2017 Enrollment Technology Strategy Seminar Agenda

Wednesday, February 1, 2017

7:00 am - 5:00 pm - REGISTRATION

7:30 am - 8:15 am - BREAKFAST_NETWORKNG

8:15 am - 8:30 am - WELCOME REMARKS

INAH CHAMBERS
Client Relationship Director & Staff Representative
U.S. Client Services
LIMRA

Pacifica Ballroom 6

8:30 am - 9:45 am - GENERAL SESSION 1

So Many Laws, So Little Time
MILES ARCHER, VP, Internal Audit, Unum
PATRICIA BARNARD, General Counsel, PlanSource
JOSEPH VALDALEZ, Director of Compliance, PlanSource
PATRICIA WERN, Manager, Compliance, Prudential
Moderator: BRANDON COOK, Director, Third Party Enrollment, Prudential

Staying current with all the new technology in our business is hard. Staying current with all the laws is even harder. In this session, learn about:

  • The many new e-commerce laws
  • How to stay vigilant with people’s sensitive data
  • What UETA is

We’ll discuss some of the current rules and regulations and how they may apply to online enrollments. We’ll also hear from carriers and benefits administrators about who in the end is responsible for ensuring compliance.

Pacifica Ballroom 6

9:45 am - 10:15 am - SPONSOR SHOWCASE 1 - FINEOS - The Future of Core Life, Accident and Health Insurance Administration

MIKE LEARNED, Senior Product Management Lead, FINEOS; STEVE MCGONALE, AVP, Product Management, FINEOS; Moderator: CHUCK JOHNSTON, Chief Marketing Officer

As a global leader in Life, Accident & Health (LA&H) core administration software, FINEOS is a the forefront of the industry, constantly researching and helping carriers to address the factors driving significant industry change. Join this session to learn about the seismic shift being seen in the LA&H industry, the main factors we see creating this change, and the solutions FINEOS can provide, including Policy Admin, Billing, Claims, and Absence Management, to help insurers take advantage of the huge opportunities being created by this new paradigm.

Pacifica Ballroom 6

10:15 am - 10:45 am - BREAK

10:45 am - 11:30 am - GENERAL SESSION 2

Technology: All the Latest for Success
KIMBERLY A. LANDRY, Senior Analyst, Insurance Research, Product, LIMRA

There is so much technology available and new tech is coming out every day. These solutions can help with everything from benefits administration to payroll to compliance. But what are employers using for tech and what do they want?

  • Who do employers think should provide the technology?
  • What would motivate employers to switch platforms?
  • Why do some employers choose not to use technology?

Come hear the results of new LIMRA research that explores these questions and so many more.

Pacifica Ballroom 6

11:30 am - 12:00 pm - SPONSOR SHOWCASE 2 - WYDE - Accelerating Insurance Digitization "Wynsure Front Office"

CYNTHIA COLEMAN, Chief Marketing & Strategy Officer, Wyde Corporation;CHRISTOPHER GOETZE, Vice President & Head Product Development, Wyde Corporation

Our world is changing quickly. Customer expectations are becoming more focused towards flexibility and self- service through accessible tools and data that enables the best decisions for their future. These digital age expectations require a close examination of current business models, processes and underlying technology. Recent growth in voluntary benefits space has meant significant higher volume during the enrollment periods for group carriers. Managing the enrollment peaks, consolidation of data from various enrollment platform providers, and offering a consistent broker and member experiences are key challenges in the market place.   

An interactive session on “Wynsure Front Office Solution: Enrollment Acceleration” - A solution that creates a seamless digital experience, offers personalized and self-service driven user experience for brokers, benefits administrator and members during the enrollment periods. 

Pacifica Ballroom 6

12:00 pm - 1:00 pm - LUNCH

1:00 pm - 2:00 pm: CONCURRENT SESSIONS

1. How to Choose the Right Tech Partner
LYLE GRIFFIN, President, Selerix Systems
DONNA B. MORGAN, MBA, FLMI, HIA, ACS, SVP, Enrollment Technology Solutions, Allstate
MISSY PORTH, Director, Enrollment Integration, Aflac
Moderator: STEPHEN PITZER, FLMI, CSP, Director, Workplace Voluntary Benefits, Humana

In business, as in life, picking the right partner is paramount to your success and happiness. But how will you know it when you spot “the one?” In this workshop, you’ll:

  • Learn the dos and don’ts of engaging potential tech partners.
  • Hear about strategies that promote growth.
  • Know the importance of deploying a formal tech strategy and engagement process.

It’s so important to know best practices for vetting and onboarding technology partners before making a commitment. This workshop will teach you what to look out for.

Pacifica 1

2. Realigning for Better Results
BRANDAN BRUCE, Director, Sales and Enrollment Technology, Voya
DON GARLITZ, Senior Vice President, Strategic Partnerships, bswift
Moderator: JESSIE MYERS, Senior Worksite Enrollment Manager, Assurity Life Insurance Company

There is so much to consider when working with third-parties. In this workshop, you’ll see how some carriers are improving their bottom line with product and technology alignment.

  • Learn how carriers are working with tech companies.
  • Discover obstacles that are bound to crop up.
  • Hear how to compete and expand in an uncontrollable environment.

You can realign processes, technology, and products for growth. We’ll tell you what you need to know.

Pacifica 2

3. The Biggest Challenges We Face
TOM DAVENPORT, AVP, Enrollment Technology, Transamerica Employee Benefits
STEVE HERMAN, Vice President, Web Benefits Design
CINDI JOHNSTON, Director of Group Benefits, Seaside Insurance, Inc.
Moderator: MIKE ZILAHY, Associate Director, Enrollment Experience, Sun Life Financial

Benefits administration solutions are easier said than done. But there are best practices to be aware of. Come and hear from a carrier, a tech firm, and a broker to see how they made everything work for them:

  • Discover optimal ways to set up, implement, and use an administration solution.
  • Find out about some of the biggest potential pitfalls.
  • See how your partnership can thrive in a competitive marketplace.
Even though there are some tough challenges, there is plenty of progress to be made now and into the future.

Pacifica 3

2:00 pm - 2:15 pm - BREAK

2:15 pm - 3:15 pm: CONCURRENT SESSIONS - REPEATED

1. How to Choose the Right Tech Partner
LYLE GRIFFIN, President, Selerix Systems
DONNA B. MORGAN, MBA, FLMI, HIA, ACS, SVP, Enrollment Technology Solutions, Allstate
MISSY PORTH, Director, Enrollment Integration, Aflac
Moderator: STEPHEN PITZER, FLMI, CSP, Director, Workplace Voluntary Benefits, Humana

In business, as in life, picking the right partner is paramount to your success and happiness. But how will you know it when you spot “the one?” In this workshop, you’ll:

  • Learn the dos and don’ts of engaging potential tech partners.
  • Hear about strategies that promote growth.
  • Know the importance of deploying a formal tech strategy and engagement process.

It’s so important to know best practices for vetting and onboarding technology partners before making a commitment. This workshop will teach you what to look out for.

Pacifica 1

2. Realigning for Better Results
BRANDAN BRUCE, Director, Sales and Enrollment Technology, Voya
DON GARLITZ, Senior Vice President, Strategic Partnerships, bswift
Moderator: JESSIE MYERS, Senior Worksite Enrollment Manager, Assurity Life Insurance Company

There is so much to consider when working with third-parties. In this workshop, you’ll see how some carriers are improving their bottom line with product and technology alignment.

  • Learn how carriers are working with tech companies.
  • Discover obstacles that are bound to crop up.
  • Hear how to compete and expand in an uncontrollable environment.

You can realign processes, technology, and products for growth. We’ll tell you what you need to know.

Pacifica 2

3. The Biggest Challenges We Face
TOM DAVENPORT, AVP, Enrollment Technology, Transamerica Employee Benefits
STEVE HERMAN, Vice President, Web Benefits Design
CINDI JOHNSTON, Director of Group Benefits, Seaside Insurance, Inc.
Moderator: MIKE ZILAHY, Associate Director, Enrollment Experience, Sun Life Financial

Benefits administration solutions are easier said than done. But there are best practices to be aware of. Come and hear from a carrier, a tech firm, and a broker to see how they made everything work for them:

  • Discover optimal ways to set up, implement, and use an administration solution.
  • Find out about some of the biggest potential pitfalls.
  • See how your partnership can thrive in a competitive marketplace.

Even though there are some tough challenges, there is plenty of progress to be made now and into the future.

Pacifica 3

3:15 pm - 3:30 pm - BREAK

3:30 pm - 4:00 pm - SPONSOR SHOWCASE 3 - EIS - The Future is Here: A Fully Connected Experience Is Possible

VINAY GIDWANEY, Co-Founder, Chief Product Officer, Maxwell Health; ANTHONY GROSSO, VP Product Marketing, EIS Group

Today's empowered consumer expects a fully digital, easy and intuitive experience every step of the way from shopping to claim. If you are one of the many carriers struggling to deliver these capabilities within your legacy systems, you will want to hear from these presenters. EIS Group and Maxwell Health will present the ultimate vision of a fully connected, end-to-end digital ecosystem from shopping to claim.  Get ideas on how you could transform your organization into a digitally-enabled market leader.

Pacifica Ballroom 6

4:00 pm - 5:00 pm - GENERAL SESSION 3

6:00 pm - 9:00 pm - LIMRA RECEPTION_DINNER

Thursday, February 2, 2017

7:15 am - 8:00 am - CONTINENTAL BREAKFAST

8:00 am - 9:00 am: CONCURRENT SESSIONS

4. Together in Perfect Harmony
AMIT AHLUWALIA, Vice President of Sales, Flock
KEN LERNER, Distribution Information, United Health Group
Moderator: STEVE WYGONOWSKI, Director, Strategy Delivery, The Hartford

There are lots of different roles in our business: employer, producer, enrollment partners, and more. It goes without saying that we all need to play nicely. This panel discussion will focus on the evolving role that HRIS platform providers play in creating and managing the experience.

  • Have HRIS offerings changed much?
  • What business and technology solutions work best?
  • What are the biggest challenges and opportunities?

You’ll also hear about success stories and things to watch out for.

Pacifica 1

5. Hello? Anybody?
ERIKA GRACE, Director, Customer Experience, MassMutual
VISHAL SIBAL, Founder and CEO, Benefitcloud
BRIAN SMITH, Regional Director, Marketing, Farmington Company
Moderator: ADAM KLUTSE, Relationship Manager, MassMutual

Communication is a two-way street, but the path to the future is a single-lane highway. How we communicate benefits today will certainly be different tomorrow. Attend this session to:

  • Get a crystal ball’s look at benefits communications in the future.
  • See how older communication methods are less effective than they were.
  • Learn about what successful companies are doing.

Keep up with the Joneses — and see how you can communicate for outstanding results.

Pacifica 3

6. The Tale of the Harmonious Relationship
KEVIN MCNAMARA, Senior Enrollment Strategist, The Standard
TIM O’CONNOR, AVP, Strategic Operations, Businessolver
ROBERT PATERSON, Chairman, Afinium
Moderators: RACHEL GONZALES, Sr. Associate, Partner Enrollment & Implementation Strategies, Texas Life Insurance Company; JOHN HARWOOD, Director of Enrollment Technology, Transamerica Employee Benefits

Once upon a time, there was a carrier and an enrollment tech company. And they worked together beautifully and lived happily ever after. If this doesn’t sound like your experience, attend this workshop to hear about what you can do differently.

  • Learn the results from a survey given to carriers and enrollment tech companies.
  • Discuss the needs of each partner and are they still needed?
  • Ask others just like you what needs to be done to get on the same page.

Curious to know if carriers and enrollment technology companies can have a similar playbook? We’ll fill you in.

Pacifica 2

9:00 am - 9:15 am - BREAK

9:15 am - 10:15 am: CONCURRENT SESSIONS - REPEATED

4. Together in Perfect Harmony
AMIT AHLUWALIA, Vice President of Sales, Flock
KEN LERNER, Distribution Information, United Health Group
Moderator: STEVE WYGONOWSKI, Director, Strategy Delivery, The Hartford

There are lots of different roles in our business: employer, producer, enrollment partners, and more. It goes without saying that we all need to play nicely. This panel discussion will focus on the evolving role that HRIS platform providers play in creating and managing the experience.

  • Have HRIS offerings changed much?
  • What business and technology solutions work best?
  • What are the biggest challenges and opportunities?
You’ll also hear about success stories and things to watch out for.

Pacifica 1

5. Hello? Anybody?
ERIKA GRACE, Director, Customer Experience, MassMutual
VISHAL SIBAL, Founder and CEO, Benefitcloud
BRIAN SMITH, Regional Director, Marketing, Farmington Company
Moderator: ADAM KLUTSE, Relationship Manager, MassMutual

Communication is a two-way street, but the path to the future is a single-lane highway. How we communicate benefits today will certainly be different tomorrow. Attend this session to:

  • Get a crystal ball’s look at benefits communications in the future.
  • See how older communication methods are less effective than they were.
  • Learn about what successful companies are doing.
Keep up with the Joneses — and see how you can communicate for outstanding results.

Pacifica 3

6. The Tale of the Harmonious Relationship
KEVIN MCNAMARA, Senior Enrollment Strategist, The Standard
TIM O’CONNOR, AVP, Strategic Operations, Businessolver
ROBERT PATERSON, Chairman, Afinium
Moderators: RACHEL GONZALES, Sr. Associate, Partner Enrollment & Implementation Strategies, Texas Life Insurance Company; JOHN HARWOOD, Director of Enrollment Technology, Transamerica Employee Benefits

Once upon a time, there was a carrier and an enrollment tech company. And they worked together beautifully and lived happily ever after. If this doesn’t sound like your experience, attend this workshop to hear about what you can do differently.

  • Learn the results from a survey given to carriers and enrollment tech companies.
  • Discuss the needs of each partner and are they still needed?
  • Ask others just like you what needs to be done to get on the same page.

Curious to know if carriers and enrollment technology companies can have a similar playbook? We’ll fill you in.

Pacifica 2

10:15 am - 10:30 am - BREAK

10:30 am - 11:00 am - SPONSOR SHOWCASE 4 - VITECH - V3 Insurance Software

FRANK VITIELLO, CEO, Vitech

This demonstration will introduce Vitech's V3 Software for Insurance Administration, including an exploration of V3's enrollment capabilities.  This session aims to illustrate how V3 can help your organization improve operations, expand service offerings, support growth, modernize and consolidate systems, and better respond to ever changing market demands.

Pacifica Ballroom 6

11:00 am - 12:00 pm - GENERAL SESSION 4

Don’t Get Lost in the Paper Shuffle
KEN GROHE, Senior VP & GM of Emerging Products, Barracuda
Moderator: JOE MITCHELL, AVP, Lincoln Financial

Technology only helps when you implement it the right way. For example, e-signatures are quickly becoming standard operating procedure. And there are lots of good reasons to use them. But what do customers want when it comes to e-signatures? Attend this general session to learn how you can:

  • Use e-signatures for the best results.
  • Cut turnaround time by 90 percent.
  • Keep your customers satisfied.
Anyone who wants to improve performance should attend this important session.

Pacifica Ballroom 6

12:00 pm - ADJOURNMENT

INAh CHAMBERS
Client Relationship Director & Staff Representative
U.S. Client Services
LIMRA

Pacifica Ballroom 6