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Affiliate Webinar: Deliver Value Fast: How to Leverage BI, Data & Sales Enablement Tools

9/20/2023 11 a.m. - 12 p.m. ET
Webinar: Free to Register

Overview

Who Should Watch

  • CEOs
  • Chief Distribution Officers
  • Chief Marketing Officers
  • Head of Partnerships
  • Chief Digital Officers
  • Heads of Digital
  • Chief Technology Officers

Highlights

This session will be presented in English.

This event will take place at the following time:

  • 9:00 am: Belize
  • 10:00 am: Cayman Islands, Jamaica
  • 11:00 am: Antigua and Barbuda, Anguilla, Bahamas, Barbados, Guyana, Haiti, Saint Kitts and Nevis, Saint Lucia, St. Maarten, Trinidad and Tobago,
  • 12:00 pm: Bermuda, Suriname

How can Caribbean insurers achieve quick wins by implementing data and digital solutions that multiply the power of modern PAS systems? In this webinar, our expert panel explores new solutions to speed policy submission and approval, accelerate product innovation and enhance agent and customer experience. Find out which implementations should be prioritized to create the most value right away.

Topics of discussion:

  • How to make quick investments in BI, analytics and digital tools that will pay off fast
  • The best digital solutions to enable quick CX enhancements
  • Which apps deliver rapid ROI and grow sales

Presenters

Gina Castañeda - Moderator
Member Relations Manager LatAm, LIMRA and LOMA

Gina Castañeda - Moderator

Member Relations Manager LatAm, LIMRA and LOMA

Gina Castañeda joined LIMRA and LOMA in 2011, and currently serves as the Membership and Benefits Manager for Latin America & the Caribbean. In her role, she is responsible for the region’s research agenda, academic forums and events, and for bringing together related organizations to work together for the development and growth of the life insurance industry. Gina has 16+ years of experience in the insurance industry and has held various positions in the planning and marketing areas at Colmena, Allianz and MetLife.

Leslie Lee Fook
Director - AI, Analytics & Automation , INCUS Services Limited

Leslie Lee Fook

Director - AI, Analytics & Automation , INCUS Services Limited

Leslie Lee Fook is a name of legend in the business world. His revolutionary digital transformation strategies and expert knowledge are unrivalled, making him one of the most sought-after figures on Caribbean shores.

His career spans over twenty years with experience in Analytics, Robotic Process Automation, and Artificial Intelligence. Typically serving enterprise and government customers, he aspires to create a globally competitive region using data which positively impacts every Caribbean life! He was also named as an honorary speaker at The CTU’s Prime Minister’s Summit which amassed over 100 leaders from across the region.

Leslie believes that we all someday will become data citizens. He hopes to tap into the deeply creative nature of our Caribbean people so we can foster development in a community that’s highly sought after for its talent and expertise, transforming us into the “India for Analytics.”

Rendra Gopee
Director, Wealth & Insurance Solutions Caribbean , Equisoft

Rendra Gopee

Director, Wealth & Insurance Solutions Caribbean , Equisoft

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).

Mike Allee
President, UCT

Mike Allee

President, UCT

Mike has over 20 years of executive leadership experience with both large international and mid-sized domestic insurance companies. He has strategically designed, implemented and/or consolidated every type of insurance administrative and financial system during his insurance career. He holds a business administration degree from Southwest Baptist University, the LOMA FLMI designation, and is a recognized Project Management Professional (PMP, from the Project Management Institute). As president of strategic data migration partners at UCT, Mike has a vision for the future of consulting by assisting customers to solve challenging business problems with their system. His leadership and team has helped to successfully complete more than 200 life, annuity, health, and P&C data conversion projects which has established UCT as a world leading authority in that area.

Contact us to learn more:

Mr. Jinhai Guo

International Conference Coordinator

LIMRA and LOMA

GUOJ@loma.org

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