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Premier Sponsor

Kyndryl works at the core of businesses that move the world. With more than 90,000 skilled professionals serving customers in over 100 countries, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. We are committed to the health and continuous improvement of the vital systems at the heart of the digital economy. With our partners and thousands of customers, we co-create solutions to help enterprises reach their peak digital performance. Our world has never been more alive with opportunities. Together, we can seize them. Visit us at: https://www.kyndryl.com/insurance

Elite Sponsors

FINEOS is a global leader in core systems software for life, accident and health insurers with 7 of the 10 largest employee benefits insurers in the U.S. The FINEOS Platform provides cloudbased end-to-end management capability for core group and voluntary benefits services including absence, billing, claims and policy administration. It includes the product package FINEOS AdminSuite, FINEOS Engage to support digital engagement, and FINEOS Insight for analytics and reporting, as well as market solutions such as integrated disability and absence management (IDAM) and new business and underwriting (NB&U). Visit us at: www.FINEOS.com.

Haven Technologies has built deep capabilities in the life, annuity and disability insurance spaces. And now, our tech is your tech. The same purpose-built platform and expertise that have helped us delight customers, transform complex, advisor-driven businesses and launch groundbreaking products with speed are available to everyone as a SaaS offering. Use our advanced solutions for new business, in-force management and product development. Let’s change the future of life insurance. Together. Visit us at: haventech.us

Life Annuity Specialist is the leading news source for executives at life insurers and annuity providers. The top 10 largest carriers rely on us for exclusive industry news and analysis. Our team of journalists delivers timely coverage of annuities, life insurance, product development, technology, and other topics crucial to help executives stay informed. To read our free weekly newsletter, visit www.lifeannuityspecialist.com/newsbrief

NTT DATA Services is a global digital business and IT services leader. Our consultative approach leverages deep Life Insurance & Annuity industry expertise and technologies to create practical, scalable solutions that accelerate our client’s digital journeys. We provide third-party administration (TPA) services using our Global Insurance Digital Platform (GIDPTM) ecosystem and are the second largest TPA in N.A., fully licensed in every state, managing over 7 million active policies for more than 30 L&A clients. We’ll help you reimagine the possibilities related to digital platforms & partner ecosystems, data & predictive analytics, customer & agent digital experiences, mergers & acquisitions, and third-party administration. Learn more at: www.nttdataservices.com/insurance.

Zinnia, an Eldridge business combines a rich history of insurance expertise and product capabilities to create simplified and digitized outcomes that deliver better value and foster more seamless, secure, and efficient experiences for carriers, advisors, consumers, and reinsurers. The Company’s vision for Open Insurance empowers clients through intuitive technology solutions that decrease processing time, drive product innovation, and bring new products to market faster, enabling more people to protect and enrich their financial futures. With over $100 billion in assets under administration, Zinnia companies administer 2 million active policies on behalf of its 40+ clients. To learn more about Zinnia, please visit zinnia.com.

Associate Sponsors

Capco, a Wipro company, is a global technology and management consultancy dedicated to the financial services industry. Our professionals combine innovative thinking with unrivalled industry knowledge to offer our clients consulting expertise, complex technology and package integration, transformation delivery, and managed services, to move their organizations forward. Through our collaborative and efficient approach, we help our clients successfully innovate, increase revenue, manage risk and regulatory change, reduce costs, and enhance controls. We specialize primarily in banking, capital markets, wealth and investment management, finance, risk & compliance and insurance. We also have an energy consulting practice in the US. We serve our clients from offices in leading financial centers across the Americas, Europe, and Asia Pacific. Visit us at: www.capco.com

EbixExchange — We have an unparalleled record of on-time implementation across a wide range of high-profile insurance and financial services industry clients. Our goal is to provide automated solutions and support that meets insurance workplace needs and improves workflow process efficiency and productivity. EbixExchange strives to be the #1 technology company in straight-through insurance processing. www.ebix.com

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 250 of the world’s leading financial institutions in 16 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. 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 more than 800 experts based in Canada, USA, UK, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. For more information about our products and services, please visit www.equisoft.com.

EY is dedicated to helping insurers solve their toughest challenges and realize their greatest ambitions. Through our four service lines — Assurance, Consulting, Strategy and Transactions, and Tax — we help insurers stay focused on what’s most important — transforming, growing, and delivering value — while also navigating risk and managing disruption. Across all disciplines and from every angle, our global team of business strategists, technologists, and industry leaders draw on our shared creativity, experience, judgment and diverse perspectives to reframe the future for our clients — now, next and beyond. To learn more about our insurance solutions, visit ey.com/insurance. Visit us at: www.ey.com/en_us/insurance

FastTrack — a Kamine Technology Group (KTG) division — is the leading, full-service technology platform in the Life & Disability insurance vertical. FastTrack has been leading the way for more than eight years and boasts a client base consisting of a heavy percentage of medium and large insurers in both the Group and Individual marketplace. FastTrack’s technology digitizes & automates critical elements of the claim and the adjudication process, helping insurers enhance accuracy and offer improved customer experiences throughout the claim journey. FastTrack’s suite of products and services allows insurers to triage and understand risk management options, reduce manual administrative work and drive process automation, and leverage comprehensive data within a digital claim profile to establish best practices resulting in informed, consistent, repeatable, and objective decisions. Visit us at: www.fasttrackrtw.com

S&P Dow Jones Indices provides iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered essential in tracking market performance, evaluating portfolios and developing investment strategies.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji.

Contributing Sponsors

Acxiom is a customer intelligence company that provides data-driven solutions to enable the world’s best marketers to better understand their customers to create better experiences and business growth. A leader in customer data management, identity, and the ethical use of data for more than 50 years, Acxiom now helps thousands of clients and partners around the globe work together to create millions of better customer experiences, every day. Acxiom is a registered trademark of Acxiom LLC and is part of The Interpublic Group of Companies, Inc. (IPG). For more information, visit Acxiom.com.

With 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance, and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes and bringing increased security, enhanced resilience, and soundness to financial markets. To learn more, visit www.dtcc.com.

With more than twenty years of delivering Investment Administration software, Financial Risk Solutions Ltd (FRS) is a trusted technology partner to asset owners, life insurance, wealth and asset management firms across Europe, Austalia/New Zealand and North America. Led by an expert team of actuaries, compliance and IT specialists, clients rely on FRS solutions to help navigate the ever-changing challenges of growth, regulatory pressures and competition in the industry.

Financial services and BPO clients trust the award-winning* Invest|Pro platform to reduce operational costs, increase efficiencies and mitigate risk in the manufacture and management of investment products. More than 150,000 funds are managed on the Invest|Pro™ platform today. Visit us at: https://frsltd.com/

Rollio is the Human Interface for CRM (Salesforce) that eliminates the inefficiencies of manual data entry in distribution and transforms Salesforce.com into a true source of rich customer, product, and competitor data. Save 4-5 hours per week with voice, text, and tap to CRM and capture 150% more activity data from sales and service teams. Visit us at: https://www.rollio.ai/

ThreeFlow is the industry's first Benefits Placement System, enterprise software that allows benefits brokers and insurance carriers to manage the entire placement process in one shared system. We make it easier for carriers to win business and brokers to empower employers with the details needed to select the right benefits for their employees. By connecting people, systems, and information, we enable the connected future of the employee benefits marketplace. Today, with over $1.2B of premium under management, 50+ carriers and 160+ brokerage firms leverage ThreeFlow. Visit us at: threeflow.com

Exhibitors

Accenture helps insurance carriers innovate and grow. Our Accenture Life Insurance & Annuity Platform (ALIP) unlocks value through advanced digital capabilities in new business, underwriting, policy administration, and engaging customer experiences — all supported by our extensive partner network. Accenture’s industry-leading expertise in core system modernization and advanced customer experiences using AI, automation, cloud, and data analytics empowers carriers to create value and shared success with customers and distributors. See how Accenture is delivering on the promise of technology and human ingenuity. Visit www.accenture.com/lifeandannuitysoftware

ADP — Designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Time Management, Benefits and Payroll. Informed by data and designed for people. Learn more at ADP.com.

AgentSync builds modern insurance infrastructure that connects carriers, agencies, MGAs, and producers. With customer-centric design, seamless APIs, automation, and unparalleled service AgentSync’s solutions create onboarding, contracting, licensing, and appointing processes insurers and producers love while ensuring growth and compliance never compete. Founded in 2018 by Niranjan “Niji” Sabharwal and Jenn Knight, and headquartered in Denver, CO, AgentSync has been recognized as one of Denver’s Best Places to Work, as a Forbes Magazine Cloud 100 Rising Star, an Insurtech Insights Future 50 winner, and is ranked 88 in Forbes — America’s 500 Best Startup Employers 2022. Visit us at: https://agentsync.io/events

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: https://www.bizequity.com/

Cincom delivers the most-intuitive and efficient Customer Communications Management (CCM) solution in the world — from real-time generation of customized correspondence to fully automated batch communications — in print and digital formats. Visit us at: www.cincom/cds

Empathy was built to help bereaved families navigate every practical and emotional challenge they must face in the days, weeks, and months after their loved one passes. We partner with insurance companies so they can go beyond the payout, offering their beneficiaries a combination of technology and real-time human assistance to lessen the burden that losses place on them. Empathy’s 24/7 Care Team offers dedicated, one-on-one support from experts who can help with anything from closing open accounts to planning a memorial to handling the complexities of probate, and they can provide guidance and counseling for the challenging emotions of grief as well. Plus, the award-winning Empathy platform has all the tools, resources, and information the family needs to get through this difficult time, including a personalized, step-by-step checklist detailing every task they may need to complete, and the ability to collaborate with up to 10 family members on the same account. Visit us at: https://www.empathy.com/

Genpact (NYSE: G) is a global professional services firm delivering the business outcomes that transform industries and shape the future. Fusing real-world expertise and collaborative innovation, we make businesses work better — breaking down boundaries, creating simplicity from complexity, and building ecosystems of impact. Guided by our experience reinventing and running thousands of processes for hundreds of companies, our Global Fortune 500 clients come to us for digital-led innovation and digitally enabled operations that dig deep into data to turn insight into action. And we do it all with purpose. From New York to New Delhi, and more than 30 countries in between, our 100,000+ team is passionate in our relentless pursuit of a world that works better for people. Get to know us at Genpact.com and on LinkedIn, Twitter, YouTube, and Facebook.

Hoopis Performance Network provides digital learning solutions designed to develop the knowledge and skills of financial advisors, firm leaders, and employees/staff at all levels. HPN’s scalable, customizable solutions equip financial organizations with value-added resources to increase productivity and retention of advisors and their teams. Connect with us to learn why over 100,000 financial professionals leverage HPN for their needs in sale effectiveness, practice management, marketing, advanced planning, staff development and more! https://hoopis.com/

For cutting-edge news for insurance and financial professionals, turn to the industry’s leading media source, Insurance & Financial Media Network (IFMN). IFMN is dedicated to informing, educating and growing the insurance and financial services industry with the most relevant news, trends, how-to’s and industry insights. We deliver the platforms that help financial professionals reach their audience. From award-winning editorial and design to results-oriented marketing and strategy, everything we do is focused on helping agents and advisors run their practice and increase their bottom line. CREATE the content that will CONNECT with the perfect audience to help you GROW your business. Our Brands: www.insurancefinancialmedia.com InsuranceNewsNet, AdvisorNews, First Class Data, and Ignite Marketing.

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.

iPipeline is building a comprehensive digitized ecosystem for the life insurance and wealth management industries, which will enable millions of those who are uninsured or under-insured to secure their financial futures as part of a holistic financial planning experience. The firm is working to optimize all application and processing workflows — from quote to commission — and consolidating them within one of the most expansive straight-through processing platforms, significantly reducing paper, saving time, and increasing premiums and placements for insurance agents. iPipeline is also committed to offering premier subscription-based tools to help financial institutions and advisors automate and digitize financial transactions, comply with regulations, and seamlessly incorporate life insurance and annuities into client accounts. The iPipeline digital ecosystem incorporates one of the industry’s largest data sets to enable advisors and agents to optimize their businesses. Since its establishment in 1995, iPipeline has facilitated 1.5 billion quote responses, $32 billion in savings on printing and mailing costs, the collection of 55 billion premiums, and the protection of 25 million lives. iPipeline operates as a unit of Roper Technologies (NYSE: ROP), a constituent of the S&P 500® and Fortune 500® indices. For more information, please visit https://www.ipipeline.com/.

TITANIUM from LIDP empowers life insurance carriers to become digital-first insurers while supercharging the business for growth. TITANIUM provides an enhanced ecosystem for new business through claims. Our system is cloud native and built with complete API enablement for ease of integration. Accelerate the implementation of change with TITANIUM. E-App, Illustrations, New Business, Underwriting, Real-Time Payments, Product Configuration, Client Management, Billing & Payout, Reporting, Claims, Digital Agency, CSR Portal, and more. TITANIUM is designed to grow your business. Visit us at: www.lidp.com

LifeScore Labs creates predictive risk models for carriers, brokers and reinsurers in the life insurance industry. Our AI-driven models provide accurate risk assessments, help accelerate decision-making and streamline the application process. The difference in our predictive models? They are underpinned by one of the most exclusive and comprehensive data sets in the industry, with over 1.7 million applicant records and 16.5 million exposure years. The predictive solutions we build from this data include accelerated and lab-based risk models that seamlessly integrate with any underwriting ecosystem. By dramatically speeding the underwriting process and enhancing the customer experience, our solutions are driving digital transformation in today’s life insurance industry. Visit us at: www.lifescorelabs.com

Majesco is the partner P&C and L&A insurers choose to create and deliver outstanding experiences for customers. We combine our technology and insurance experience to anticipate what’s next, without losing sight of what’s important now. Over 350 insurers, reinsurers, brokers, MGAs, and greenfields/startups rely on Majesco’s SaaS platform solutions of core, digital, data & analytics, distribution, and a rich ecosystem of partners to create their next now. As an industry leader, we don’t believe in managing risk by avoiding change. We embrace change, even cause it, to get and stay ahead of risk. With 900+ successful implementations we are uniquely qualified to bridge the gap between a traditional insurance industry approach and a pure digital mindset. We give customers the confidence to decide, the products to perform, and the follow-through to execute. For more information, please visit www.majesco.com and follow us on LinkedIn.

Today’s clients are not just more distracted. They are more distant and distressed. How do you capture attention and drive sales? At Mindset Digital, we show you how to: • Write for action: We redesign everything from your emails and website content to news releases and compliance letters. • Present with power: We transform old-school sales presentations into highly visual, high-impact talks. • Develop a compelling online presence: Our LinkedIn Executive Makeovers and training help you connect with clients — virtually. Our award-winning team has provided training and consulting to more than 250,000 professionals in major insurance and financial firms around the world. Beyond training your teams, our specialists can do all the heavy lifting for making sure your messaging is clear and compelling. You’re looking to communicate with clarity and impact. We’ve got you covered. Visit us at: https://mindsetdigital.com/

 

 

Sapiens (NASDAQ: SPNS) empowers the full policy lifecycle of life and annuity insurers, with fully adaptive, cloud-first, end-to-end core, and insurance business solutions. Serving over 600 customers in 30 countries and backed by more than 40 years of industry expertise; Sapiens offers a complete insurance platform, with pre-integrated, low-code solutions that accelerates customers’ digital transformation. Our portfolio includes policy administration, billing, and claims; underwriting, illustration and electronic application; reinsurance; and decision management software. Sapiens empowers the full policy lifecycle of life and annuity insurers, with fully adaptive, cloud-first, end-to-end core and insurance business solutions. Our digital suite features customer and agent portals, and an advanced analytics solution. For more information visit www.sapiens.com.

At Sureify, we are transforming the life insurance and annuity industry with our cutting-edge suite of products. Our Lifetime suite empowers carriers to thrive in the ever-changing technology landscape. Sureify’s comprehensive suite of solutions (LifetimeACQUIRE, LifetimeAGENT, LifetimeENGAGE, LifetimeSERVICE, and CoreCONNECT) seamlessly facilitates connections between carriers and their agents and consumers, providing digital experiences that not only exceed expectations but also redefine how policyholders are acquired, serviced, and engaged throughout the entire lifetime of a policy. We are dedicated to continuously pushing the boundaries of innovative thinking, approaches, and solutions that enable carriers to stay ahead of the competition and deliver unparalleled agent and customer experiences. Visit us at: www.sureify.com

Vitech is a global provider of cloud-native benefit and investment administration software. We help our insurance, retirement, and investment clients expand their offerings and capabilities, streamline their operations, gain analytical insights, and transform their engagement models for an effortless customer experience. Vitech’s V3locity, is a transformative suite of complementary applications that offers full lifecycle business functionality and robust enterprise capabilities that help organizations achieve their modernization, and growth objectives. 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. Vitech employs more than 1,400 professionals, serving the world’s most successful insurance, retirement, and investment organizations. Vitech’s market leadership has been recognized by industry experts, such as Gartner, Celent, Aite-Novarica, and ISG. For more information, please visit www.vitechinc.com.

 

https://www.vitechinc.com/

 

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, 5insights, and industry playbooks. Visit us at: https://getvymo.com

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