Skip to content

Sponsors

RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients that represent 80 percent of the top 25 financial services firms. Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk. Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients. Visit us at: https://www.reged.com/

Strategy & Resources, LLC is a full-service consulting firm offering deep expertise within the financial services industry. The organization is known for helping its clients create transformational change at a fast, but prudent pace, with limited risk, and maximum results. Strategy & Resources has partnered with Informa, the media company that produces Wealth Management magazine and the WealthManagement.com annual awards, to produce a new and exciting publication called the Executive Roundtable Journal (attendees will be receiving a copy of the latest edition in their room during the LIMRA Distribution conference). To learn more about the S&R leadership team, the firm's consulting philosophy and corresponding services, visit https://www.strategyresources.com/leadership-team

Sureify’s mission is to help life insurance carriers acquire, service and engage their customers through any distribution channel with its low-code, enterprise platform: Lifetime — ultimately, supporting carriers as they deliver an enhanced customer experience throughout the lifecycle of each policyholder. Lifetime is a completely modular SaaS solution made up of three products: LifetimeACQUIRE powers omnichannel sales capabilities that drive increased placement rates via quoting, e-application, automated underwriting and e-delivery. LifetimeSERVICE enables insurers to provide a comprehensive digital self-service suite for their policyholders, so they can fully manage their policies online. LifetimeENGAGE uses multiple engagement methods and analytics to foster a lifelong digital relationship with policyholders, leading to greater Customer Lifetime Value. Sureify provides the modern technology experience that consumers are expecting in today's digital world, while meeting the needs of life insurers no matter where they are on their digital transformation journey. Visit us at: www.sureify.com

For over 50 years, we have built insurance technology solutions so our customers can focus on what matters most to them — people. Vertafore’s solutions for agency management, client engagement, ratings, regulation, compliance, and connectivity empower simpler, smarter insurance distribution for every stakeholder. Agencies, carriers, MGAs, and state governments alike rely on Vertafore to streamline their workflows, improve efficiency, and drive productivity. Through a fierce devotion to customer success, a continual focus on excellence, and a commitment to delivering modern, innovative InsurTech solutions, Vertafore is delivering results that make a difference for the entire distribution channel. For more information, visit https://www.vertafore.com.

Exhibitors

HPN was founded by its CEO, Harry Hoopis, who built one of the world’s most prestigious and successful financial services firms in Chicago. Harry, alongside an extraordinary team, brings world-class solutions designed to help firms and companies in the financial services industry, reach their true potential. HPN’s unique solutions are both innovative and scalable. With flexible learning solutions like online training, blended learning, and live workshops. speaking and consulting, HPN has flexible programs that can be right-sized for your organization. www.Hoopis.com

Insurance Technologies powers better digital connectivity for the life insurance and annuities business so consumers can get rates and buy products more efficiently. We provide digital sales capabilities for carriers and all distribution channels that modernize workflows and deliver a better experience where the consumer wants — in person, online or on the go. From pre-sale functions, to quoting and illustration, to e-application and post-sale services, our solutions unlock sales opportunities across all lines of the life and annuity business. Learn more at www.insurancetechnologies.com

Sapiens International Corporation empowers insurers to succeed in an evolving industry with robust technology solutions, designed to support the Life and Annuity insurance market. With more than 40 years of experience delivering to over 600+ organizations globally, Sapiens has a proven ability to satisfy customers’ core, data and digital requirements with robust digital insurance software platforms, solutions and services. Please visit us at www.sapiens.com to learn more.

Vymo is a Sales Engagement Platform for Financial Services trusted by over 200,000 salespeople across 60+ global enterprises such as Berkshire Hathaway, CAA Insurance, AIA, AXA, Sunlife, and BNP Paribas. The platform solves for frontline personnel, sales managers, and business leaders through mobility, insights, and industry playbooks. Visit us at: https://getvymo.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