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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

The Hearsay Client Engagement Platform empowers over 225,000 financial services representatives to authentically and intelligently grow business relationships by guiding and capturing the last mile of digital communications. Over 100 leading financial firms rely on Hearsay to scale reach, optimize engagements, and deliver exceptional service in a compliant manner. 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:

Media Sponsor

As the industry's No.1 media source, InsuranceNewsNet exists to inform and inspire insurance and financial professionals by delivering the industry's most comprehensive news, original insights and valuable education. From award-winning editorial and design to results-oriented marketing and strategy, everything we do is focused on helping advisors run their practice and increase their bottom line. 

Life Annuity Specialist is a service from the Financial Times that is tailored specifically to executives at life insurance carriers and annuity providers. Life Annuity Specialist covers all firms that manufacture and sell variable, fixed and indexed annuities, term and permanent life insurance, as well as other insurance solutions of the life and health market. To access a free trial, visit us at


Adobe Marketing Cloud empowers companies to use big data to effectively reach and engage customers and prospects with highly personalized marketing content across devices and digital touch points. Eight tightly integrated Solutions offer financial services marketers a complete set of technologies that focus on analytics, web and app experience management, testing and targeting, advertising, video, audience management, social engagement and campaign orchestration. The tie-in with Adobe Creative Cloud makes it easy to quickly activate creative assets across all marketing channels. Thousands of brands worldwide including two thirds of Fortune 50 companies rely on Adobe Marketing Cloud with over 30.4 trillion transactions a year. Visit us at

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.

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


Adrea Rubin Marketing is a direct-to-consumer agency with a Different View. Our integrated marketing strategies help our clients amplify their reach, Capture new customers and Grow leads into sales. The firm’s customized solutions driving business growth include real-time lead generation, data procurement, competitive insights, modeling, acquisition and retention strategies, and creative consultation.

We know Insurance. Our 30 plus years of expertise in the insurance industry are unparalleled. Adrea Rubin Marketing creates strategies for Direct to Consumer, Producer, and Affinity distribution channels. We are a licensed Life and Health Insurance Marketing Agency.  Our strategies and execution help generate new premiums. We have worked with over 40 different carriers. Our campaigns have generated over $100 million in premium. Engage with us to make your complex challenges simple.

With our “Think Different” approach we challenge the conventional with unconventional thinking. Adrea Rubin Marketing is independent, privately owned, and certified by WBENC as a woman-owned diversity vendor.

Anderson Direct & Digital is a privately held, full-service marketing agency that helps companies acquire new customers, grow profitable customer relationships and retain their best customers.  A unique and intentional mix of industry veterans plus new age talent, Anderson is among the top 20 direct marketing agencies in the U.S. We provide clients with superior ROI through cutting-edge strategies and technologies founded on direct and digital marketing best practices.  We have deep experience and expertise in the Medicare industry. For over 30 years, we have created and executed thousands of marketing programs that maximize ROI and extend our clients’ brands through true marketing channel integration, including: Direct Mail, SEM, SEO, Social, Mobile, Digital Display, Email, Print, DRTV, Radio and Microsites.

A full-service, strategic research firm with over 25 years of experience, The Center for Strategy Research (CSR) specializes in gaining insight from high-value audiences.  Skilled in working with a range of qualitative and quantitative methodologies, we also offer a powerful, hybrid technique that realizes the benefits of both:

  • Our conversational approach encourages critical decision-makers to tell us what’s most important to them
  • Our attentive interviewers, whose understanding of the needs of carriers and their clients has been built over years of industry specialization, probe carefully for deeper insights
  • Our proprietary software enables a rigorous analysis of results, producing unique and insightful final reports 
This approach allows us to get the most out of any qualitative exchange, which we are expert at moderating and analyzing (including IDIs, focus groups, executive communities, panel discussions, and social media). We transform the perspectives of high-value audiences into actionable recommendations and results. 

Competiscan tracks your competitors’ direct marketing activity.  We are a full-service, market intelligence research firm. Competiscan enables our clients to study communications activity by industry, company, and segmentation characteristic.  Media channels tracked include Direct Mail, Email, Mobile, Online Display, Print, and Social Media. Competiscan clients utilize our web-based search facility to help them understand what consumers, business owners, financial advisors, plan sonsors/participants, and insurance producers are viewing in the marketplace.

Confirmit enables organizations to develop and implement Voice of the Customer, Employee Engagement and Market Research programs that deliver insight and drive business change. Confirmit’s clients create multi-channel, multi-lingual feedback and research programs that engage customers, empower employees, deliver a compelling respondent experience, and provide high Return on Investment. Confirmit’s customer engagement model provides the power to listen to the Voice of the Customer, integrate it with financial, operational and free-form text data to generate powerful insight, and take action that will deliver effective business change and create competitive advantage.

datadecisions Group provides data driven marketing services based on the voice of the consumer. Our ability to target and communicate with the individual who intends to purchase a life insurance policy is the significant outcome of our process. Primary market research, national consumer contact information, Identity resolution based on advanced data hygiene, analytical support, custom audience creation and delivery via an omnichannel platform. Our staff has decades of experience in life insurance target marketing. Member of the Data & Marketing Association and the Insights Association. A service provider for LIMRA.

Greenwald & Associates is a full-service market research firm with subject matter & research expertise in employee benefits, healthcare and financial services. Our expertise means we design research with deep understanding of your needs, provide strategic-level insights, and help you connect the dots.

At Mintel, we help the world's leading brands benefit from the evolving marketing landscape to achieve business success. From company, brand and product strategies to communications and performance bench-marking, we analyze the competitive landscape in thousands of distribution channels and markets. That means that we don’t just know what’s happening now, we understand what’s coming next and how your need to react to gain or maintain that crucial competitive edge. For more information, please visit

PMX Agency leads with an insight-driven, consumer centric approach to marketing. With a history steeped in performance and brand marketing, PMX Agency combines an intuitive knowledge of the customer experience with customized, scalable research and data-driven strategies across paid, earned, and owned programs. With a client list of leading global brands that spans key verticals, including Retail, Financial Services, Education, Publishing, Technology, Nonprofit and B2B, PMX Agency continues to grow its reputation as the industry’s most critical thinkers and leaders. PMX is a proud member of the Stagwell Group, a collaborative group of agencies who are out to “reinvent the holding company” according to the Wall Street Journal.

Clients trust Taylor Communications to meet the complex challenges of communicating in today’s omnichannel world. Our experts leverage technology across the industry’s broadest network to create solutions that improve customer experience, drive efficiencies and grow revenue.

For over 20 years, USADATA has helped tens of thousands of Insurance professionals find new clients profitably whether their business focuses on Life, Med-Supp, P&C or Small Businesses. We understand the unique needs of Insurance agents and financial professionals and we make it easy to quickly pinpoint the exact marketing services you need for optimal success.

Veritas designs and creates integrated solutions that provide the highest levels of personalized targeted communications to recipients. Solutions dramatically increase our clients’ control and flexibility enabling targeted messaging and faster time to market.

The Xpressdocs Platform is an industry-leading robust marketing platform for the enterprise, powering the marketing efforts of many of the country’s largest brands. From full-service direct mail, digital print, conventional print, custom packaging, bindery and finishing services, to integrated cross-media marketing campaigns that include print, email and social media, Xpressdocs continues to develop the products and solutions needed in a competitive marketplace.

Since 1991, Zeldis Research  has been designing customized market research in the insurance and financial services industry to help our clients understand their customers. We use a variety of methods to get the precise results you need, including qualitative, quantitative, and advanced analytic approaches. Our team of senior researchers are experts in the insurance space and act as consultative partners to help our clients succeed.

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