Individuals who lead workplace benefits initiatives, enrollment strategy or solutions, vendor and or exchange management, enrollment and/or benefit administration technology. All participants should be highly experienced in their field.
Highlights
This is an opportunity for LIMRA member insurance companies and benefits administration technology providers and brokers to participate in an open discussion on how to work together cohesively and define better outcomes. Our goal is to connect participants with peers and technology purveyors to learn, network, and share innovative ideas to help identify potential solutions to existing challenges.
Vice President, Sales Engineering and Client Success, Wellfleet Workplace
With more technology platforms in the insurance industry than ever before, the question of who should pay for their services seems to be ever-more difficult to answer. In this session you’ll hear viewpoints from Brokers, Ben Tech partners, & Carriers as well as have the option to voice your thoughts on where we are today and where we need to go in the future as it relates to all things technology credits.
KEVIN MCFADDEN Strategic Lead, Tech Partnerships Aflac
SHARON MORRISSEY Vice President, Business Development bswift
SCOTT PRINCE Executive Vice President iBTR
Benefits Administration and Enrollment Technology resellers have become an increasingly important part of the Group Benefits Administration space, but not everyone knows how they work. Our session will examine this unique fit in our industry, and how brokers, carriers, technology platforms and resellers all work together.
ADAM WOOD Product Owner, Enrollment Technology Solutions Allstate Benefits
An interactive session with table conversations hosted by industry experts representing companies on the Data Exchange Standards Committee. Following an implementation case study, these experts will be conducting a learning session responding to audience input. Join us for this integrated opportunity to discuss the LDEx Standards and their implementation practices.
JENNIFER PIERCE, Moderator Benefit Technology Partner, Management Lincoln Financial Group
Shannon Goggin
Chief Executive Officer, Noyo
Anthony Grosso
Head of Group Benefits Markets, EIS
Chuck Johnston
Chief Marketing Officer, FINEOS
Michael W. Levin
Chief Executive Officer, Ideon
The use of workplace benefits technology has grown significantly over the past five years. With 7 out of 10 employers focused on benefits technology how can you set yourself apart from the rest? Come hear about what is trending in benefits technology. Gain insights into best practices and how your organization can leverage partnership and embrace emerging technology trends.
KEVIN MCFADDEN Strategic Lead, Tech Partnerships Aflac
SHARON MORRISSEY Vice President, Business Development bswift
SCOTT PRINCE Executive Vice President iBTR
Benefits Administration and Enrollment Technology resellers have become an increasingly important part of the Group Benefits Administration space, but not everyone knows how they work. Our session will examine this unique fit in our industry, and how brokers, carriers, technology platforms and resellers all work together.
BRANDAN BRUCE Board Member Help Me Choose Benefits
JEFF OLDHAM Co-Founder Informed Consulting
SARAH OLIVER Vice President, Head of Voluntary Product Prudential
ERIK GRAY, Moderator Head of Enrollment Experience Wellfleet
Education and decision support tools can make educating the consumer less complex. In this session you will hear about communication, education and engagement best practices.
Associate Research Director, Workplace Benefits Research, LIMRA and LOMA
Many employees opt out of voluntary benefits when they are offered, and often spend only a few minutes making decisions that will impact their financial security for the rest of the year. How can benefit providers help employees make better decisions when they give us so little attention?
The field of behavioral economics has identified a variety of mental shortcuts that guide consumer decisions, particularly when people are “thinking fast.” In this session, we will discuss how these principles can be applied to benefits enrollment and unveil the results of a new LIMRA study that explored incorporated behavioral economic techniques into benefits messaging.
LESLIE ERWIN Vice President, Product Development ADP
ERIK GRAY Head of Enrollment Experience Wellfleet
LYLE GRIFFIN President Selerix
ANDY MOORE Director, Business Development United Health Group
TIMOTHY O'CONNOR, Moderator Assistant Vice President, Partner Integration Voya Financial
With the introduction of new data integrations and APIs, data exchange has become more complex than ever. This has created an opportunity for us to look at how we exchange data. This session will focus on the value, ROI, and considerations to consider when looking at third party data aggregation services available in the market today.
Have you figured out how to work effectively in the HCM/BenAdmin/Carrier trifecta? This interactive session will give you an opportunity to work with team members in a small group to solution a case study, grow your network, and expand your knowledge.
LESLIE ERWIN Vice President, Product Development ADP
ERIK GRAY Head of Enrollment Experience Wellfleet
LYLE GRIFFIN President Selerix
ANDY MOORE Director, Business Development United Health Group
TIMOTHY O'CONNOR, Moderator Assistant Vice President, Partner Integration Voya Financial
With the introduction of new data integrations and APIs, data exchange has become more complex than ever. This has created an opportunity for us to look at how we exchange data. This session will focus on the value, ROI, and considerations to consider when looking at third party data aggregation services available in the market today.
Have you figured out how to work effectively in the HCM/BenAdmin/Carrier trifecta? This interactive session will give you an opportunity to work with team members in a small group to solution a case study, grow your network, and expand your knowledge.
MARK KOZIELEC Director of Institutional Client Data Prudential
DAN LANGEVIN Chief Technology Officer Ideon
LISA LENT Service Executive, Carrier Implementation Service and Strategic Relationships ADP
KAREN SULLER Technology Sales Executive The Hartford
BRANDON COOK, Moderator Technology Relationship Executive, Employee Benefits The Hartford
As the workplace benefits ecosystem continues to evolves, APIs will continue to enable a new world of data connectivity. Come hear about how you can make APIs a core part of your technology strategy.
12:15 p.m.
ADJOURN
Registration
We have reached maximum capacity for this event. We will not be accepting walk-in registrations. Registration is now closed. Please contact customer.service@limra.com if you have questions or need assistance with existing registrations.
$950 Member $1,150 Non-Member
LIMRA|LOMA Canadian members — please email customer.service@limra.com for special registration instructions.
In the event that a scheduled meeting or event is cancelled by LIMRA and LOMA for any reason, LIMRA and LOMA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA and LOMA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant. All cancellations must be received in writing. Email customer.service@limra.com
Attendee Cancellation Policy:
All cancellations must be received in writing. Email customer.service@limra.com. Cancellations received before January 30, 2023, will be refunded, less a $75 processing fee. Cancellations received from January 30, 2023 to February 13, 2023 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after February 13, 2023.
2023 COVID-19 Health and Safety Protocols
Please check this page regularly for health and safety updates. Updated: [3/8/2023]
LIMRA and LOMA and LIC are committed to health and safety. We request that all conference and event attendees follow any and all applicable COVID-19 restrictions, rules, and safety requirements at the event that are either required by applicable law, rule or ordinance, or the event location. We thank you in advance for your patience and cooperation during these unprecedented times.
On-Site at the Event
Adhere to social distance protocols.
Wash hands frequently throughout the meeting.
Cover your nose and mouth when coughing or sneezing.
Comply with any protocol signage displayed.
Self-monitor and report any symptoms to meeting organizers immediately.
If you are having symptoms and need to seek medical attention, there will be a list of service options available.
If you test POSITIVE for COVID:
Notify the meeting organizer and if you choose to remain at the conference, self-quarantine in your room for at least three days, or until you receive a NEGATIVE test result.
Once you test NEGATIVE, you may return to the conference. Please wear a mask for the duration of the conference.
Report your status to the convening team so the proper contact tracing interview can be conducted.
Post Event
Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.
Make your reservations by January 27th to receive the Group Rate of $239.00 single/double plus Georgia State Hotel/Motel fee of $5.00 per room, per night (plus applicable sales taxes). Requests after January 27th will be accepted based on space availability. Please note that hotel rates will go up after January 27th or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discount rates.
Extend your stay: The group guest room rate will be offered three (3) days prior to and three (3) days after the meeting dates, subject to availability at the time of your reservation. You may need to call the hotel directly to book the extra nights.
If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will not call you unless you contact them first.
Become a Sponsor or Exhibitor
The Enrollment Technology Strategy Seminar connects LIMRA Member Insurance Companies and Benefits Administration Technology Providers to share innovative ideas and identify solutions to existing challenges. Join the conversation by securing a sponsorship or exhibiting at the upcoming seminar.