2025 Distribution and Marketing Conference - Sponsors and Exhibitors

Salesforce is the #1 AI CRM, helping companies connect with customers in a whole new way since 1999. The Salesforce Customer 360 brings CRM apps together with trusted AI and data on one integrated platform, enabling companies to grow relationships, productivity, and their bottom line. Now powered by Agentforce, our agentic AI layer, the Salesforce platform helps insurance firms lower operational costs, grow efficiently, innovate at scale, and personalize customer experiences. Insurance firms can deploy Agentforce to handle manual work, allowing teams to focus on deepening trusted client relationships and growing revenue. With Salesforce, insurance carriers, agencies, and brokerages can connect and empower their entire organization, spanning Marketing, Sales, Service, Data, IT, and Analytics on one platform.

Salesforce: The Customer Company | Salesforce 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/

Creatio 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. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales and service), industry workflows for 20 verticals and marketplace add-ons. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Our customers enjoy the freedom to own their automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code and a universe of ready-to-use templates and connectors. Creatio is headquartered in Boston, MA. We have 700 employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with thousands of customers and partners with 700 GSIs and local integrators worldwide. Learn more at www.creatio.com.

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. 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. The firm’s 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. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. https://www.equisoft.com/

FMG powers an all-in-one marketing platform that helps more than 40,000 advisors and RIAs deepen relationships with clients, stay connected with prospects and alleviate much of the marketing and compliance pains small business owners face. www.fmgsuite.com

Why do over 75 organizations and 70,000 financial professionals partner with Hoopis Performance Network for the professional development needs of their advisors, leaders and home office employees? Because we equip them with award winning resources based on the human experiences of the top experts and practitioners in financial services. Stop by our HPN Booth to explore mutual synergies between our organizations. https://hoopis.com/

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!

For cutting-edge news and insights, turn to InsuranceNewsNet (INN), the leading media source for insurance and financial professionals. INN is dedicated to informing, educating and growing the industry with relevant news, trends, and how-to guides. Our platforms empower financial professionals to effectively reach their audience. With award-winning editorial, innovative design, and results-driven marketing strategies, we help agents and advisors optimize their practices and boost profitability. CREATE compelling content that will CONNECT with your ideal audience to help GROW for your business. Partner with INN to elevate your brand and stand out in the competitive financial services landscape. Explore our brands at www.insurancefinancialmedia.com.

MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial services professionals from 85 nations and territories and more than 700 companies. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit mdrt.org.

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/

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/.

Sapiens (NASDAQ: SPNS) empowers the full policy lifecycle of life and annuity insurers, with fully adaptive, cloud-first, end-to-end core, and insurance business solutions. Serving over 600 customers in 30 countries and backed by more than 40 years of industry expertise; Sapiens offers a complete insurance platform, with pre-integrated, low-code solutions that accelerates customers’ digital transformation. Our portfolio includes policy administration, billing, and claims; underwriting, illustration and electronic application; reinsurance; and decision management software. Sapiens empowers the full policy lifecycle of life and annuity insurers, with fully adaptive, cloud-first, end-to-end core and insurance business solutions. Sapiens’ digital suite features customer and agent portals, and an advanced analytics solution. For more information visit www.sapiens.com.

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. Visit us at: https://www.vertafore.com/

Vymo is a leading multi-channel distribution management platform powered by AI for the global insurance industry, delivering data-driven insights and transforming the way businesses operate. Meticulously crafted for insurers, MGAs, FMOs, IMOs, and insurance distributors who have outgrown traditional legacy sales tools and require greater automation for managing producers and optimizing sales processes. Vymo's platform features a suite of modular applications – including OnboardIQ and EngageIQ, and is engineered to deliver a superior producer experience through critical steps in the sales process; such as onboarding, compliance, activity tracking, and sales enablement. Vymo has raised over $45M in funding from Sequoia Capital, Emergence Capital, and Bertelsmann India Investments and is also a winner of Celent, CB Insights, and Microsoft's "AI for All" awards. Visit us at: https://vymo.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.

For cutting-edge news for insurance and financial professionals, turn to the industry’s leading media source, Insurance & Financial Media Network (IFMN). IFMN is dedicated to informing, educating and growing the insurance and financial services industry with the most relevant news, trends, how-to’s and industry insights. We deliver the platforms that help financial professionals reach their audience. From award-winning editorial and design to results-oriented marketing and strategy, everything we do is focused on helping agents and advisors run their practice and increase their bottom line. CREATE the content that will CONNECT with the perfect audience to help you GROW your business. Our Brands: www.insurancefinancialmedia.com InsuranceNewsNet, AdvisorNews, First Class Data, and Ignite Marketing.

InsurTech Express is a principal technology resource for businesses in the Life & Health Insurance and Annuity Industry. Bringing the insurance community together (Carriers, Reinsurers, Distributors, Insurance & Financial Advisors, and Solution Providers) while partnering with all the top industry associations. As an insurtech company, we have the largest industry network exceeding 180,000+. InsurTechExpress.com is a secure on-line information and sales platform for insurance technology. There are many tools and resources from the hottest industry events to industry discounts, job opportunities and advisor tools. Our Services include software development, strategic consulting, marketing, training, and an online store selling the top insurance software solutions. Visit us at: https://www.insurtechexpress.com/

Life Annuity Specialist is the leading news source for executives at life insurers and annuity providers. The top 10 largest carriers rely on us for exclusive industry news and analysis. Our team of journalists delivers timely coverage of annuities, life insurance, product development, technology, and other topics crucial to help executives stay informed. To sign up for a free trial, visit www.lifeannuityspecialist.com/trial