2023 LIMRA and LOMA Annual Conference - Sponsors and Exhibitors

Premier Sponsor

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.

Elite Sponsors

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 (GIDP^TM) 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.

Simplicity is the leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented holistic financial plan. As one of the fastest growing partnerships in the financial services industry, Simplicity offers an unrivalled array of tools and technologies to support advisors and their clients. In an ever-changing environment, Simplicity’s commitment to working in our clients’ best interest is unwavering and has always been anchored to our commitment to Education, Value, and Partnership. Visit us at: www.simplicitygroup.com

Sutherland is the experience-led digital transformation leader for Fortune 500 companies around the globe supporting insurance carriers across policy acquisition, underwriting, policy services and claims to drive transformation yielding tangible business outcomes. Leveraging the power of One Sutherland, we drive both the growth and the cost agenda for insurers — compelling GWP growth, speed to market, TCO reduction and an unparalleled CX. Across life and benefits space, we are an end-to-end growth and services partner for insurance carriers. We bring a unique proposition for carriers - drive sales with a captive partner mindset (Sutherland Direct), enable transformation using Sutherland IP, digital solutions and partner technologies combined with a right-shore talent pool with strong domain expertise. We are full services digital TPA/BPaaS provider with best-of-breed platform partnerships covering complete Life, Annuities and Benefits product spectrum.

Associate 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 provide data intelligence and streamlined onboarding and compliance management processes that reduce costs, increase efficiency, and get producers ready to sell in hours instead of weeks. 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, a Forbes Magazine Cloud 100 Rising Star, and as an Insurtech Insights Future 50 winner, and was ranked 65 in Forbes – America’s Best Startup Employers 2023. Visit us at: https://agentsync.io

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.

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

EIS is a leading SaaS platform provider to the insurance industry and first choice for ambitious insurers building the customer-centric insurance ecosystems of tomorrow. Our open, API-rich, event-driven architecture enables insurers to break free from inefficient, inflexible legacy systems and siloed organizational design, and enter a world where technology enables organizational excellence and world-class customer service. Digital by design, EIS delivers the flexibility and agility needed to meet the dynamic demands of today’s modern insurance market, with the built-in adaptivity to orchestrate the transformations of the future. Our cloud-native platform liberates insurers to enter new markets, develop new products, and build engaging experiences, while eliminating unnecessary costs, boosting retention, and delivering the self-sufficiency to accelerate your path to innovation, automation, and growth. Headquartered in San Francisco, EIS is at the core of some of today’s most ambitious insurers. For more information, visit us at: https://www.eisgroup.com/

Founded by several of the top carriers to support the advancement of the industry, Evadata is a Life Insurance and Annuity Provider claims and omnichannel death data technology platform. Leveraging a highly secure, cloud native, clearinghouse approach to death notification, Evadata offers LENS as a Life Event Notification Service in a SaaS model. Evadata LENS focuses on solving carrier objectives of accelerating death notification and secure claims settlement processes in addition to mitigating annuity overpayment risk for cost reduction, growth and positive customer experience. Visit us at: https://evadata.com/

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

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Get to know us at genpact.com and on LinkedIn -www.linkedin.com/company/genpact/mycompany/, X - twitter.com/genpact, YouTube - www.youtube.com/user/GenpactLtd, and Facebook - www.facebook.com/ProudToBeGenpact/.

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.

SPARK IPS is a women-owned professional services firm located in Manchester, CT. We provide Life & Annuity insurance companies with highly-skilled and competent insurance professionals that deliver strategic platforms to transform business and elevate the customer experience. We encourage the advancement of insurance automation by defining and implementing industry standards that support the sale and maintenance of insurance contracts digitally. We help carriers place business upmarket to expand distribution and product launches. For more information, email us at hello@sparkips.com. Visit us at: www.sparkips.com

Verisk (Nasdaq: VRSK) is a leading strategic data analytics and technology partner to the global insurance industry. It empowers clients to strengthen operating efficiency, improve underwriting and claims outcomes, combat fraud and make informed decisions about global risks, including climate change, extreme events, sustainability and political issues. Through advanced data analytics, software, scientific research and deep industry knowledge, Verisk helps build global resilience for individuals, communities and businesses. With teams across more than 20 countries, Verisk consistently earns certification by Great Place to Work and fosters an inclusive culture where all team members feel they belong. For more, visit Verisk.com.

Contributing Sponsors

Barclays' vision is to be the UK-centred leader in global finance. We are a diversified bank with comprehensive UK consumer, corporate and wealth and private banking franchises, a leading global investment bank and a strong, specialist US consumer bank. Through these five divisions, we are working together for a better financial future for our customers, clients and communities. The Investment Bank helps money managers, financial institutions, governments, supranational organisations and corporate clients manage their funding, investing, financing, and strategic and risk management needs. www.barclays.com/ib

Media Sponsors

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.

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/

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 sign up for a free trial, visit www.lifeannuityspecialist.com/trial

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 and Generative 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.

Atlanta Life Insurance Company serves as a benefits provider to employers and employees, a risk-transfer / risk-sharing partner, a solution for achieving Supplier Diversity and DEI goals, and a partner to the community. Atlanta Life Insurance Company’s core business is as a reinsurer of group benefits programs for corporate, government, and affinity group clients. Visit us at: https://atlantalife.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

Loss has a massive impact on individuals, families, and communities, but most of us are not prepared for the challenges it brings. That’s where Empathy comes in. With human care, supercharged by technology, we offer bereaved families a deeply holistic support system and show up with the administrative, emotional, legal, and financial challenges they face after a loved one passes away. Visit us at: https://www.empathy.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.

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

As the trusted global leader in digital client engagement for financial services, Hearsay Systems empowers over 260,000 advisors and agents to proactively guide and capture the last mile of digital communications in a compliant manner. The world’s leading financial firms—including BlackRock, Charles Schwab, and New York Life—rely on Hearsay’s compliance-driven platform to scale their reach, optimize sales engagements, grow their business and deliver exceptional client service. Hearsay is headquartered in San Francisco, with globally distributed teams in North America, Europe and Asia. Visit us at: https://www.hearsaysystems.com/

Hexure's mission is to deliver solutions that power superior digital sales connectivity, processes and workflows so you can sell and serve your clients in the digital age. Learn more at https://hexure.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/

iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows—from quote to commission—with seamless integration. The company’s vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry. For more information, please visit https://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

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.

Messagepoint is a leading provider of customer communications management software. Insurance, Financial Services, and Healthcare organizations across the globe leverage Messagepoint’s AI-powered Content Intelligence to automate and simplify the process of migrating, optimizing, authoring, and managing complex customer communications for non-technical (business) users. Messagepoint enables its life insurance customers to efficiently deliver exceptional, highly personalized customer communications across all platforms and channels. For more information, visit www.messagepoint.com.

Mr. Zianni — Exclusively handcrafted fine Italian menswear. Refreshingly unique custom tailoring & design carefully crafted to create a unique pattern based on your measurements — chalked directly upon the fabric of your choice. Just as your uniqueness is the very thing that makes you successful, so will be your suit, sport coat or blazer as an expression of your individuality. Visit us at: https://mrzianni.com/

One Inc is modernizing the insurance industry through a unified and frictionless payment network. Focusing only on the insurance industry, One Inc helps carriers transform their operations by reducing costs, increasing security, and optimizing customer experience. The comprehensive end-to-end digital payments platform provides expanded payment options, multi-channel digital communications, and rapid digital claim payment, even for the most complex insurance use cases. As one of the fastest growing digital payments platforms in the insurance industry, One Inc manages billions of dollars per year in premiums and claims payments. For more information, please visit www.oneinc.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/

Porch Software’s Multi-Carrier Life & Annuity platform provides carriers, broker-dealers, and distribution partners with a fully end-to-end digital experience for their agents, financial professionals, and clients. The capabilities of the platform include digital fact find, marketing, quoting, e-application, case management, informal, formal, and accelerated underwriting integrations, status reporting, in-force management and more. The platform handles both permanent and term life products, annuities, disability and more with complex case functionality including individually owned, business owned, trust owned, 1035 exchange, replacements, premium finance and more. Our carriers Penn Mutual, Pacific Life, Nationwide, John Hancock, Prudential, Lincoln and Protective enjoy the ongoing development nature of our partnership as we collaborate and innovate together to extend adoption of their products with their distribution partners. Edward Jones, Lion Street, FFR access Porch to provide their financial professionals and agents with a modern advisor driven digital experience. Porch was founded by Grant Rowan, James Morris and Bryan Moore in 2012.

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. Learn more at: www.sureify.com

Swifter is the complete digital experience platform for insurance distribution, servicing & engagement. Our platform helps carriers, brokers and MGAs to build, manage, and optimize custom digital journeys for any insurance product or process with no coding required. Visit us at: https://www.swifter.io

The American College of Financial Services remains the best investment for aspiring professionals, enterprise leaders, and organizations, delivering applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society. It's a mission rooted in history and focused on the profession’s future. Expand your opportunities with us. Visit us at: https://www.theamericancollege.edu/

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.