2020 Enrollment Technology Strategy Seminar Agenda

Tuesday, February 4, 2020

7:00 am - 8:15 am - REGISTRATION

7:15 am - 8:00 am - BREAKFAST / NETWORKING

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

InAh Chambers - Director, Member Relations and Sales - Workplace Benefits, LL Global Services, Inc.

8:15 am - 9:00 am - GENERAL SESSION

LIMRA Data Exchange Standards (LDEx) Update

LIMRA Data Exchange Standards Benefits Enrollment 1.0 is scheduled to be released to the industry on January 28th. A number of the Data Exchange Standards committee member companies have implemented this standard. Several companies will share their implementation experiences and discuss why the industry should adopt this new standard.

Erin Casey - Assistant Vice President, Guardian Life Insurance Company of America

Lyle Griffin - President and Co-Founder, Selerix Systems

Mark Kozielec - Director of Client Data Enablement, Prudential

Betina Musser - Product Manager, Strategic Partnerships, Benefitfocus

9:00 am - 9:15 am - BREAK

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

1. Got bills? Why is billing so hard?

TOM DAVENPORT, Senior Director, Product Development, USAble Life; RICHARD PFADENHAUER, President & Founder, Paylogix; BRADLEY TAYLOR, EVP Strategic Partnerships, PlanSource; Moderator: RICK NEWBY, Business Analyst, Workplace Integrations, Transamerica

Are we making billing harder than it needs to be? The billing experience continues to be a source of frustration for everyone involved with the billing process. Can we answer the age old question of who’s picking up the bill? Our panel will address all these questions and explore: 

  • How can carriers leverage benefit technology to optimize the billing experience?
  • When does it makes sense to do list billing vs self-billing?  How can we be more consultative?
  • Why is list billing still so popular despite the rise of benefit technology? 

2. To Modify or Not to Modify Your Product…

ROBIN BABU, Vice President, Product & Innovation, PlanSource; NICK CARLSON, Vice President Operations, Allstate; JANICE CHAUSSEE, Director Product Management, ADP; TIM O’CONNOR, Director, Partner Integration, Voya Financial; Moderator: BRANDON COOK, Director, Platform Integration- Group Insurance, Prudential 

Most enrollments today are being done on technology platforms that were implemented after enrollment products were created. Is this causing employees to lose some of the added benefits as we simplify? Join this session to discuss whether we have appropriately cared for the implications of technology handling these products, and if insurance carriers should modify them to better fit the technology.

10:15 am - 10:30 am - BREAK

10:30 am - 11:30 am: CONCURRENT SESSIONS (REPEATED)

1. Got bills? Why is billing so hard?

TOM DAVENPORT, Senior Director, Product Development, USAble Life; RICHARD PFADENHAUER, President & Founder, Paylogix; BRADLEY TAYLOR, EVP Strategic Partnerships, PlanSource; Moderator: RICK NEWBY, Business Analyst, Workplace Integrations, Transamerica 

Are we making billing harder than it needs to be? The billing experience continues to be a source of frustration for everyone involved with the billing process. Can we answer the age old question of who’s picking up the bill? Our panel will address all these questions and explore: 

  • How can carriers leverage benefit technology to optimize the billing experience?
  • When does it makes sense to do list billing vs self-billing?  How can we be more consultative?
  • Why is list billing still so popular despite the rise of benefit technology? 

2. To Modify or Not to Modify Your Product…

ROBIN BABU, Vice President, Product & Innovation, PlanSource; NICK CARLSON, Vice President Operations, Allstate; JANICE CHAUSSEE, Director Product Management, ADP; TIM O’CONNOR, Director, Partner Integration, Voya Financial; Moderator: BRANDON COOK, Director, Platform Integration- Group Insurance, Prudential 

Most enrollments today are being done on technology platforms that were implemented after enrollment products were created. Is this causing employees to lose some of the added benefits as we simplify? Join this session to discuss whether we have appropriately cared for the implications of technology handling these products, and if insurance carriers should modify them to better fit the technology.

11:30 am - 12:30 pm - LUNCH

12:30 pm - 1:30 pm - GENERAL SESSION

Navigating the Legal and Regulatory Landscape

Employee benefits are making headlines at the federal and state levels.  This session will provide insights into:

  • Key policy issues such as ACA, auto-enrollment, cybersecurity, and emerging employee benefits
  • How party changes in the House, Senate and presidency could impact policy direction
  • Issues carriers and tech companies need to prepare for

John Dolan - Lead Counsel, Commercial & Government Markets, Guardian Life Insurance Company of America

Bruce Gillis - Strategy Practice Leader for Compliance, Businessolver

1:30 pm - 1:45 pm - BREAK

1:45 pm - 2:45 pm: CONCURRENT SESSIONS (REPEATED)

3. Engaging the “Easy Going” in Employee Benefits

Co-Moderators: CHERYL FUGATE, Senior Manager, Group Enrollment, The Hartford; JENNI McGLATHERY, Senior Manager, Business Development, Dearborn National

It's our role in our organization to reach all employees effectively and ensure that they have the right information in their preferred method to make the best benefit decisions for them and their families.  In this interactive session, we iwll discover how well you know your benefit decision makers to maximize on benefit premiums and increase employee engagement.

4. Enrollment Technology Trends and Traps

KENDIE STROEDE, Supplemental Health Solutions Integration Lead, Cigna;  BRYAN MORENS, Senior Vice President, Product Development and Solutions, AON; JOSH WELCH, Healthcare Strategy and Solutions Leader, Alight Solutions; Moderator: SCOTT JOHNSON, Director, Benefit Exchange & Technology Solutions, Cigna

How can your company future-proof its business? How can it avoid the traps of chasing digital transformation in a chaotic landscape? Attend this session to explore these topics from a broker, technology broker, technology solution provider, and carrier perspectives.

2:45 pm - 3:00 pm - BREAK

3:00 pm - 4:00 pm: CONCURRENT SESSIONS

3. Engaging the “Easy Going” in Employee Benefits

Co-Moderators: CHERYL FUGATE, Senior Manager, Group Enrollment, The Hartford; JENNI McGLATHERY, Senior Manager, Business Development, Dearborn National

It's our role in our organizations to reach all employees effectively and ensure that they have the right information in their preferred method to make the best benefit decisions for them and their families.  In this interactive session, we will discover how well you know your benefit decision makers to maximize on benefit premiums and increase employee engagement.

4. Enrollment Technology Trends and Traps

KENDIE STROEDE, Supplemental Health Solutions Integration Lead, Cigna; RYAN MORENS, Senior Vice President, Product Development and Solutions, AON; JOSH WELCH, Healthcare Strategy and Solutions Leader, Alight Solutions; Moderator: SCOTT JOHNSON, Director, Benefit Exchange & Technology Solutions, Cigna

How can your company future-proof its business? How can it avoid the traps of chasing digital transformation in a chaotic landscape? Attend this session to explore these topics from a broker, technology broker, technology solution provider, and carrier perspectives.

4:00 pm - 4:15 pm - BREAK

4:15 pm - 5:00 pm - GENERAL SESSION

Adapt to Thrive – Being Resilient in the Big Easy

“Laissez les bon temps rouler” or “let the good times roll” is easier said than done when the only constant is change. This Town Hall session will address the changes we’re facing in relation to working with platform partners, including how carriers are managing fees, agreements, oversight, and their number of connections. Then we’ll turn it over to you to share your stories, ask questions, and lend your voice to the discussion.

Chuck Johnston - Chief Marketing Officer, FINEOS Corporation

Jenni McGlathery - Senior Manager, Business Development, Dearborn Life Insurance Company

6:15 pm - 9:00 pm - LIMRA RECEPTION

All conference attendees are invited to dinner.

Arnaud’s

Wednesday, February 5, 2020

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

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

5. Data Security in an Interconnected World

MATTHEW HARPER, Director, Cyber Crime Prevention, Aflac; Moderator: LEILA RAPPAPORT, Broker Technology Executive, Aflac

Security is no longer about centralizing your data and locking it away in a virtual vault. Today’s business processes demand anytime and anyplace access to key information. In an increasingly matrixed, cloud-based technology ecosystem, how can customers have peace of mind with respect to confidential information?

  • The audience will be presented with key security considerations and how ownership of data is viewed in an ecosystem characterized by multiple connections.
  • Explore the threats and opportunities in this new interconnected world
  • Discuss how we can work together and manage the changes needed to keep data secure

6. Do We Understand Buyer Wants and Needs?

INAH CHAMBERS, Director, Member Relations & Sales – Workplace Benefits, LIMRA; ANITA POTTER, AVP, Market Research, LIMRA

Do you know what benefit features are truly important to the employee? LIMRA will share the results of the latest employee survey which explores the various features of the Life, Critical Illness and Accident products that clearly resonate with employees.

9:15 am - 9:30 am - BREAK

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

5. Data Security in an Interconnected World

MATTHEW HARPER, Director, Cyber Crime Prevention, Aflac; Moderator: LEILA RAPPAPORT, Broker Technology Executive, Aflac

Security is no longer about centralizing your data and locking it away in a virtual vault. Today’s business processes demand anytime and anyplace access to key information. In an increasingly matrixed, cloud-based technology ecosystem, how can customers have peace of mind with respect to confidential information?

  • The audience will be presented with key security considerations and how ownership of data is viewed in an ecosystem characterized by multiple connections.
  • Explore the threats and opportunities in this new interconnected world
  • Discuss how we can work together and manage the changes needed to keep data secure

6. Do We Understand Buyer Wants and Needs?

INAH CHAMBERS, Director, Member Relations & Sales – Workplace Benefits, LIMRA; ANITA POTTER, AVP, Market Research, LIMRA

Do you know what benefit features are truly important to the employee? LIMRA will share the results of the latest employee survey which explores the various features of the Life, Disability, Critical Illness and Accident products that clearly resonate with employees.

10:30 am - 10:45 am - BREAK

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

Transforming the Insure in the InsureTech Age

TOM HARRINGTON, Global Industry Markets Leader for Insurance, Pegasystems, Inc.; Moderator: ROB STANFIELD, Director, Sales Technology, CNO Financial, Inc

InsureTechs, social reform, changing consumer expectations: our industry is under more pressure than ever to reinvent itself. Successful insurers are stepping up to the challenge by leveraging these strategies to re-position themselves for today’s market. 

  • Transforming from a task-focused to journey-centric
  • Creating an end-to-end holistic processing environment
  • Omni-channel access
  • Using change management to create successful transformation
  • Flexible, responsive environments

Brian Wilson - Vice President, Field Development, Bankers Life

12:00 pm - ADJOURNMENT

Thank You to our Committee Members

 

Leila Rappaport

Aflac

Scott Johnson

Cigna

Jenni McGlathery

Dearborn National

Jennifer Pierce

Lincoln Financial

Brandon Cook

Prudential

Keith Feist

The Standard

Cheryl Fugate

The Hartford

Rick Newby

Transamerica

Rob Stanfield

Washington National