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Driving Digital Client Engagement

11/24/2021 11:00 AM EST - 12:00 EST
Webinar

Overview

Who Should Watch

Insurance experts and executives interested in learning about how to build the right roadmap to drive digital client engagement.

Highlights

Few insurance carriers take on full-blown ‘big-bang’ digital transformations that revolutionize their entire IT ecosystem—from policy admin systems to digital front-end solutions like illustration, eApps and Portals. Join this webinar to hear from industry experts as they discuss where to prioritize your digital transformation, from policy admin systems to illustrations, eApps, and Portals to advisor CRM and planning tools.

Key takeaways from this webinar will include:

  • Which digital sales and service solutions move the needle on client engagement.
  • How to decide whether to modernize your legacy policy admin system or prioritize sales and service tools.
  • How to shortcut your digital transformation critical path.

Presenters

Rendra Gopee
Managing Director, Cedros Capital Partners

Rendra Gopee

Managing Director, Cedros Capital Partners

Rendra spent the majority of his 30-year career in public accounting, with the last 16 as a Partner. He previously worked for PWC, KPMG, and EY in the UK, US and throughout the Caribbean. His past clients included some of the Caribbean’s largest assurance clients, spanning regional banks, insurance companies and conglomerates. In his advisory role, Rendra was focused on services related to public sector and SME’s, and specifically how public sector advisory services could impact the economies of countries, including the ease of doing business, restructuring debt and raising debt to facilitate development. He holds a Bachelor of Commerce from McMaster University and is a Chartered Accountant ACCA, holding practicing certificates in Barbados, Trinidad and the Eastern Caribbean (OECS).

Annalee Moore
Board Director, Equisoft

Annalee Moore

Board Director, Equisoft

Annalee Moore is a current Board Director for Equisoft and former Assistant Vice President, Business Management Distribution Services at Sun Life Financial in Canada.

Ruben Veerasamy
Senior Vice President – Caribbean, Equisoft

Ruben Veerasamy

Senior Vice President – Caribbean, Equisoft

With over 18 years of experience in the IT industry, Ruben provides Equisoft with expertise in management and the establishment of solid client, partner and employee relationships. Prior to becoming Vice President of Consulting and Account Management at Equisoft, Ruben headed Equisoft’s PMO for six years and also worked for more than ten years in project management at Hydro-Québec. Ruben joined Equisoft in 2008 and is currently responsible for working closely with the sales and marketing teams to establish new business opportunities in the Canadian and Caribbean markets. He also oversees Equisoft’s current Canadian and Caribbean accounts. Ruben holds a degree in computer engineering from Concordia University.

Contact us to learn more:

Mr. Jinhai Guo

International Conference Coordinator

LIMRA and LOMA

GUOJ@loma.org