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

Insurance Supermarket Inc. – Alternative Distribution in a box — If alternative distribution channel is on your agenda within the next 5 years, ISI can help you get there quickly and with guaranteed results. Whether you plan a standalone or integrated solution, ISI can set-up, launch and scale your digital alternative distribution business in under 12 months with minimal risk. Be part of the alternative distribution and digital revolution.

Elite 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

For more than a decade, Hoopis Performance Network has been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. Clients in over twenty five countries throughout the world leverage HPN to help them keep pace with the ever evolving challenges of learning and development in the new normal we’re all experiencing. HPN’s digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs. Visit us at www.Hoopis.com.

To grow the market and connect meaningfully with customers requires going beyond a simple, digital customer journey. Evolve the customer experience with a platform that educates, supports and rewards users at every stage of their life journey. Whether you're at the beginning of your digital transformation or you already have a modern fully digital technology stack, Life.io is purpose-built to take your engagement to the next level. Visit us at: https://life.io/

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

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

Diamond Sponsor

Aurea is the technology behind some of the world’s greatest customer experiences, for the largest and most successful brands. Aurea’s platform, engagement and vertical solutions help companies create exceptional, end-to-end experiences for their customers – driving both retention and growth. Aurea’s products include process management, messaging, customer relationship management, email marketing, and collaboration software, as well as industry solutions for retail, insurance, energy and life sciences. Aurea is an affiliate of ESW Capital. More information can be found at www.aurea.com.

Breakfast Sponsor

The Sawgrass Marriott Golf Resort and Spa the premier meeting destination located in Ponte Vedra Beach, Florida. This isn’t just any place to meet. It’s all the tools for a successful meeting nestled in 65 acres of relaxing beachfront, green space and more. The Resort is also the perfect location for leisure travel where guests can enjoy endless amenities including a private beach club with an Olympic sized pool, watersports, additional resort pools, a total of 8 outstanding restaurants and bars, two Championship golf courses at the legendary TPC® Sawgrass, the Surfstream® Wave pool and our full service spa. www.marriott.com

Exhibitors

Founded in 2011, BizEquity is the world’s leading provider of business valuation knowledge and big data. Having valued over 33 million private businesses to date, BizEquity’s vision is to value every private business in the world, and in the process, democratize business valuation and performance knowledge for all businesses and financial institutions. BizEquity’s products are designed to help financial professionals prospect and prosper, equipping them with accurate data, strong client deliverables, and proven marketing and implementation programs. Stop by our booth to discover how you can attract, engage, capture and convert your best prospects into your best clients. https://www.bizequity.com/advisoroffice

BobTrak is the complete solution for Producer Portfolio Management. BobTrak will be the system of record for managing and maintaining the complex and dynamic links between your producers and the policies and accounts they service. In addition, BobTrak provides rule-based aggregations of policy values over time, making it a valuable tool for managing your distribution channels and providing an enhanced producer experience for your agents as you give them tools to manage their own books of business. Visit http://www.bobtrak.com/

Broadridge (NYSE: BR), a $4 billion global Fintech leader, provides communications, technology, data and analytics. The Broadridge Communications CloudSM is an end-to-end communications platform for creating, delivering and managing omni-channel communications and customer engagement. The flexible, modular solution includes data-driven composition tools, identity and preference management, omni-channel optimization and experience, archive and information management, omni-channel delivery, and analytics and reporting. Delivering 6.7 billion digital and print communications a year on behalf of more than 5,000 brands, we are uniquely positioned to drive innovation and help clients get ahead of today’s challenges and capitalize on what’s next. Learn more.

CallidusCloud, the global leader in sales performance management, provides enterprise-level solutions that address insurers' needs to actively manage producer information, streamline the onboarding and compliance processes, increase the ease with which agents and brokers engage with the carrier, and manage books of business at every level. Solutions available include comprehensive distribution management, workflow, state regulation monitoring, incentive compensation management, and agent communication. CallidusCloud also offers portal solutions that provide state-of-the-art capabilities in information and learning dissemination from carriers to agents. Together, these solutions make up the most comprehensive distribution management solution available. www.calliduscloud.com

Equisoft is a privately held company specialized in the design and delivery of advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries. All Equisoft software systems are developed for optimal scalability and configurability to empower clients. Solutions are webbased, mobile-compatible and fully customizable to meet specific business needs. The company offers innovative front-end applications, such as Equisoft/apply and Equisoft/analyze for advisors, used by thousands of advisors around the world. In addition, Equisoft is an Oracle Insurance Policy Administration for Life and Annuity (OIPA) integration partner for more than 15 insurers globally. To complete this unique offering, Equisoft brings extensive experience in insurance data migration through its subsidiary Universal Conversion Technologies (UCT). Founded in 1994, Equisoft has a growing team of nearly 400 specialized resources based in the United States, Canada, Caribbean, Chile, South Africa and India. www.equisoft.com/en

EverQuote helps financial advisors grow their business by connecting them in real time with online consumers actively looking for financial and insurance products. We operate the leading online financial services and insurance marketplace in the U.S., attracting 10 million prospects per month. Our data and technology platform allows advisors, agents, and carriers to maximize their policies sold while providing great products and coverage to their new customers. EverQuote was founded with the vision of applying a scientific, data-driven approach to help consumers find the best price and coverage for their individual needs. www.everquote.com

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/

25 Point Systems brings you Tier 25: Your Digital Accountability Partner, the leading mobile platform for on-boarding and developing a new generation of Financial Advisors. Tier 25 helps managers condition new and emerging financial professionals to the prospecting and selling habits that ensure their success — a seamless, easy-to-use mobile application built to create engagement across the organization. With customized goal setting, real-time activity tracking, and gamified progress reports to fit your organization, Tier 25 the Fitbit® for Financial Professionals. www.25pointsystems.com

For decades, the insurance industry has tolerated the chronic affliction of low agent retention and sub-par productivity, and searching for a cure has been an exhaustive journey. The remedy? A treatment of new skills and a fresh way of thinking. At Sandler Training, one of the world’s top sales training companies, we dispense a modern approach to insurance sales training that creates the behavioral change needed for advisors and managers to start a new growth curve thus increasing revenue and productivity for the firm. We have developed a comprehensive platform specifically for the insurance industry. And our blended education methods offer a multi-channel learning experience customized specifically for our insurance clients’ needs. It includes self-paced on-line learning curriculums, virtual instructor-led classes, in-house workshops, and private coaching — all designed to deliver meaningful results for all levels of advisors, wholesalers, sales desk reps and field leaders. At Sandler, we are passionate about helping to positively impact those who impact others. Visit us at www.sandler.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

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