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2016 Enrollment Technology Strategy Seminar

Delivering Better Outcomes

3/1/2016 - 3/2/2016
OMNI Charlotte Hotel Charlotte, NC USA


Who Attends

Individuals from LIMRA member insurance companies that lead and/or support:

  • worksite/voluntary initiatives
  • enrollment strategy or solutions
  • technology service provider and/or exchange relationship management
  • enrollment and/or benefit administration technology

All participants should be very experienced in their field. 

Each LIMRA member insurance company will be limited to five attendees.

A limited number of technology service providers in enrollment and/or benefits administration technology.  These service providers will be active participants in all sessions and discussions.  Service providers will be limited to TWO participants per company.

Seminar Purpose:

To provide a forum for LIMRA member insurance companies and technology service providers to participate in an open discussion on how to cohesively work together and define better outcomes. Goal is to connect the participants with peers and technology purveyors to learn, network and share innovative ideas to help identify potential solutions to existing challenges.


Technology continues to change the way employees enroll in benefits. What technology strategy or solution has your organization developed to manage the employee enrollment process? Are you aware of all the available technology solutions that can help you? Are you using the right tools to reach your target markets? The LIMRA 2016 Enrollment Technology Strategy Seminar will help you answer these questions and connect you to your industry peers and leaders in enrollment technology. Join us to learn about the latest tools, network and share insights, and identify the best ways to overcome today’s and tomorrow’s challenges. Come away from our seminar with the knowledge and confidence that you can improve your business!

Seminar Details

Workshops will be 60 to 90 minutes long. Sessions will consist of formal presentations, workshops, and open forum discussions. All workshops will be repeated to allow attendees the opportunity to attend more sessions.

Start time: 8:00 a.m., March 1

End time: 12:00 noon, March 2

Dress code is Business Casual.


John Erickson
Vice President of Analytics and Research, Esurance

John Erickson

Vice President of Analytics and Research, Esurance

John is responsible for developing enhancements to Esurance’s auto insurance product lines. A 33-year veteran of the auto insurance business and a lifelong numbers cruncher, John has worked in a variety of actuarial and product management roles in the insurance industry. His interest in analytics has led him to measure and model many aspects of insurance products, with increasing focus on customer segmentation and the customer experience.
Bilal Kazmi
Assistant Vice President, Analytics & Insights, Sun Life Financial

Bilal Kazmi

Assistant Vice President, Analytics & Insights, Sun Life Financial

Bilal has spent more than 10 years working for Sun Life Financial across multiple business lines and disciplines. His team uses data, design thinking, and research-driven insights to develop decision support tools rooted in business and customer needs. Bilal has spent more than a decade at Sun Life Financial and has worked across several business lines and disciplines. Before Sun Life, Bilal worked as a management consultant for A.T. Kearney, a management consulting firm. He earned a Bachelor’s degree in Finance from Bentley University and a Master of Business Administration from Carnegie Mellon University's Tepper School of Business.
Andrea Savastra
Director, Marketing Employer Group, The Hartford

Andrea Savastra

Director, Marketing Employer Group, The Hartford

Andrea is responsible for developing, overseeing, and leading the execution of the Voluntary Benefits marketing strategy for The Hartford’s Employee Benefits business targeting brokers, employers, and consumers. Her team’s main goals are to engage and educate consumers on the need for life, disability, critical illness, and accident insurance. Andrea holds a patent on an educational technology tool and is currently working on a Master’s degree in integrated marketing communications at Marist College. She received her Bachelor’s degree in communication science from Eastern Connecticut State University. 
Dr Mohan Subramaniam
Associate Professor of Strategy, Carroll School of Management, Boston College

Dr Mohan Subramaniam

Associate Professor of Strategy, Carroll School of Management, Boston College

Dr. Subramaniam has a doctorate in Management Policy from Boston University and an MBA from the Indian Institute of Management at Bangalore. He specializes in the areas of ecosystem strategy, global strategy, and the strategic management of knowledge and innovation. His research appears in several leading management journals. He teaches courses in strategy, global strategy, and innovation management at Boston College. Dr. Subramaniam has consulted with senior executives at leading global companies such as General Motors, Hamilton Sunstrand, Nextel, New Balance, Voestalpine, Tata Consulting Services, and has taught executive development programs at the University of Connecticut and at Boston College.
Patrick Toner
Founder, Customer Benefits Analytics

Patrick Toner

Founder, Customer Benefits Analytics

Patrick founded Customer Benefits Analytics in 2014 to improve benefits marketing by using data analytics and digital marketing. He has 12 years of experience in employee benefits. As head of Cigna Voluntary’s marketing and enrollment strategy, he led innovations including personalized enrollment kits, online decision support tools, online enrollment bundled with voluntary products, and customer segmentation. Prior to Cigna, Patrick led MetLife’s e-business team that built the MyBenefits and MetLink online portals, and was head of digital strategy for SourceMedia, the parent company of Employee Benefits News and Employee Benefits Adviser. He has a B.A. from Vassar College and an M.B.A. from Columbia University. He lives in New Jersey.
Jamie Walker
Vice President, Product and Consumer Engagement, Plan Source

Jamie Walker

Vice President, Product and Consumer Engagement, Plan Source

Jamie is responsible for the company’s product development vision, strategy, and corresponding processes. She balances strategic collaboration with the company management team members, personnel, and budget management, as well as hands-on day-to-day implementation for operational effectiveness. Prior to PlanSource, Jamie served as the Senior Director of Enterprise Data Strategy and Senior Director of Product & Innovation with UnitedHealth Group. Jamie is recognized as an innovative leader in analytics and using data to support and define strategic direction for product design and engagement.



Registration Fees

LIMRA Member - $595 (limited to 5 attendees per company)
Nonmember - $795 (limited to 2 attendees per company)


In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fee that have been paid by the registrant. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant.

All cancellations must be received in writing. Notify Cancellations received BEFORE Feb 9, 2016 will be refunded, less a $75 processing fee. Cancellations received from  February 9, 2016 to February 23, 2016 will be refunded, less a $275 processing and administrative fee. No refunds AFTER February 23, 2016.

Hotel / Venue

OMNI Charlotte Hotel
132 E Trade Street
Charlotte, NC 28202
Phone: 704-377-0400

Book your reservations here.

Please call 1-800-The-Omni for your hotel reservation. Identify yourself as part of the LIMRA Enrollment Technology Strategy Seminar to receive the special group rate of $209 single/double plus applicable sales taxes. Reservation requests received after February 5, 2016 will be accepted based on room availability. The group rate will be offered three days prior and three days after the meeting dates subject to availability of room at the time of your reservation. Reservations must be guaranteed with a major credit card..

Become a Sponsor or Exhibitor

To register as a exhibitor, please fill out this form.

For those interested in sponsorships, please contact InAh Chambers –

Sponsors and Exhibitors

Diamond Sponsors

Conference Sponsor

Silver Sponsors


Contact us to learn more:

Joan O'Neil

Senior Conference Coordinator


(860) 285-7741

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