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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.

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

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:



Strategic Partners

Hoopis Performance Network provides digital learning, sales effectiveness and leadership development solutions designed to increase productivity and retention within financial services organizations. Depending on your organization’s needs, we offer scalable, customizable resources for developing advisors, leaders, and home office employees/field staff. In addition, we’ve developed financial wellness digital educational content as a valueadded benefit for employees and clients. Connect with us to learn why 75+ organizations with 70,000+ financial professionals in 30+ countries throughout the world leverage HPN to help them attract, develop and retain key talent. Visit us at: is a leading customer engagement technology firm that helps companies accelerate the development of their end-to-end digital client experience with the 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:

Pinpoint Global is the recognized leader in on-demand, online training, and compliance solutions for the financial services and health insurance industries. Pinpoint Global Communications develops and maintains enterprise-class learning management systems (LMS) using a software as a service (SaaS) business model. Our turnkey, customized LMS solutions are extensible and scalable supporting clients with more than 85,000 users. Pinpoint solutions provide comprehensive real-time reporting on user activity and assigned training completions. Pinpoint Global’s online SaaS ComplianceConnectTM system provides decision-ready data to support all SEC requirements. Compliance modules are customized for RIAs and large financial services companies to easily deliver, monitor, and report on assigned compliance requirements of advisors and other registered individuals.

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:

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

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.


BizEquity is the leading fintech software company created to democratize business valuation knowledge for every business in the world. BizEquity has created the largest online business valuation cloud-based software product and service and the most business valuation data on businesses in the market today. BizEquity’s patented platform is distributed through leading financial services firms such as TD Bank; UBS; PNC; Northwestern Mutual; Equitable; Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now is able to provide financial services firms support to better reach business owner clients to help them discover their worth. Visit us at:

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

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.

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.

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.

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.

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.

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.

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

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.

Vertafore is driving simpler, smarter insurance distribution for the independent insurance channel. Our solutions help carriers manage the entire producer lifecycle—quickly, accurately, and efficiently — from licensing, appointing, registrations, and renewals to onboarding, continuing education, and termination. And we simplify compliance by automating the interactions between insurance producers, advisers, distributors, carriers, and regulators. Vertafore solutions are purpose-built for insurance, giving carriers the right tools to cut processing times, reduce paperwork, speed time to revenue, improve their producer experience, and move their business forward. Visit us at:

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