All participants should be very experienced in their field.
Highlights
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.
Registration
Registration Fees
LIMRA Member: $725
Nonmember: $925
Cancellation Policy
In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees 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. Email customer.service@limra.com. Cancellations received before January 16, 2018, will be refunded, less a $75 processing fee. Cancellations received from January 16, 2018 to January 30, 2018 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after January 30, 2018.
If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.
Identify yourself as part of the LIMRA Enrollment Technology Strategy Seminar to receive the special group rate of $179 single/double plus applicable sales taxes. Reservation requests received after January 12, 2018 will be accepted based on room availability. The group rate will be offered three days prior and three days after the conference subject to availability of rooms at the time of your reservation. Reservations must be guaranteed with a major credit card.
CAROL ALTMAN, Director of External Partnerships, Group Benefits, The Hartford; JEFF CALDWELL, AVP – Employee Benefit Sales, Transamerica Corporation; BEATA ROGALA, Second Vice President, Enrollment & e-Business, Worksite Marketing, Guardian Life Insurance Company; Moderator: TOM DAVENPORT, AVP, Enrollment Technology, Transamerica Corporation
Carrier and technology partnerships are critical to growth — especially in our industry. Each partnership relies on many factors for success and there is no one-size-fits-all solution. In this session, you will:
Better understand when to develop a partnership versus maintaining a vendor relationship
Hear how forming the right partnership during the onboarding process leads to key success factors
Distinguish appropriate strategies for a direct partnership, exchange, and marketplace
10:30 am - 10:45 am
BREAK
10:45 am - 11:45 am: CONCURRENT SESSION (REPEATED)
CAROL ALTMAN, Director of External Partnerships, Group Benefits, The Hartford; JEFF CALDWELL, AVP – Employee Benefit Sales, Transamerica Corporation; BEATA ROGALA, Second Vice President, Enrollment & e-Business, Worksite Marketing, Guardian Life Insurance Company; Moderator: TOM DAVENPORT, AVP, Enrollment Technology, Transamerica Corporation
Carrier and technology partnerships are critical to growth — especially in our industry. Each partnership relies on many factors for success and there is no one-size-fits-all solution. In this session, you will:
Better understand when to develop a partnership versus maintaining a vendor relationship
Hear how forming the right partnership during the onboarding process leads to key success factors
Distinguish appropriate strategies for a direct partnership, exchange, and marketplace
MIKE COBBAN, Director of Operations and Support, SoftCare Solutions JOHN LIVENGOOD, Partner Management Director, Colonial Life ASH ROFAIL, CEO, eBenefits Network, LLC Moderator: JOE MITCHELL, AVP – Enrollment Technology and Member Services, Lincoln Financial Group
EDI (Electronic Data Interchange) enables us to transfer data electronically without manual intervention and reduces paper! This panel of carrier and benefit technology firms will explore:
Activities that will provide the customer the best EDI experience
Implementation and maintenance of EDI
Ways to support an employer that changes technology
JOHN JONES, AVP – E-Business Corporate Marketing and Strategy, The Standard; NANCY SANSOM, Chief Marketing Officer, PlanSource; DAVE WIENEKE, Digital Consultant Connective DX; Moderator: BRYAN WELLS, Enrollment Strategist, The Standard
Attend this session to learn how technology is moving toward mobile devices and brainstorm how benefits technology can adapt to these trends.
How is mobile technology changing the face of decision support?
What can employees expect from mobile access to their benefits?
How can mobile responsive design and mobile apps be used to illustrate and enroll in benefits?
MIKE COBBAN, Director of Operations and Support, SoftCare Solutions JOHN LIVENGOOD, Partner Management Director, Colonial Life ASH ROFAIL, CEO, eBenefits Network, LLC Moderator: JOE MITCHELL, AVP – Enrollment Technology and Member Services, Lincoln Financial Group
EDI (Electronic Data Interchange) enables us to transfer data electronically without manual intervention and reduces paper! This panel of carrier and benefit technology firms will explore:
Activities that will provide the customer the best EDI experience
Implementation and maintenance of EDI
Ways to support an employer that changes technology
JOHN JONES, AVP – E-Business Corporate Marketing and Strategy, The Standard; NANCY SANSOM, Chief Marketing Officer, PlanSource; DAVE WIENEKE, Digital Consultant Connective DX; Moderator: BRYAN WELLS, Enrollment Strategist, The Standard
Attend this session to learn how technology is moving toward mobile devices and brainstorm how benefits technology can adapt to these trends.
How is mobile technology changing the face of decision support?
What can employees expect from mobile access to their benefits?
How can mobile responsive design and mobile apps be used to illustrate and enroll in benefits?
During the reception, technology company sponsors will be conducting demonstrations. All attendees will have an opportunity to view all demonstrations.
NORMAN IRELAND, Chief Product Officer, Benepay Technologies JOHN CROWLEY, Chief Technology Officer, Employee Navigator ASHLEY TIPTON, Business Development Manager, EaseCentral Moderator: JOHN LIVENGOOD, Partner Management Director, Colonial Life
This session will explore the pros and cons of third-party enrollment technology versus residential build enrollment technology, such as:
Why and when to integrate or residentially build
Determining the best solution for your specific business
INAH CHAMBERS, Client Relationship Director and Staff Representative, Member Relations & Sales, LIMRA; ANITA POTTER, Assistant Vice President, LIMRA; Moderator: JESSIE EDMISTEN, Sales/Enrollment Manager, Assurity Life Insurance Company
Attend this interactive, audience participation session as LIMRA staff shares information on the workplace benefits industry and the latest research findings. We will:
Discuss industry trends
Explore Employer Technology Strategies
Share broker perspectives
10:45 am - 11:00 am
BREAK
11:00 am - 12:00 pm: CONCURRENT SESSION (REPEATED)
NORMAN IRELAND, Chief Product Officer, Benepay Technologies JOHN CROWLEY, Chief Technology Officer, Employee Navigator ASHLEY TIPTON, Business Development Manager, EaseCentral Moderator: JOHN LIVENGOOD, Partner Management Director, Colonial Life
This session will explore the pros and cons of third-party enrollment technology versus residential build enrollment technology, such as:
Why and when to integrate or residentially build
Determining the best solution for your specific business
INAH CHAMBERS, Client Relationship Director & Staff Representative, Member Relations & Sales, LIMRA; ANITA POTTER, Assistant Vice President, LIMRA; Moderator: JESSIE EDMISTEN, Sales/Enrollment Manager, Assurity Life Insurance Company
Attend
this interactive, audience participation session as LIMRA staff shares
information on the workplace benefits industry and the latest research
findings. We will:
Janice joined ADP in 2013 and is currently the Product Owner for the development and delivery of ADP’s Carrier Enrollment Services (CES), Dependent Verification Services (DVS) and Evidence of Insurability (EOI) product suites.
With 25+ years of experience in employee benefits administration & consulting, Janice has supported clients’ needs in multiple industries including health care, financial services, manufacturing and governmental services.
She received her undergraduate degree in Accounting from Lipscomb University in Nashville, Tennessee and her Masters of Business Administration from Rivier University in Nashua, New Hampshire.
Sr. Director, CyberSecurity Intelligence, Operations & Information Technology, Namely Inc.
Over the past 5+ years, Daniel has combined software engineering skills with policy and intelligence analysis methodologies to solve problems and bridge the gaps between compliance, policies, and technology. The blending of his engineering and structured analytical skill sets have enabled Daniel to bring tremendous value to the private sector as he has led cybersecurity, information technology, and business operation strategies for healthcare and financial technology companies.
Currently, at Namely Inc., Daniel serves as Sr. Director in the Engineering Department where he leads several teams. During his time at Namely Inc., Daniel has helped scale the organization's Cybersecurity, IT and business operations. Specifically, on the compliance side, he led Namely Inc. through the development and implementation of service organization controls in preparation for its first SSAE 16/18 audit and final report.
Corporate Information Security Officer, SS&C Technologies, Inc.
Since 1997, Ms. McLaughlin serves as the Vice President of Information Security with SS&C Technologies. Lisa is a qualified Hacker (CEH), Information Security & Privacy Professional. A Wharton Institute graduate, Lisa is a FINRA® Certified Regulatory and Compliance Professional (CRCP).
Lisa has been a keynote speaker at many high-profile events and has been published in a number of industry publications including the WSJ (2015) and Pensions & Investments (2017) on the subject of security and regulation matters.
Christopher F. Petillo assists clients with litigation and compliance issues facing life and long-term insurers. In particular, Chris assists life carriers and annuity issuers and owners in litigation concerning broker fraud and misconduct, COI, lapse, civil RICO, and secondary market issues such as stranger-originated life insurance and non-recourse premium financing.
Issues related to privacy and cyber security are a significant part of Chris’s long-term care insurance and insurance coverage practice. Prior to joining Drinker Biddle, Chris represented insurers in a variety of coverage litigation primarily relating to environmental claims and emerging risks under GL policies. He also assisted clients with allocation issues, lost policies, construction defect claims, and document retention issues.
Vice President, Financial Services Practice Lead, Forrester
Huard leads Forrester’s financial services consulting practice. His background includes work in insurance, banking, credit and lending, investing and wealth management, as well as a number of other industries. As practice lead, he supports client engagement teams ensuring a consistent and best-practices approach to solutions for the industry. Huard’s consulting experience is in customer experience, digital marketing, sales and service and enabling technologies, business technology strategies, and data for customer insights and action. Huard holds a B.S. and an M.S. in aerospace engineering from the Pennsylvania State University and an MBA from the Wharton School at the University of Pennsylvania.
Sri is a Product Owner at ADP focusing on Benefits administration and enrollment systems. In his role as a Product Owner, he is currently working with various industry partners to build the integration between ADP’s flagship enrollment experience and provider systems for insurance products.
Prior to joining ADP in 2014, Sri worked in large enterprise systems in the financial services and telecommunications industry. He brings more than 20years of technology architecture and product development experience to his Product Management role which helps in assessing use of latest technology to solve big pain points for Benefits consumers.
