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.

Anchored on its hallmarks of education, value, and partnership, Simplicity Group is one of the nation’s largest and fastest-growing financial product distribution companies. Simplicity supports independent financial professionals, banks, broker-dealers, and wealth management firms — and by extension their clients — with investment, annuity, and life insurance solutions, sales tools, and marketing strategies in support of a holistic financial plan. 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 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

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 the first choice for ambitious insurers focused on future proofing their businesses and building the customer-centric insurance platforms of tomorrow. Founded in 2008, EIS has engineered its digital insurance platform to remove the barriers of legacy tech and give you the freedom to pursue and achieve your most critical strategic goals. Its open, flexible, cloud-native Coretech platform liberates insurers to grow market share and enter new markets, develop new products and build engaging experiences, while lowering acquisition costs, boosting retention and delivering greater revenue and profits for the long-term. Headquartered in San Francisco, EIS powers premium growth for insurers in all lines of business worldwide. For more information, visit EISGroup.com or follow @EISGroupLtd on Twitter and LinkedIn. 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 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.

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) provides data-driven analytic insights and solutions for the insurance industry. Through advanced data analytics, software, scientific research and deep industry knowledge, Verisk empowers customers to strengthen operating efficiency, improve underwriting and claims outcomes, combat fraud and make informed decisions about global issues, including climate change and extreme events as well as political and ESG topics. With offices in 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 and the Verisk Newsroom.

Contributing Sponsors

Barclays is a consumer and wholesale bank, supporting individuals and small businesses through our consumer banking services, and larger businesses and institutions through our corporate and investment banking services. Our Corporate and Investment Bank is comprised of the Investment Banking, International Corporate Banking, Global Markets and Research businesses; it provides money managers, financial institutions, governments, supranational organisations and corporate clients with services and advice for their funding, financing, strategic and risk management needs. For further information about Barclays Corporate and Investment Bank, please visit our website www.cib.barclays.

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. For a free 30-day 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, 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

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/

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

The Hearsay Client Engagement Platform empowers over 225,000 financial services representatives to authentically and intelligently grow business relationships by guiding and capturing the last mile of digital communications. Over 100 leading financial firms rely on Hearsay to scale reach, optimize engagements, and deliver exceptional service in a compliant manner. 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. Visit us at: hexure.com

Hoopis Performance Network provides advanced planning digital learning solutions designed to increase financial advisors’ confidence and productivity in advanced markets. HPN’s solutions save advanced planning departments valuable time and energy while expanding their span of control with field advisors in the most cost-effective, time efficient manner possible. HPN offers scalable, customizable solutions depending on your organization’s needs. Connect with us to learn why 75+ organizations with 70,000+ financial professionals leverage HPN for advisor development in advanced markets. Visit us at: https://hoopis.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

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.

Sureify’s Lifetime platform transforms the way life insurance carriers deliver and enhance agent and customer experiences. LifetimeACQUIRE enables omnichannel sales, LifetimeSERVICE offers customers comprehensive self service portals and native applications while LifetimeENGAGE fosters lifelong relationships between carriers and policyholders. Our newest products — LifetimeAGENT and CoreCONNECT — work together to create an exceptional digital experience for agents, providing them with the information they need at lightning speed. Simply put, Lifetime provides the modern technology experience that consumers expect today, while meeting the needs of life insurers no matter where they are on their digital transformation journey. Visit us 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.

https://www.vitechinc.com/