Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; dental, vision and hearing care insurance; and retirement plans. We’re here to help people plan well and enjoy life for generations to come. That’s what we call fulfilling life. For more information, visit: ameritas.com.
Captricity is the first cloud-native Data-as-a-Service solution to capture and convert data generated by paper forms and documents - including handwriting - into business-ready information with an industry leading accuracy rate of 99.9%+. Captricity's crowd-guided machine learning technology extracts data from any source - paper documents, scans, faxes, emails, call centers and web forms - and connects automatically to backend systems without changing the way insurance organizations work. To learn more, visit www.Captricity.com.
Dell Insurance Services is a trusted provider of end-to-end business process and application solutions to the global insurance industry. We provide TPA/BPO services for over 2.5 million life and annuity policies for 30 insurers. Our domain expertise, proven platform and global delivery footprint help insurers retire legacy systems and accelerate product implementations. We also deliver a wide variety of application services including social media, business intelligence, legacy modernization and mobility solutions. Visit us a www.dell.com/insurance
Powerful Cloud-Based, Low-Code Solutions
No matter where a Carrier is on their digital journey, or the size and complexity of their business, the OPUS (One Point Unified System) suite of solutions are a perfect fit, adding tremendous value and functionality to any current systems while supporting flexibility for future growth.
Insurance Meeting Network is a hotel representation and marketing firm that works exclusively within the Insurance and Financial industry. For 18 years IMN has partnered with National Chains, Preferred Hotel Group and travel companies to host receptions at both the Distribution and Annual Conference. IMN hotels are located in Mexico, Bahamas, Ireland, Europe and Asia along with five star US resorts. We partner with you on your meetings to find the right hotel and we work with you though out your program to make sure it is perfect! Visit us online at www.industrymeetings.com
MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help individual and institutional customers build a more confident future. Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com.
Spinnaker Analytics develops break-through analytical products and decision-making tools for insurance and financial services companies. Our customizable applications utilize robust, powerful algorithms to accurately identify and predict shifts in customer behavior and business trends. Visit us at www.spinnakeranalytics.com
Institutional investors globally rely on State Street to deliver the integrated solutions, expertise and insight they need to be successful. With $28.4 trillion in assets under custody and administration, and $2.48 trillion in assets under management* as of June 2014, we're a leading financial services provider offering a suite of solutions spanning investment management, investment research and trading, and investment servicing. As your business expands, we're ready to support you with operations in more than 100 markets. You can count on our unique combination of consistency and innovation to help you manage uncertainty, act on growth opportunities and enhance the value of your services. For more information, visit us at www.statestreet.com
*This AUM includes the assets of the SPDR Gold Trust (approx. $33 billion as of June 30, 2014), for which State Street Global Markets, LLC, an affiliate of State Street Global Advisors, serves as the marketing agent.
Tata Consultancy Services Ltd. (TCS) is an IT services, consulting and business solutions organization that delivers real results to global business, ensuring a level of certainty no other firm can match. TCS offers a consulting-led, integrated portfolio of IT, BPS, infrastructure, engineering and assurance services. This is delivered through its unique Global Network Delivery Model™,recognized as the benchmark of excellence in software development. A part of the Tata group, India’s largest industrial conglomerate, TCS has over 300,000 of the world’s best-trained consultants in 46 countries. The company generated consolidated revenues of US $13.4 billion for year ended March 31, 2014 and is listed on the National Stock Exchange and Bombay Stock Exchange in India. For more information, visit us at www.tcs.com.
As the trusted global leader in digital client engagement for financial services, Hearsay Systems empowers over 260,000 advisors and agents to proactively guide and capture the last mile of digital communications in a compliant manner. The world’s leading financial firms—including BlackRock, Charles Schwab, and New York Life—rely on Hearsay’s compliance-driven platform to scale their reach, optimize sales engagements, grow their business and deliver exceptional client service. Hearsay is headquartered in San Francisco, with globally distributed teams in North America, Europe and Asia. Visit us at: https://www.hearsaysystems.com/
Mindset Digital: Mobile, custom, fast and easy. That's what it takes to meet the demands of today's digital consumer. That's why Mindset Digital has provided training for more than 200,000 professionals from top insurance and financial firms around the world -- helping them compete in an age of AI, charming chatbots and more.
Today, tens of thousands of people are enrolled in Mindset Digital's gamified, high-performance coaching and online micro-courses in three core areas: social selling and recruiting; cybersecurity; and writing and presenting in a mobile world. Named by Ernst & Young as two of the top female entrepreneurs in North American, Mindset Digital's founders, Debra Jasper and Betsy Hubbard, also lead sessions in how to advance women in a diverse and digital age. To learn more, visit mindsetdigital.com
Distribion is a leading provider of a cloud-based distributed marketing communications software. The DMP, Distribion's signature product, enables organizations to more efficiently manage and measure their distributed, multi-channel marketing strategies with a single integrated platform while optimizing lead and customer engagement. This 360 corporate marketing automation solution also empowers local sales or marketing agents to access, personalize and send pre-approved brand campaigns or have corporate marketing departments send on their behalf. Packaged in a user-friendly interface, marketers now have a single, accessible platform to house all marketing assets, execute end-to-end marketing campaigns and measure impact with real-time analytics and reporting tools. Visit our website, www.distribion.com
Hoopis Performance Network provides digital learning solutions designed to develop the knowledge and skills of financial advisors, firm leaders, and employees/staff at all levels. HPN’s scalable, customizable solutions equip financial organizations with value-added resources to increase productivity and retention of advisors and their teams. Connect with us to learn why over 100,000 financial professionals leverage HPN for their needs in sale effectiveness, practice management, marketing, advanced planning, staff development and more! https://hoopis.com/
Pinpoint is the recognized leader in web-based compliance and risk management solutions. Pinpoint’s Compliance systems provide online fillable forms and client specific submission and approval workflows. The system supports over 20 compliance modules including Branch Office Audit Exams, ADV Part 2B 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 data and records in SEC 17a-4 compliant WORM media. Visit us at: https://www.pinpointglobal.com/
Acxiom is a customer intelligence company that provides data-driven solutions to enable the world’s best marketers to better understand their customers to create better experiences and business growth. A leader in customer data management, identity, and the ethical use of data for more than 50 years, Acxiom now helps thousands of clients and partners around the globe work together to create millions of better customer experiences, every day. Acxiom is a registered trademark of Acxiom LLC and is part of The Interpublic Group of Companies, Inc. (IPG). For more information, visit Acxiom.com.
Adrea Rubin Marketing is a direct-to-consumer agency with a Different View. Our integrated marketing strategies help our clients amplify their reach, Capture new customers and Grow leads into sales. The firm’s customized solutions driving business growth include real-time lead generation, data procurement, competitive insights, modeling, acquisition and retention strategies, and creative consultation.
We know Insurance. Our 30 plus years of expertise in the insurance industry are unparalleled. Adrea Rubin Marketing creates strategies for Direct to Consumer, Producer, and Affinity distribution channels. We are a licensed Life and Health Insurance Marketing Agency. Our strategies and execution help generate new premiums. We have worked with over 40 different carriers. Our campaigns have generated over $100 million in premium. Engage with us to make your complex challenges simple.
With our “Think Different” approach we challenge the conventional with unconventional thinking. Adrea Rubin Marketing is independent, privately owned, and certified by WBENC as a woman-owned diversity vendor. www.adrearubin.com
The American College of Financial Services offers education in Financial Planning, Wealth Management, Retirement Income Planning, Special Needs Planning, and a variety of other topic areas. www.theamericancollege.edu
APPS - Portamedic has successfully raised the bar for paramedical service, coverage, and technology. If you haven’t already, now is the time to partner with us to capitalize on our industry leading applicant verification process. You can trust APPS – Portamedic to help you validate and ensure your Big Data is Good Data. Visit us at www.Appslive.com
Ascente Services is a leading provider of comprehensive solutions to identity theft and brand damage caused by data breaches. Corporate preparedness using technology and monitoring are insufficient to address brand damage and fraud.
Ascente provides a full suite of corporate and consumer mitigation capabilities including Risk Analysis, Cyber security response plans (compatible with regulatory requirements), Comprehensive monitoring, and Certified restoration. Partnering with the most experienced data security companies in the world, Ascente provides pre- and post-breach plans and services to companies throughout the US. Visit us at www.ascenteservices.com
Corporate Insight delivers competitive intelligence, user experience research and consulting services to the nation’s leading insurance, financial services and healthcare institutions. As the recognized industry leader in customer experience research for over 30 years, we have been the trusted partner to corporations seeking to improve their digital capabilities and user experience. Our best-in-class research platform and unique approach of analyzing the actual customer experience helps corporations advance their competitive position in the marketplace. Visit us at: www.corporateinsight.com.
Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 75 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. 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 some 500 experts based in the USA, Canada, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. www.equisoft.com/en
FSEdNet now offers three virtual platforms each containing hundreds of videos to grow and develop all levels of your team, employees, producers, and field managers. Imagine the possibilities as you deliver engaging tools and resources to help build each for their tomorrows. Our competency-based learning format provides each a voice in not only what they need but what they want and a choice in when and how they get it. This Focused Activity approach will intrinsically motivate them to close their skill gaps and remind them of things they have just forgotten about. https://hello.fsednet.com/
IGATE’s insurance practice provides full-spectrum consulting, technology, and business process outsourcing services. IGATE believes that reinventing business operations and services is the key to competing in the “on demand connected world”. Our “Front-to-Back” approach leverages process and technology expertise along with innovative solutions, to succeed in the new digital ecosystem. View the website here.
iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows—from quote to commission—with seamless integration. The company’s vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.
Since its establishment in 1995, iPipeline has helped protect more than 49 million people, and today is trusted around the world by more than 100 insurance carriers, and providers, and more than 2,500 broker-dealers, financial institutions, Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and Managing General Agents (MGAs). Connected to more than 500,000 agents and advisers/advisors, the company collected more than $33 billion in premium in life insurance and $55 billion in annuities in 2022. iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500® and Fortune 1000® indices. For more information, please visit https://ipipeline.com.
Journey Sales is an innovative company who has built the industry’s first digital engagement platform, natively on Salesforce, enabling Insurance Companies to digitally connect, collaborate and engage with advisors and clients to recruit, retain, education and support. Journey Sales’ flagship solution, Smart Rooms, allows Carriers to digitally engage with their agents and advisors in a personalized, consumer-like way to better educate and support them individually and produces greater results. Smart Rooms are complementary to your Advisor portals and enhance your sales teams success through insight into advisors digital body language. For more information on Advisor Engagement for Insurance https://www.youtube.com/watch?v=Y02XmAZ-XZw or visit www.journeysales.com
Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms. Forms are maintained by us so agents can focus on their clients. This agent friendly forms filling solution was designed around the needs of the agent, not just the carrier. You are not bound to a closed solution or one set of forms, you can keep your independence and your efficiency. We keep the forms current and we allow the agent to prefill insurance and annuity forms with the existing client data. Visit us at www.laserapp.com
Leap continues to be on the cutting edge, bringing paradigm-changing “thinkware” to millennial advisors and others in our industry. Since last year’s annual meeting we’ve expanded our powerful Leap Cloud Platform to include personal branding, collaboration tools, automated resource analysis, seven new calculators, new reports, expanded capabilities for existing tools and more. Perhaps most important, are our new onboarding resources and new agency programs that make Leap easier than ever before. Visit us at www.leapsystems.com.
LexisNexis® Risk Solutions harnesses the power of data and advanced analytics to provide insights that help businesses and governmental entities reduce risk and improve decisions to benefit people around the globe. We provide data and technology solutions for a wide range of industries including insurance, financial services, healthcare and government. Headquartered in metro Atlanta, Georgia, we have offices throughout the world and are part of RELX (LSE: REL/NYSE: RELX), a global provider of information-based analytics and decision tools for professional and business customers. For more information, please visit www.risk.lexisnexis.com.
Majesco is the leading software partner to both the P&C and L&A insurance markets to modernize, optimize and innovate their businesses at speed and scale. Over 330 insurers, from Greenfields, start-ups and MGAs to the largest insurers, reinsurers and brokers use Majesco’s next generation SaaS platform solutions of core, data and analytics, digital, distribution, absence management and a rich ecosystem marketplace of established and InsurTech partners to build the future of insurance. Our technology, expertise and leadership help insurers innovate and connect to build the future of their business. With over 825 successful implementations and over 65% of our customers on Cloud with Majesco platform solutions, together we have an amazing track record of innovation and real-world results. For more information visit: https://www.majesco.com/
Founded in 1997 and based in Jacksonville, Florida, MECLABS is the world's largest research institute dedicated to discovering how people make choices. By partnering with business leaders from Fortune 500 organizations and other businesses with a high-enough volume of data and transactions to produce statistically significant results, MECLABS has customer-first practices that lead to business success, resulting in a patented methodology. The Institute is dedicated to taking an academic approach to improving the discipline of marketing by teaching its discoveries through workshops, online learning and the development of a graduate-level program. Visit us at www.meclabs.com
Today’s clients are not just more distracted. They are more distant and distressed. How do you capture attention and drive sales? At Mindset Digital, we show you how to: • Write for action: We redesign everything from your emails and website content to news releases and compliance letters. • Present with power: We transform old-school sales presentations into highly visual, high-impact talks. • Develop a compelling online presence: Our LinkedIn Executive Makeovers and training help you connect with clients — virtually. Our award-winning team has provided training and consulting to more than 250,000 professionals in major insurance and financial firms around the world. Beyond training your teams, our specialists can do all the heavy lifting for making sure your messaging is clear and compelling. You’re looking to communicate with clarity and impact. We’ve got you covered. Visit us at: https://mindsetdigital.com/
NFP is a leading property and casualty broker, benefits consultant, wealth manager and retirement plan advisor that provides solutions enabling client success globally through employee expertise, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. Visit us at: www.nfp.com
For over 30 years, O’Neil has been recognized as a leader in technology-driven compliance, regulatory and marketing communication services. Every day we repurpose, produce and deliver millions of time-sensitive/compliance documents. Our customer-centric applications and services include electronic document delivery, web applications, high-speed digital printing (color and black & white), automated composition, offset printing, warehousing and fulfillment services. O’Neil is SSAE 16 certified as well as SEC and HIPAA compliant. Visit us at www.oneildata.com
Insight Decision Solutions provides a comprehensive, integrated suite of business intelligence systems for insurance providing actuarial, financial and operational analytics, complete with data management and integrated applications. The wide range of embedded applications includes profitability, experience studies, IBNR, sales and marketing, reinsurance, inforce management, performance management and can integrate with predictive analytics. The generic insurance model covers all lines of business: Life, Annuities, Health, Group Benefits, Reinsurance and Property & Casualty. It can be implemented as an ongoing actuarial data warehouse integrating admin and valuation data, or as a stand-alone experience study system. The system is built on Microsoft SQL Server with Analysis Services, delivered through Microsoft Excel, deployed onsite or in the cloud, and can be integrated with enterprise BI reporting tools. The system enables companies to make faster and better decisions, provide confidence in data, and enables staff to focus on analysis rather than working in support of the data. For more information visit us at www.insightdecision.com.
Intellect SEEC provides an extensive portfolio covering distribution, underwriting, claims and servicing. We have partnered with the smallest to the largest insurers across the globe. We believe that while the underlying business of insurance is complex, leading edge technology should be deployed without interruption, making user experience intuitive and simple. www.intellectseec.com
Revolv is a dental benefits administration and informatics company- partnering with carriers across the country to offer innovative dental benefit solutions. Experienced consultants, choice driven-administrative options and seamless implementations - Revolv is your distinctive solution to address the unique needs of the dental insurance marketplace. Visit us at www.myrevolv.com/
SE2, an Eldridge business, is a life and annuities insurance technology and services firm. SE2 has a proven track record of enabling technology driven transformations. SE2 uniquely combines industry knowledge stemming from its 125+ years of life insurance heritage along with its end-to-end SE2 Aurum® technology platform to enable the rapid launch of new and innovative products through both traditional as well as digital channels. SE2 currently administers nearly 2 million active policies on behalf of its 25+ clients. SE2 has over $100 billion in assets under administration and handles more than 200,000 new business applications annually. Please visit SE2 at www.SE2.com to learn more.
Founded in 1992, UCT is recognized as the only North American company dedicated to life insurance data migration. An Equisoft subsidiary, UCT is a one-stop partner and solution provider for data analysis and auditing, data cleansing, conversion, balancing and reporting. The firm specializes in complex, high-volume data conversion projects that frequently involve multiple source and target systems. UCT also offers its advanced proprietary data conversion toolset (DCA) under licensing agreements. Having successfully completed over 200 migration projects for hundreds of insurance companies and policy admin vendors, UCT has developed a unique expertise, methodology and technology stack that dramatically reduces the costs and risks associated with data migration projects. Website: www.uctcorp.com/en