2017 LIMRA Annual Conference - Sponsors and Exhibitors

As the trusted global leader in digital client engagement for financial services, Hearsay Systems empowers over 260,000 advisors and agents to proactively guide and capture the last mile of digital communications in a compliant manner. The world’s leading financial firms—including BlackRock, Charles Schwab, and New York Life—rely on Hearsay’s compliance-driven platform to scale their reach, optimize sales engagements, grow their business and deliver exceptional client service. Hearsay is headquartered in San Francisco, with globally distributed teams in North America, Europe and Asia. Visit us at: https://www.hearsaysystems.com/

Life.io is a leading customer engagement technology firm that helps companies accelerate the development of their end-to-end digital client experience with the Life.io Solution Suite: Grow, Engage, Empower and Insights. Our state-of-the-art digital suite integrates powerful engagement across the client lifecycle to reduce friction, convert sales and optimize results. Visit us at: www.life.io

Today’s clients are not just more distracted. They are more distant and distressed. How do you capture attention and drive sales? At Mindset Digital, we show you how to: • Write for action: We redesign everything from your emails and website content to news releases and compliance letters. • Present with power: We transform old-school sales presentations into highly visual, high-impact talks. • Develop a compelling online presence: Our LinkedIn Executive Makeovers and training help you connect with clients — virtually. Our award-winning team has provided training and consulting to more than 250,000 professionals in major insurance and financial firms around the world. Beyond training your teams, our specialists can do all the heavy lifting for making sure your messaging is clear and compelling. You’re looking to communicate with clarity and impact. We’ve got you covered. Visit us at: https://mindsetdigital.com/

Hoopis Performance Network provides digital learning solutions designed to develop the knowledge and skills of financial advisors, firm leaders, and employees/staff at all levels. HPN’s scalable, customizable solutions equip financial organizations with value-added resources to increase productivity and retention of advisors and their teams. Connect with us to learn why over 100,000 financial professionals leverage HPN for their needs in sale effectiveness, practice management, marketing, advanced planning, staff development and more! https://hoopis.com/

Pinpoint is the recognized leader in web-based compliance and risk management solutions for financial services firms. Pinpoint’s Compliance systems provide online fillable forms and client specific submission and approval workflows. The system supports 22 compliance modules including ADV Part 2 B brochures, OBAs, Advertising Review, and Gifts and Entertainment. Pinpoint’s comprehensive tracking and reporting capabilities provide real-time status of all compliance initiatives and archives all client compliance records in SEC 17-a compliance. Visit us at: https://www.pinpointglobal.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

To succeed, insurers need to transform with more nimble systems and processes, innovative business models, and meaningful connections to the end policyholder. These are prerequisite for future industry leadership. The IBM Global Insurance team works with each of the top 100 carriers worldwide to bring innovative capabilities, industry expertise, and global delivery presence to realize this vision. For more information about IBM Insurance solutions, please visit: https://ibm.com/insurance.

Multi Image Group has been making experiences – innovative, unforgettable, award-winning – since 1979. We’re women-owned and family-run. We consistently deliver the team, tools, and tactics our clients need to tell their brand story in ways that move hearts, move minds, and ultimately move the needle. We’re all about continuous collaboration and communication. With clients. And with each other. That’s why you’ll find our 140+ technical experts, creative visionaries, and media mavens cross-pollinating under one roof in our Boca Raton HQ. MIG provides you with a full spectrum of services to elevate your brand. Our strategic consultation ignites ideas and polishes performance. Our face-to-face event services make moments memorable, meaningful, and actionable. Our scenic & exhibit designs create environments that resonate and amplify your brand. Our digital development and motion graphics lab energize your story across multiple media platforms. And our HQ also includes a warehouse full of next-gen tech for all your AV and staging needs, a scenic and fabrication shop, a 34’ x 40’ cyclorama photo studio, and our own in-house print shop.

Let’s be Experience Makers together.

NTT DATA Services is a global digital business and IT services leader. Our consultative approach leverages deep Life Insurance & Annuity industry expertise and technologies to create practical, scalable solutions that accelerate our client’s digital journeys. We provide third-party administration (TPA) services using our Global Insurance Digital Platform (GIDP^TM) ecosystem and are the second largest TPA in N.A., fully licensed in every state, managing over 7 million active policies for more than 30 L&A clients. We’ll help you reimagine the possibilities related to digital platforms & partner ecosystems, data & predictive analytics, customer & agent digital experiences, mergers & acquisitions, and third-party administration. Learn more at: www.nttdataservices.com/insurance.

We’re Brighthouse Financial. Brighthouse Financial is on a mission to help people achieve financial security.. We're one of the largest providers of annuities and life insurance in the U.S.,¹ and our commitment to being a great place to work has earned us recognition from Forbes as one of America's Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte. Visit us at: https://www.brighthousefinancialpro.com/

¹ Ranked by 2023 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2024.

Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, cloud and data, combined with its deep industry expertise and partner ecosystem. The Group reported 2023 global revenues of €22.5 billion.

Get The Future You Want | www.capgemini.com

Epsilon is a leader in interaction management, empowering brands to transform ordinary customer experiences into meaningful, human experiences. Our connected suite of products and services combine leading-edge identity management, industrial strength data and technology expertise with big brand acumen gained over five decades working with the industry’s top brands. Our human-powered, data-led marketing delivers unmatched depth, breadth and scale to help brands turn meaningful human interactions into exceptional business outcomes. Epsilon employs over 8,000 associates in 87 offices worldwide. For more information, visit www.epsilon.com. Follow us on Twitter at @EpsilonMktg. Epsilon® is a trademark of Epsilon Data Systems, LLC or its affiliated companies.

Vitech is a global provider of cloud-native benefit and investment administration software. We help our insurance, retirement, and investment clients expand their offerings and capabilities, streamline their operations, gain analytical insights, and transform their engagement models for an effortless customer experience. Vitech’s V3locity, is a transformative suite of complementary applications that offers full lifecycle business functionality and robust enterprise capabilities that help organizations achieve their modernization, and growth objectives. It marries core administration with a revolutionary digital experience, and its modular design enables flexible Agile deployment strategies. V3locity employs an advanced cloud-native architecture that leverages the unique capabilities of AWS to deliver a solution with unparalleled security, scalability, and resiliency. Vitech employs more than 1,400 professionals, serving the world’s most successful insurance, retirement, and investment organizations. Vitech’s market leadership has been recognized by industry experts, such as Gartner, Celent, Aite-Novarica, and ISG. For more information, please visit www.vitechinc.com.

State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. With $28 trillion in assets under custody and administration and $2 trillion* in assets under management as of June 30, 2016, State Street operates in more than 100 geographic markets worldwide, including the US, Canada, Europe, the Middle East and Asia. For more information, visit www.statestreet.com.

* Assets under management include approximately $40 billion as of June 30, 2016, for which State Street Global Markets, LLC, an affiliate of SSGA, serves as the distribution agent.

Accenture helps insurance carriers innovate and grow. Our Accenture Life Insurance & Annuity Platform (ALIP) unlocks value through advanced digital capabilities in new business, underwriting, policy administration, and engaging customer experiences—all supported by our extensive partner network. Accenture's industry-leading expertise in core system modernization and advanced customer experiences using AI and Generative AI, automation, cloud, and data analytics empowers carriers to create value and shared success with customers and distributors. See how Accenture is delivering on the promise of technology and human ingenuity. Visit www.accenture.com/lifeandannuitysoftware

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.

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

Assurance partners with insurance carriers and national distributors to provide next-generation digital sales and data acceleration platforms that make selling insurance simpler, more profitable & a better customer experience.  Our sales and data acceleration platform, Ensight™, helps insurance carriers and distributors capitalize on internal and external data sources, build transformational digital business models and create new customer-centric digital journeys.  The Ensight™ sales acceleration suite addresses the pain points of the life insurance sales journey, from interactive proposal visualization and real-time distribution analytics to intelligent quoting, AI-based product analysis and SalesForce™ integration. Visit us at www.assuranceapp.com

Broadridge (NYSE: BR), a global Fintech leader with over $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications. The Broadridge Communications CloudSM is an end-to-end communications and engagement platform that simplifies content creation and management, enhances digital adoption, and improves processing times — all while strengthening compliance, data security and experiences. By connecting to the multitude of digital channels used daily and leveraging a high-scale, high-performance print-and-mail network, our insurance clients are unlocking new sources of economic value and advancing their digital transformation. With open APIs, self-service and managed service capabilities, and a digital-first ecosystem, the flexible platform includes omni-channel composition, identity and preference management, information and journey management, omni-channel delivery, and analytics and reporting. Delivering 7 billion digital and print communications a year, we are uniquely positioned to provide a seamless omni-channel experience that amplifies digital communications for policyholders and agents. Learn more.

Captricity’s AI-powered data capture solution extracts and enhances data with 99.5% accuracy from any customer channel — including handwritten documents — and delivers it seamlessly into downstream systems and workflows. Thirteen of the top 20 US life insurers use high-quality, normalized data from Captricity to deliver business insights that increase revenue, lower costs, and drive a deeper understanding of risk. Captricity is headquartered in Oakland, CA. For more information, visit http://www.captricity.com.

dacadoo is a global technology company that is driving the digital transformation in life insurance. Based in Zurich, Switzerland, dacadoo strengthens health and wellbeing through active engagement and artificial intelligence. dacadoo develops and operates a mobile-first digital health engagement platform that helps people live healthier, more active lives. Based on over 200 million person-years of clinical data, its patented, real-time Health Score makes health individually measurable. The Health Score’s underlying risk calculations include all-cause mortality and the risks of acquiring most major diseases, which can be used to dynamically underwrite members and recognize cross-sell and upsell opportunities. Available in over 12 languages, dacadoo’s technology is provided as a fully branded, white-label solution or it can be integrated into customer products through its API. dacadoo's customers include health and life insurance companies, as well as large and mid-sized employers for health promotion in the workplace. For more information visit www.dacadoo.com

Discovery Data provides extensive information on all firms and over 725,000 professionals in the financial services industry and 1.8 million insurance agents. Our online tools and weekly updates allow you to search, view and export in-depth, up-to-date profiles with hundreds of data points such as business and home addresses, phone numbers and emails, titles, advisor teams, licenses, carrier appointments, firm registration history and much more to assist your recruiting, sales and marketing efforts.

To learn how Discovery Data can help you identify, reach and do business with firms and professionals throughout North America, visit www.discoveryco.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

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 75 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and some 500 experts based in the USA, Canada, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. 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/

Hootsuite is the most widely used platform for managing social media, loved by over 16 million people around the globe and trusted by more than 800 of the Fortune 1000. Hootsuite Enterprise empowers organizations to execute business strategies for the social media era. With Hootsuite, you can build and manage your brand, strengthen relationships with clients, empower your advisors with social selling, and mitigate social media risk. Our versatile platform supports a thriving ecosystem of social networks complemented by 250+ business applications and integrations, allowing you to integrate social across your organization. Visit us at https://hootsuite.com/financial-services

Insurance Technologies powers better digital connectivity for the life insurance and annuities business so consumers can get rates and buy products more efficiently. We provide digital sales capabilities for carriers and all distribution channels that modernize workflows and deliver a better experience where the consumer wants — in person, online or on the go. From pre-sale functions, to quoting and illustration, to e-application and post-sale services, our solutions unlock sales opportunities across all lines of the life and annuity business. Learn more at www.insurancetechnologies.com.

Majesco is the leading software partner to both the P&C and L&A insurance markets to modernize, optimize and innovate their businesses at speed and scale. Over 330 insurers, from Greenfields, start-ups and MGAs to the largest insurers, reinsurers and brokers use Majesco’s next generation SaaS platform solutions of core, data and analytics, digital, distribution, absence management and a rich ecosystem marketplace of established and InsurTech partners to build the future of insurance. Our technology, expertise and leadership help insurers innovate and connect to build the future of their business. With over 825 successful implementations and over 65% of our customers on Cloud with Majesco platform solutions, together we have an amazing track record of innovation and real-world results. For more information visit: https://www.majesco.com/

NEOS is a recognized leader in helping global Insurance and Financial Services organizations drive transformative change. Specializing in Life, Annuities, Retirement, Employee Benefits, Property and Casualty, and Wealth Management, NEOS provides management consulting and delivery services that enable clients to solve strategy, distribution, operations, data, and technology challenges. For more information about NEOS, visit www.neosllc.com

PaperClip is a leader in the financial services industry providing paperless solutions while enabling compliance.  Amongst those services are VCFSeries document management, Internet eXpress document exchange, eM4 compliant email encryption, and our newest service Mojo for Big Data processing.  Mojo is a Platform as a Service born in the Cloud to engage a Crowd Source workforce for Big Data processing. The ability to transcribe, translate and interpretation of Big Data faster and more accurate than ever before is a killer app. Mojo offers four unique services: Forms Classification, Handwriting Recognition, Shredded Data Storage, and Communications.

One vendor with 27 years in business that focuses on your goals of going paperless. www.paperclip.com

Sapiens International Corporation empowers insurers to succeed in an evolving industry with robust technology solutions, designed to support the Life and Annuity insurance market. With more than 40 years of experience delivering to over 600+ organizations globally, Sapiens has a proven ability to satisfy customers’ core, data and digital requirements with robust digital insurance software platforms, solutions and services. Please visit us at www.sapiens.com to learn more.

SE2, an Eldridge business, is a life and annuities insurance technology and services firm. SE2 has a proven track record of enabling technology driven transformations. SE2 uniquely combines industry knowledge stemming from its 125+ years of life insurance heritage along with its end-to-end SE2 Aurum® technology platform to enable the rapid launch of new and innovative products through both traditional 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.

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

Veritas is a technology integration and fulfillment provider for the insurance and financial services markets.  We augment your workflow with a proven platform to integrate, produce, and deliver complex and targeted communications from your CRM and marketing automation systems. Products include App Builder, Book Builder and Superfulfillment.   Learn more at www.meetveritas.com and www.rrd.com