2019 Enrollment Technology Strategy Seminar Agenda

Tuesday, February 5, 2019

7:00 am - 8:15 am - REGISTRATION

7:15 am - 8:15 am - BREAKFAST/NETWORKING

8:00 am - 8:15 am - WELCOME REMARKS

8:15 am - 9:15 am - GENERAL SESSION

LIMRA Workplace Benefits Electronic Data Exchange (WBEDX) Standards

Sixteen insurance companies and eleven benefits administration technology companies have been working together to develop a data exchange standards for the non-medical workplace benefits market. We are excited to share our work efforts and demonstrate a prototype of both the structured file format and the API solutions. This will be your opportunity to provide input and view what the value of data exchange standards can bring to our industry.

9:15 am - 9:30 am - BREAK

9:30 am - 10:30 am: CONCURRENT SESSIONS

1. Tech Terminology: Family Feud Edition

Moderator: ANDREW MOORE, AVP, Benefits Technology, Lincoln Financial Group

The insurance and technology industries each use their own acronyms, shorthand, and abbreviations to communicate– but they can be overwhelming to those not yet accustomed to these terms. Attend this interactive session to:

  • Play terminology Family Feud and compete with your industry peers for bragging rights and prizes.
  • Learn the fundamental terminology that defines our industry and professional conversations.
  • See how well your peers know their technology acronyms and terminology.

2. The Broker’s Perspective on Employer Technology Decisions

ANNE BURKETT, CEBS, PHR, SHRM-CP, National Practice Leader, HR Technology, USI Insurance Services; JULIE FINK, Vice President of client Development & Success, BenTek, Inc.; KURT GEHRING, President and Chief Executive Officer, Gehring Group & BenTek, Inc.;  KATE GRANGARD, CPA, CGMA, Chief Operating & Financial Officer, Gehring Group & BenTek Inc.; Moderator: BRYAN WELLS, Benefits Technology Consultant, The Standard

Hear from leading experts in the broker benefit administration field how employers choose the best platforms for benefit administration and enrollment technology.

Join this session to discuss:

  • What employers evaluate in a platform and how they determine the best one to choose.
  • Is it better to use an all-in-one platform that handles everything from enrollment to payroll?
  • Is it better to have separate systems that specialize in their own function?
  • What is expected of the carrier when a system is chosen?

10:30 am - 10:45 am - BREAK

10:45 am - 11:45 am: CONCURRENT SESSIONS (REPEATED)

1. Tech Terminology: Family Feud Edition

Moderator: ANDREW MOORE, AVP, Benefits Technology, Lincoln Financial Group

The insurance and technology industries each use their own acronyms, shorthand, and abbreviations to communicate– but they can be overwhelming to those not yet accustomed to these terms. Attend this interactive session to:

  • Play terminology Family Feud and compete with your industry peers for bragging rights and prizes.
  • Learn the fundamental terminology that defines our industry and professional conversations.
  • See how well your peers know their technology acronyms and terminology.

2. The Broker’s Perspective on Employer Technology Decisions

ANNE BURKETT, CEBS, PHR, SHRM-CP, National Practice Leader, HR Technology, USI Insurance Services; JULIE FINK, Vice President of client Development & Success, BenTek, Inc.; KURT GEHRING, President and Chief Executive Officer, Gehring Group & BenTek, Inc.;  KATE GRANGARD, CPA, CGMA, Chief Operating & Financial Officer, Gehring Group & BenTek Inc.; Moderator: BRYAN WELLS, Benefits Technology Consultant, The Standard

Hear from leading experts in the broker benefit administration field how employers choose the best platforms for benefit administration and enrollment technology.

Join this session to discuss:

  • What employers evaluate in a platform and how they determine the best one to choose.
  • Is it better to use an all-in-one platform that handles everything from enrollment to payroll?
  • Is it better to have separate systems that specialize in their own function?
  • What is expected of the carrier when a system is chosen?

11:45 am - 1:00 pm - LUNCH

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

3. Cyber Hygiene: Multi-Faceted Approach to Data Protection

RYAN BALDWIN, Chief Technology Officer, PlanSource; ELIZABETH O’BRIEN, Chief Compliance Officer & Chief Privacy Officer, Trustmark Companies; FAWAZ RASHEED, Chief Information Security Officer, Trustmark Companies; Co-Moderators: ERIK FADLOVICH, Senior Director Enrollment Technology, Trustmark Companies and TODD SUTER, Relationship Lead U.S. Benefit Exchange & Technology Solutions, Cigna

Data is the new currency. Protecting the unwanted exposure of data and applying safeguards to limit exposure is top of mind for enterprise organizations. Knowing what to do when the unforeseen happens is critical. Panel discussion topics will include:

  • Trends in data privacy and the essentials of a multi-faceted data protection program
  • What to do in the face of a data breach?
  • Proper cyber hygiene to protect against fraudsters and further outbreaks

4. Evolution of Ben Admin Distribution

CANNON ALLEN, President, Davis, Allen Agency, Inc.; JEN DANIEL, Vice President Premier Technology Partnerships, Aflac; JILL HERNANDEZ, Director Strategic Partnerships Empyrean Benefit Solutions; Co-Moderators: BRANDON COOK, Director, Platform Integration, Group Insurance, Prudential; JENNI MCGLATHERY, Senior Business Manager, Business Development, Dearborn National

Distribution is changing: carriers are realizing that they can’t compete any longer without having benefits technology relationships, and brokers are looking for ease of doing business with off the shelf products. Come hear different perspectives on how distribution of products through technology platforms and relationships with carriers can grow your business.  Explore:

  • Different types of ben admin and their value prop.
  • How carriers engage differently with TPA’s, HRIS, Ben Admin and Enrollment Firms.
  • Impacts technology has made in the marketplace and growing role within Distribution.

2:00 pm - 2:15 pm - BREAK

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

3. Cyber Hygiene: Multi-Faceted Approach to Data Protection

RYAN BALDWIN, Chief Technology Officer, PlanSource; ELIZABETH O’BRIEN, Chief Compliance Officer & Chief Privacy Officer, Trustmark Companies; FAWAZ RASHEED, Chief Information Security Officer, Trustmark Companies; Co-Moderators: ERIK FADLOVICH, Senior Director Enrollment Technology, Trustmark Companies and TODD SUTER, Relationship Lead U.S. Benefit Exchange & Technology Solutions, Cigna

Data is the new currency. Protecting the unwanted exposure of data and applying safeguards to limit exposure is top of mind for enterprise organizations. Knowing what to do when the unforeseen happens is critical. Panel discussion topics will include:

  • Trends in data privacy and the essentials of a multi-faceted data protection program
  • What to do in the face of a data breach?
  • Proper cyber hygiene to protect against fraudsters and further outbreaks

4. Evolution of Ben Admin Distribution

CANNON ALLEN, President, Davis, Allen Agency, Inc.; JEN DANIEL, Vice President Premier Technology Partnerships, Aflac; JILL HERNANDEZ, Director Strategic Partnerships Empyrean Benefit Solutions; Co-Moderators: BRANDON COOK, Director, Platform Integration, Group Insurance, Prudential; JENNI MCGLATHERY, Senior Business Manager, Business Development, Dearborn National

Distribution is changing: carriers are realizing that they can’t compete any longer without having benefits technology relationships, and brokers are looking for ease of doing business with off the shelf products. Come hear different perspectives on how distribution of products through technology platforms and relationships with carriers can grow your business.  Explore:

  • Different types of ben admin and their value prop.
  • How carriers engage differently with TPA’s, HRIS, Ben Admin and Enrollment Firms.
  • Impacts technology has made in the marketplace and growing role within Distribution.

3:15 pm - 3:30 pm - BREAK

3:30 pm - 4:30 pm - GENERAL SESSION

Demystifying Machine Learning

Machine learning is a part of our everyday: every web page you visit, every online purchase you make, and every search you Google determines what you are presented with next.  How can we apply this concept of machine learning within the Insurance Enrollment Technology industry?

  • Explore a case study where machine learning is being applied in insurance enrollments.
  • Obtain an overview of the machine learning process and learn what organizations should consider when looking to implement this process.
  • Learn about opportunities to apply machine learning across the functional value chain.

Karan Mishra - COO/CIO, Spraoi

5:30 pm - 7:00 pm - GALLERY WALK RECEPTION

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

7:00 pm - 8:30 pm - LIMRA DINNER

Wednesday, February 6, 2019

7:30 am - 8:15 am - BREAKFAST/NETWORKING

8:15 am - 9:15 am: CONCURRENT SESSIONS

5. Analyzing Data Analytics – The Customer is the Winner!

SCOTT EVANS, Chief Product Officer, Benefit Express; GINA ORTIZ, Director of Product Strategy, Benefit Express; MATTHEW SYDNEY, CEO, Picwell; Co-Moderators: CHERYL FUGATE, Assistant Director, Partnership Strategy and Development, The Hartford and BRYAN WELLS, Benefits Technology Consultant, The Standard  

Data analytics and how it’s used to create customer-centricity could be the key to the success of your business going forward. Attend this session to understand:

  • The importance of data analytics and how to use it effectively.
  • How this data can be used to increase employee engagement and create revenue.
  • Barriers and detractors that need to be addressed.

6. Alexa, Can You Enroll Benefits?

Moderator:  TOM DAVENPORT, AVP, Workplace Integrations, Transamerica

Virtual Assistants are in our homes and on our phones – over 50 million Alexa and Google Home devices have been sold in the U.S. How can these virtual assistants be utilized in enrollment technology? Participate in this interactive session to explore:

  • Regulatory/compliance issues to consider and uses for decision support/education
  • Possible uses for virtual assistants and enrollment technology.
  • Potential challenges for integrating virtual assistants with enrollment technology.

9:15 am - 9:30 am - BREAK

9:30 am - 10:30 am: CONCURRENT SESSIONS (REPEATED)

5. Analyzing Data Analytics – The Customer is the Winner!

SCOTT EVANS, Chief Product Officer, Benefit Express; GINA ORTIZ, Director of Product Strategy, Benefit Express; MATTHEW SYDNEY, CEO, Picwell; Co-Moderators: CHERYL FUGATE, Assistant Director, Partnership Strategy and Development, The Hartford and BRYAN WELLS, Benefits Technology Consultant, The Standard  

Data analytics and how it’s used to create customer-centricity could be the key to the success of your business going forward. Attend this session to understand:

  • The importance of data analytics and how to use it effectively.
  • How this data can be used to increase employee engagement and create revenue.
  • Barriers and detractors that need to be addressed.

6. Alexa, Can You Enroll Benefits?

Moderator:  TOM DAVENPORT, AVP, Workplace Integrations, Transamerica

Virtual Assistants are in our homes and on our phones – over 50 million Alexa and Google Home devices have been sold in the U.S. How can these virtual assistants be utilized in enrollment technology? Participate in this interactive session to explore:

  • Regulatory/compliance issues to consider and uses for decision support/education
  • Possible uses for virtual assistants and enrollment technology.
  • Potential challenges for integrating virtual assistants with enrollment technology.

10:30 am - 10:45 am - BREAK

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

Riding the Gen Z Wave

In fewer than 10 years, Gen Z (born after 1995) will represent approximately 20 percent of the U.S. workforce. As with all new entrants to the workforce, Gen Zers are often stereotyped long before they have the opportunity to establish themselves. This interactive session will help you explore the biggest myths about Gen Zers, and how this new generation of “digital natives” will impact your strategic objectives for employee benefits technology. 

11:45 am - 11:50 am - ADJOURNMENT

THANK YOU TO OUR COMMITTEE MEMBERS

 

Tracy Camarata, Guardian

Brandon Cook, Prudential

Tom Davenport, Transamerica

Erik Fadlovich, Trustmark Insurance

Cheryl Fugate, The Hartford

Jenni McGlathery, Dearborn National