LIMRA LOMA International Agency Transformation Forum

• Thursday, May 23, 2019

  2:00 p.m. - 3:15 p.m.: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation

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James Chang, PhD RMI, ASA

James Chang has had a broad and diverse career within the life insurance industry, holding several key roles with AVIVA-COFCO Life Insurance Co., Ltd. since first joining in 2003. Since 2012 he has held the position of Senior Vice President for AVIVA-COFCO Life Insurance Co., Ltd., where he oversees their agency, broker, and bancassurance lines of business. Prior to this, his other former positions included Deputy Chief Actuary of ACL from 2003 to 2004; Vice President, Head of Group from 2005 to 2010, and Senior Vice President, CMO from 2010 to 2011. Mr. Chang attended NanKai University where he earned a Master of Insurance Actuarial as well as a PhD in Risk Management and Insurance.

• Wednesday, May 22, 2019

  5:00 p.m. - 5:20 p.m.: Summary of the Day

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Yadong Lan

Mr. Lan has 30 years of experience in all areas of the life insurance industry, ranging from a clerk all the way up to a successful company leader. He has extensive experience in leading through times of change, and was named one of China’s top 100 most influential sales leaders when he oversaw a team of 650,000 agents. In 2016, he established Hengqin Life in the Hengqin free trade zone of south China, to begin exploring new model of success under today’s “3.0 version” of the insurance industry.

• Wednesday, May 22, 2019

  9:00 a.m. - 9:30 a.m.: Conference Welcome & Opening Remarks

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David Levenson, DBA, FSA, CFA

David Levenson is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing 700 member organizations across 70 countries. Most recently, Levenson was a principal at Edward Jones and served on its management committee from 2015–2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund, and retirement plan businesses. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.

Levenson holds his Bachelor of Science from the Wharton School, University of Pennsylvania, his Master of Business Administration from Columbia Business School and a doctorate in business administration from The School of International Corporate Strategy at Hitotsubashi University in Tokyo, Japan. 

• Thursday, May 23, 2019

  11:15 a.m. - 12:30 p.m.: InsurTech Executive Panel: Using Technology to Empower Agents

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Haojian Li

As the founder & CEO of TopMDRT, Mr. Li is a member of the Internet Insurance Expert Committee under the Insurance Association of China, a successful internet insurance entrepreneur, and has been recognized as one of the top five managers at AIA. In 2007 he co-founded Xiangrikui Insurance, Funaodai Insurance and Xiaobai Insurance, and following the success of these businesses he used his internet insurance industry experiences to found TopMDRT in 2015. TopMDRT now empowers agents to expand their online business through social media and micro-websites, and in just three short years it became the number one Chinese online self-insurer, with more than 5 million users and owning over 60% of market share.

• Thursday, May 23, 2019

  1:30 p.m. - 2:00 p.m.: Intermediary Transformation: The Road to High Quality Development

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Chongwen Lin

Mr. Lin entered the insurance industry in 1976 and has held a bariety of senior positions at local and multinational life insurers including deputy general manager of Taiwan's First Life Insurance, the executive deputy general manager of Taiwan Life, and president of Manulife-Sinochem Life Insurance Co., Ltd. In 2012 he founded GM Financial Service which he has built on his belief in "cultivating talents, developing teams". Using a rigorous and meticulous management style he has developed many industry elites across the Taiwan Strait, all whom embrace the values of “Respect, Integrity, Benefit Others and Thankfulness”. He is strongly dedicated to the idea of continuous education, and supports multiple public welfare and charity programs throughout the country. Mr. Lin has written two books, "Elite Team" and "Weightlifting".

• Wednesday, May 22, 2019

  4:30 p.m. - 5:00 p.m.: AI meets Risk Intelligence: A case study of AI-powered Healthcare

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Jason Liu

Graduated from Tufts University with a Master’s degree in Electrical and Computer Engineering. He used to work for Telenav Inc. in Silicon Valley, as a senior software engineer. He led the development team on big data recommendation system to provide the LBS modeling support. He returned to China in May, 2016 to found Leapstack, which focuses on healthcare insurance anti-fraud services. Based on big data technologies, AI algorithms and comprehensive system solutions, Leapstack owns the most advanced anti-fraud services for healthcare insurance and long-term care insurance products in China. Currently, Leapstack has provided services for multiple clients, including China Life, PICC, Pingan and etc. With the hands-on experience on big data technologies, anti-fraud services from Silicon Valley, Leapstack is capable of helping the insurance companies with the claim funds control, lowering the claims expense, increasing their services quality, markets competence and markets share.

• Wednesday, May 22, 2019

  11:15 a.m. - 11:45 a.m.: General Session - Successful, Profitable Agency Distribution Models – Part 2

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Sam Nakachi

Sam Nakachi joined Sumitomo Life Insurance Company in 1993, and has held roles in a variety of departments including business planning, sales, sales education, their New York Representative Office, and the WELL’s Development Department (the male sales channel). In 2014 he moved to Indonesia after Sumitomo acquired shares in BNI Life, a subsidiary of PT Bank Negara Indonesia. He returned back to Japan in 2016, and currently serves as the Assistant General Manager of the Marketing Planning Department. Sam received his MBA from Vanderbilt University in Tennessee.

• Thursday, May 23, 2019

  2:00 p.m. - 3:15 p.m.: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation

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Edwin Si

Mr. Edwin Si is Managing Director of LIMRA & LOMA China. Prior to joining LIMRA and LOMA, he worked for 25 years in China;s life insurance industry, responsible for training, marketing and sales of Chinese and foreign life insurance companies such as American International Assurance, Xinhua Life Insurance, Allianz, Everbright Sun Life and other subsidiaries. Edwin has extensive experience with the introduction and creation of insurance agent systems, as well as reforming and redesigning marketing systems, agent systems, and training systems.

• Wednesday, May 22, 2019

  11:45 a.m. - 12:30 p.m.: Best Practices from Taiping Life’s High Quality Team Building

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Yi Shen

Mr. Shen is a member of the (communist ) party committee, director of human resources, chief risk officer, party secretary and general manager of Taiping Senior Living Management Co., Ltd.. He has many years of experience in the insurance industry, with a focus on the strategic planning of human resources and risk management, as well as a demonstrated commitment to improving the level of corporate administration and risk management. Mr. Shen graduated from Nankai University.

• Thursday, May 23, 2019

  2:00 p.m. - 3:15 p.m.: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation

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Xiaohong Sun

Sun Xiaohong is currently the vice president of Aeon Life, in charge of individual insurance. Prior to her current role, Ms. Sun held various positions at Ping An Life, including Manager of the Hefei branch, Assistant Supervisor of Sales at Ping An Life’s headquarters, General Manager of Marketing and Sales (Zhongxi Division) and General Manager for the Ping An Life Shanxi Branch. As a 24 year industry veteran, she has extensive insurance management experience, and is well regarded for leadership and success in the areas of strategic management, performance management, corporate culture, team building, and training.

• Thursday, May 23, 2019

  10:45 a.m. - 11:15 a.m.: Digital First Marketing - Helping Agents Sell More, and Service Their Customers Better

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Hugh Terry

Hugh Terry is an experienced insurance professional with more than 20 years’ experience in the Asia Pacific region covering insurance companies, business consulting, and successful set-ups and exits from his own businesses. As the Founder of The Digital Insurer, the world’s largest knowledge community of more than 30,000 professionals interested in working together to accelerate the digital transformation of insurance, Hugh’s personal business objective is to help insurance and technology companies create and execute innovative business development strategies. Central to this is to anticipate and leverage trends in digital technologies, as these are having a profound impact on existing business models as well as opening up new opportunities. Hugh is an actuary by profession.

• Thursday, May 23, 2019

  11:15 a.m. - 12:30 p.m.: InsurTech Executive Panel: Using Technology to Empower Agents

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Hongzhen Tian

As the deputy general manager and chief actuary at Funde Sino Life, Mr. Tian is in charge of the Life Actuarial, Product Marketing, and Asset and Liability Management Departments, as well as the E-Commerce and Tele-Marketing Centers. By advocating for an "open, innovative, and transformative" approach, he has led the team to achieve a number of groundbreaking insurance product projects, while also leading the company to explore deeper thinking into internet insurance practices. Prior to his current role, Mr. Tian served as the deputy director of the Actuarial Division of Life Insurance Department of China Insurance Regulatory Commission, the executive director of the China Association of Actuaries, the director of the life and health insurance department, and the director of the experience analysis office of CAA.

• Thursday, May 23, 2019

  11:15 a.m. - 12:30 p.m.: InsurTech Executive Panel: Using Technology to Empower Agents

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Jun Wu

Jun WU is an award-winning Chinese Internet insurance pioneer and Key Opinion Leader. He is the founder and CEO of Shenzhen Kaopubao (KPB) Technology Development Co., Ltd, and is a member of Third-Party Internet Insurance Expert Committee under the Insurance Association of China. With 21 years of insurance industry experience, Mr. Wu has seen first-hand how the processes of China's insurance Internet have innovated to become better equipped with the ability to handle multi-level and multi-service lines at all areas of the business. He is passionate about helping to energize insurance with a “technology + insurance” mindset, and was the originator of several innovative solutions including "Mobile Intergraded Terminal" and "Intelligent Insurance".

• Thursday, May 23, 2019

  2:00 p.m. - 3:15 p.m.: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation

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Albin Wang

Information Coming Soon!

• Thursday, May 23, 2019

  3:45 p.m. - 4:45 p.m.: Transform with a Touch of Magic

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Johnny Wu

Johnny Wu is a self-taught magician that has been entertaining for more than 15 years, using a combination of ancient Chinese mysticism, sleight of hand, modern technology, mind-reading, hypnotism, and telepathy. Based in Los Angeles, California he has performed for multiple celebrities as well as some of the world’s most notable brands including Tesla, Google, Rolex, Apple, Disney and BMW.

• Thursday, May 23, 2019

  11:15 a.m. - 12:30 p.m.: InsurTech Executive Panel: Using Technology to Empower Agents

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Chunyuan Yang

Mr. Yang has 20 years of experience in IT system design and management, 15 of which have been spent working with the life insurance industry. He is a registered Information Safety Professional (CISP) and his experiences have given him a rich knowledge of infrastructure and database development, maintenance, disaster recovery, security, algorithms, and data analysis. Throughout the course of his career, Mr. Yan has worked as the main research and development personnel for multiple information security products and systems that received certification from the Central Protecting Secret Commission Office, was the Director of the Information Center Relocation project in 2007, and the Chief Commander of the Life Insurance Core Business System Upgrade project in 2009. In 2012 he spoke at the National Architecture Conference, and he has published papers in biomedical engineering, information security, economics, and life insurance.

• Thursday, May 23, 2019

  2:00 p.m. - 3:15 p.m.: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation

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David Yu

Mr. Yu Jian joined Sino-US United Metlife in July of 2018 as the head of the consulting marketing channel. Prior to joining Sino-US United Metlife, he held several other key industry roles including head of individual channel at ICBC AXA and at Aviva-Cofco, an investment consultant at Investors Group Financial Service in Canada, and General Manager of the individual insurance department at Huatai Head Quarters and Deputy General Manager at their Beijing Branch. He began his career in life insurance in 1996 at China Life Yangzhou Branch, after graduating from Nanjing University in 1992 with a bachelor's degree in applied physics.

• Wednesday, May 22, 2019

  10:45 a.m. - 11:15 a.m.: General Session - Successful, Profitable Agency Distribution Models – Part 1

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Hua Yu

Mr. Yu joined CPIC in 1992, his previous roles include Deputy Manager of Admin Office of CPIC; Vice President of Shanghai Branch of CPIC Life, General Manager of Individual Business of CPIC Life, General Manager of Admin & HR Division of CPIC Group, HR Director of CPIC Life. Mr. Yu graduated from Department of International Economics of Peking University.

• Wednesday, May 22, 2019

  2:30 p.m. - 3:15 p.m.: Sustaining An Innovative Culture

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Sidney Yuen

With over 30 years of experience in customer and quality management, Sidney set up his own firm after working with American Express, Swire, and Andersen Business Consulting. He is a mentor for the Ping An Technology Group, providing mentoring to some of the its invested accelerators, and was instrumental in setting up the Hong Kong Management Association’s flagship HKMA Quality Award and the Best Practices Award. Most recently, Mr. Yuen has helped an Irish insurance technology company to enter into the Asia Market, and prior to that he was managing director, Greater China with NorthgateArinso and Head of Consulting, Asia with Convergys (now Concentrix).

• Thursday, May 23, 2019

  9:00 a.m. - 9:30 a.m.: LIMRA Research Update: Agency Model Best Practices

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Ping Zhao

A management professional graduate, Ms. Zhao spent more than ten years in different departments at various financial news outlets including the "21st Century Business Herald".  Her time spent as a financial journalist, senior journalist, senior editor, deputy director of financial content, and director, provided her with extensive experience tracking China's financial and insurance industry reforms and development trends, as well as a variety of other in-depth industry news reports. 

• Thursday, May 23, 2019

  11:15 a.m. - 12:30 p.m.: InsurTech Executive Panel: Using Technology to Empower Agents

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Jacky Zuo

With more than 10 years of insurance industry IT design and marketing experience, Mr. Zuo is a strong proponent of using technology to empower agents. He used this concept as the foundation for designing Allianture, a high-quality, innovative information platform that has penetrated the insurance IT market through the concept of practical innovation. Allianture allows companies to enrich their customer service experience by updating old service models and concepts to meet modern needs and expectations. They have now helped to provide advanced insurance IT solutions and products to a variety of different sales and service areas to nearly 40 insurance companies.