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
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.
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 global Fintech leader with over $4.5 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, agents and brokers. 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
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
Accenture is a market leader, helping carriers innovate and grow by applying today’s most modern new business, underwriting and policy administration capabilities using the Accenture Life Insurance & Annuity Platform (ALIP) and an advanced portfolio of digital solutions with an expansive partner network. ALIP’s cloud-native architecture and powerful life- and annuity-specific analytics are accelerating digital insurance and improving the way carriers interact with customers across the policy lifecycle. See how Accenture is delivering on the promise of technology and human ingenuity. Visit Accenture.com/lifeandannuitysoftware
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. 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 no code / low code, content-based digital solutions for the life insurance and financial services industry. Through our SSG Digital, 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. Visit 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 provides an award-winning policy admin system designed to drive digital innovation to the core platform. With 42 years of life & annuity business knowledge built-in, it is a true end-to-end solution offering new business through the claims process. www.lidp.com
Majesco is the leading software partner to both the P&C and L&A insurance markets to modernize, optimize and innovate their businesses at speed and scale. Over 330 insurers, from Greenfields, start-ups and MGAs to the largest insurers, reinsurers and brokers use Majesco’s next generation SaaS platform solutions of core, data and analytics, digital, distribution, absence management and a rich ecosystem marketplace of established and InsurTech partners to build the future of insurance. Our technology, expertise and leadership help insurers innovate and connect to build the future of their business. With over 825 successful implementations and over 65% of our customers on Cloud with Majesco platform solutions, together we have an amazing track record of innovation and real-world results. 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 is the first company to enable the Computational Insurance™ business. We combine 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. 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 - it powers 1) a multidecade compounding advantage through better risk selection, 2) 92% complex Underwriting Automation STP rate, 3) 90% opex reduction 4) continuous improvement of risk selection will fully transparent and explainable machine learning, and 5) continuous identification of new, previously unseen opportunities for product development. omniscience.com
O’Neil Digital Solutions is a division of William O’Neil Companies. In business for over 45 years, we specialize in Customer Communication Management (CCM) and provide solutions for Customer Experience Management (CXM) for the Healthcare and Financial Services industries. Our forward-thinking SAAS solution, called ONEsuite, is a robust CCM/CSM platform that supports every stakeholder throughout our client’s enterprise. O’Neil is also one of the largest digital printing companies in the U.S., but it’s our Omni-channel delivery solutions that have helped our clients deliver their marketing and compliance-related communications in every delivery channel and media. Visit us at: https://www.oneildigitalsolutions.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 3,500 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 business, is a life and annuities insurance technology and services firm. SE2 has a proven track record of enabling technology driven transformations. SE2 uniquely combines industry knowledge stemming from its 125+ years of life insurance heritage along with its end-to-end SE2 Aurum® technology platform to enable the rapid launch of new and innovative products through both traditional 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.
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 industry pioneer no-code enterprise application platform that helps large companies build, deploy, and manage complex applications without writing a single line of code. Organizations like Goldman Sachs, Liberty Mutual, the Cities of New York and Washington, DC and Maimonides Medical Center are using Unqork's drag-and-drop interface to build enterprise applications faster, with higher quality, and lower costs than conventional approaches.https://unqork.com/