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Associate Sponsors

Barclays has been a leader in the U.S. insurance solutions space for over 20 years. Since 2014 Barclays ranked either #1 or #2 covering Fixed Index Annuity issuers for Notional sold, Net premium sold, and Number of active trading clients. We started partnering with insurance carriers on product development in 2013 and now have 15 partners in FIAs and RILAs . In September 2021, SRP recognized Barclays as a leader in both spaces by awarding us both: ‘Best Proprietary Index Provider’ for the 3rd consecutive year; and ‘Best FIA Hedge Provider.’ With 15 investment professionals dedicated to our insurance clients, Barclays is committed to providing value to policyholders through well-constructed, transparent and cost effective indices. Visit us at: www.Indices.Barclays

Breathe Life is redefining the life insurance industry. Whether driven by Advisors, Consumers, or a Hybrid of both, our distribution platform provides life insurers with best-of-breed tools to increase the speed of policy delivery while reducing operational costs. Visit us at:

Luma Financial Technologies is the creator of Luma, a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn, create, order, and manage market-linked investments such as structured products, annuities and more. Launched in 2011, Luma is one of the largest and longest-tenured structured product platforms in the U.S. market and is used by broker/dealer firms, RIA offices and private banks to automate and optimize the full process cycle for offering and transacting in market-linked investments. This includes education and certification; creation and pricing of custom structures; order entry; and post-trade actions. Luma is multi-issuer, multi-wholesaler and multi-product, thus providing teams with an extensive breadth of market-linked investments to best meet clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Zurich, Switzerland, and Chile. For more information, please visit:

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit


BizEquity is the leading fintech software company created to democratize business valuation knowledge for every business in the world. BizEquity has created the largest online business valuation cloud-based software product and service and the most business valuation data on businesses in the market today. BizEquity's patented platform is distributed through leading financial services firms such as TD Bank; UBS; PNC; Northwestern Mutual; Equitable; Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now is able to provide financial services firms support to better reach business owner clients to help them discover their worth. Visit us at:

EBIX delivers an unparalleled record of on-time implementation across a wide range of high-profile insurance and financial services industry clients, and our goal is to provide automated solutions and support that meets insurance workplace needs and improves workflow process efficiency and productivity. Visit us at:

Hoopinsure powered by B-File. A Digital Policy Review Process for Life, Retirement, and Multi-Line customers. Identify every Life, Retirement, and Multi-Line Cross-Sell opportunities in every Household. Visit us at:

Hoopis Performance Network provides digital learning, sales effectiveness and leadership development solutions designed to increase productivity and retention within financial services organizations. Depending on your organization’s needs, we offer scalable, customizable resources for developing advisors, leaders, and home office employees/field staff. In addition, we’ve developed financial wellness digital educational content as a valueadded benefit for employees and clients. Connect with us to learn why 75+ organizations with 70,000+ financial professionals in 30+ countries throughout the world leverage HPN to help them attract, develop and retain key talent. Visit us at:

RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients that represent 80% 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 costeffectively 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:

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:

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

Vymo is a Sales Engagement Platform for Financial Services trusted by over 250,000 salespeople across 65+ 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:

Yext (NYSE: YEXT) is the AI Search Company and is on a mission to transform the enterprise with AI search. With the explosion of information and data online, search has never been more important. However, while the world of consumer search has innovated over time, enterprise search has not. In fact, the majority of enterprise search is powered by outdated keyword search technology that only scans for keywords and delivers a list of hyperlinks rather than actually answering questions. Yext, the AI Search Company, offers a modern, AI-powered Answers Platform that understands natural language so that when people ask questions about a business online they get direct answers ― not links. Brands like Verizon, BBVA, Subway, and Marriott — as well as organizations like the U.S. State Department and World Health Organization — trust Yext to radically improve their business with answers-led AI search. Visit us at: