Skip to content

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

Digital Training Strategic Partner

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

Strategic Partners

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

Sponsors

Adobe is changing the world though digital experiences. We help our Financial services customers develop and deliver high-impact experiences that differentiate brands, build loyalty, and drive revenue across every screen, including smartphones, computers, tablets and TVs. Adobe solutions are used daily by millions of companies worldwide—from publishers and broadcasters, to enterprises, marketing agencies and household-name brands. Building on our established design leadership, we enable customers to make great content, and to manage, measure and monetize it for maximum impact. For more information, visit http://www.adobe.com/industries/financial-services.html.

Adjacent to the trendy Design District and Wynwood Districts, and only 3.3 miles over the Venetian causeway to South Beach, Hilton Miami Downtown features 527 guest rooms and suites with beautiful bay and skyline views.  Over 45,000 sq ft of unbeatable meeting space on one floor assures a successful conference.  Visit us at miamidowntown.hilton.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

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

The Greater Miami Convention & Visitors Bureau (GMCVB) is an accredited Destination Marketing Organization and the official destination sales and marketing organization for Greater Miami and the Beaches.  It is a private-public partnership with more than 1,000 private business partners and four local governments.  Miami-Dade County, City of Miami Beach, City of Miami and Village of Bal Harbour.  Visit us at www.MiamiandBeaches.com

Exhibitors

Allego provides an intuitive just-in-time sales learning platform that boosts sales performance by transforming enablement and training through video content sharing.  As the only mobile-first, video-optimized solution, Allego ensures rapid adoption of the most relevant content from the field, on any device, designed for the distributed workforce. Over 15,000 global users rely on Allego to capture their best ideas, master their pitch and accelerate their performance. Allego is available as a native app for the iPad or iPhone, via Android mobile browser, and can be accessed via laptop or desktop on web browsers. Explore further at www.allego.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

Benchmark Business Group is a comprehensive solutions provider for insurance and financial services agencies, providing business development and practice management coaching and consulting, business valuations, and succession and exit planning strategies.  Starting as an E-Myth coaching center, we have developed a strong niche in the insurance and financial services industry, which now represents over half of our company focus and activities.  This includes consulting in distribution management strategy, field management organization and systems, and coaching of agents and advisors to transform “practices” into businesses that produce exponentially greater revenues and foster retention of agents and advisors.  Visit us at www.benchmarkbusinessgroup.com

Founded in 2008 by serial entrepreneur Michael Ambros, eKomi The Feedback Company is a leading independent SaaS provider of transaction-based reviews & ratings and customer experience management. As a Google worldwide partner with over 250 employees and headquartered in Berlin and Los Angeles with additional offices in London, Paris, and Madrid, eKomi has gathered and published well over 40 million reviews for customers. More than 14,000 companies worldwide successfully leverage eKomi´s social commerce solution to strengthen trust, increase sales, reduce returns, and drive organic traffic through genuine user generated content. eKomi´s groundbreaking social commerce technology enables businesses to generate customer and product reviews as well as social recommendations, thereby creating viral effects on websites and social media, while search engine integration allows for an immediate revenue-generating impact for business. For more information, visit www.ekomi.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/

Insurance Technologies provides innovative sales and regulatory automation solutions to the insurance and financial services industries. We provide carriers and distributors a suite of integrated sales tools and experiences to better serve advisors, agents and consumers. The unique architecture and flexibility of our solutions deliver front and back-office configurability and usability to support multiple business strategies, encourage cross-channel growth, and evolve with regulatory changes. From pre-sale functions through e-application, to post-sale services, our solutions provide the key sales components to create an automated and cohesive sales journey across all lines of insurance, retirement and investment products, empowering sales. Insurance Technologies is headquartered in Colorado Springs, CO and is the provider of ForeSight® and FireLight® solutions. For more information, visit www.insurancetechnologies.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

Boxing, like networking, is about the connection. The connections are important for both a boxer in the ring and sales producers looking to grow their business. Knock Out Networking is a sales consulting firm focused on helping financial advisors, brokers, agents, reps, planners, wholesalers, and other sales producers generate more referral business through networking. Services include keynote presentations, training sessions, seminars, group coaching, and licensing of content and intellectual property for sales producers and field leaders. For more information, visit www.KnockOutNetworking.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.

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/

Maritz Motivation Solutions offers employee recognition, customer loyalty, sales incentives and channel loyalty programs to U.S. and global companies. Our channel loyalty solution uses data and insights to design a personalized experience for our clients' channel partners - driving engagement, loyalty and growth. Maritz Motivation Solutions provides best-in-class program design, technology, communications and rewards fulfillment that includes the full spectrum of tangible and experiential reward options. At Maritz Motivation Solutions, we're dedicated to being the best in the business, fun to work with and our clients' most valuable ally. Visit us at www.maritzmotivation.com

Qlik® delivers intuitive platform solutions for self-service data visualization, guided analytics applications, embedded analytics and reporting to approximately 40,000 customers worldwide. Companies of all sizes, across all industries and geographies, use Qlik solutions to visualize and explore information, generate insight and make better decisions. At Qlik, we optimize Business Intelligence (BI) by harnessing the collective intelligence of people across an organization. We focus on empowering people — by enabling everyone in an organization to see the whole story that lives within their data. Visit us at www.qlik.com

Qvidian provides cloud-based sales execution solutions that enable companies to accelerate sales ramp up time, capture new business, and optimize sales performance by closing the gap between strategy and sales execution. The company’s innovative software and advisory services offer real-time insight to ensure sales teams do what’s needed to win, by driving repeatable methodologies and making the sales organization more agile. With over 1,200 global customers including Dell, Citi, ADP, CA, and Splunk, Qvidian is helping organizations significantly increase their profitable revenues while eliminating waste and reducing costs.  Visit us at www.qvidian.com

If you’re thinking about holding a meeting or incentive program, Royal Caribbean is the ideal choice for your next corporate event.  A meeting or incentive program aboard Royal Caribbean provides great value for your money and delivers a significant cost savings when compared to a typical hotel or resort destination. What makes Royal Caribbean stand out in a sea of competition? *Cost savings - cruising is virtually all-inclusive, *Ease of planning, *Customization options, *Complimentary state-of-the-art facilities.  Think outside the ballroom and consider planning your next event at sea.

For more information, visit www.royalcaribbeanincentives.com or contact Royal Caribbean's Corporate Sales Team at 800-762--0458.

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/

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

Securities Training Corporation (STC) is the leading provider of training solutions dedicated solely to the financial services industry. Our training is offered in a wide variety of learning options, from traditional self-study or classroom training to e-learning. It spans the full range of securities licensing, including the new FINRA Series 99 and Life, Accident & Health pre-licensing preparation. Through our strategic partner, LIMRA International, we offer a full range of recruiting and selection tools that will help you hire and retain your best talent.  Visit us at www.stcusa.com

StoneRiver life insurance solutions are specifically designed to improve time-to-market, simplify new business acquisition and reduce operational expenses. By implementing the complete solution set, clients can achieve straight-through processing from application submission, to underwriting and case management, to issuing a claim check. Implement the life systems together or individually. Visit us at www.stoneriver.com

Vertafore is a software solutions partner for independent insurance agencies and brokers, MGAs, TPAs, and carriers. Our mission is to transform the way the industry operates by putting people at the heart of insurance technology, with solutions that help them better manage their processes and grow their business.

With the ever-increasing choices of group plans and products available to employers and employees, group plans have become complicated and riddled with exceptions. Many carriers outsource this process because it is cumbersome and time-consuming, but we offer a streamlined internal option.

The Vertafore Group Insurance Billing solution is designed to meet the unique needs of group benefits policies—including life, disability and health insurance. It can integrate with your policy admin and compensation systems to load census data and also integrate with the Vertafore Compensation module to create list bills and invoices in minutes. www.vertafore.com

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 www.vuesoftware.com

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: www.wateringcanpress.com