All participants should be very experienced in their field.
Highlights
There are many factors at play in the employee benefits space, and navigating all of them for the best outcomes is difficult. This is an opportunity 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. Our goal is to connect participants with peers and technology purveyors to learn, network, and share innovative ideas to help identify potential solutions to existing challenges.
Karan brings over 13 years of experience in Insurance technology consulting. His perspectives are borne from hands-on leadership of transformational global programs. He has developed implementable IT strategies for clients including Aflac, Dearborn National, Allianz, AIG, Lincoln Financial and Reliance Standard. Prior to co-founding Spraoi, Karan served as the Systems Integration Leader for EY’s Life and Annuities Advisory Services and held several roles in Deloitte’s Insurance Consulting practice.
Sixteen insurance companies and eleven benefits administration technology companies have been working together to develop a data exchange standards for the non-medical workplace benefits market. We are excited to share our work efforts and demonstrate a prototype of both the structured file format and the API solutions. This will be your opportunity to provide input and view what the value of data exchange standards can bring to our industry.
Moderator: ANDREW MOORE, AVP, Benefits Technology, Lincoln Financial Group
The insurance and technology industries each use their own acronyms, shorthand, and abbreviations to communicate– but they can be overwhelming to those not yet accustomed to these terms. Attend this interactive session to:
Play terminology Family Feud and compete with your industry peers for bragging rights and prizes.
Learn the fundamental terminology that defines our industry and professional conversations.
See how well your peers know their technology acronyms and terminology.
ANNE BURKETT, CEBS, PHR, SHRM-CP, National Practice Leader, HR Technology, USI Insurance Services; JULIE FINK, Vice President of client Development & Success, BenTek, Inc.; KURT GEHRING, President and Chief Executive Officer, Gehring Group & BenTek, Inc.; KATE GRANGARD, CPA, CGMA, Chief Operating & Financial Officer, Gehring Group & BenTek Inc.; Moderator: BRYAN WELLS, Benefits Technology Consultant, The Standard
Hear from leading experts in the broker benefit administration field how employers choose the best platforms for benefit administration and enrollment technology.
Join this session to discuss:
What employers evaluate in a platform and how they determine the best one to choose.
Is it better to use an all-in-one platform that handles everything from enrollment to payroll?
Is it better to have separate systems that specialize in their own function?
What is expected of the carrier when a system is chosen?
Moderator: ANDREW MOORE, AVP, Benefits Technology, Lincoln Financial Group
The insurance and technology industries each use their own acronyms, shorthand, and abbreviations to communicate– but they can be overwhelming to those not yet accustomed to these terms. Attend this interactive session to:
Play terminology Family Feud and compete with your industry peers for bragging rights and prizes.
Learn the fundamental terminology that defines our industry and professional conversations.
See how well your peers know their technology acronyms and terminology.
ANNE BURKETT, CEBS, PHR, SHRM-CP, National Practice Leader, HR Technology, USI Insurance Services; JULIE FINK, Vice President of client Development & Success, BenTek, Inc.; KURT GEHRING, President and Chief Executive Officer, Gehring Group & BenTek, Inc.; KATE GRANGARD, CPA, CGMA, Chief Operating & Financial Officer, Gehring Group & BenTek Inc.; Moderator: BRYAN WELLS, Benefits Technology Consultant, The Standard
Hear from leading experts in the broker benefit administration field how employers choose the best platforms for benefit administration and enrollment technology.
Join this session to discuss:
What employers evaluate in a platform and how they determine the best one to choose.
Is it better to use an all-in-one platform that handles everything from enrollment to payroll?
Is it better to have separate systems that specialize in their own function?
What is expected of the carrier when a system is chosen?
RYAN BALDWIN, Chief Technology Officer, PlanSource; ELIZABETH O’BRIEN, Chief Compliance Officer & Chief Privacy Officer, Trustmark Companies; FAWAZ RASHEED, Chief Information Security Officer, Trustmark Companies; Co-Moderators: ERIK FADLOVICH, Senior Director Enrollment Technology, Trustmark Companies and TODD SUTER, Relationship Lead U.S. Benefit Exchange & Technology Solutions, Cigna
Data is the new currency. Protecting the unwanted exposure of data and applying safeguards to limit exposure is top of mind for enterprise organizations. Knowing what to do when the unforeseen happens is critical. Panel discussion topics will include:
Trends in data privacy and the essentials of a multi-faceted data protection program
What to do in the face of a data breach?
Proper cyber hygiene to protect against fraudsters and further outbreaks
CANNON ALLEN, President, Davis, Allen Agency, Inc.; JEN DANIEL, Vice President Premier Technology Partnerships, Aflac; JILL HERNANDEZ, Director Strategic Partnerships Empyrean Benefit Solutions; Co-Moderators:BRANDON COOK, Director, Platform Integration, Group Insurance, Prudential; JENNI MCGLATHERY, Senior Business Manager, Business Development, Dearborn National
Distribution is changing: carriers are realizing that they can’t compete any longer without having benefits technology relationships, and brokers are looking for ease of doing business with off the shelf products. Come hear different perspectives on how distribution of products through technology platforms and relationships with carriers can grow your business. Explore:
Different types of ben admin and their value prop.
How carriers engage differently with TPA’s, HRIS, Ben Admin and Enrollment Firms.
Impacts technology has made in the marketplace and growing role within Distribution.
RYAN BALDWIN, Chief Technology Officer, PlanSource; ELIZABETH O’BRIEN, Chief Compliance Officer & Chief Privacy Officer, Trustmark Companies; FAWAZ RASHEED, Chief Information Security Officer, Trustmark Companies; Co-Moderators: ERIK FADLOVICH, Senior Director Enrollment Technology, Trustmark Companies and TODD SUTER, Relationship Lead U.S. Benefit Exchange & Technology Solutions, Cigna
Data is the new currency. Protecting the unwanted exposure of data and applying safeguards to limit exposure is top of mind for enterprise organizations. Knowing what to do when the unforeseen happens is critical. Panel discussion topics will include:
Trends in data privacy and the essentials of a multi-faceted data protection program
What to do in the face of a data breach?
Proper cyber hygiene to protect against fraudsters and further outbreaks
CANNON ALLEN, President, Davis, Allen Agency, Inc.; JEN DANIEL, Vice President Premier Technology Partnerships, Aflac; JILL HERNANDEZ, Director Strategic Partnerships Empyrean Benefit Solutions; Co-Moderators:BRANDON COOK, Director, Platform Integration, Group Insurance, Prudential; JENNI MCGLATHERY, Senior Business Manager, Business Development, Dearborn National
Distribution is changing: carriers are realizing that they can’t compete any longer without having benefits technology relationships, and brokers are looking for ease of doing business with off the shelf products. Come hear different perspectives on how distribution of products through technology platforms and relationships with carriers can grow your business. Explore:
Different types of ben admin and their value prop.
How carriers engage differently with TPA’s, HRIS, Ben Admin and Enrollment Firms.
Impacts technology has made in the marketplace and growing role within Distribution.
Machine learning is a part of our everyday: every web page you visit, every online purchase you make, and every search you Google determines what you are presented with next. How can we apply this concept of machine learning within the Insurance Enrollment Technology industry?
Explore a case study where machine learning is being applied in insurance enrollments.
Obtain an overview of the machine learning process and learn what organizations should consider when looking to implement this process.
Learn about opportunities to apply machine learning across the functional value chain.
During the reception, technology company sponsors will be conducting demonstrations. All attendees will have an opportunity to view all demonstrations.
SCOTT EVANS, Chief Product Officer, Benefit Express; GINA ORTIZ, Director of Product Strategy, Benefit Express; MATTHEW SYDNEY, CEO, Picwell; Co-Moderators: CHERYL FUGATE, Assistant Director, Partnership Strategy and Development, The Hartford and BRYAN WELLS, Benefits Technology Consultant, The Standard
Data analytics and how it’s used to create customer-centricity could be the key to the success of your business going forward. Attend this session to understand:
The importance of data analytics and how to use it effectively.
How this data can be used to increase employee engagement and create revenue.
Barriers and detractors that need to be addressed.
Virtual Assistants are in our homes and on our phones – over 50 million Alexa and Google Home devices have been sold in the U.S. How can these virtual assistants be utilized in enrollment technology? Participate in this interactive session to explore:
Regulatory/compliance issues to consider and uses for decision support/education
Possible uses for virtual assistants and enrollment technology.
Potential challenges for integrating virtual assistants with enrollment technology.
SCOTT EVANS, Chief Product Officer, Benefit Express; GINA ORTIZ, Director of Product Strategy, Benefit Express; MATTHEW SYDNEY, CEO, Picwell; Co-Moderators: CHERYL FUGATE, Assistant Director, Partnership Strategy and Development, The Hartford and BRYAN WELLS, Benefits Technology Consultant, The Standard
Data analytics and how it’s used to create customer-centricity could be the key to the success of your business going forward. Attend this session to understand:
The importance of data analytics and how to use it effectively.
How this data can be used to increase employee engagement and create revenue.
Barriers and detractors that need to be addressed.
Virtual Assistants are in our homes and on our phones – over 50 million Alexa and Google Home devices have been sold in the U.S. How can these virtual assistants be utilized in enrollment technology? Participate in this interactive session to explore:
Regulatory/compliance issues to consider and uses for decision support/education
Possible uses for virtual assistants and enrollment technology.
Potential challenges for integrating virtual assistants with enrollment technology.
In fewer than 10 years, Gen Z (born after 1995) will represent approximately 20 percent of the U.S. workforce. As with all new entrants to the workforce, Gen Zers are often stereotyped long before they have the opportunity to establish themselves. This interactive session will help you explore the biggest myths about Gen Zers, and how this new generation of “digital natives” will impact your strategic objectives for employee benefits technology.
All cancellations must be received in writing. Notify customer.service@limra.com. Cancellations received before January 15, 2019 will be refunded, less a $75 processing fee. Cancellations received from January 15, 2019 to January 29, 2019 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after January 29, 2019.
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.
Hotel / Venue
Miami Marriott Biscayne Bay Hotel
1633 North Bayshore Drive Miami, FL, United States, 33132
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 $219 single/double plus applicable sales taxes. Reservation requests received after January 11, 2019 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.
