NEOS is a recognized leader in helping global Insurance and Financial Services organizations drive transformative change. Specializing in Life, Annuities, Retirement, Employee Benefits, Property and Casualty, and Wealth Management, NEOS provides management consulting and delivery services that enable clients to solve strategy, distribution, operations, data, and technology challenges. For more information about NEOS, visit www.neosllc.com
S&P Dow Jones Indices provides iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered essential in tracking market performance, evaluating portfolios and developing investment strategies.
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji.
Sureify’s mission is to help life insurance carriers acquire, service and engage their customers through any distribution channel with its low-code, enterprise platform: Lifetime — ultimately, supporting carriers as they deliver an enhanced customer experience throughout the lifecycle of each policyholder. Lifetime is a completely modular SaaS solution made up of three products: LifetimeACQUIRE powers omnichannel sales capabilities that drive increased placement rates via quoting, e-application, automated underwriting and e-delivery. LifetimeSERVICE enables insurers to provide a comprehensive digital self-service suite for their policyholders, so they can fully manage their policies online. LifetimeENGAGE uses multiple engagement methods and analytics to foster a lifelong digital relationship with policyholders, leading to greater Customer Lifetime Value. Sureify provides the modern technology experience that consumers are expecting in today's digital world, while meeting the needs of life insurers no matter where they are on their digital transformation journey. Visit us at: www.sureify.com
Accenture is a leader in the market, helping carriers innovate and grow by applying modern new business and policy administration capabilities using the Accenture Life Insurance & Annuity Platform (ALIP) and an advanced portfolio of digital solutions, including Accenture’s Life & Annuity Analytics, available through cutting-edge cloud and shared services delivery models.
CapitalRock, the makers of RightBRIDGE, provides financial services firms with a powerful and configurable rules engine to determine and document the suitability or best interest status of proposed rollovers, account types and products. Many of the country’s largest Independent, Bank and Insurance broker-dealers rely on RightBRIDGE systems to help them meet their compliance and documentation obligations for regulations like Reg BI, Reg 187 and the DOL’s PTE 2020-02. Each RightBRIDGE deployment is configured for the licensing broker-dealer’s specific products, policies, and compliance requirements. Each analysis is accompanied by CapitalROCK’s exclusive ReasonText™. ReasonText™ is automatically generated, client and recommendation specific text that documents why or why not a proposed action meets the licensing broker-dealers best interest requirements. Visit us at: https://www.capitalrock.com/
Competiscan clients utilize its web-based search utility to analyze direct and digital marketing activity of competitors to help understand what consumers, business owners, financial advisors, insurance agents, insurance producers and mortgage brokers are receiving within the marketplaces they serve. www.competiscan.com/
EXL is a leading data analytics and digital operations and solutions company that partners with clients to improve business outcomes and unlock growth. By bringing together deep domain expertise with robust data, powerful analytics, cloud, artificial intelligence (“AI”) and machine learning (“ML”), we create agile, scalable solutions and execute complex operations for the world’s leading insurance corporations. Focused on driving faster decision-making and transforming operating models, EXL was founded on the core values of innovation, collaboration, excellence, integrity and respect. Headquartered in New York, our team is over 43,100 strong, with more than 50 offices spanning six continents. Visit us at: www.exlservice.com.
LIDP provides an award-winning policy admin system designed to drive digital innovation to the core platform. With 42 years of life & annuity business knowledge built-in, it is a true end-to-end solution offering new business through the claims process. www.lidp.com
The Micruity platform removes the complexities of offering lifetime income products to DC plans for insurers, fund managers, and recordkeepers. www.micruity.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.