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Elevating Customer Centricity

How life insurance can build a better business around the user experience

2/18/2021 11 a.m. - 12 p.m. EST


Who Should Watch

Leaders in the life insurance industry who are interested in customer centricity.


Wayne Gretzky, arguably the greatest hockey player of all time, once famously said, “I skate to where the puck is going to be, not where is has beeLIMRA-Sureify webinar presented by.pngn.

These words resonate far beyond the rink. For the life insurance industry to thrive, carriers today must do more than just meet expectations – they must anticipate where those expectations will be in the future, and beyond that, they must wow customers with digital capabilities wrapped in a human experience.

In this upcoming webinar Jim Kerley, Managing Partner, Clearview Partners will moderate the conversation between Sureify’s CEO Dustin Yoder and Betty Schick, Senior Vice President and Chief Experience Officer, at AAA Life, as they discuss the growing importance of customer centric development. We will explore what customer-centricity means, how new ways of analyzing data can be used to anticipate customer expectations, and why a truly customer-focused digital solution will be the way of the future.


Dustin Yoder
Founder & CEO, Sureify

Dustin Yoder

Founder & CEO, Sureify

Dustin Yoder is an InsurTech entrepreneur dedicated to creating the next generation of insurance sales, service, and policyholder engagement. Yoder found his passion during his high school days working at the family brokerage and quality testing early benefits software. That experience brought him to the InsurTech arena in 2012, making him an early leader in the space. 

Yoder built, and eventually sold, Vendus Product Labs, an enterprise product development company that served clients such as Genentech, Stanford University, and Honda. Following that, he formed Sureify with a goal of revitalizing life insurance for the end consumer. This endeavor took him through twists, turns, and the occasional fall, but it ultimately landed him in a position of influence in the insurance space, enabling leading insurers digitally from the inside out. 

Yoder holds a B.S. in finance from Cal Poly and lives with his wife and daughter in San Jose, CA.

Betty Schick
Senior Vice President and Chief Experience Officer, AAA Life

Betty Schick

Senior Vice President and Chief Experience Officer, AAA Life

Betty joined AAA Life Insurance Company as Chief Marketing Officer in November, 2013. She brought leadership experience from the financial services industry as well as and AAA club familiarity. Betty led the marketing as Sr. Vice President & Chief Marketing Officer at The Auto Club Group from 2004 – 2013.  Her responsibilities crossed Membership, Travel, Property & Casualty Insurance and Banking. Prior to joining AAA, Betty held a variety of leadership positions during her 14 year tenure at Discover Financial Services.

Betty is responsible for AAA Life’s direct sales and lead generation initiatives including direct mail and digital marketing. She guides the sales and service functionality of and supports our field agencies with a telephone support center, field training and communications experts. She directs the Company’s product development efforts across all channels in order to bring valuable benefits to AAA Members. Betty also serves as our liaison with AAA club marketing and sales leaders to promote the value and benefits of AAA Life Insurance and ensure coordination of marketing efforts.

Betty is a graduate from the University of Illinois with a Bachelor of Science degree in Marketing.

James W. Kerley, LLIF
Managing Partner, Clearview Partners

James W. Kerley, LLIF

Managing Partner, Clearview Partners

Jim Kerley’s background includes more than 40 years of professional experience in the financial services industry, including nearly 25 years with New England Financial (now part of MetLife). He was also a founding partner of Trinity Communications before establishing Clearview Partners.

Jim formed Clearview Partners with the goals of connecting insurance executives and ideas in transformative ways, providing strategic insights in a rapidly changing environment, and consulting, coaching and collaborating with insurers interested in taking the necessary next steps into modernization.

Contact us to learn more:

Amanda Cristina

Senior Meeting Planner


(860) 298-3829

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