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2018 Sponsors and Exhibitors

Hearsay Systems

Hearsay Systems offers the Hearsay Advisor Cloud for financial services, empowering advisors to efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Its prescriptive technology processes and prioritizes data from across digital channels and data systems, providing actionable suggestions for advisors on how they should engage with clients next. Built for the enterprise, Hearsay connects these advisor-client interactions and data to corporate CRM systems and digital marketing programs, and provides efficient compliance supervision and review workflows – all on a secure, enterprise-ready platform.
ISI Insurance Supermarket

The ISI Group of companies operates in the life insurance sector and encompasses the provision of a full range of client acquisition, TPA distribution and Insuretech business services to partner companies. ISI Group includes:

  • Insurance Supermarket Inc., which provides partners with a full-service insurance marketing platform
  • Specialty Life Insurance which provides insurer partners with a proven, effective direct to consumer TPA operation
  • which provides partners with cutting edge mobile advisor technologies

Mindset Digital

Mindset Digital gets you up to speed in a digital world. We offer online certifications in digital marketing, selling in a social world, leading in a social world and more. We know you're crazy busy, so our highly visual, interactive courses are offered in 15-minute sessions that you can watch on your smartphone or tablet. We've also provided keynotes and in-depth camps to more than 42,000 people in person — so we know how you learn and what you most want to know. We've got you covered. Visit us at

Hoopis Performance Network

Hoopis Performance Network provides innovative sales training & leadership development resources to financial professionals worldwide. HPN’s suite of solutions features blended learning formats in the areas of Recruiting & Selection, New Advisor Development, Experienced Advisor Development and Leadership Development. These field-tested resources have been developed from over 40 years of industry leading experience in our very own “living laboratory.” Visit us at is the leader for policyholder engagement. We drive deeper and more valuable relationships for our carriers to their policyholders. This allows us to build trust, while unlocking insights to life stage events. delivers a truly unique experience to improve brand loyalty, digital experience, and to improve up/cross sell opportunities. Visit us at
Pinpoint Global

Pinpoint Global is the recognized leading provider of on-demand, online communications to the financial services industries. Our platform enables our customers to deliver required training and relevant information to sales people, agents, wholesalers, and employees in ways that keep their attention, improve their understanding, and easily track their progress. In addition, administrators and management personnel possess the capabilities to track and monitor progress through real-time reports. Pinpoint’s Learning Management System (LMS) is a configurable and scalable system designed to provide a complete solution for field sales force training and development. In addition to standard e-learning systems capabilities (e.g., support for curriculum and career paths, custom content creation, detailed tracking and reporting, individual transcripts, etc.), Pinpoint’s LMS supports a comprehensive set of capabilities for delivering compliance requirements and sales/marketing communications to geographically dispersed sales organizations. Pinpoint also provides an entire array of services, from video, audio, and flash animation production, to SCORM compliant presentation authoring and hosting, to custom designed portals. Visit us at
Watering Can Press

Watering Can® Press creates award-winning children’s books for companies to enhance their brand image, generate PR, and drive sales by connecting with clients, partners, and communities in long-lasting and heart-felt ways. The family-friendly books appeal to adult consumers by supporting them and their loved-ones on topics like grieving, healthy choices, being green, special needs, financial literacy and more. Our books are shared in many ways (given to clients, prospects, and/or stakeholders at seminars or events or at touch-points; used in cause marketing, and more). Customized versions make lasting impressions with branded keepsakes that remain in homes for years. NEW book to serve military families is now available! New APP versions books are also available for licensing and social media efforts. Visit us at:


Aurea is the technology behind some of the world’s greatest customer experiences, for the largest and most successful brands. Aurea’s platform, engagement and vertical solutions help companies create exceptional, end-to-end experiences for their customers – driving both retention and growth. Aurea’s products include process management, messaging, customer relationship management, email marketing, and collaboration software, as well as industry solutions for retail, insurance, energy and life sciences. Aurea is an affiliate of ESW Capital. More information can be found at

Sawgrass Marriott Golf Resort and Spa

The Sawgrass Marriott Golf Resort and Spa the premier meeting destination located in Ponte Vedra Beach, Florida. This isn’t just any place to meet. It’s all the tools for a successful meeting nestled in 65 acres of relaxing beachfront, green space and more. The Resort is also the perfect location for leisure travel where guests can enjoy endless amenities including a private beach club with an Olympic sized pool, watersports, additional resort pools, a total of 8 outstanding restaurants and bars, two Championship golf courses at the legendary TPC® Sawgrass, the Surfstream® Wave pool and our full service spa.


Founded in 2011, BizEquity is the world’s leading provider of business valuation knowledge and big data. Having valued over 33 million private businesses to date, BizEquity’s vision is to value every private business in the world, and in the process, democratize business valuation and performance knowledge for all businesses and financial institutions. BizEquity’s products are designed to help financial professionals prospect and prosper, equipping them with accurate data, strong client deliverables, and proven marketing and implementation programs. Stop by our booth to discover how you can attract, engage, capture and convert your best prospects into your best clients.

BobTrak is the complete solution for Producer Portfolio Management. BobTrak will be the system of record for managing and maintaining the complex and dynamic links between your producers and the policies and accounts they service. In addition, BobTrak provides rule-based aggregations of policy values over time, making it a valuable tool for managing your distribution channels and providing an enhanced producer experience for your agents as you give them tools to manage their own books of business. Visit

Broadridge, a global fintech leader with $4 billion in revenue, provides communications, technology, data and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, optimizing efficiency and generating revenue growth. Our flexible suite of solutions – including document composition, print and digital delivery, archival and analytics – reduce costs, deliver insights and satisfy growing consumer demand for omni-channel communications. Reaching more than 80 percent of North American mailboxes with essential communications on behalf of 5,000+ brands, we are uniquely positioned to drive innovation and help clients get ahead of today’s challenges and capitalize on what’s next.

CallidusCloud, the global leader in sales performance management, provides enterprise-level solutions that address insurers' needs to actively manage producer information, streamline the onboarding and compliance processes, increase the ease with which agents and brokers engage with the carrier, and manage books of business at every level. Solutions available include comprehensive distribution management, workflow, state regulation monitoring, incentive compensation management, and agent communication. CallidusCloud also offers portal solutions that provide state-of-the-art capabilities in information and learning dissemination from carriers to agents. Together, these solutions make up the most comprehensive distribution management solution available.

Founded in 1994, Equisoft offers advanced digital business solutions to its clients in the insurance and wealth management industries to support their growth. The firm develops and markets innovative front-end applications (InsuranceElements and WealthElements) featuring industry-leading user interfaces and state-of-the-art technology. In addition, Equisoft is an Oracle Insurance Policy Administration integration partner for some 20 carriers globally. To complete this unique offering, Equisoft brings extensive experience in data migration through its subsidiary Universal Conversion Technologies (UCT). Equisoft has a growing team of nearly 300 specialized resources based in the US, Canada, Latin America, South Africa and India. Website:

EverQuote helps financial advisors grow their business by connecting them in real time with online consumers actively looking for financial and insurance products. We operate the leading online financial services and insurance marketplace in the U.S., attracting 10 million prospects per month. Our data and technology platform allows advisors, agents, and carriers to maximize their policies sold while providing great products and coverage to their new customers. EverQuote was founded with the vision of applying a scientific, data-driven approach to help consumers find the best price and coverage for their individual needs.

FSEdNet now offers three virtual platforms each containing hundreds of videos to grow and develop all levels of your team, employees, producers, and field managers. Imagine the possibilities as you deliver engaging tools and resources to help build each for their tomorrows. Our competency-based learning format provides each a voice in not only what they need but what they want and a choice in when and how they get it. This Focused Activity approach will intrinsically motivate them to close their skill gaps and remind them of things they have just forgotten about.
25 Point Systems

25 Point Systems brings you Tier 25: Your Digital Accountability Partner, the leading mobile platform for on-boarding and developing a new generation of Financial Advisors. Tier 25 helps managers condition new and emerging financial professionals to the prospecting and selling habits that ensure their success — a seamless, easy-to-use mobile application built to create engagement across the organization. With customized goal setting, real-time activity tracking, and gamified progress reports to fit your organization, Tier 25 the Fitbit® for Financial Professionals.
Sandler Training

For decades, the insurance industry has tolerated the chronic affliction of low agent retention and sub-par productivity, and searching for a cure has been an exhaustive journey. The remedy? A treatment of new skills and a fresh way of thinking. At Sandler Training, one of the world’s top sales training companies, we dispense a modern approach to insurance sales training that creates the behavioral change needed for advisors and managers to start a new growth curve thus increasing revenue and productivity for the firm. We have developed a comprehensive platform specifically for the insurance industry. And our blended education methods offer a multi-channel learning experience customized specifically for our insurance clients’ needs. It includes self-paced on-line learning curriculums, virtual instructor-led classes, in-house workshops, and private coaching — all designed to deliver meaningful results for all levels of advisors, wholesalers, sales desk reps and field leaders. At Sandler, we are passionate about helping to positively impact those who impact others. Visit us at
The American College

The American College of Financial Services offers education in Financial Planning, Wealth Management, Retirement Income Planning, Special Needs Planning, and a variety of other topic areas.

Vertafore is your partner in modern insurance technology. Vertafore provides software solutions for independent insurance agencies and brokers, MGAs, and carriers that help them better manage their businesses and processes to grow revenue and be more profitable. Insurance is all about relationships, and we believe technology should make those relationships even stronger. Our mission is to transform the way the industry operates by putting people at the heart of insurance technology. Vertafore is based in Denver, Colorado, with 9 other offices in the United States and Canada.
VUE Software

VUE Software is a single scalable platform built from the ground up for Insurers, MGAs, FMOs, IMOs, and Insurance Distributors who have outgrown their current tools and require greater automation for producer administration and sales processes. Founded by CSSI over two decades ago, VUE Software offers configurable solutions to meet the unique needs of the Life and Annuity, Health, and Property and Casualty markets. The company leads the Distribution Modernization movement and provides insurance organizations a solid path to revenue growth and competitive advantage, supporting multiple product types, distribution channels, and hierarchy types. Visit us at