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Platinum Sponsor

Founded in 1887, Ameritas Life Insurance Corp. and its affiliated companies offer a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; retirement plans; investments; asset management and public finance. Securities and investment advisory services offered through affiliate Ameritas Investment Corp., member FINRA/SIPC. For more information, visit ameritas.com.

Conference Sponsors

Captricity is the first cloud-native Data-as-a-Service solution to capture and convert data generated by paper forms and documents - including handwriting - into business-ready information with an industry leading accuracy rate of 99.9%+. Captricity's crowd-guided machine learning technology extracts data from any source - paper documents, scans, faxes, emails, call centers and web forms - and connects automatically to backend systems without changing the way insurance organizations work. To learn more, visit www.Captricity.com.

Dell Insurance Services is a trusted provider of end-to-end business process and application solutions to the global insurance industry. We provide TPA/BPO services for over 2.5 million life and annuity policies for 30 insurers. Our domain expertise, proven platform and global delivery footprint help insurers retire legacy systems and accelerate product implementations. We also deliver a wide variety of application services including social media, business intelligence, legacy modernization and mobility solutions. Visit us a www.dell.com/insurance

illustrate inc is an industry leader in the provision of innovative technology solutions to insurance and financial service professionals throughout North America. Our OPUS solution set, provides fast, easy access to life insurance and financial service products harnessing today’s mobile technology, modular design and device independence. Advisors can increase their productivity by taking advantage of sales support tools like needs analysis, product quotes, basic to advanced concepts, illustrations, electronic applications and more. With clients in Canada and abroad, illustrate inc continues to evolve to anticipate and meet the changing needs of the insurance and financial services industries. www.illustrateinc.com

Insurance Meeting Network is a hotel representation and marketing firm that works exclusively within the Insurance and Financial industry. For 18 years IMN has partnered with National Chains, Preferred Hotel Group and travel companies to host receptions at both the Distribution and Annual Conference. IMN hotels are located in Mexico, Bahamas, Ireland, Europe and Asia along with five star US resorts. We partner with you on your meetings to find the right hotel and we work with you though out your program to make sure it is perfect! Visit us online at www.industrymeetings.com

MetLife, Inc., through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com.

Spinnaker Analytics develops break-through analytical products and decision-making tools for insurance and financial services companies. Our customizable applications utilize robust, powerful algorithms to accurately identify and predict shifts in customer behavior and business trends. Visit us at www.spinnakeranalytics.com

Institutional investors globally rely on State Street to deliver the integrated solutions, expertise and insight they need to be successful. With $28.4 trillion in assets under custody and administration, and $2.48 trillion in assets under management* as of June 2014, we're a leading financial services provider offering a suite of solutions spanning investment management, investment research and trading, and investment servicing. As your business expands, we're ready to support you with operations in more than 100 markets. You can count on our unique combination of consistency and innovation to help you manage uncertainty, act on growth opportunities and enhance the value of your services. For more information, visit us at www.statestreet.com

*This AUM includes the assets of the SPDR Gold Trust (approx. $33 billion as of June 30, 2014), for which State Street Global Markets, LLC, an affiliate of State Street Global Advisors, serves as the marketing agent.

Tata Consultancy Services Ltd. (TCS) is an IT servicesconsulting and business solutions organization that delivers real results to global business, ensuring a level of certainty no other firm can match. TCS offers a consulting-led, integrated portfolio of  ITBPS, infrastructureengineering and assurance services.  This is delivered through its unique Global Network Delivery Model™,recognized as the benchmark of excellence in software development. A part of the Tata group, India’s largest industrial conglomerate, TCS has over 300,000 of the world’s best-trained consultants in 46 countries.  The company generated consolidated revenues of US $13.4 billion for year ended March 31, 2014 and is listed on the National Stock Exchange and Bombay Stock Exchange in India.  For more information, visit us at www.tcs.com.

Elite Strategic Partner

Hearsay Systems offers the Hearsay Advisor Cloud for financial services, digitizing painful manual processes and freeing up advisors to provide proactive, timely service for clients. Hearsay’s pre-built industry workflows for insurance and wealth management provides one-click actionable suggestions for advisors to engage with clients efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Built for the enterprise, Hearsay Systems 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. Hearsay Systems is used by more than 150,000 advisors and agents at the world’s largest financial services and insurance firms. The company is headquartered in Silicon Valley with locations throughout North America, Europe and Asia. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog. www.hearsaysystems.com

Strategic Partners

LIMRA/LOMA Digital Training Strategic Partner

Mindset Digital: Mobile, custom, fast and easy. That's what it takes to meet the demands of today's digital consumer. That's why Mindset Digital has provided training for more than 200,000 professionals from top insurance and financial firms around the world -- helping them compete in an age of AI, charming chatbots and more.

Today, tens of thousands of people are enrolled in Mindset Digital's gamified, high-performance coaching and online micro-courses in three core areas: social selling and recruiting; cybersecurity; and writing and presenting in a mobile world. Named by Ernst & Young as two of the top female entrepreneurs in North American, Mindset Digital's founders, Debra Jasper and Betsy Hubbard, also lead sessions in how to advance women in a diverse and digital age. To learn more, visit mindsetdigital.com


Distribion is a leading provider of a cloud-based distributed marketing communications software. The DMP, Distribion's signature product, enables organizations to more efficiently manage and measure their distributed, multi-channel marketing strategies with a single integrated platform while optimizing lead and customer engagement. This 360 corporate marketing automation solution also empowers local sales or marketing agents to access, personalize and send pre-approved brand campaigns or have corporate marketing departments send on their behalf. Packaged in a user-friendly interface, marketers now have a single, accessible platform to house all marketing assets, execute end-to-end marketing campaigns and measure impact with real-time analytics and reporting tools. Visit our website, www.distribion.com

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 and designed to make ordinary distribution extraordinary. Visit us at: www.Hoopis.com

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 www.pinpointglobal.com

Exhibitors

Acxiom is a recognized leader in marketing services and technology that enable marketers to successfully manage audiences, personalize consumer experiences and create profitable customer relationships. Our superior industry-focused, consultative approach combines consumer data and analytics, databases, data integration and consulting solutions for personalized multichannel marketing strategies. Acxiom leverages over 40 years of experience in data management to deliver high performance, highly secure, reliable information management services. Founded in 1969, Acxiom is headquartered in Little Rock, Arkansas, USA, and serves clients around the world from locations in the United States, Europe, Asia-Pacific, and South America. For more information about Acxiom, visit www.acxiom.com.

Adrea Rubin Marketing is a direct marketing agency. For the past 30 years, the company provides integrated marketing solutions for customer acquisition, retention, and retargeting. We specialize in the insurance sector, and create strategies for the direct to consumer and agency distribution channels. The firm’s services include marketing strategy, data and analytics, media placement, competitive intelligence, multichannel acquisition, creative consultation and call center management. Adrea Rubin Marketing is certified by the Women’s Business Enterprise National Council (WBENC) as a diversity vendor. www.adrearubin.com

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. www.theamericancollege.edu

APPS - Portamedic has successfully raised the bar for paramedical service, coverage, and technology.  If you haven’t already, now is the time to partner with us to capitalize on our industry leading applicant verification process.  You can trust APPS – Portamedic to help you validate and ensure your Big Data is Good Data.  Visit us at www.Appslive.com

Ascente Services is a leading provider of comprehensive solutions to identity theft and brand damage caused by data breaches.  Corporate preparedness using technology and monitoring are insufficient to address brand damage and fraud.

Ascente provides a full suite of corporate and consumer mitigation capabilities including Risk Analysis, Cyber security response plans (compatible with regulatory requirements), Comprehensive monitoring, and Certified restoration. Partnering with the most experienced data security companies in the world, Ascente provides pre- and post-breach plans and services to companies throughout the US. Visit us at www.ascenteservices.com

Corporate Insight provides competitive intelligence, consulting and user experience research to the nation's leading insurers, financial services firms and educational institutions. For more than two decades, the firm has published customer experience-focused research and has advised clients on key competitive issues with a focus on helping them improve their digital capabilities. The firm offers subscription-based Monitor services in 14 verticals, including retirement, brokerage and life insurance, along with custom research and consulting services, digital capabilities audits, special studies and UX research. http://corporateinsight.com/

Founded in 1994, Equisoft is a global provider of advanced digital solutions in life insurance and wealth management. Recognized as a valued partner by over 50 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and a unique data migration expertise. The firm’s industry-leading products include a comprehensive SaaS policy administration solution, CRM, financial needs analysis, asset allocation, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s main global partner for the Oracle Insurance Policy Administration platform. With its business-driven approach, deep industry knowledge, state-of-the-art technology, and over 450 specialized resources based in the USA, Canada, Latin America, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. Website: www.equisoft.com/en

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. https://hello.fsednet.com/

IGATE’s insurance practice provides full-spectrum consulting, technology, and business process outsourcing services. IGATE believes that reinventing business operations and services is the key to competing in the “on demand connected world”. Our “Front-to-Back” approach leverages process and technology expertise along with innovative solutions, to succeed in the new digital ecosystem. View the website here.

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management. iPipeline's platform is used by more than 130 carriers, 1,300 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

Journey Sales is an innovative company who has built the industry’s first digital engagement platform,  natively on Salesforce, enabling Insurance Companies to digitally connect, collaborate and engage with advisors and clients to recruit, retain, education and support. Journey Sales’ flagship solution, Smart Rooms, allows Carriers to digitally engage with their agents and advisors in a personalized, consumer-like way to better educate and support them individually and produces greater results. Smart Rooms are complementary to your Advisor portals and enhance your sales teams success through insight into advisors digital body language.  For more information on Advisor Engagement for Insurance https://www.youtube.com/watch?v=Y02XmAZ-XZw or visit www.journeysales.com

Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms. Forms are maintained by us so agents can focus on their clients. This agent friendly forms filling solution was designed around the needs of the agent, not just the carrier. You are not bound to a closed solution or one set of forms, you can keep your independence and your efficiency. We keep the forms current and we allow the agent to prefill insurance and annuity forms with the existing client data. Visit us at www.laserapp.com

Leap continues to be on the cutting edge, bringing paradigm-changing “thinkware” to millennial advisors and others in our industry. Since last year’s annual meeting we’ve expanded our powerful Leap Cloud Platform to include personal branding, collaboration tools, automated resource analysis, seven new calculators, new reports, expanded capabilities for existing tools and more. Perhaps most important, are our new onboarding resources and new agency programs that make Leap easier than ever before. Visit us at www.leapsystems.com.

At LexisNexis® Risk Solutions, we believe in the power of data and advanced analytics for better risk management. With over 40 years of expertise, we are the trusted data analytics provider for organizations seeking actionable insights to manage risks and improve results while upholding the highest standards for security and privacy. Headquartered in metro Atlanta USA, Lexis Nexis Risk Solutions serves customers in more than 100 countries and is part of RELX Group, a global provider of information and analytics for professional and business customers across industries. For more information, please visit https://risk.lexisnexis.com/insurance.

Life.io is a leading customer engagement and data analytics solution bridging the gap between life carriers and their policyholders. By helping people achieve their goals, Life.io enables carriers to achieve their promise to help people live healthier, happier lives, while providing them with security and trust. Built on a foundation of science, Life.io uses behavioral economics, social psychology, and personalized content to nurture a community of highly engaged consumers. By utilizing Life.io, carriers capture these insights and use them to build brand loyalty, accelerate growth, minimize policy risk, and streamline underwriting. Visit us at www.life.io

Majesco is the Future of Insurance. We provide technology, expertise, and leadership that helps insurers modernize, innovate and connect to build the future of their business — and the industry — at speed and scale. Our platforms connect people and business to insurance in ways that are innovative, hyper-relevant, compelling and personal. Our solutions include CloudInsurer™ P&C Core Suite (Policy, Billing, Claims); CloudInsurer™ L&A and Group Core Suite (Policy, Billing, Claims); Digital1st Insurance™ that includes Digital1st eConnect™, Digital1st EcoExchange™ and Digital1st Platform™ — a native cloud, microservices and open API platform; Distribution Management, Data and Analytics and an Enterprise Data Warehouse. For more information visit: https://www.majesco.com/

Founded in 1997 and based in Jacksonville, Florida, MECLABS is the world's largest research institute dedicated to discovering how people make choices.  By partnering with business leaders from Fortune 500 organizations and other businesses with a high-enough volume of data and transactions to produce statistically significant results, MECLABS has customer-first practices that lead to business success, resulting in a patented methodology. The Institute is dedicated to taking an academic approach to improving the discipline of marketing by teaching its discoveries through workshops, online learning and the development of a graduate-level program.  Visit us at www.meclabs.com

We give your teams the tools they need to compete in a digital age. Visit us at: https://mindsetdigital.com/

Choosing the right clearing provider is critical. It can mean the difference between getting the job done and truly succeeding. At National Financial, we’re committed to supporting every facet of your business and helping you evolve your advice model to drive efficient growth—from strategy and advisor engagement to operations and technology. We offer a comprehensive clearing and custody platform with a dedicated service model, powerful advisor tools, and a source of leading investment solutions. As a Fidelity Investments company, we leverage the strength, resources, and experience of one of the world’s largest providers of financial services. Learn more: nationalfinancial.com.

For over 30 years, O’Neil has been recognized as a leader in technology-driven compliance, regulatory and marketing communication services. Every day we repurpose, produce and deliver millions of time-sensitive/compliance documents.  Our customer-centric applications and services include electronic document delivery, web applications, high-speed digital printing (color and black & white), automated composition, offset printing, warehousing and fulfillment services.  O’Neil is SSAE 16 certified as well as SEC and HIPAA compliant.  Visit us at www.oneildata.com

Insight Decision Solutions provides a comprehensive, integrated suite of business intelligence systems for insurance providing actuarial, financial and operational analytics, complete with data management and integrated applications. The wide range of embedded applications includes profitability, experience studies, IBNR, sales and marketing, reinsurance, inforce management, performance management and can integrate with predictive analytics. The generic insurance model covers all lines of business: Life, Annuities, Health, Group Benefits, Reinsurance and Property & Casualty. It can be implemented as an ongoing actuarial data warehouse integrating admin and valuation data, or as a stand-alone experience study system. The system is built on Microsoft SQL Server with Analysis Services, delivered through Microsoft Excel, deployed onsite or in the cloud, and can be integrated with enterprise BI reporting tools. The system enables companies to make faster and better decisions, provide confidence in data, and enables staff to focus on analysis rather than working in support of the data. For more information visit us at www.insightdecision.com.

Intellect SEEC provides an extensive portfolio covering distribution, underwriting, claims and servicing. We have partnered with the smallest to the largest insurers across the globe. We believe that while the underlying business of insurance is complex, leading edge technology should be deployed without interruption, making user experience intuitive and simple. www.intellectseec.com

Revolv is a dental benefits administration and informatics company- partnering with carriers across the country to offer innovative dental benefit solutions.  Experienced consultants, choice driven-administrative options and seamless implementations - Revolv is your distinctive solution to address the unique needs of the dental insurance marketplace. Visit us at www.myrevolv.com/

SE2, an Eldridge Industries business, is a leader in technology-driven third-party administration services for the U.S. life and annuity insurance industry. SE2 has a proven track record in delivering platform led transformations for the life and annuity insurance industry. SE2 uniquely combines the maturity and peerless industry knowledge of its 125+ years of life insurance industry heritage with its end-to-end digital platform to enable the rapid launch of new and innovative products through existing as well as digital channels. SE2 currently administers nearly 2 million active policies on behalf of its 25+ clients. SE2 has over $100 billion in assets under administration and handles more than 200,000 new business applications annually. Please visit SE2 at www.SE2.com to learn more. Visit us at: https://se2.com/

Founded in 1992, UCT is recognized as the only North American company dedicated to life insurance data migration. An Equisoft subsidiary, UCT is a one-stop partner and solution provider for data analysis and auditing, data cleansing, conversion, balancing and reporting. The firm specializes in complex, high-volume data conversion projects that frequently involve multiple source and target systems. UCT also offers its advanced proprietary data conversion toolset (DCA) under licensing agreements. Having successfully completed over 200 migration projects for hundreds of insurance companies and policy admin vendors, UCT has developed a unique expertise, methodology and technology stack that dramatically reduces the costs and risks associated with data migration projects. Website: www.uctcorp.com/en