Industry Solutions, LIMRA and LOMA; Mark Kozielec VP, Product Owner, Data Exchange, Prudential; Carolyn Pagel Senior Product Owner, Administrative Journey, Unum; Ravi Agadi, VP, Platform Partnerships, Symetra Financial

 

3.3 Beyond Spreadsheets: How Technology is Changing the Game for Proposals and Quotes

Explore our connected ecosystem as we dive into familiar topics such as APIs, strategic relationships, and “spreadsheeting,” through the lens of broker technology. Hear from our panel of experts about how the industry is moving towards automation to improve the quoting and RFP process.

Speakers: Moderator Jennifer Pierce, AVP, InsurTech Partner Management, Lincoln Financial; Beata Rogala, Chief Digital Officer, Centro Benefits; Lindsey Voris, AVP, National Partnerships, ThreeFlow; Rebecca Bernier, Employee Benefits Senior Account Executive and Team Lead, USI Insurance Services; Josh Robertson, Senior Account Executive, Lincoln Financial

 

 

 

11:00 a.m. - 11:15 a.m. - Networking Break

11:15 a.m. - 12:00 p.m. - General Session 5: Wrap Up

Speakers: Sean O'Donnell, SVP, Head of Membership & Workplace Benefits, LIMRA and LOMA; Kellie Benson-Bray, Member Relations Director, LIMRA and LOMA

12:00 p.m. - Adjourn