Individuals who lead workplace benefits initiatives, enrollment strategy or solutions, vendor and/or data exchange management, enrollment and/or benefit administration technology in North America. All participants should be highly experienced in their field.
Highlights
Join LIMRA for a seminar to discuss collaboration and innovation in enrollment and benefits administration technology. Network with peers and technology providers to advance industry standards and improve outcomes.
Our theme, “The Power of Now” addresses laying a foundation for the future and focusing on actionable, present-day steps that build on past transformations while setting a proactive blueprint for tomorrow. By concentrating on immediate, effective actions, we drive meaningful progress that adapts to today’s demands while envisioning a sustainable future.
How can we harness this approach?
Strengthening current infrastructure
Harnessing data for real-time decision-making
Investing in next-gen technology for today’s challenges
Fostering a collaborative ecosystem
Prioritizing digital inclusion today
Creating a responsive policy framework
Promoting a mindset of agility and adaptability
In summary, having a vision for future transformation is essential. The "Power of Now" places equal emphasis on what we’re doing today—through infrastructure upgrades, policy shifts, immediate technological applications, and a commitment to inclusion. These steps not only meet today’s needs but also establish a solid, flexible framework for future growth.
Kick off your ETSS experience by brushing up on the foundations of enrollment technology with an informative and interactive session on all things HR technology. Learn about the various types of technology, the evolving landscape, key acronyms, and more!
Don’t miss this opportunity to enhance your expertise and stay ahead in the ever-evolving tech landscape.
Speakers: Moderator Nicole Laughridge, Director Enrollment Technology Partner Management, Chubb/Combined; Jennifer Pierce, AVP, InsurTech Partner Management, Lincoln Financial
Join us for an exciting deep dive into the latest advancements in AI and their transformative impact on workplace benefits! Discover how AI is revolutionizing employee satisfaction, cutting costs, and driving better business performance. Don’t miss this opportunity to explore innovative strategies and stay ahead in the evolving world of workplace technology.
Explore how a connected benefits experience powered by data is transforming the way organizations enroll and service customers. From creating seamless employee interactions to reducing administrative burdens for employers and carriers through automation, data connectivity is unlocking powerful opportunities across the industry. Join industry experts as they share insights, tackle common challenges, and highlight best practices from their data-driven journeys. Don’t miss this chance to learn how a holistic data strategy can elevate your organization.
Speakers: Moderator Corey Remillard Corporate Vice President, Group Benefits Solutions, New York Life; Torri Zaniol Managing Partner, Enrollment Alliance; Daryl Hemeon Director of Customer Service, Noyo
Benefits technology should help employers solve many of the problems they face when offering employees a comprehensive benefits package. Is technology hitting the mark? Is it solving relevant and persistent issues faced by HR? In this session, you will hear directly from HR professionals on how they leverage benefits technology at their companies, get practical insights into what is and is not working, and improvements that can be made to maximize the value of benefits technology.
Discover the critical gap between API development and effective utilization within the benefits industry. This panel will explore the 2024 Ideon-LIMRA report findings, highlighting how despite continued API advancements, actual adoption varies widely. Join Ideon, LIMRA, and other industry experts as they discuss strategies to accelerate the industry’s API journey and establish a clear path for emerging API leaders. Attendees will gain a deeper understanding of how to prioritize API investments and functionality.
Discover the transformative impact of LDEx Standards in streamlining enrollment processes during this insightful session. Explore real-world success stories through in-depth case studies and gain valuable strategies and practical considerations for implementing LDEx Standards in your organization. Don’t miss this opportunity to learn how these standards can drive efficiency and success in your enrollment processes.
Speakers: Moderator: Sheila Thompson Product Manager, Industry Solutions, LIMRA and LOMA; Mark Kozielec VP, Product Owner, Data Exchange, Prudential; Carolyn Pagel Senior Product Owner, Administrative Journey, Unum; Ravi Agadi President, MC Solutions, Symetra Financial
Get ready for a party game designed just for insurance professionals! Join us for a fun and interactive session where you'll complete fill-in-the-blank statements with words and phrases about compliance and regulatory topics in Enrollment Technology. Laugh, learn, and connect as you uncover what's on everyone’s minds, share industry best practices, and explore new ideas — all while having a great time!
Speakers: Moderator: Melissa Foster Head of Enrollment, Prudential; Nicole Laughridge Director, Enrollment Technology Partner Management, Chubb Combined
The future of work for small businesses is constantly evolving, and employee benefits are becoming a game-changer for attracting and retaining top talent. Join us to explore the key differentiators in small business benefits and technology. Discover innovative strategies and tools that can help small employers stand out in a competitive market and meet the evolving needs of their workforce.
Discover key insights from the 2024 Workplace Benefits Distribution Trends Study in this exclusive session with LIMRA and LOMA researchers. Gain valuable perspectives on how technology is shaping carrier, employer, and broker strategies today — and explore what’s on the horizon over the next five years. Don’t miss this opportunity to uncover what’s changing (and what’s not) in the distribution ecosystem and stay ahead of industry trends!
Speakers: Moderator: Mary Trecek, EdD, CMP, Associate Research Director, LIMRA and LOMA; Ron Neyer, MBA, AIRC, CLU, ChFC, Associate Research Director, LIMRA and LOMA
Unlock actionable insights from top carriers and benefits technology experts in this dynamic session! Discover proven strategies for effective communication, collaboration, and stewardship that will strengthen your relationships and drive success. Don’t miss this opportunity to gain practical tools and techniques to elevate your impact in the industry.
Speakers: Erik Gray, Head of Enrollment Experience, Wellfleet; Ashli Coleman, Director of Partner Management, Unum
Join us to explore how LDEx Standard are revolutionizing automated case configuration. This session will provide a comprehensive overview of the new LDEx Benefits Configuration Management Standard, highlighting its potential use cases, emerging solutions, and practical implementations. Learn how automated case setup can enhance business continuity and performance, driving efficiency and consistency across your operations.
Speakers: Cory Gardner, AVP, Industry Solutions, LIMRA and LOMA; Amanda Lund Anderson, Director, Integrations Engineering, PlanSource
Explore our connected ecosystem as we dive into familiar topics such as APIs, strategic relationships, and “spreadsheeting,” through the lens of broker technology. Hear from our panel of experts about how the industry is moving towards automation to improve the quoting and RFP process.
Speakers: Sean O'Donnell, SVP, Head of Membership & Workplace Benefits, LIMRA and LOMA; Kellie Benson-Bray, Member Relations Director, LIMRA and LOMA
12:00 p.m.
Adjourn
Registration
$1,300 Member $2,500 Non-Member
Cancellation Policy: 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 20th, 2025, will be refunded, less a $75 processing fee. Cancellations received from January 20, 2025, to February 3, 2025, will be refunded, less a $375 processing and administrative fee. No refunds will be issued after February 3, 2024.
Reservations can be made by using the link above or by calling 1-800-253-1397 and mentioning the Enrollment Technology Strategy Seminar.
Make your reservations by Monday, January 20th, to receive the group rate of $239.00 single/double. Rates are subject to applicable state and local taxes and $5.00 Hotel/Motel Fee in effect at the time of check-out. Requests after January 20th will be accepted based on space availability. Please note that hotel rates will go up after January 20th 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 emails or phone calls about a hotel booking in conjunction with this meeting, our advice is to 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 industry experts, business thought leaders, and top-notch life & annuity professionals.
Join the conversation by securing a sponsorship or exhibiting at the conference.
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