iLife Technologies is a B2B Enterprise Technology company in Silicon Valley that specializes in systems connectivity. Its Universal API layer unites all systems and workflows together in one place, so that insurance carriers can merge any number of products and legacy systems into a universal interface and API layer for any distributor. Visit ilife.tech to learn more!
RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients that represent more than 35 of the top 50 insurance companies. Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk. Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients. Learn more at https://www.reged.com/.
AgentSync builds modern insurance infrastructure that connects carriers, agencies, MGAs, and producers. With customer-centric design, seamless APIs, automation, and unparalleled service, AgentSync's solutions provide data intelligence and streamlined onboarding and compliance management processes that reduce costs, increase efficiency, and get producers ready to sell in hours instead of weeks. Founded in 2018 by Niranjan "Niji" Sabharwal and Jenn Knight, and headquartered in Denver, CO, AgentSync has been recognized as one of Denver’s Best Places to Work, a Forbes Magazine Cloud 100 Rising Star, and as an Insurtech Insights Future 50 winner, and was ranked 65 in Forbes – America’s Best Startup Employers 2023. To learn more, visit www.agentsync.io.
As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying the insurance life cycle so that our customers can focus on what matters most. Vertafore’s solutions provide end-to-end connectivity across the distribution channel, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies, MGAs and carriers. For more information about Vertafore, visit www.vertafore.com.
Milliman Connect simplifies buying, selling, quoting, and enrolling into insurance products. Our cloud-based solutions import, digitize, transform, and enrich output data and unify organizations, thereby simplifying workflows. Milliman Connect transforms benefit enrollment and data handling, ensuring faster product launches, reduced costs, and improved operational efficiency. With our innovative solutions for insurance automation, Milliman helps you break through the challenges of disparate data to achieve new levels of productivity and success. Businesses face complex processes in benefits administration leading to errors and delays, and restraining growth and efficiency. Implementing the right solution addresses these issues while freeing intellectual capital to support expansive growth. Milliman Connect automates and integrates data from multiple systems, enabling seamless management of enrollments, premiums, and claims. With both EDI and API capabilities, it quickly and effortlessly integrates existing systems, accelerating time to value and optimizing efficiency. This allows you to achieve efficiencies without sacrificing prior systems investments. Please visit us at Milliman | US.
B File is a repeatable all-in-one solution that empowers agents to scale their business by providing the tools and the team to identify and navigate opportunities. https://bfilesystem.com/
Canidium has a dedicated Agent Performance Management practice, focusing on Agent Connection, Agent Lifecycle Management, Advanced Workflow. Learn more at: https://info.canidium.com/canidium-agent-lifecycle-management
Creatio is a global vendor of one platform to automate workflows and CRM with no-code and maximum degree of freedom. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio’s DNA. For more information on Creatio visit www.creatio.com
Mitra Innovation is a global technology company enabling enterprises to unlock their full digital potential. With a focus on digital transformation, workflow automation, integration and Cloud Engineering. Mitra Innovation offers strategic consulting, technology implementation, and managed services to clients across various industries. Their team of experts delivers innovative solutions, empowering businesses to thrive in the digital age. For more information, please visit www.mitrai.com
EbixExchange supports a broad range of brokerage and clearing firms, insurance agencies and operations centers at over 60 of the leading insurance carriers and their affiliates. Our experienced staff continue to provide the high-quality customer service our clients have come to expect. EbixExchange has considerable real-world experience and proven success with technology and business stewardship. When considering the quality of our service record, long list of satisfied clients, commitment to leadership, experience with multiple implementations, depth of resources and the range of service options available from a single provider, we think you’ll agree that EbixExchange is the best choice for automated life and annuity sales processing. Visit us at: https://www.ebix.com/
Serving sales professionals from firms with over $7.6 trillion in total market capitalization, Hey DAN is the first and ONLY voice to CRM solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete. Salespeople simply dictate and Hey DAN deposits the information directly into your CRM. Drop-down menus, check boxes and other unique fields are quickly filled out. More Selling time. Shorter sales cycle. Better CRM adoption and quality. To learn more: www.heydan.ai or dave.kriz@heydan.ai
For more than a decade, Hoopis Performance Network and FSEdNet have been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. Clients in over twenty-five countries throughout the world leverage us to help them keep pace with the ever-evolving challenges of learning and development in the new normal we are all experiencing. Our digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs.
Majesco is the partner P&C and L&AH insurers choose to create and deliver outstanding experiences for customers. We combine our technology and insurance experience to anticipate what is next, without losing sight of what’s important now. Over 350 insurers, from greenfields and startups to some of the world’s largest insurers, rely on Majesco’s SaaS platforms solutions of core, data, analytics, digital, and rich ecosystem of partners to create their next now. For more information, please visit www.majesco.com and follow us on LinkedIn.
Pinpoint is the recognized leader in web-based compliance and risk management solutions for financial services firms. Pinpoint’s Compliance systems provide online fillable forms and client specific submission and approval workflows. The system supports 22 compliance modules including ADV Part 2 B 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 records in SEC 17-a compliance. Visit us at: https://www.pinpointglobal.com/
RGI Solutions is a leading marketing company specializing in lead generation and agent recruitment in the insurance industry. RGI has helped many companies grow over the past 35 years through cost-per-lead direct mail programs and digital agent recruitment campaigns. RGI has also innovated agent-specific lead offerings via theLeadHQ.com. To find out more, visit rgida.com.
Zinnia simplifies L&A insurance by delivering comprehensive technology solutions for the industry’s most critical needs. Zinnia enables carriers and distributors to build, sell, and service insurance, ultimately helping more people get the coverage they need and the service they deserve. Zinnia, an Eldridge Industries business, is also backed by funds managed by KKR and Vista Credit Partners, leading global investment firms.
ZinniaLaunch allows you to launch products faster with access to multi-channel distribution at scale. ZinniaMarketConnect enables you to find, recommend, fulfill and service policies in a singular connected experience. And ZinniaNow transforms legacy processes & systems to deliver modern, digital experiences today.
With over $40B in AUM, 55% of all individual annuity sales in the US are processed by Zinnia. This enables our 46+ carriers, 2500+ distributors and 8 leading banks to grow their L&A business. To learn more about Zinnia, please visit zinnia.com.