2024 Canada Annual Conference - Sponsors

Celebrating its 150th anniversary, Foresters Financial is quietly transforming the life insurance industry across the US and Canada by enriching the lives and well-being of its members and helping them do more of the good they want to do. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams (insurability depends on answers to medical and other application questions and underwriting searches and review.) State-of-the-art mobile tools help agents deliver tailored plans to prospective and current members. Unique to fraternal life insurers, Foresters offers a suite of member benefits, redefining the conventional life insurance model and bringing improved financial security and overall wellness to everyday North American families.

Visit us at: www.foresters.com

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion in assets under management and administration , including total invested assets of $0.4 trillion, and segregated funds net assets of $0.3 trillion.

RingCentral is a leading provider of AI-driven cloud business communications, contact center, video and hybrid event solutions. RingCentral empowers businesses with conversation intelligence and unlocks rich customer and employee interactions to provide insights and improved business outcomes. With decades of expertise in reliable and secure cloud communications, we have earned the trust of millions of customers and thousands of partners worldwide. Visit ringcentral.com to learn more. https://www.ringcentral.com/

FastTrack — a division of Kamine Technology Group (KTG) — has been a market leader in providing intelligent, automated claims management solutions and services to the Life & Disability insurance vertical since 2012. Headquartered in Bedminster, NJ, FastTrack’s unique blend of technology, AI, and decades of insurance subject matter expertise has secured key partnerships with many of North America’s Group and Individual insurance carriers. FastTrack’s comprehensive suite of made-for-insurance Intelligent Automation Tools is revolutionizing claim management/process operations by eliminating up to 90% of manual administrative tasks, implementing auto-administrative and adjudication pathways, creating data-rich digitized claimant profiles that reduce risk and accelerate claim decisions by 30-40%, with direct savings on carriers' reserves and interest expenses all while freeing up mission-critical resources and vastly improving the claims journey experience for claimants, beneficiaries, employers, agents/brokers, examiners, and more. Learn more at https://fasttrackrtw.com/brochure/#p=1.

iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares). https://ia.ca/individuals

MNP is one of Canada’s leading national accounting, tax and business consulting firms. We have invested more time and resources into understanding financial service institutions and their dynamic landscape than any other firm. MNP has developed a diverse suite of services designed to strengthen FSI leadership, knowledge and financial position.

As a member of BMO Financial Group, BMO Insurance has a proven history of financial strength that allows us to stand behind our insurance products by offering flexible coverage options, comprehensive benefits, and competitive prices. BMO Insurance provides access to expert insurance product design and underwriting, as well as a knowledgeable support team. Our business is focused on making it easier to buy insurance and have earned our clients' trust through the integrity of our actions.  We take pride in what we do, always keep our word, are committed to continuous innovation, embrace diversity, and strive to improve our performance. https://www.bmo.com/insurance

As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and investment products, services, and advice to build financial strength and security. With over $59 billion in assets under management, we provide financial solutions and security through property and casualty insurance, life insurance, investment management, institutional asset management, and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals, and representative farm organizations. www.cooperators.ca

Сreatio is a global vendor of a no-code platform to automate workflows and CRM with a 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 DNA. www.creatio.com

Recognized as a valued partner by over 278 of the world’s leading financial institutions, Equisoft offers a complete ecosystem of solutions, from innovative front-end applications to extensive back-office services and unique data migration expertise. Our flagship solutions include SaaS policy administration, 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. https://www.equisoft.com/

Lavvi is an InsurTech with 16 years’ experience in insurance distribution, and a deep understanding of the industry's key audiences — carriers, distributors, advisors, and consumers — along with their sales, compliance, and regulatory needs. The Lavvi digital distribution platform for life insurance supports an intuitive buying experience for advisors and consumers through a streamlined financial needs analysis, quoting, and eApplication journey. The SaaS platform supports multiple distribution methods, including Advisor-led, D2C, Hybrid, and embedded sales.

PwC has a proud 110-year history of helping Canadian organizations thrive. Our 7,700+ partners and staff are located coast to coast and bring their expertise to provide quality services and products that help solve important problems. Our industry-focused professional services include audit and assurance, tax, deals and consulting. With offices in 151 countries and more than 360,000 people, we are among the leading professional services networks in the world. https://www.pwc.com/ca/en/

RBC Insurance® offers a wide range of life, health, home, auto, travel, wealth, and reinsurance advice and solutions, as well as creditor and business insurance services, to individual, business, and group clients. RBC Insurance is the brand name for the insurance operating entities of Royal Bank of Canada, Canada’s biggest bank, and one of the largest in the world based on market capitalization. Among the largest Canadian bank-owned insurance organizations, RBC Insurance has approximately 2,800 employees who serve close to five million clients globally. For more information, visit rbcinsurance.com.

The world of life and health insurance is spinning faster than ever and the race is on. How do you meet challenges of changing demographics, disruption, and what seem like daily leaps forward in medicine and data science? Digital doors are opening new pathways to consumers, yet traditional hurdles like regulatory burdens, underwriting efficiency and performance of your inforce book are still a threat. Swiss Re is ready to help you win. We’re ready to work together and equip you to face off with disruption and find fresh ways to provide more people with greater security. Visit us at: swissre.com