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.
Highlights
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.
Registration
Registration Fees
LIMRA Member - $595 (limited to 5 attendees per company) Nonmember - $795 (limited to 2 attendees per company)
Cancellations
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 customerservice@limra.com. 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.
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..
JOHN ERICKSON, Vice President, Analytics & Research,
Esurance
Big Data is one of the most talked about items in the industry.
Come listen to a leading internet company talk about how they
utilize Big Data and web technology to sell their insurance
products directly to consumers. You’ll walk away with a better
understanding of:
Data technics that are being used today in D2C
Ideas for harnessing Big Data to better educate employees
about your products and services
JOE FERNANDEZ, President and Chief Executive Officer,
The Benefit eXpert (TBX) WILLIAM A. (TINKER) KELLY, President
and CEO, VEBA TERRY LUCAS, A&H New Channel Business
Lead, MetLife Moderator: JOE MITCHELL, Assistant Vice President,
Enrollment Technology and Member Services, Lincoln Financial
Group
The voluntary benefits industry is experiencing welcome
advancements in enrollment technology. But there are some big
challenges. How can we stay true to voluntary enrollment
principles, enhance the enrollment experience, and increase
participation?
Identify the importance of incorporating basic enrollment
success factors into your enrollment technology strategy.
Learn from forward thinking industry leaders how you can
leverage technology to optimize employee engagement.
Understand the essential elements of a successful employee
self-service enrollment — elevating the employee experience
while achieving participation levels on par with traditional
enrollment methods.
DON CAHALAN, Chief Distribution Officer, Accord Systems DR. KRISTIN L. KAHLE, Founder and Chief Executive Officer,
NavigateHCR ALLISON MANNO, CHRS, PHR, Vice President,
Compliance & Client Services, Health E(fx) Moderator: DEB DESMYTHER, Technology Solutions Consultant, The Hartford
This interactive session will allow the attendees to gain a better understanding of what the challenges were with gathering employee data in 2015 and what challenges the employers face in 2016 and beyond. Attendees will also learn how the use of technology may help employers overcome these hurdles and how to prepare for the changing requirements.
JEN DANIEL, Assistant Vice President, Carrier Development,
Businessolver Moderator: ALAN MARSHALL, Vice President,
Business Development, e-Commerce, Transamerica
This informative session will separate fact from fiction and provide
insight into tools that truly help employees make the right benefit
decisions for them.
Why are product recommendation tools gaining popularity?
What are employee-consumers looking for to help guide their
decision-making process?
How can these tools help employers with product strategy?
JOE FERNANDEZ, President and Chief Executive Officer,
The Benefit eXpert (TBX) WILLIAM A. (TINKER) KELLY, President
and CEO, VEBA TERRY LUCAS, A&H New Channel Business
Lead, MetLife Moderator: JOE MITCHELL, Assistant Vice President,
Enrollment Technology and Member Services, Lincoln Financial
Group
The voluntary benefits industry is experiencing welcome
advancements in enrollment technology. But there are some big
challenges. How can we stay true to voluntary enrollment
principles, enhance the enrollment experience, and increase
participation?
Identify the importance of incorporating basic enrollment
success factors into your enrollment technology strategy.
Learn from forward thinking industry leaders how you can
leverage technology to optimize employee engagement.
Understand the essential elements of a successful employee
self-service enrollment — elevating the employee experience
while achieving participation levels on par with traditional
enrollment methods.
DON CAHALAN, Chief Distribution Officer, Accord Systems DR. KRISTIN L. KAHLE, Founder and Chief Executive Officer,
NavigateHCR ALLISON MANNO, CHRS, PHR, Vice President,
Compliance & Client Services, Health E(fx) Moderator: DEB DESMYTHER, Technology Solutions Consultant, The Hartford
This interactive session will allow the attendees to gain a better understanding of what the challenges were with gathering employee data in 2015 and what challenges the employers face in 2016 and beyond. Attendees will also learn how the use of technology may help employers overcome these hurdles and how to prepare for the changing requirements.
JEN DANIEL, Assistant Vice President, Carrier Development,
Businessolver Moderator: ALAN MARSHALL, Vice President,
Business Development, e-Commerce, Transamerica
This informative session will separate fact from fiction and provide
insight into tools that truly help employees make the right benefit
decisions for them.
Why are product recommendation tools gaining popularity?
What are employee-consumers looking for to help guide their
decision-making process?
How can these tools help employers with product strategy?
BILAL KAZMI, AVP, Innovation and Analytics, Sun Life Financial
ANDREA SAVASTRA, Director, Marketing Employer Group, The Hartford PATRICK G. TONER, Founder & Chief Executive Officer, Customer Benefits Analytics JAMIE WALKER, Vice President, Product and Consumer Engagement, Plan Source Moderator: STEPHEN PITZER, FLMI, CSP, Director, Workplace
Voluntary Benefits, Humana
The new focus on employees is dramatically changing the way we
need to market and sell voluntary products. Success in our evolving
marketplace hinges on our recognition of and response to this
dynamic.
Learn how consumer data analytic and enrollment technology
advancements can be leveraged to elevate the employee
enrollment experience and your ROI.
Hear about what others are doing to cultivate existing
capabilities as they progress along their “consumer centric”
journey.
Know the key success factors — what is working and what
should be avoided.
ERIC HELMAN, Chief Strategy Officer, Hodges Mace ANDREW
JENNINGS, President, Prepare Benefits WES MOSS, Vice
President of Sales, TBX Benefit Partners Moderator: MIKE ZILAHY, Associate Director, Enrollment Experience, Sun Life
Together we will discuss the evolving role of the “enrollment firm.” Learn why employers are hiring them and how those reasons align with the distribution of voluntary benefits. Find out what services they provide that align with carriers’ needs. Discover how they are using technology to make these services and enrollment easier and more effective. You will leave with a better understanding of what we can or should be doing to better align with their new models.
JOEL A. CARTER, Senior Vice President of Client Development,
Secova MATT KAISER, Vice President, Director of Human
Resources Technology and Outsourcing, Lockton Companies;PAUL SMITH, Chief Revenue Officer, CodeBaby Moderator: MARIE
LOUGHRAN, Second Vice President, Workplace Solutions Sales &
Service, Boston Mutual Life Insurance Company
In this workshop we will talk about who the new entrants/ disruptors are to our “playground” and how they impact all of us who already play here. They are changing the way employers and employees think about benefits and how they are delivered. So how do we play nice and not fall behind? In this informative session, you will hear from the entities that are reshaping our market.
SCOTT EVANS, Chief Operating Officer, benefitsCONNECT
VINAY GIDWANEY, Co-Founder, Chief Product Officer, Maxwell
Health ALLISON LANDERS, Vice President of
Customer Experience, Prudential Moderator: JESSIE MYERS,
Senior Enrollment Manager, Assurity Life Insurance Company
Technology presents a new look and feel to the enrollment space.
The panel will discuss how to engage the customer and provide
them with valuable information at their fingertips.
How consumers shop for their benefits
Providing ongoing education to jump start the decision-making
process
Measuring the effectiveness of the technology and driving
performance
ERIC HELMAN, Chief Strategy Officer, Hodges Mace ANDREW
JENNINGS, President, Prepare Benefits WES MOSS, Vice
President of Sales, TBX Benefit Partners Moderator: MIKE ZILAHY, Associate Director, Enrollment Experience, Sun Life
Together we will discuss the evolving role of the “enrollment firm.” Learn why employers are hiring them and how those reasons align with the distribution of voluntary benefits. Find out what services they provide that align with carriers’ needs. Discover how they are using technology to make these services and enrollment easier and more effective. You will leave with a better understanding of what we can or should be doing to better align with their new models.
JOEL A. CARTER, Senior Vice President of Client Development,
Secova MATT KAISER, Vice President, Director of Human
Resources Technology and Outsourcing, Lockton Companies;PAUL SMITH, Chief Revenue Officer, CodeBaby Moderator: MARIE
LOUGHRAN, Second Vice President, Workplace Solutions Sales &
Service, Boston Mutual Life Insurance Company
In this workshop we will talk about who the new entrants/ disruptors are to our “playground” and how they impact all of us who already play here. They are changing the way employers and employees think about benefits and how they are delivered. So how do we play nice and not fall behind? In this informative session, you will hear from the entities that are reshaping our market.
SCOTT EVANS, Chief Operating Officer, benefitsCONNECT VINAY GIDWANEY, Co-Founder, Chief Product Officer, Maxwell
Health ALLISON LANDERS, Vice President of
Customer Experience, Prudential Moderator: JESSIE MYERS,
Senior Enrollment Manager, Assurity Life Insurance Company
Technology presents a new look and feel to the enrollment space.
The panel will discuss how to engage the customer and provide
them with valuable information at their fingertips.
How consumers shop for their benefits
Providing ongoing education to jump start the decision-making
process
Measuring the effectiveness of the technology and driving
performance
MOHAN SUBRAMANIAM, D.B.A., M.B.A., Associate Professor
of Strategy, Carroll School of Management, Boston College Moderator: AARON ROBY, Vice President, Partner Enrollment &
Implementation Strategies Officer, Texas Life Insurance Company
As digitalization opens new opportunities for firms to leverage
information, rather than physical assets, Application Program
Interfaces are poised to replace alliances as the most common
means for inter-firm partnerships. Learn about how APIs are
different from traditional partnerships as well as:
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.
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 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.
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 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.
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.
