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
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. As the world's largest resource for index-based innovation, data and research our mission is to bring independent, transparent and cost effective solutions to the global investment community. S&P Dow Jones Indices is at the forefront of index change and innovation. Our goal is to continue to anticipate and respond to how our clients see global investment opportunities. For more information, visit www.spdji.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/
Accenture is a leader in the market, helping carriers innovate and grow by applying modern new business and policy administration capabilities using the Accenture Life Insurance & Annuity Platform (ALIP) and an advanced portfolio of digital solutions, including Accenture’s Life & Annuity Analytics, available through cutting-edge cloud and shared services delivery models.
CapitalRock provides product validation tools for federal and state regulations including SEC Reg BI and New York State Reg 187. The RightBRIDGE AI engine helps determine the suitability of proposed products and accounts. RightBRIDGE can also determine whether an account rollover is in the client’s best interest. Once an account type or product category has been validated RightBridge Product Wizards can help with individual product analysis and selection. Automatically generated ReasonText is provided in reports that explain the best interest results. Learn more at: https://www.capitalrock.com/
Competiscan tracks your competitors’ direct/digital marketing activity. We are a full-service, market intelligence research and insights firm. Competiscan enables our clients to study communications activity by industry, competitor, and segmentation characteristics. Media channels tracked include Direct Mail, Email, Display, Video, SEM, Print, and Social Media. Competiscan clients utilize our web-based search facility to help them understand what our longitudinal/omni-channel panels of consumers, business owners, advisors, and producers are receiving in all of the product verticals. Visit us at: https://www.competiscan.com/
EXL is a leading operations management and analytics company that helps our clients build and grow sustainable businesses. By orchestrating our domain expertise, data, analytics and digital technology, we look deeper to design and manage agile, customer-centric operating models to improve global operations, drive profitability, enhance customer satisfaction, increase data-driven insights, and manage risk and compliance. EXL uses data and analytics to help insurers optimize customer acquisition, improve customer and broker experience, improve product underwriting and servicing experience, increase customer loyalty and improve claims experience. We understand that technological advances must work to achieve effortless, personalized, and contextualized customer interaction regardless of channel. EXL’s LifePRO® administrative digital platform supports the full customer lifecycle by providing a function-rich, configurable solution for an extremely broad range of life, health and annuity products. https://www.exlservice.com/life-annuity-insurance/
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
The Micruity platform removes the complexities of offering lifetime income products to DC plans for insurers, fund managers, and recordkeepers. www.micruity.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/