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Elite Strategic Partners

We give your teams the tools they need to compete in a digital age. Visit us at: https://mindsetdigital.com/

Strategic Partners

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

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.

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 Sponsors

To succeed, insurers need to transform with more nimble systems and processes, innovative business models, and meaningful connections to the end policyholder. These are prerequisite for future industry leadership. The IBM Global Insurance team works with each of the top 100 carriers worldwide to bring innovative capabilities, industry expertise, and global delivery presence to realize this vision. For more information about IBM Insurance solutions, please visit: https://ibm.com/insurance.

Multi Image Group has been making experiences – innovative, unforgettable, award-winning – since 1979. We’re women-owned and family-run. We consistently deliver the team, tools, and tactics our clients need to tell their brand story in ways that move hearts, move minds, and ultimately move the needle. We’re all about continuous collaboration and communication. With clients. And with each other. That’s why you’ll find our 140+ technical experts, creative visionaries, and media mavens cross-pollinating under one roof in our Boca Raton HQ. MIG provides you with a full spectrum of services to elevate your brand. Our strategic consultation ignites ideas and polishes performance. Our face-to-face event services make moments memorable, meaningful, and actionable. Our scenic & exhibit designs create environments that resonate and amplify your brand. Our digital development and motion graphics lab energize your story across multiple media platforms. And our HQ also includes a warehouse full of next-gen tech for all your AV and staging needs, a scenic and fabrication shop, a 34’ x 40’ cyclorama photo studio, and our own in-house print shop.

Let’s be Experience Makers together.

Visit us at http://mig.cc/

As the 3rd largest life and annuity TPA in the U.S., NTT DATA is the insurance industry’s best kept secret. We administer more than 5 million insurance policies, with 10,000+ experienced global insurance professionals and six global BPO delivery centers. We help more than 100 insurance clients innovate and grow while reducing costs in the areas of digital transformation, application modernization, digital platforms, new product and market introductions, open and closed block outsourcing, fixed/variable annuities, claims transformation, customer and agent centricity, data and analytics, AI/ML, regulatory compliance, white hat cybersecurity services and Flux7 cloud services. Visit us at: www.nttdataservices.com/insurance

Vitech is a global provider of cloud-based administration software. We help our clients expand their offerings and capabilities, streamline their operations, and transform their engagement models with V3locity, our cloud-based administration, engagement, and analytics platform. It is a transformative suite of complementary applications that offers full lifecycle business functionality and robust enterprise capabilities. It marries core administration with a revolutionary digital experience, and its modular design enables flexible Agile deployment strategies. V3locity employs an advanced, cloud-native architecture that leverages the unique capabilities of AWS to deliver a solution with unparalleled security, scalability, and resiliency. An innovator and visionary, Vitech has been recognized by Celent as a three-time XCelent award winner. For more information, please visit www.vitechinc.com.

Sponsors

Acxiom is a recognized leader in marketing services and technology that enable marketers to successfully manage audiences, personalize consumer experiences and create profitable customer relationships. Our superior industry-focused, consultative approach combines consumer data and analytics, databases, data integration and consulting solutions for personalized multichannel marketing strategies. Acxiom leverages over 40 years of experience in data management to deliver high performance, highly secure, reliable information management services. Founded in 1969, Acxiom is headquartered in Little Rock, Arkansas, USA, and serves clients around the world from locations in the United States, Europe, Asia-Pacific, and South America. For more information about Acxiom, visit www.acxiom.com.

The Breathe Life vision is to bring financial security to millions of people, whoever and wherever they are by transforming the way individual insurance is bought and sold today. Breathe Life has built a digital transformation platform that delivers a modern, customer-centric experience with tools and analytics that are reshaping the insurance industry and driving business growth. On one end of the spectrum, consumers can get a quote, apply and get insured in real time. Throughout this process they can communicate with an advisor via phone or chat if they have questions or are stuck along the way. On the other end, Breathe Life provides advisors with a digital insurance platform to give them the capability to submit and manage more complicated policies online while meeting their clients in real-life. Advisors are crucial in the individual insurance industry and we're here to enable them and free up more of their time to do what they do best, work directly with clients. Visit us at https://www.breathelife.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.

Epsilon is a leader in interaction management, empowering brands to transform ordinary customer experiences into meaningful, human experiences. Our connected suite of products and services combine leading-edge identity management, industrial strength data and technology expertise with big brand acumen gained over five decades working with the industry’s top brands. Our human-powered, data-led marketing delivers unmatched depth, breadth and scale to help brands turn meaningful human interactions into exceptional business outcomes. Epsilon employs over 8,000 associates in 87 offices worldwide. For more information, visit www.epsilon.com. Follow us on Twitter at @EpsilonMktg. Epsilon® is a trademark of Epsilon Data Systems, LLC or its affiliated companies.

Horsesmouth, LLC helps advisors reach new clients and guide them through their biggest financial life decisions. We combine financial education, marketing and technology to help advisors engage and empower their clients and communities. Our Savvy Series helps advisors develop specialized skills and deploy marketing strategies to address critical decisions around Social Security, Medicare, college planning, IRA planning, generational planning, caregiving, cybersecurity, tax planning, and more. Advisors deliver year-round marketing and client/COI communications using Horsesmouth Advisor/Client and Advisor/CPA programs. And every day, our flagship online service (Horsesmouth) delivers practical how-to guidance, case studies, best practices and inspiration necessary for advisors to develop more business, build stronger relationships with clients and centers of influence, and manage their businesses more effectively. Horsesmouth programs are developed and supported in partnership with hundreds of subject matter experts. The company was founded in 1996 and is headquartered in Manhattan with employees spread out across the country. Visit us at: http://public.horsesmouth.com/

iptiQ is a B2B2C life and health insurance company. We provide high value data-driven products; a digital insurance platform; and cost-effective policy maintenance to partners that have the same passion about closing the Middle Market insurance gap. We pride ourselves for delivering omni-channel, simple and high-value propositions that match your customers' needs and fast-forward your risk-tech innovation. Visit us at https://www.iptiq.com/us/

KeyBanc Capital Markets provides deep industry expertise and capital markets and advisory solutions to companies in targeted verticals, which include the Consumer & Retail, Financial Services, Healthcare, Industrial, Basic Materials, Oil & Gas, Utilities, Real Estate and Technology sectors. Our award-winning equity research team provides coverage on more than 700 companies. Visit us at: https://www.key.com/corporate/index/jsp

Life.io is a leading customer engagement and data analytics solution bridging the gap between life carriers and their policyholders. By helping people achieve their goals, Life.io enables carriers to achieve their promise to help people live healthier, happier lives, while providing them with security and trust. Built on a foundation of science, Life.io uses behavioral economics, social psychology, and personalized content to nurture a community of highly engaged consumers. By utilizing Life.io, carriers capture these insights and use them to build brand loyalty, accelerate growth, minimize policy risk, and streamline underwriting. Visit us at www.life.io

Munich Re Automation Solutions Ltd, a Munich Re subsidiary, is a true software company exclusively committed to life insurance new business and automated underwriting. We offer software solutions that make it easy to sell life insurance, enable faster application-to-decision process with accurate risk pricing and help improve back-office efficiencies. Our offering uniquely combines best-in-class and proven new business underwriting software, extensive mortality and risk management expertise, expert knowledge on the special design of rule sets for automated underwriting and a dedicated and experienced team. Visit us at www.munichre.com/automation-solutions

Exhibitors

Accenture is a leader in the market, helping carriers innovate and grow by applying today’s most modern new business and policy administration capabilities using the Accenture Life Insurance & Annuity Platform (ALIP) and an advanced portfolio of digital solutions. ALIP’s architecture is designed using containers and microservices for optimal cloud performance and delivery flexibility including: cloud, on-premise or a cutting-edge Platform-as-a-Service model. And with today’s abundance of data, carriers can rely on Accenture’s Life & Annuity Analytics — the industry’s first standalone business intelligence and predictive analytics solution with out-of-the-box use cases and insights exclusively for life and annuity carriers. Accenture.com/lifeandannuitysoftware

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

Hootsuite is the leader in social media management, trusted by more than 18 million people and employees at 80% of the Fortune 1000. Hootsuite’s unparalleled expertise, customer insights at scale, and collaborative ecosystem uniquely help people and organizations to succeed with social. To learn more, visit www.hootsuite.com.

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management. iPipeline's platform is used by more than 130 carriers, 1,300 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit us at: https://www.ipipeline.com/

Insurance Technologies is a premier provider of innovative sales and regulatory automation solutions to the insurance and financial services industries. We provide carriers and distributors a suite of integrated sales tools and experiences to better serve advisors, agents, and consumers. From pre-sale functions to quoting and illustration through e-application and e-delivery to post-sale services, our solutions provide the key sales components to create automated and cohesive sales journeys across all lines of insurance, retirement and investment products. Insurance Technologies is headquartered in Colorado Springs, CO, and is the provider of ForeSight® and FireLight® solutions. For more information, visit www.insurancetechnologies.com.

NIC is a Digital Engagement Platform for Life Insurance Carriers & Distributors. 

NIC is a free multi-Carrier multi-Distributor platform that activates & facilitates engagement with independent Agents & Policy Owners by providing access to in force life insurance and annuity information. NIC integrates Carrier in force data, content, websites, apps, tools & products making them easily accessible to Agents and their clients. NIC generates new sales opportunities from the Carrier’s existing in force book and automates the sales & marketing process. To learn more about NIC, please visit us at www.ins-connect.com.

Life Annuity Specialist is a service from the Financial Times that delivers original, tailored news for life and annuity product manufacturers. Published three times a week, our award-winning coverage includes breaking news, webinars, data reporting, and guest columns. Sign up for a trial today to see what 9 of the 10 largest life insurance carriers have already made their go-to source for industry updates: https://www.lifeannuityspecialist.com/sample.

LIDP has lead the life & annuity insurance industry in providing innovative solutions for policy and contract administration for 40 years. Our award-winning solution, TITANIUM, provides STP for nearly every life & annuity product on the market today. Backed by the most modern and flexible technology available. JEE portability and scalability with complete API enablement to significantly reduce costs and speed to market. TITANIUM can simplify the implementation of change and improve services to clients and producers. Designed for insurance carriers of all sizes; with the flexibility to be in the cloud or in house gives carriers the peace of mind to secure and protect a customer’s data. www.lidp.com

Majesco is the Future of Insurance. We provide technology, expertise, and leadership that helps insurers modernize, innovate and connect to build the future of their business — and the industry — at speed and scale. Our platforms connect people and business to insurance in ways that are innovative, hyper-relevant, compelling and personal. Our solutions include CloudInsurer™ P&C Core Suite (Policy, Billing, Claims); CloudInsurer™ L&A and Group Core Suite (Policy, Billing, Claims); Digital1st Insurance™ that includes Digital1st eConnect™, Digital1st EcoExchange™ and Digital1st Platform™ — a native cloud, microservices and open API platform; Distribution Management, Data and Analytics and an Enterprise Data Warehouse. For more information visit: https://www.majesco.com/

NEOS is a recognized leader in helping global Insurance and Financial Services organizations drive transformative change. Specializing in Life, Annuities, Retirement, Employee Benefits, Property and Casualty, and Wealth Management, NEOS provides management consulting and delivery services that enable clients to solve strategy, distribution, operations, data, and technology challenges. For more information about NEOS, visit www.neosllc.com

Omniscience combines advances in applied mathematics, systems engineering, distributed programming and advanced algorithms, to make high fidelity, high stakes decisions. We are able to create these decisions by looking at all the data on a problem and making no approximations. This allows departments full of profoundly experienced, complex decision makers like underwriters, quants, risk managers, data scientists and forecasters to be replicated in software. Businesses use our software to understand and seek new risks, capture new markets rapidly, and make high impact decisions faster, at lower cost, with full regulatory compliance. Business-ready today, our first software suite automates life insurance underwriting for large insurers and reinsurers. http://www.omni.sc

O’Neil Digital Solutions integrates marketing and communications with technology to improve customer experience and satisfaction by communicating with your policyholders more effectively. We make it easy for our clients to strengthen their customer relationships by communicating how they prefer through Omnichannel solutions. We also leverage data analytics to create customized journey maps and persona based targeted messaging. O’Neil Digital Solutions give our clients the option to control their communication workflow with ONEsuite™, our suite of web tools to create, manage and deliver business documents. O’Neil’s technology-driven, data management, print and ePresentment solutions are embodied in this suite of sophisticated web portals. The ONEsuite solution is an array of services and internet products that empower you to create and deliver effective marketing, sales and business documents for your audience, in all media formats. https://oneildata.com/

PaperClip, a leader in the financial services industry, provides paperless solutions and services while enabling compliance. Offered services: Virtual Client Folder Document Management, Internet eXpress document eXchange, eM4 Email Encryption, and Mojo — patented technology of AI, machine learning and crowd sourcing. Mojo can turn your paper forms into usable data at a fraction of the cost you pay today. Promotion of these services enable companies to cross the chasm to the paperless exchange from point of sale to the documents final destination while maintaining compliance. One vendor, 28 years in business, focusing on your goals of going paperless in this changing world. Visit us at www.paperclip.com

Sapiens International Corporation empowers insurers to succeed in an evolving industry. The company offers digital software platforms, solutions and services for the property & casualty; life, pension and annuity; reinsurance; financial & compliance; workers’ compensation and financial markets. With more than 35 years of experience delivering to over 500 organizations globally, Sapiens has a proven ability to satisfy customers’ core, data and digital requirements. Our portfolio includes policy administration, billing and claims; underwriting, illustration and electronic application; reinsurance; and decision management software. Sapiens’ digital suite features customer and agent portals, and an advanced analytics solution. Sapiens’ team of over 3,300 operates through our fully owned subsidiaries in North America, the United Kingdom, EMEA and Asia Pacific. For more information: www.sapiens.com.

SE2, an Eldridge Industries business, is a leader in technology-driven third-party administration services for the U.S. life and annuity insurance industry. SE2 has a proven track record in delivering platform led transformations for the life and annuity insurance industry. SE2 uniquely combines the maturity and peerless industry knowledge of its 125+ years of life insurance industry heritage with its end-to-end digital platform to enable the rapid launch of new and innovative products through existing as well as digital channels. SE2 currently administers nearly 2 million active policies on behalf of its 25+ clients. SE2 has over $100 billion in assets under administration and handles more than 200,000 new business applications annually. Please visit SE2 at www.SE2.com to learn more. Visit us at: https://se2.com/

Smart Communications™ is the only independent company focused 100% on customer conversations for the enterprise, and the only cloud solution ranked as a Leader in Gartner’s Magic Quadrant for CCM. More than 350 global brands – many in the world’s most highly regulated industries – rely on Smart Communications to make multi-channel customer communications more meaningful, while also helping them simplify their processes and operate more efficiently. This is what it means to scale the conversation. Smart Communications is headquartered in London and New York and serves its customers from offices located across North America, Europe, and Asia Pacific. The company offers a range of solutions including SmartCOMM™, SmartDX™, SmartCOMM™ for Salesforce, and SmartCaaS™ for Partners. To learn more, visit www.smartcommunications.com.

Sureify’s mission is to modernize the life insurance and annuity industry. With Sureify’s platform, Lifetime, carriers are elevating the way they sell, service, and engage their policyholders. Lifetime’s digital sales module enables end-to-end omnichannel sales, including quoting, e-app, status tracking, and the policy delivery experience. With Lifetime’s service module, insurers can offer their in-force customers self-service capabilities for payments, beneficiary updates, lapse notices, and much more. Lastly, the module that made Sureify famous is the engagement module, a robust engagement platform with which carriers can enable engagement features around health, lifestyle, rewards, geolocation, education, social, personal finances, and much more. Visit us at: https://sureify.com/

Founded in 1992, UCT is recognized as the only North American company dedicated to life insurance data migration. An Equisoft subsidiary, UCT is a one-stop partner and solution provider for data analysis and auditing, data cleansing, conversion, balancing and reporting. The firm specializes in complex, high-volume data conversion projects that frequently involve multiple source and target systems. UCT also offers its advanced proprietary data conversion toolset (DCA) under licensing agreements. Having successfully completed over 200 migration projects for hundreds of insurance companies and policy admin vendors, UCT has developed a unique expertise, methodology and technology stack that dramatically reduces the costs and risks associated with data migration projects. Website: www.uctcorp.com/en

Unqork is the first ever DIY Enterprise software platform in financial services designed to create industrial-strength applications without writing a single line of code. We work with the largest carriers and distributors to automate and accelerate policy issuance and the customer lifecycle. Visit us at https://unqork.com/