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Premier Sponsor

iLife Technologies ( is a B2B Enterprise SaaS company based in Silicon Valley. We build products in the areas of Universal Applications (New Business/e-Apps) and Agency Management Systems (AMS/CRM), for carriers and distributors (BGA/IMO/Financial Institutions) in Life and Annuities.

Elite 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 cost-effectively 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.

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. To learn more, visit

As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying the insurance life cycle so that our customers can focus on what matters most. Vertafore’s solutions provide end-to-end connectivity across the distribution channel, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies, MGAs and carriers. For more information about Vertafore, visit


Contributing Sponsor

Milliman® is an independent risk management, benefits and technology firm with offices in major cities around the globe serving the full spectrum of business, financial, government, union, education, and nonprofit organizations. Milliman’s expert guidance and advanced technology solutions empower leading insurers, healthcare organizations and employers to protect the health and financial well-being of people everywhere. Please visit us at Milliman | US.


B-File is a liability calculator that prompts your team to have a scripted conversation to appropriately assess the customer’s liability protection needs. While your team is having the B-File conversation, the system identifies future P&C cross-selling opportunities and Life and Retirement prospects, making it easier for your agency to identify all the missing items in the household.

Canidium has a dedicated Agent Performance Management practice, focusing on Agent Connection, Agent Lifecycle Management, Advanced Workflow.  Learn more at:

Creatio is a global vendor of one platform to automate workflows and CRM with no-code and maximum degree of freedom. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio’s DNA. For more information on Creatio visit

Mitra Innovation is a global technology company enabling enterprises to unlock their full digital potential. With a focus on digital transformation, workflow automation, integration and Cloud Engineering. Mitra Innovation offers strategic consulting, technology implementation, and managed services to clients across various industries. Their team of experts delivers innovative solutions, empowering businesses to thrive in the digital age. For more information, please visit

EbixExchange supports a broad range of brokerage and clearing firms, insurance agencies and operations centers at over 60 of the leading insurance carriers and their affiliates. Our experienced staff continue to provide the high-quality customer service our clients have come to expect. EbixExchange has considerable real-world experience and proven success with technology and business stewardship. When considering the quality of our service record, long list of satisfied clients, commitment to leadership, experience with multiple implementations, depth of resources and the range of service options available from a single provider, we think you’ll agree that EbixExchange is the best choice for automated life and annuity sales processing. Visit us at:

Serving sales professionals from firms with over $7.6 trillion in total market capitalization, Hey DAN is the first and ONLY voice to CRM solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete. Salespeople simply dictate and Hey DAN deposits the information directly into your CRM. Drop-down menus, check boxes and other unique fields are quickly filled out. More Selling time. Shorter sales cycle. Better CRM adoption and quality. To learn more: or

For more than a decade, Hoopis Performance Network and FSEdNet have been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. Clients in over twenty-five countries throughout the world leverage us to help them keep pace with the ever-evolving challenges of learning and development in the new normal we are all experiencing. Our digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs. 

Majesco is the partner P&C and L&AH insurers choose to create and deliver outstanding experiences for customers. We combine our technology and insurance experience to anticipate what is next, without losing sight of what’s important now. Over 350 insurers, from greenfields and startups to some of the world’s largest insurers, rely on Majesco’s SaaS platforms solutions of core, data, analytics, digital, and rich ecosystem of partners to create their next now. For more information, please visit and follow us on LinkedIn.

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:

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 To find out more, visit

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

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