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Premier Sponsor

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: www.RegEd.com

Contributing Sponsors

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

Vertafore is driving simpler, smarter insurance distribution for the independent insurance channel. Our solutions help carriers manage the entire producer lifecycle—quickly, accurately, and efficiently — from licensing, appointing, registrations, and renewals to onboarding, continuing education, and termination. And we simplify compliance by automating the interactions between insurance producers, advisers, distributors, carriers, and regulators. Vertafore solutions are purpose-built for insurance, giving carriers the right tools to cut processing times, reduce paperwork, speed time to revenue, improve their producer experience, and move their business forward. Visit us at: https://www.vertafore.com/

Media Sponsor

InsurTech Express is a principal technology resource for businesses in the Life & Health Insurance and Annuity Industry. Bringing the insurance community together (Carriers, Reinsurers, Distributors, Insurance & Financial Advisors, and Solution Providers) while partnering with all the top industry associations. As an insurtech company, we have the largest industry network exceeding 180,000+. InsurTechExpress.com is a secure on-line information and sales platform for insurance technology. There are many tools and resources from the hottest industry events to industry discounts, job opportunities and advisor tools. Our Services include software development, strategic consulting, marketing, training, and an online store selling the top insurance software solutions. Visit us at: https://www.insurtechexpress.com/

Exhibitors

AccuPoint Solutions provides data on 2.5M insurance agents, 180k agencies and all BDs, RIAs, RRs and IAs. The combination of our information, experience and services assists firms with their sales, marketing, recruiting and data enhancement efforts. Our data includes multiple points of contact as well as licensing information, previous employment history, carrier appointment detail, years in the business, branch detail, executive information, number of advisors and employees at a firm, and more. For additional detail please go to www.AccuPointSolution.com

6sense gives financial institutions and insurance firms a competitive edge by supercharging their data to better understand their customers and grow their total addressable market. The platform embeds intelligence into every part of the distribution and go-to-market efforts by capturing hidden customer behavior and providing timely insights to target the right accounts. Customers boost commercial results by delivering the right engagement through the right channel at exactly the right time. Check out more at: https://6sense.com/industries/financial-services/

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/

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

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/

LexisNexis® Risk Solutions harnesses the power of data and advanced analytics to provide insights that help businesses and governmental entities reduce risk and improve decisions to benefit people around the globe. We provide data and technology solutions for a wide range of industries including insurance, financial services, healthcare and government. Headquartered in metro Atlanta, Georgia, we have offices throughout the world and are part of RELX (LSE: REL/NYSE: RELX), a global provider of information-based analytics and decision tools for professional and business customers. For more information, please visit www.risk.lexisnexis.com.

Pinpoint is the recognized leader in web-based compliance and risk management solutions for financial services firms. Pinpoint’s Compliance systems provide online fillable forms and client specific submission and approval workflows. The system supports 22 compliance modules including ADV Part 2 B brochures, OBAs, Advertising Review, and Gifts and Entertainment. Pinpoint’s comprehensive tracking and reporting capabilities provide real-time status of all compliance initiatives and archives all client compliance records in SEC 17-a compliance. Visit us at: https://www.pinpointglobal.com/

ReMark is a global insurance consultancy that creates innovative opportunities for clients to gain, retain and engage customers. Fittingly, we developed the Good Life app. It utilizes gamification and 3-D worlds to keep users engaged in daily holistic activities. There’s no better way to win the Health & Wellness game. Visit us at: www.remarkgroup.com

RGI Solutions is a leading marketing company specializing in lead generation and agent recruitment in the insurance industry. RGI has helped many companies grow over the past 35 years through cost-per-lead direct mail programs and digital agent recruitment campaigns. RGI has also innovated agent-specific lead offerings via theLeadHQ.com. To find out more, visit rgida.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

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

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.

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