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Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Accelerated Undertwriting
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Engagement
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Policy Administration
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Digital Sales
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Policyholder Servicing
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Direct to Customer
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Health Data
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Illustration
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Emerging Vendors
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Claims Software & Services
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Consulting Services
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Data Source
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Paramed Providers
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Research
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Agent/Broker Software
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)TPA & BPO
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Reinsurer
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Digital Experience Engine
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Enterprise APIs & Workflow
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Value Added Services
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)Payment Integrations
Life Insurance and Annuity Ecosystem
At Sureify, we appreciate today’s dynamic business landscape and embrace the power of collaboration. This broader life and annuity ecosystem list offers a diverse collaborative network of businesses and technologies, all working together towards a common goal. (NOTE: our list is not meant to be exhaustive nor to indicate that Sureify has a specific relationship with the organization.)
Paperless Solutions
Paperless Solutions Group (PSG) was founded in 1998 by a successful Million Dollar Round Table agent. And has grown to be one of the industry's insuretech leaders. Today, our products are used by some of the world’s largest insurance carriers, direct marketing organizations, independent distributors, and financial institutions. Our purpose is to help everyone selling insurance, do it easier and offer the best experience possible to their users and customers. We do this by creating great solutions that are innovative and highly customizable and can be accessed across all platforms and reached by any channel. Critically, these solutions are available ala carte or connected to other PSG platforms or those provided by others. We invite you to see why so many companies, like yours, are adopting our solutions over any other in the marketplace today. Paperless Solutions Group was acquired by MIB to expand MIB’s portfolio of solutions that provide next- generation capabilities focused on automating the approach to selling and underwriting life insurance. Perfectly complementing MIB’s existing products, which help insurers assess risk during and after the underwriting process.
Paperless Solutions Group (PSG) was founded in 1998 by a successful Million Dollar Round Table agent. And has grown to be one of the industry's insuretech leaders. Today, our products are used by some of the world’s largest insurance carriers, direct marketing organizations, independent distributors, and financial institutions. Our purpose is to help everyone selling insurance, do it easier and offer the best experience possible to their users and customers. We do this by creating great solutions that are innovative and highly customizable and can be accessed across all platforms and reached by any channel. Critically, these solutions are available ala carte or connected to other PSG platforms or those provided by others. We invite you to see why so many companies, like yours, are adopting our solutions over any other in the marketplace today. Paperless Solutions Group was acquired by MIB to expand MIB’s portfolio of solutions that provide next- generation capabilities focused on automating the approach to selling and underwriting life insurance. Perfectly complementing MIB’s existing products, which help insurers assess risk during and after the underwriting process.
Paperless Solutions Group (PSG) was founded in 1998 by a successful Million Dollar Round Table agent. And has grown to be one of the industry's insuretech leaders. Today, our products are used by some of the world’s largest insurance carriers, direct marketing organizations, independent distributors, and financial institutions. Our purpose is to help everyone selling insurance, do it easier and offer the best experience possible to their users and customers. We do this by creating great solutions that are innovative and highly customizable and can be accessed across all platforms and reached by any channel. Critically, these solutions are available ala carte or connected to other PSG platforms or those provided by others. We invite you to see why so many companies, like yours, are adopting our solutions over any other in the marketplace today. Paperless Solutions Group was acquired by MIB to expand MIB’s portfolio of solutions that provide next- generation capabilities focused on automating the approach to selling and underwriting life insurance. Perfectly complementing MIB’s existing products, which help insurers assess risk during and after the underwriting process.
Paperless Solutions Group (PSG) was founded in 1998 by a successful Million Dollar Round Table agent. And has grown to be one of the industry's insuretech leaders. Today, our products are used by some of the world’s largest insurance carriers, direct marketing organizations, independent distributors, and financial institutions. Our purpose is to help everyone selling insurance, do it easier and offer the best experience possible to their users and customers. We do this by creating great solutions that are innovative and highly customizable and can be accessed across all platforms and reached by any channel. Critically, these solutions are available ala carte or connected to other PSG platforms or those provided by others. We invite you to see why so many companies, like yours, are adopting our solutions over any other in the marketplace today. Paperless Solutions Group was acquired by MIB to expand MIB’s portfolio of solutions that provide next- generation capabilities focused on automating the approach to selling and underwriting life insurance. Perfectly complementing MIB’s existing products, which help insurers assess risk during and after the underwriting process.
Wells Fargo
Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Stripe
Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Headquartered in San Francisco and Dublin, the company aims to increase the GDP of the internet.
Elavon, Inc.
We pride ourselves on delivering exceptional payment experiences, whether customers tap, insert, or swipe. Pay online, mobile, or in-person. Our fast and secure payment solutions are tailored to meet the needs of any business.
Chase Paymentech
Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities.
Wellthy
Wellthy helps families balance work and caregiving responsibilities through a combination of precision technology and human expertise – a care concierge to help families navigate any care situation or challenge. By alleviating caregiving demands for caregivers through a digital dashboard and real-time advice from care experts, Wellthy makes it easier for caregivers to take care of their own health, reduce stress, save money, and stay engaged in their work and their lives while taking care of their loved ones. Nearly 2 million people have direct access to Wellthy’s services through some of the largest and best-known health plans and employers across the country.
NetLaw
NetLaw is the technology platform powering online estate planning from Hargrove Firm LLP. Together, Hargrove Firm and NetLaw offer a solution purpose-built for the financial services industry. Financial advisors now have a way to address their clients' estate planning needs with advice from attorneys nationwide. That's quality estate planning, intelligently delivered.
LifeLegacy
LifeLegacy is a digital estate planning platform that is expanding affordable access to estate planning and philanthropy to over 100 million middle-income Americans. LifeLegacy’s suite of products include a fully online last will & testament with the ability to leave a charitable bequest to over 10,000 nonprofits, financial power of attorney, advance healthcare directive, personal estate planning dashboard, and a comprehensive analytics and lead tracking dashboard for B2B clients.
FreeWill
FreeWill builds technology to make the largest and most impactful charitable donations easier for donors to give and simpler for nonprofit organizations to receive.
Empathy
Bereavement support for the modern world. With a combination of technology & human support, Empathy helps families through all the financial, legal, emotional, and logistical challenges that follow loss.
MuleSoft
The future of business is AI + Data + CRM. MuleSoft, the world’s #1 integration and API platform, makes it easy to connect data from any system to create connected experiences, faster.
Sureify | CoreCONNECT
CoreCONNECT empowers carriers to rapidly deliver and innovate upon their digital experiences, effortlessly meeting their customers’ and partners’ evolving needs while seamlessly integrating across their existing legacy systems. CoreCONNECT integrates advanced data assimilation and process orchestration frameworks into a unified platform that tackles the inherent challenges of providing digital life insurance transactions over complex backend software infrastructure. It makes it easy to deliver a high-performance API for your entire business.
CoreCONNECT empowers carriers to rapidly deliver and innovate upon their digital experiences, effortlessly meeting their customers’ and partners’ evolving needs while seamlessly integrating across their existing legacy systems. CoreCONNECT integrates advanced data assimilation and process orchestration frameworks into a unified platform that tackles the inherent challenges of providing digital life insurance transactions over complex backend software infrastructure. It makes it easy to deliver a high-performance API for your entire business.
Datos Insights
Validic
Validic is the healthcare industry’s premier technology platform for convenient, easy access to digital health data from best-in-class clinical and remote-monitoring devices, sensors, fitness equipment, wearables and patient wellness applications. Validic’s mission is to improve the quality of human life by building technology that makes personal data actionable.
Validic is the healthcare industry’s premier technology platform for convenient, easy access to digital health data from best-in-class clinical and remote-monitoring devices, sensors, fitness equipment, wearables and patient wellness applications. Validic’s mission is to improve the quality of human life by building technology that makes personal data actionable.
Unite Us
Recuro
hr | ReFlex
Healthfeed
Grail
Dialogue
Calcfocus
Zinnia
Converge Re
Converge Re combines life and annuity reinsurance with a sophisticated investment strategy built on superior real estate investing and asset management skills to help enhance company’s financial performance and capital efficiency. Managing over $1.7 billion of ceded reserves, we pride ourselves on tackling complex reinsurance opportunities and delivering creative client-oriented reinsurance solutions while adhering to stringent regulatory and insurer guidelines. Converge Re is managed by an experienced team that has a track record of solid risk management and producing long-term results.
Greenlight Health Data Solutions, Inc.
Greenlight has an innovative technology (APIs) for patient mediated Electronic Health Record (EHR) data sharing and supports the top 40 EHRs used in the U.S. - roughly 90% of the provider market. EHR data sharing accelerates life insurance underwriting and completely digitizes medical record record retrieval for applicants, expediting the slow, laborious process from weeks to minutes.
FastTrack
FastTrack – a Kamine Technology Group (KTG) division – is a full-service intelligent technology solutions provider in the Life & Disability insurance vertical. Leading the way for more than 10+ years, FastTrack boasts a growing client portfolio consisting of a large ratio of top-tier insurers in both the Group and Individual marketplace in the USA and Canada. Our made-for-insurance intelligent technology, including AI, digitizes & automates up to 90% of the claims journey, from claim intake to adjudication, resulting in lightning-fast claim outcomes that typically improve Claim Handle Time by 30%-40%. FastTrack helps insurers free up valuable human resources to focus on mission-critical tasks, such as improving the customer experience and making informed claim decisions. Furthermore, FastTrack’s suite of technology solutions and services empowers insurers to triage claims, understand risk management options, reduce manual administration, create straight thru processing, leverage comprehensive data via online Claimant, Beneficiaries, Employers, Agents/Brokers portals, and digital claimant profiles to achieve informed, consistent, repeatable, defensible, and objective claim decisions.
ACINI
Our team of experts with in-depth, practical business and technology experience works with insurance companies, managing agents, MGAs, brokers and the market. We focus on the end customer experience and the best technology and architecture fit for a purpose.
Exavalu
Exavalu, Inc. is an Insurance industry focused consulting firm that’s a trusted advisor to top insurers on Core and Digital Transformation. Exavalu, Inc. helps Insurance carriers deliver on their strategies around market growth, profitability, cost reduction, risk management, and innovation. Their global team of highly experienced Insurance business and technology SMEs help carriers with advisory & implementation services on Core modernization, Customer Experience improvement, Integration, Automation, Data Analytics & AI, and Cloud Migration & Engineering.
Stratizant
At Stratizant, digital strategy is about more than creating a mobile platform and social media presence. Their focus is on business transformation, real-time data, automation and cloud-enabled frameworks that offer you a hierarchical business IT blueprint to achieve greater growth and success.
Stratizant's customized strategies focus on building electronic processes that replace legacy touchpoints to improve business efficiency. They deliver an industry-specific approach to IT services with tailored roadmaps that improve fluidity and capability in the finance, healthcare, insurance and manufacturing industries.
InsurTech Express
InsurTech Express is the principal resource that brings the Life Insurance and Annuity community together in one easy-to-access, secure online location for information on Insurance Technology. It is a network with active participation in industry associations such as ACORD, LDTC, LIDMA & NAIFA; conferences like InsureTech Connect, Reuters Events Insurance, iLTCI, and NAILBA; social media like LinkedIn; digital media like Broker World. The network includes Carriers, Distributors, Advisors, and Solution Providers.
InsurTech Express is designed to connect the Life Insurance industry with access to InsurTech white papers, industry trends, media, education, solution platforms, lead generation services, carrier portals, career opportunities, training, strategic consulting, project resources, software development and innovation.
Hannover Re
hr | ReFlex, Hannover Re’s automated underwriting solution, is at the forefront of supporting new underwriting programs for life insurance and enabling carriers’ web, mobile and digital strategies to meet the demands of today’s consumers. With an open and modern architecture, hr | ReFlex leverages powerful technology to improve life insurers’ digital processes while remaining flexible to evolve with new underwriting paradigms. As the digital hub for underwriting, hr | ReFlex integrates easily with existing systems and data sources to enable a dynamic dialogue for risk assessment. The design emphasizes components and functionality that maximize ease of use and streamline implementation. State-of-the-art underwriting rules and question sets are transparent and they can be customized without IT development. As a leading global reinsurer, Hannover Re is trusted by carriers and insurtechs alike for mortality expertise and spirit of partnership, creating industry-changing accelerated underwriting programs with hr | ReFlex. Contact us to learn more about how to transform your business with hr | ReFlex.
Sureify
Sureify’s LifetimeAcquire is a configurable eApp and application processing tool that allows potential policyholders to research, quote, apply and buy your products via any distribution channel at any time. LifetimeAcquire’s low code functionality and easy-to-use UI, and features like data pre-fills, chat/co-browsing, reflexive questioning and accelerated underwriting decisioning, smoothly take direct-to-consumer applicants, call center or advisor sales agents from questionnaire to contract. LifetimeAcquire makes the entire application and buying process for life insurance and annuities intuitive and non-technical so that any carrier can continually make updates to meet changing agent and customer needs.
In addition, LifetimeAcquire takes application processes and follow-through directly to your customers with our OnTrack feature. With web and mobile status tracking, applicants can follow along and follow up where they need to -- getting missing signatures, scheduling medical exams, if needed, and smoothing out the entire underwriting process, accelerated or otherwise. This can net you higher placement rates, better customer experiences, and guaranteed “in good order” applications.
Sureify’s LifetimeAcquire is a configurable eApp and application processing tool that allows potential policyholders to research, quote, apply and buy your products via any distribution channel at any time. LifetimeAcquire’s low code functionality and easy-to-use UI, and features like data pre-fills, chat/co-browsing, reflexive questioning and accelerated underwriting decisioning, smoothly take direct-to-consumer applicants, call center or advisor sales agents from questionnaire to contract. LifetimeAcquire makes the entire application and buying process for life insurance and annuities intuitive and non-technical so that any carrier can continually make updates to meet changing agent and customer needs.
In addition, LifetimeAcquire takes application processes and follow-through directly to your customers with our OnTrack feature. With web and mobile status tracking, applicants can follow along and follow up where they need to -- getting missing signatures, scheduling medical exams, if needed, and smoothing out the entire underwriting process, accelerated or otherwise. This can net you higher placement rates, better customer experiences, and guaranteed “in good order” applications.
Sureify knows engagement can start at the very beginning. LifetimeEngage is all about using multiple forms of engagement and analytics to reach out with the right message at the right time to foster a lifelong digital relationship with policyholders.
Your possibilities for reaching out are limitless. Gather real-time data through surveys and polls, educate your policyholders about important financial wellness considerations and encourage healthy life choices. Simple toggles give you the configurability to customize your content based on type of user, allowing you to celebrate, motivate and communicate on a regular basis with automated texts, emails and push notifications to your policyholders. Whether it’s content from your library or ours, we can show your policyholders the information that’s most relevant to them!
Research shows that today’s customers expect easy, effortless interaction and education from every business they interact with -- and that included life insurers! Those who recognize the value of engagement, and who work with Sureify to maximize that personalized engagement, have seen an average 30-point increase in their Net Promoter Score, a 300% improvement in lapse payment rates, and policyholders who are 5 times more likely to purchase additional products. Connect with your customers in a meaningful, personalized, cost-effective way, and create a relationship with higher lifetime value – with Sureify’s LifetimeEngage.
Sureify’s LifetimeService is a digital self-service platform that puts your policyholders in charge of their life insurance, easily and intuitively. LifetimeService is highly configurable, allowing you to design the experience you want your policyholder to have, including branding, layouts, workflows, and policy data. LifetimeService is your policyholders’ one-stop service shop for paying premiums, keeping contact information up-to-date, managing beneficiaries, checking cash-value policy performance, retrieving documents, making withdrawals, and more.
LifetimeService can be implemented in as little as 6 months and can be integrated with policy administration systems to create a digital, comprehensive self-service suite, available on web browsers and native mobile apps, that puts all your policyholders information at their fingertips. The leap from the world of forms and faxes will dramatically increase policyholder satisfaction, improve your servicing department’s efficiency, and reduce costs across the board. LifetimeService allows your policyholders to manage policies when and how they want to, delivering the modern technology experience that is expected today.
Sureify
Sureify’s LifetimeAcquire is a configurable eApp and application processing tool that allows potential policyholders to research, quote, apply and buy your products via any distribution channel at any time. LifetimeAcquire’s low code functionality and easy-to-use UI, and features like data pre-fills, chat/co-browsing, reflexive questioning and accelerated underwriting decisioning, smoothly take direct-to-consumer applicants, call center or advisor sales agents from questionnaire to contract. LifetimeAcquire makes the entire application and buying process for life insurance and annuities intuitive and non-technical so that any carrier can continually make updates to meet changing agent and customer needs.
In addition, LifetimeAcquire takes application processes and follow-through directly to your customers with our OnTrack feature. With web and mobile status tracking, applicants can follow along and follow up where they need to -- getting missing signatures, scheduling medical exams, if needed, and smoothing out the entire underwriting process, accelerated or otherwise. This can net you higher placement rates, better customer experiences, and guaranteed “in good order” applications.
Sureify knows engagement can start at the very beginning. LifetimeEngage is all about using multiple forms of engagement and analytics to reach out with the right message at the right time to foster a lifelong digital relationship with policyholders.
Your possibilities for reaching out are limitless. Gather real-time data through surveys and polls, educate your policyholders about important financial wellness considerations and encourage healthy life choices. Simple toggles give you the configurability to customize your content based on type of user, allowing you to celebrate, motivate and communicate on a regular basis with automated texts, emails and push notifications to your policyholders. Whether it’s content from your library or ours, we can show your policyholders the information that’s most relevant to them!
Research shows that today’s customers expect easy, effortless interaction and education from every business they interact with -- and that included life insurers! Those who recognize the value of engagement, and who work with Sureify to maximize that personalized engagement, have seen an average 30-point increase in their Net Promoter Score, a 300% improvement in lapse payment rates, and policyholders who are 5 times more likely to purchase additional products. Connect with your customers in a meaningful, personalized, cost-effective way, and create a relationship with higher lifetime value – with Sureify’s LifetimeEngage.
Sureify’s LifetimeService is a digital self-service platform that puts your policyholders in charge of their life insurance, easily and intuitively. LifetimeService is highly configurable, allowing you to design the experience you want your policyholder to have, including branding, layouts, workflows, and policy data. LifetimeService is your policyholders’ one-stop service shop for paying premiums, keeping contact information up-to-date, managing beneficiaries, checking cash-value policy performance, retrieving documents, making withdrawals, and more.
LifetimeService can be implemented in as little as 6 months and can be integrated with policy administration systems to create a digital, comprehensive self-service suite, available on web browsers and native mobile apps, that puts all your policyholders information at their fingertips. The leap from the world of forms and faxes will dramatically increase policyholder satisfaction, improve your servicing department’s efficiency, and reduce costs across the board. LifetimeService allows your policyholders to manage policies when and how they want to, delivering the modern technology experience that is expected today.
Sureify
Sureify’s LifetimeAcquire is a configurable eApp and application processing tool that allows potential policyholders to research, quote, apply and buy your products via any distribution channel at any time. LifetimeAcquire’s low code functionality and easy-to-use UI, and features like data pre-fills, chat/co-browsing, reflexive questioning and accelerated underwriting decisioning, smoothly take direct-to-consumer applicants, call center or advisor sales agents from questionnaire to contract. LifetimeAcquire makes the entire application and buying process for life insurance and annuities intuitive and non-technical so that any carrier can continually make updates to meet changing agent and customer needs.
In addition, LifetimeAcquire takes application processes and follow-through directly to your customers with our OnTrack feature. With web and mobile status tracking, applicants can follow along and follow up where they need to -- getting missing signatures, scheduling medical exams, if needed, and smoothing out the entire underwriting process, accelerated or otherwise. This can net you higher placement rates, better customer experiences, and guaranteed “in good order” applications.
Sureify knows engagement can start at the very beginning. LifetimeEngage is all about using multiple forms of engagement and analytics to reach out with the right message at the right time to foster a lifelong digital relationship with policyholders.
Your possibilities for reaching out are limitless. Gather real-time data through surveys and polls, educate your policyholders about important financial wellness considerations and encourage healthy life choices. Simple toggles give you the configurability to customize your content based on type of user, allowing you to celebrate, motivate and communicate on a regular basis with automated texts, emails and push notifications to your policyholders. Whether it’s content from your library or ours, we can show your policyholders the information that’s most relevant to them!
Research shows that today’s customers expect easy, effortless interaction and education from every business they interact with -- and that included life insurers! Those who recognize the value of engagement, and who work with Sureify to maximize that personalized engagement, have seen an average 30-point increase in their Net Promoter Score, a 300% improvement in lapse payment rates, and policyholders who are 5 times more likely to purchase additional products. Connect with your customers in a meaningful, personalized, cost-effective way, and create a relationship with higher lifetime value – with Sureify’s LifetimeEngage.
Sureify’s LifetimeService is a digital self-service platform that puts your policyholders in charge of their life insurance, easily and intuitively. LifetimeService is highly configurable, allowing you to design the experience you want your policyholder to have, including branding, layouts, workflows, and policy data. LifetimeService is your policyholders’ one-stop service shop for paying premiums, keeping contact information up-to-date, managing beneficiaries, checking cash-value policy performance, retrieving documents, making withdrawals, and more.
LifetimeService can be implemented in as little as 6 months and can be integrated with policy administration systems to create a digital, comprehensive self-service suite, available on web browsers and native mobile apps, that puts all your policyholders information at their fingertips. The leap from the world of forms and faxes will dramatically increase policyholder satisfaction, improve your servicing department’s efficiency, and reduce costs across the board. LifetimeService allows your policyholders to manage policies when and how they want to, delivering the modern technology experience that is expected today.
Accenture
Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, Accenture offers Strategy and Consulting, Interactive, Technology and Operations services—all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers.
Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, Accenture offers Strategy and Consulting, Interactive, Technology and Operations services—all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers.
Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, Accenture offers Strategy and Consulting, Interactive, Technology and Operations services—all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers.
WNS
WNS combines deep industry knowledge with technology, analytics, and process expertise to co-create innovative, digitally-led transformational solutions with over 350 clients across various industries. WNS delivers an entire spectrum of BPM solutions including industry-specific offerings, customer interaction services, finance and accounting, human resources, procurement, and research and analytics to re-imagine the digital future of businesses.
Sutherland
Sutherland is a managed services company providing an array of technology assets to the world’s largest organizations, resulting in productivity increases, cost savings, and deep insights.
NTT Data
NTT DATA is a top 10 global IT services provider that offers an advanced portfolio of consulting, application, business process, cloud, and infrastructure services to businesses and governments worldwide.
Infosys
Infosys is a global leader in next-generation digital services and consulting. The company steers clients through the many “nexts” of their digital journey by enabling the enterprise with an AI- powered core that helps prioritize the execution of change. Infosys also empowers businesses with agile digital at scale to deliver unprecedented levels of performance and customer delight. An always-on learning agenda drives continuous improvement through building and transferring digital skills, expertise and ideas from an innovation ecosystem.
Genpact
Genpact is a global professional services firm that makes business transformation real. The company drives digital-led innovation and digitally-enabled intelligent operations for clients, guided by experience running thousands of processes primarily for Global Fortune 500 companies.
Datamatics
Datamatics is a digital technology & BPM company with over 10,000 employees. The company provides technology solutions to more than 200 customers worldwide.
Capita
Capita is a consulting, digital services and software business that delivers innovative solutions and simplifies the links between businesses and customers, governments and citizens. The company partners with clients to transform businesses and services, taking on the complex and difficult things so they don’t have to.
LIMRA
LIMRA is a worldwide research, consulting, and professional development organization that helps more than 600 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness. These members rely on our over 100 years of industry experience, along with resources in Research, Consulting, Assessment, Development, and Compliance and Regulatory Services. In a rapidly changing marketplace, companies call LIMRA first for our combination of industry insight,practical solutions, and unwavering commitment to their success.
Gartner
Gartner, Inc. is the world’s leading research and advisory company and a member of the S&P 500. The company equips business leaders with indispensable insights, advice and tools to achieve mission-critical priorities today and build the successful organizations of tomorrow.
Forrester
Forrester is one of the most influential research and advisory firms in the world. Forrester helps organizations grow through customer obsession: putting their customers at the center of leadership, strategy, and operations. Through Forrester’s proprietary research, consulting, and events, business and technology leaders from around the globe are empowered to be bold at work — to navigate change and build customer-obsessed growth strategies. Our unique insights are grounded in annual surveys of more than 675,000 consumers, business leaders, and technology leaders worldwide; rigorous and objective methodologies, including Forrester Wave™ evaluations; and the shared wisdom of their most innovative clients.
Celent
Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally experienced analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned subsidiary of Marsh & McLennan Companies.
Somerset Re
Somerset Re provides customized risk management solutions to the life insurance and annuity sectors. The company specializes in reinsurance solutions that help clients efficiently deploy capital, improve long-term performance and fund new business growth. A team of highly experienced reinsurance professionals customizes each reinsurance program to optimize the benefits for Somerset Re’s clients.
Pembroke, Bermuda
somersetre.com
somersetre.com
Partner Re
Reinsurance is a relationship business and Partner Re continually strives to live up to the promise of their name. The company brings a more personal approach to the marketplace with a distinctive balance of technical skills and client focus, expertise and partnership.
Optimum Re
Optimum Re provides our clients with competitively priced reinsurance solutions, increased capacity, expert underwriting services, insightful research and development, cutting-edge individual record administration and discerning claims expertise. They are a leader in Critical Illness and other niche markets, with their deep and recognized knowledge in risk management and claim adjudication.
Legal and General Re
Gen Re
Gen Re is a leading property/casualty and life/health reinsurance provider that delivers treaty and facultative reinsurance solutions to companies in all segments of the insurance industry. Gen Re’s direct business model ensures that clients have direct access to decision makers, and underwriting, actuarial and claims experts who understand and support business objectives.
TCS
A part of the Tata group (India’s largest multinational business group), TCS is an IT services, consulting and business solutions organization that has been partnering with many of the world’s largest businesses in their transformation journeys for the past fifty years.
A part of the Tata group (India’s largest multinational business group), TCS is an IT services, consulting and business solutions organization that has been partnering with many of the world’s largest businesses in their transformation journeys for the past fifty years.
Socotra
Socotra is the enterprise-grade core platform that enables insurers to rapidly develop and deploy innovative products that better serve their customers and manage their books of business. Socotra’s cloud-native platform streamlines the end-to-end insurance policy lifecycle, including underwriting, policy administration, claims, billing, and reporting.
Penn River
Penn River is a native cloud life and software company that offers two products: *Penn River’s ProductHub is an industry-first solution that provides as much as a 30% reduction in time to market, and as much as a 25% reduction in carrier product development costs without replacing current systems. *Penn River’s Policy Admin Platform is simple and concise, designed with pre-built functionality that is flexible, extendable, transparent, verifiable, and maintainable. This platform comes bundled with ProductHub.
LIDP Consulting Services
LIDP provides innovative policy administration for the life & annuity market. Cloud based or on prem, Titanium is a complete solution from illustrations through contract maturity, billing, agent compensation & licensing claims, and underwriting and issue. Total access to API’s for ease of integration and digital subsystems designed to simplify the work load for agents, CSR’s, and clients provide a high-touch simplified path to total transformation of the core system.
FIS
FIS is at the heart of the commerce and financial transactions that power the world’s economy. We are passionate about helping businesses and communities thrive by advancing the way the world pays, banks and invests, serving more than 20,000 clients and more than one million merchant locations in over 130 countries.
EIS GROUP
EIS is an insurance software company that enables leading insurers to innovate and operate like a tech company: fast, simple, agile. EIS provides a platform for high-velocity insurance. This open, flexible platform of core systems and digital solutions liberates insurers to accelerate and scale innovation, launch products faster, deliver new revenue channels, and create insurance experiences the world will love. And with thousands of open APIs, the platform gives insurers the freedom to connect to a vast ecosystem of insurtech and emerging technologies. Headquartered in San Francisco, EIS powers premium growth for insurers in all lines of business worldwide.
DXC Technology
DXC Technology helps global companies run mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds.
DXC Technology helps global companies run mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds.
Concentrix
Concentrix is a technology-enabled global business services company specializing in customer engagement and improving business performance for some of the world’s best brands. The company focuses on delivering next generation customer experience and helping clients better connect with their customers through technology, design, data, process, and people.
ANDESA
Andesa Services provides comprehensive, integrated policy administration, plan administration and support solutions for life insurance and annuity carriers and producers. The company offers hosted administration and illustration services for any type of product or block. Whatever the need – from fully integrated plan administration tools to administrative support for even the most complex plan and product offerings – Andesa has a solution.
Quest Diagnostics
Quest Diagnostics empowers people to take action to improve health outcomes. Derived from the world’s largest database of clinical lab results, Quest’s diagnostic insights reveal new avenues to identify and treat disease, inspire healthy behaviors and improve health care management.
Labcorp
Labcorp believes in harnessing science for human good. They work day and night, around the world, to deliver answers for all health questions—from providers drug developers, hospitals, medical researchers and patients. The company provides capability for everything from advancing diagnostic testing to helping launch new drugs, to offering new perspectives through data - all drawing from a deep well of scientific expertise.
EMSI
illustrate inc
illustrate, inc. builds and delivers powerful and innovative web-based POS software solutions – including quoting, illustrations, and E-Apps – for the North American life insurance industry, enabling carriers of any size to embark on, extend, or enhance their digital transformation.
APPS
APPS (American Para Professional Systems, Inc.) is the largest paramedical service provider in the United States. The company’s total dedication to the examination process provides the highest level of quality and service to the most important aspect of the medical evidence gathering process - accurately collecting health information.
Vitality
Vitality is a leading behavior change platform which uses the power of incentives, data and behavioral economics to make people healthier and enhance and protect their lives. Vitality has achieved global scale through successful partnerships with leading insurers and the most forward- thinking employers around the world.
PDHI
PDHI is a technology company that develops and distributes the ConXus Platform for delivering wellness and health management programs. Wellness providers, health systems, health plans, and large employers license the ConXus Platform to deliver comprehensive private-labeled wellness programs. Solutions are delivered using a software-as-a-service (SaaS) model that allows rapid deployment and access to capacity based on need. Clients can configure modules to match program design for each end client or workplace. ConXus solutions are scalable and flexible, driving process efficiency and project control for clients. The HITRUST-certified platform consists of a configurable wellness & benefits hub that is integrated with applications for incentive management, health coaching, and biometric screening. Mobile-web responsive-design technology optimizes the hub interface from any device.
MIB Group, Inc.
MIB Group, Inc. is the insurance industry’s most trusted and secure partner for data, insights and digital solutions that support underwriting and actuarial decision making and improve industry efficiencies. With deep connections to the life insurance companies who are its members, and a sole focus on improving the insurance industry, MIB is uniquely positioned to provide data-driven solutions that address common industry challenges and enable clients to gain efficiencies, manage their risks, and grow profitably.
EVO
EVO , previously Big Cloud Analytics, leads the market in real-time predictive analytics technology for the IoT enabled biometric data. The company was recognized in 2015 by Intel as a Health Innovation Award Finalist and by CIO Review as one of the Top 100 most promising companies in Big Data globally. Its newest product, the EVO mobile app available for download at the Apple Store and Google Play) combines the best of data and behavioral science to deliver a personalized and realistic wellness improvement experience. EVO serves life and health insurance and other healthcare organizations, such as hospitals, pharma, senior living organizations, as well as employers for population health management.
Clareto
Clareto engages health information exchanges (HIEs), healthcare providers, and other data sources – and facilitates the electronic exchange of health information pursuant to HIPAA-compliant authorizations in support of underwriting, claims, and other business processes for the life insurance industry.
Cardiogram
Cardiogram transforms ordinary consumer wearables with heart rate sensors—like Apple Watch, Garmin, or WearOS—into a personal healthcare companion. In a sequence of clinical studies with more than 14,000 participants, Cardiogram has validated accuracy of an artificial intelligence-based algorithm, DeepHeart, to accurately detect multiple major health conditions, including hypertension, sleep apnea, diabetes, and atrial fibrillation.
Sprout
Sprout is a health engagement platform that inspires employees to get fit and empowers employers to manage and quantify their corporate wellness. Sprout is simple to use, visually engaging and employs social networking and gaming techniques to keep employees invested in improving their health. Sprout makes business healthier and more productive while boosting the bottom line.
Optimity
Optimity provides an engagement platform for employees & policyholders to improve their health and well-being. Their program offers educational content and personalized coaching for their users to build healthy habits that can be seamlessly added into their daily routines.
Lifesite
LifeSite was founded to inspire and empower people by connecting their heads and their hearts – providing personal peace of mind for themselves today, and for family and loved ones tomorrow. A previous “Consumers’ Choice” winner at AARP Innovation@50+, LifeSite provides secure, convenient, smart web-based solutions to help individuals, families and trusted advisors store, organize and access the most important information in their lives, anytime, anywhere. With security as its first priority, LifeSite combines secure file access and controlled, permission-based sharing with high-level document encryption and security to provide GDPR-compliant solutions.
InsuredMine
A Sales, CRM, Marketing Automation SaaS product that helps Insurance Agencies consolidate multiple sales and marketing tools into an all-in-one solution to increase revenue and reduce operating cost.
Glia
Glia enables insurers to acquire more leads and increase online conversions. Insurance providers are able to identify high-value website visitors, react to inbound communication requests, or proactively reach out via live chat, video, or audio. With Glia’s powerful Observation and CoBrowsing features, companies can arm their agents with visual context and offer personalized browsing to better aid customers. Glia is reinventing how businesses support their customers in a digital world. Glia’s solution enriches web and mobile experiences with digital communication choices, on-screen collaboration and AI-enabled assistance. Glia has partnered with more than 100 financial institutions, insurance companies and fintech providers across the globe to improve top and bottom-line results through Digital Customer Service. The company has won numerous awards for its innovation - most recently recognized by Gartner as a Cool Vendor for 2020.
Verikai
Verikai is an insurance technology company leveraging alternative data and machine learning to change the way the industry views risk. They help insurance companies improve underwriting precision, speed and efficiency – and ultimately provide consumers and small businesses with greater access to a broader range of insurance products.
Trust & Will
Trust & Will makes estate planning simple, affordable, and accessible with a design-first approach and amazing customer support. The company has tens of thousands of happy customers using their complete suite of products nationwide. Trust & Will enables every American to create a plan that fits their family, their life, and their legacy.
Trust & Will makes estate planning simple, affordable, and accessible with a design-first approach and amazing customer support. The company has tens of thousands of happy customers using their complete suite of products nationwide. Trust & Will enables every American to create a plan that fits their family, their life, and their legacy.
Tango Card
Tango Card provides leading incentive-delivery technology to organizations in the B2B space. Globally, enterprise companies use this technology to deliver an extensive catalog of domestic and global e-gift cards as part of consumer loyalty programs, sales incentive programs, health and wellness engagement, and employee recognition.
Tango Card provides leading incentive-delivery technology to organizations in the B2B space. Globally, enterprise companies use this technology to deliver an extensive catalog of domestic and global e-gift cards as part of consumer loyalty programs, sales incentive programs, health and wellness engagement, and employee recognition.
Proformex
Proformex is the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help independent life insurance and advisory firms protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities. Preformex’s automated solutions make inforce management more efficient, more profitable, and results in better experiences for policy owners.
Peacefully
Net Law Group
NetLaw has raised over $13 million to disrupt online legal services with its patented, American Bar Association award winning technology and content. The company built a profitable business selling tens of millions in estate plans through its network of financial advisors. Now, the company is working to secure partnerships for its Free Will Initiative™ to provide users with free basic estate planning alongside low-friction offerings for life, pet, home, and renters insurance. The company recently launched the first product built on its new services platform, the NetLaw Platform, in partnership with Ladder for SoFi members. At scale, the NetLaw Platform will power a range of products including custom DIY estate planning portals and an integrated drafting solution for attorneys, NetLaw Draft. To learn more about these upcoming offerings, contact [email protected].
Formotiv
ForMotiv’s Behavioral Intelligence solution sits at the intersection between predictive analytics and behavioral economics. Formotiv invented a light-weight solution to collect digital behavioral data while customers/agents fill out applications. They then translate that digital “body language” into “Intent Data” in real-time to enhance underwriting precision while helping to expand opportunities for accelerated underwriting and straight-through processing. Formotiv is currently helping leading insurance carriers bridge that gap between customer experience and risk&fraud teams by enabling dynamic experiences that add or remove friction depending on the user’s intent. In addition, ForMotiv is being used to help optimize agent workflows, remarked to high-intent customers, identify application friction, predict abandonment, identify instances of application misrepresentation, risk, and fraud, and much more.
Everplans
Everplans is a life and legacy planning company dedicated to transforming the way people get their families organized - from providing content to help people through the tough questions to the service that organizes and helps users securely share everything from wills and insurance policies to pet’s needs and even favorite family recipes. Everplans Professional is used by financial professionals across the country who want to take multigenerational planning to the next level.
Everplans is a life and legacy planning company dedicated to transforming the way people get their families organized - from providing content to help people through the tough questions to the service that organizes and helps users securely share everything from wills and insurance policies to pet’s needs and even favorite family recipes. Everplans Professional is used by financial professionals across the country who want to take multigenerational planning to the next level.
EasySend
EasySend empowers banks and insurance companies to quickly convert paper forms and clunky PDFs into beautiful and compliant eForms without writing a single line of code.
Denim Social
Denim and Gremlin Social have merged to create Denim Social. Denim Social is a social media management software company that provides tools to empower marketers in regulated industries to manage organic social media content and paid social media advertising on one platform. Trusted by more than 250 institutions in banking, insurance, mortgage and wealth management, Denim Social enables brands to engage consumers on social media, deepen relationships with communities and close more deals while staying in compliance. Denim Social is the only ABA-endorsed social media management platform for banks and financial services firms.
Aureus Analytics
AUREUS is the Customer Intelligence & Experience company that enables Insurers & Agencies to deliver superior customer experience leading to greater customer retention, loyalty, and lifetime value. Our proprietary algorithm SentiMeter™ uses deep text analytics and AI to measure the customer experience in real-time for all policyholders.
Select Quote
SelectQuote shops many highly rated insurance companies to find you the best rates and has helped millions of families with their life, auto, home and Medicare insurance needs.
Quotacy
Quotacy makes it easy for people to protect the future of their loved ones with the gift of life insurance. Quotacy’s process allows consumers to shop anonymously until they’re ready to buy. Plus, all the life insurance companies they work with are best-in-class, financially-secure, and highly-rated. Quotacy is committed to helping families by providing the tools and resources necessary to choose the right life insurance coverage. After applying, online clients are paired with a personal Quotacy agent who will check other top-rated life insurance companies to make sure they’re getting the best price for their unique lifestyle and health situation. Quotacy advocates on their behalf, takes care of the legwork with the insurance company, and keeps them informed every step of the way. Quotacy’s mission is for everyone who has a loved one who depends on them to have life insurance. Quotacy’s goal is to help one million families buy life insurance with the thought that if Quotacy can help that many families while staying true to themselves, then they will have made a difference without having to compromise who Quotacy is and what the company stands for. Most importantly, to prove that doing the right thing matters and that you can put people before profits and still be successful.
PolicyMe
PolicyMe is a rapidly growing insurtech startup making life insurance simpler and more affordable for everyone who needs it. PolicyMe’s online platform provides a digital experience for customers to navigate the entire insurance-buying process, helping Canadians get personalized advice, compare quotes, and apply for life insurance in just a few clicks.
Policygenius
Policygenius is the nation’s leading online insurance marketplace, with headquarters in New York City and Durham, North Carolina. Policygenius has helped more than 30 million people shop for all types of insurance like they shop for everything else — online — and has placed over $75 billion in coverage. Policygenius launched digital wills and trusts in 2020.
Life by Spot
Life By Spot is a licensed agent/broker offering accidental death and disability insurance policies that are issued by Pan American Life Insurance Group, Mutual of Omaha Insurance Company and Liberty Mutual Insurance.
LeapLife
LeapLife is a licensed digital life insurance agency and technology company, available everywhere in the United States. The San Francisco-based company combines leading data science, deep underwriting knowledge and proprietary technology to match consumers with the right carrier. Consumers can apply online from the convenience of a smartphone.
Ladder
Ladder has reinvented life insurance to be simple and smart. Users can apply online in just a few minutes and find out if they’re instantly approved. There are no hidden fees or commissions — just great prices and flexible coverage. Founded in 2015, Ladder leverages ML to structure risk in real time and foster innovation through data. Visit ladderlife.com to learn more.
Kindur
Kindur is a financial technology company focused on helping Baby Boomers navigate retirement. In 2020 Kindur created Silvur, the first and only digital and scalable platform in the market for those over 50 looking to build and sustain wealth while also maintaining a thriving and fulfilling lifestyle. Silvur’s platform provides those entering their second and third acts of life with a no-fear retirement plan, giving users the ability to improve their financial fitness over time. Silvur leverages Kindur’s patent-pending technology, Smart Draw, to create a personalized “Retirement Score” which projects how far a user’s money will last.
Insurify
Insurify is reimagining the way customers compare, buy, and manage insurance online. Through artificial intelligence, the company makes insurance shopping simple, affordable and hassle-free.
Health IQ
Health IQ is the only company that combines current health, health literacy and active lifestyle to better predict long-term health, getting clients rates up to 41% lower. Health IQ an innovative insurance startup that uses science and data to negotiate special rates on insurance for health-conscious communities like runners, cyclists, vegans, yogis, weightlifters, etc. The company’s goal is to improve the health of the world by rewarding those living a healthy lifestyle with social and financial rewards.
Haven Life
Haven Life is a MassMutual-backed startup that offers an easy online solution for buying affordable and dependable life insurance. Through research, technology, and consumer feedback, Haven is creating a simpler, smart and more enjoyable life insurance experience.
Fabric
Fabric offers a seamless experience for consumers to create a will online, for free. The company’s goal is to help young families feel secure financially. Fabric is run by a diverse, world-class team of data, technology and insurance professionals, and backed by top-tier investor Bessemer Venture Partners.
Everyday Life
Everyday Life is the next generation of life insurance, using advanced technology to take personalization and convenience to a new level with three key points of difference: (1) The Ultimate Life Insurance Calculator™ makes it easy to match customers with a policy they're 80% likely to be approved for at the quoted price. (2) The only agency automatically adjusting coverage based on predictable life events like kids growing up or retirement. (3) Providers are chosen based on a rigorous selection process rooted in their deep insurance and financial planning expertise.
Ethos
Ethos is building a wholly new model for life insurance. Ethos has redesigned a broken system from top to bottom to give millions of families the protection they need. In a world where one-third of Americans say their family would be vulnerable to bankruptcy if they passed away unexpectedly, Ethos democratizes access to ethical life insurance for consumers nationwide, enabling more families to have financial security and peace of mind for generations to come. Ethos’s core value is to treat their customer’s families like they treat their own families, and therefore has created an ethical product that prioritizes people over sales, meaning they only sell policies that are good for customers. Ethos has built its entire technical stack from scratch, with predictive analytics, sophisticated data tech, and design decisions influenced by what people really need. This has allowed them to eliminate many of the traditional barriers that keep people from getting coverage, such as broad, biased assumptions about certain populations, and improve the way they fit policies to the individual. The result? An application process that takes minutes instead of weeks, no medical exams for the majority of applicants, and flexible policies designed to fit your life.
Blue Print Income
Blueprint Income is building a better way to save and plan for retirement with the first of its kind Personal Pension. A Personal Pension is similar to a traditional pension in that it provides guaranteed income during retirement; however, unlike a traditional pension, it’s totally customizable and available to anyone regardless of age, employer or employment status. You can choose when and how much you’d like to contribute, which insurers you’d like to back your pension, and when you want your guaranteed income to start. It’s an annuity, built for the modern world.
Avibra
Avibra is a loyalty affinity ecosystem that provides holistic well-being benefits to improve an individual’s physical, financial, career, social and community well-being while rewarding their good behavior with financial and insurance rewards. The platform provides different membership plans — starting with a freemium plan that consumers can upgrade to a paid membership to suit their budget.
Assurance IQ
ASSURANCE celebrates individual uniqueness with our personalized approach to seeking and purchasing insurance. The Assurance platform serves as the intersection between customer and seller, technology and the human touch. Their team of engineers, data scientists, marketers, architects, and designers are building systems using advanced science to make humans better. The company is eliminating insurance industry waste and simplifying the complex. While Assurance’s technology helps them personalize coverage, the company’s network of experienced agents is how they deliver the right insurance to their customers.
Unqork
Unqork is a no-code application platform that helps large enterprises build complex custom software faster, with higher quality, and lower costs than conventional approaches.
Sureify
Sureify’s LifetimeAcquire is a configurable eApp and application processing tool that allows potential policyholders to research, quote, apply and buy your products via any distribution channel at any time. LifetimeAcquire’s low code functionality and easy-to-use UI, and features like data pre-fills, chat/co-browsing, reflexive questioning and accelerated underwriting decisioning, smoothly take direct-to-consumer applicants, call center or advisor sales agents from questionnaire to contract. LifetimeAcquire makes the entire application and buying process for life insurance and annuities intuitive and non-technical so that any carrier can continually make updates to meet changing agent and customer needs.
In addition, LifetimeAcquire takes application processes and follow-through directly to your customers with our OnTrack feature. With web and mobile status tracking, applicants can follow along and follow up where they need to -- getting missing signatures, scheduling medical exams, if needed, and smoothing out the entire underwriting process, accelerated or otherwise. This can net you higher placement rates, better customer experiences, and guaranteed “in good order” applications.
Sureify knows engagement can start at the very beginning. LifetimeEngage is all about using multiple forms of engagement and analytics to reach out with the right message at the right time to foster a lifelong digital relationship with policyholders.
Your possibilities for reaching out are limitless. Gather real-time data through surveys and polls, educate your policyholders about important financial wellness considerations and encourage healthy life choices. Simple toggles give you the configurability to customize your content based on type of user, allowing you to celebrate, motivate and communicate on a regular basis with automated texts, emails and push notifications to your policyholders. Whether it’s content from your library or ours, we can show your policyholders the information that’s most relevant to them!
Research shows that today’s customers expect easy, effortless interaction and education from every business they interact with -- and that included life insurers! Those who recognize the value of engagement, and who work with Sureify to maximize that personalized engagement, have seen an average 30-point increase in their Net Promoter Score, a 300% improvement in lapse payment rates, and policyholders who are 5 times more likely to purchase additional products. Connect with your customers in a meaningful, personalized, cost-effective way, and create a relationship with higher lifetime value – with Sureify’s LifetimeEngage.
Sureify’s LifetimeService is a digital self-service platform that puts your policyholders in charge of their life insurance, easily and intuitively. LifetimeService is highly configurable, allowing you to design the experience you want your policyholder to have, including branding, layouts, workflows, and policy data. LifetimeService is your policyholders’ one-stop service shop for paying premiums, keeping contact information up-to-date, managing beneficiaries, checking cash-value policy performance, retrieving documents, making withdrawals, and more.
LifetimeService can be implemented in as little as 6 months and can be integrated with policy administration systems to create a digital, comprehensive self-service suite, available on web browsers and native mobile apps, that puts all your policyholders information at their fingertips. The leap from the world of forms and faxes will dramatically increase policyholder satisfaction, improve your servicing department’s efficiency, and reduce costs across the board. LifetimeService allows your policyholders to manage policies when and how they want to, delivering the modern technology experience that is expected today.
Verisk
Verisk is a leading data analytics provider serving customers in insurance, energy and specialized markets, and financial services. Using advanced technologies to collect and analyze billions of records, Verisk draws on unique data assets and deep domain expertise to provide first-to-market innovations that are integrated into customer workflows. To support life insurers across the policy life cycle, Verisk has developed a suite of solutions that apply advanced analytics, automation, and machine learning to existing and emerging data sources. The solutions are designed to transform existing workflows in life insurance underwriting, life and pension analytics, claim insights, compliance and fraud detection, and actuarial and portfolio modeling. To learn more about Verisk’s life insurance solutions, visit verisk.com/life.
Verisk is a leading data analytics provider serving customers in insurance, energy and specialized markets, and financial services. Using advanced technologies to collect and analyze billions of records, Verisk draws on unique data assets and deep domain expertise to provide first-to-market innovations that are integrated into customer workflows. To support life insurers across the policy life cycle, Verisk has developed a suite of solutions that apply advanced analytics, automation, and machine learning to existing and emerging data sources. The solutions are designed to transform existing workflows in life insurance underwriting, life and pension analytics, claim insights, compliance and fraud detection, and actuarial and portfolio modeling. To learn more about Verisk’s life insurance solutions, visit verisk.com/life.
Transunion
TransUnion is a global information and insights company that makes trust possible between businesses and consumers, by ensuring that each consumer is reliably and safely represented in the marketplace. TransUnion does this by having an accurate and comprehensive picture of each person. This picture is grounded in the company’s legacy as a credit reporting agency which enables them to tap into both credit and public record data; their data fusion methodology that helps them link, match and tap into the awesome combined power of that data; and their knowledgeable and passionate team, who stewards the information with expertise, and in accordance with local legislation around the world.
Sentiance
Sentiance is an intelligence-driven data science and behavior change company. The company turns motion data into contextual insights and uses behavioral change techniques to personalize engagement for safer and sustainable mobility and wellbeing experiences. Sentiance empowers the world’s leading companies to create personalized engagement services and products through intelligent contextual recommenders, delivering technology for a new human-centric economy where the user is in control of data.
Powerlytics
Powerlytics has a market intelligence and analytics platform that powers better decisions by using the most accurate and comprehensive business and consumer financial data available. Powerlytics’s consumer database and products are based on the tax returns over 150 million households that cover over 200 million adults. This database includes over 1,000 highly predictive data variables. While for confidentiality reasons all of the data is anonymized, it can be viewed across many geographic areas from the US down to a Zip+4 level (on average 3-4 households). An example use would be the ability to understand prospects or customers economic profile, not just average income with more accuracy than is currently available in the market today, but also understanding how that income is derived among areas like interest and dividend income as well as retirement income. You can also have a better understanding of consumer expense profiles as well with items such as mortgage expense. Powerlytics does not just have the average amounts in an area; they have market totals as well. The ability to understand risk profiles, stress test portfolios, wallet share and market opportunities has never been this comprehensive and accurate. Their business database is similar in that it is underpinned by the tax return data of all 30 million for profit businesses that file tax returns. This data can be filtered into over 1,000 industries groups, by size ranges based on sales or employment from a geographic standpoint from the US down to a zip code level as well as by the legal form of the organization. Their business products are used to understand a small business’s risk profile and more effectively target business prospects among other uses. It is particularly strong in understanding private business environment and at understanding economic trends across industries and consumers at very granular geographic areas.
Montoux
Montoux is the leading decision science platform for life insurers, enabling them to improve profitability, grow sales, and better understand and serve their customers. Montoux uniquely combines actuarial and data science expertise with automation and machine learning techniques in one powerful solution. With Montoux, life insurers can make high impact decisions they would otherwise be unable to make by using the wealth of internal, customer, market, and demographic data already available to them. Montoux’s customers include several of the world’s leading insurance providers and the company is rapidly expanding in the United States, APAC, and the UK. Montoux typically helps clients with the following use cases; - new business portfolio growth - in-force value management - streamlining and digitalisation of actuarial and data science operations
Micruity
The Micruity Platform is a central clearinghouse for communicating, verifying, and aggregating, annuity related data in a secure and frictionless manner. The Micruity platform sits between the key stakeholders required to power lifetime income in defined contribution plans - life insurers, fund managers, and recordkeepers. By using a simple one-time integration to Micruity, defined contribution recordkeepers access multiple annuity/annuity-based investment products, seamless portability of the annuity, and an event-driven application for turning on the payout at retirement.
LifeScore Labs
LifeScore Labs is a wholly-owned insurtech subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual). LifeScore Labs partners with life insurers to deliver a data-driven risk-scoring model that makes the underwriting process more efficient, and the results easier to interpret for both insurers and the consumers they serve.
LexisNexis
LexisNexis Legal & Professional is a leading global provider of legal, regulatory and business information and analytics that help customers increase productivity, improve decision-making and outcomes, and advance the rule of law around the world.
Lapetus Solutions
Human Longevity
Human Longevity, Inc. ™ (HLI) is the genomics-based, health intelligence company creating the world’s largest and most comprehensive database of whole genome, phenotype and clinical data. HLI is developing and applying large scale computing and machine learning to make novel discoveries from these data to generate personalized health insights. Their goal is to extend healthy human life by revolutionizing human health and transforming the practice of medicine.
Fenris
Fenris enables superior customer experience and streamlined workflows by leveraging external data in a way that is purpose-built for insurance. Clients access the Fenris data delivery platform to inject relevant data and insights, making the quoting process much faster, easier, and more accurate. In-house, Fenris maintains one of the most comprehensive data sets to include 255 million individuals, 130 million households, and 30 million small businesses, and uses just a few pieces of information to match an applicant to one of their records and further enrich, score, and return information in seconds. These data products are in use by carriers, agencies, and intermediaries across life, auto, home, and small business insurance. Fenris also provides a suite of scores to identify upfront the applicant’s propensity to buy, lifetime value, indications of fraud, and other custom insights. With millions of applicant engagements enabled by Fenris, the power of instant insights drives better digital customer acquisition and better business outcomes.
Experian
Experian is the world’s leading global information services company. They empower consumers and clients to manage their data with confidence. They help individuals to take financial control and access financial services, businesses to make smarter decisions and thrive, lenders to lend more responsibly, and organisations to prevent identity fraud and crime.
DataRobot
DataRobot is the leader in enterprise AI, delivering trusted AI technology and ROI enablement services to global enterprises competing in today’s Intelligence Revolution. Its enterprise AI platform maximizes business value by delivering AI at scale and continuously optimizing performance over time.
CarpeData
Using proprietary algorithms and proven AI, Carpe Data harnesses the power of emerging and alternative data for insurance carriers around the globe. Utilizing the company’s data, insurers gain deeper insight into risks and significantly enhance many aspects of the insurance life cycle, including underwriting, claims, and book assessment.
Atidot
Atidot is a leader in predictive analytics, artificial intelligence and machine learning solutions for the life insurance and annuity industry. Atidot’s cloud-based platform provides insurers with data-driven, actionable insights that create new revenue-generating opportunities to increase sales and customer retention. Atidot solutions also provide a deep understanding of insurers’ product positioning and competitive landscape, enabling carriers to adjust their product strategy and react quickly to changing market conditions and competition. Atidot works with industry leaders in North America and in Europe and was selected by Gartner to be ‘Cool Vendor 2019 in Insurance’. The company has offices in California, London, Spain, and Israel.
Wipro
Wipro Limited is a leading global information technology, consulting and business process services company that harnesses the power of cognitive computing, hyper-automation, robotics, cloud, analytics and emerging technologies to help clients adapt to the digital world and maximize success.
Wipro Limited is a leading global information technology, consulting and business process services company that harnesses the power of cognitive computing, hyper-automation, robotics, cloud, analytics and emerging technologies to help clients adapt to the digital world and maximize success.
Willis Towers Watson
Willis Towers Watson is a leading global advisory, brokering and solutions company that helps clients around the world turn risk into a path for growth. The company designs and delivers solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Willis Towers Watson’s unique perspective allows them to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance.
PwC
PwC is a multinational professional services network of firms. With offices in 155 countries and 284,000 people globally, PwC is among the leading professional services networks in the world. PwC’s insurance practice serves global and domestic insurers of all sizes, including 94% of Fortune 500 insurance companies, helping carriers from strategy through execution with services in the following areas: - Business Strategy - Customer Experience - Digital Strategy & Design - Technology - Operations - Risk - Actuarial and Finance Modernization and Effectiveness - Tax
PwC is a multinational professional services network of firms. With offices in 155 countries and 284,000 people globally, PwC is among the leading professional services networks in the world. PwC’s insurance practice serves global and domestic insurers of all sizes, including 94% of Fortune 500 insurance companies, helping carriers from strategy through execution with services in the following areas: - Business Strategy - Customer Experience - Digital Strategy & Design - Technology - Operations - Risk - Actuarial and Finance Modernization and Effectiveness - Tax
PwC is a multinational professional services network of firms. With offices in 155 countries and 284,000 people globally, PwC is among the leading professional services networks in the world. PwC’s insurance practice serves global and domestic insurers of all sizes, including 94% of Fortune 500 insurance companies, helping carriers from strategy through execution with services in the following areas: - Business Strategy - Customer Experience - Digital Strategy & Design - Technology - Operations - Risk - Actuarial and Finance Modernization and Effectiveness - Tax
Oliver Wyman
Oliver Wyman is a global leader in management consulting that combines deep Life and Health industry knowledge with expertise in strategy, operations, risk management, digital and organization transformation. The firm has more than 5,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. For more information, visit oliverwyman.com.
NRI (Nomura Research Institute)
NRI (Nomura Research Institute, Ltd.), founded in 1965, delivers innovative solutions to problems by providing insight-driven research, consulting and managed services. NRI’s offerings include Financial IT Solutions, Consulting Services, Industrial IT Solutions, IT Platform Services, Cyber Security Services, and Digital Marketing Services. In each area of expertise, the company makes smart clients smarter by maximizing long-term financial performance in ways they never imagined. Driven by insights from NRI’s industry-leading research and analysis, their practical solutions address today’s business challenges and anticipate tomorrow’s.
Mphasis
A leading applied technology services company, Mphasis innovates to deliver service excellence and successful outcomes across sales, delivery and development. Leading with architecture and design, next-gen solutions enable enterprises to accelerate on their digital transformation journey.
Mphasis’ Wynsure is a multi-language, multi-currency, easily configurable, software product that offers policy administration, claims, and billing solutions focused on the group benefits market.
Mphasis’ Wynsure is a multi-language, multi-currency, easily configurable, software product that offers policy administration, claims, and billing solutions focused on the group benefits market.
Mantissa Group
The mission of Mantissa is to serve business and technology executives and their leadership teams. Mantissa’s highly integrated services leverage targeted research, strategic consulting, and executive and leadership coaching
The Mantissa Group’s targeted research helps with ongoing education for executives. Self help, industry information, technology trends, and career advice all provide ongoing support for their executives. In addition, the Mantissa Group’s partnerships provide additional, execution-oriented assistance.
KPMG
KPMG is a global network of professional firms providing Audit, Tax and Advisory services.
Hitachi Consulting
Hitachi Consulting is a recognised leader in delivering proven business and IT strategies and solutions to Global 2000 companies across many industries. With a balanced view of strategy, people, process and technology, Hitachi Consulting works with companies to understand their unique business needs, and to develop and implement practical business strategies and technology solutions. From business strategy development through application deployment, their consultants are committed to helping clients quickly realize measurable business value and achieve sustainable return on investment. The company offers a client-focused, collaborative approach and transfer knowledge throughout each engagement.
Forest Lake Consulting
Forest Lake helps insurers move the entire process of buying insurance from analog to digital. Principal Craig Simms managed this process as CMO of a niche life and annuity company and brings hands-on real-world experience to insurance managers struggling to modernize.
EY – Ernst and Young
EY is dedicated to helping organizations -- from start-ups to Fortune 500 companies -- solve their toughest challenges and realize their greatest ambitions. Through four service lines — Assurance, Consulting, Strategy and Transactions, and Tax — EY helps clients capitalize on transformative opportunities.
EY is dedicated to helping organizations -- from start-ups to Fortune 500 companies -- solve their toughest challenges and realize their greatest ambitions. Through four service lines — Assurance, Consulting, Strategy and Transactions, and Tax — EY helps clients capitalize on transformative opportunities.
Deloitte
Deloitte drives progress -- with firms around the world helping clients to become leaders wherever they choose to compete. Deloitte invests in outstanding people of diverse talents and backgrounds and empowers them to achieve more than they could elsewhere. Deloitte’s work combines advice with action and integrity.
Cognizant
Cognizant is one of the world’s leading professional services companies, transforming clients’ business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses.
Cognizant is one of the world’s leading professional services companies, transforming clients’ business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses.
Cognizant is one of the world’s leading professional services companies, transforming clients’ business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses.
Clearview Partners
Clearview Partners offers perspective, insight, and alternatives for an insurance industry facing external disruptors facilitating the need for transformation and modernization.
Chestnut Hill, MA
clearviewpartnersusa.com
clearviewpartnersusa.com
Capgemini
Capgemini is a global leader in consulting, digital transformation, technology and engineering services. The Group is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year+ heritage and deep industry-specific expertise, Capgemini enables organizations to realize their business ambitions through an array of services from strategy to operations. Capgemini is driven by the conviction that the business value of technology comes from and through people.
Capgemini is a global leader in consulting, digital transformation, technology and engineering services. The Group is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year+ heritage and deep industry-specific expertise, Capgemini enables organizations to realize their business ambitions through an array of services from strategy to operations. Capgemini is driven by the conviction that the business value of technology comes from and through people.
Capgemini is a global leader in consulting, digital transformation, technology and engineering services. The Group is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year+ heritage and deep industry-specific expertise, Capgemini enables organizations to realize their business ambitions through an array of services from strategy to operations. Capgemini is driven by the conviction that the business value of technology comes from and through people.
Vitech SYSTEMS GROUP
Vitech is a global provider of cloud-based benefit and investment administration software. The company helps clients expand offerings and capabilities, streamline operations, gain analytical insights, and transform engagement models.
Vitech is a global provider of cloud-based benefit and investment administration software. The company helps clients expand offerings and capabilities, streamline operations, gain analytical insights, and transform engagement models.
Pega
Pega’s low-code application development platform allows enterprises to quickly build and evolve apps to meet their customer and employee needs and drive digital transformation on a global scale.
Pega’s low-code application development platform allows enterprises to quickly build and evolve apps to meet their customer and employee needs and drive digital transformation on a global scale.
Majesco
A global leader of cloud software platforms including core suite, data & analytics, distribution management and digital that helps insurers modernize, innovate and connect to build the future of their business at speed and scale. Its innovative technology helps P&C, L&A and Group insurance businesses execute their digital transformation and meet the demands of today’s tech savvy customer.
A global leader of cloud software platforms including core suite, data & analytics, distribution management and digital that helps insurers modernize, innovate and connect to build the future of their business at speed and scale. Its innovative technology helps P&C, L&A and Group insurance businesses execute their digital transformation and meet the demands of today’s tech savvy customer.
A global leader of cloud software platforms including core suite, data & analytics, distribution management and digital that helps insurers modernize, innovate and connect to build the future of their business at speed and scale. Its innovative technology helps P&C, L&A and Group insurance businesses execute their digital transformation and meet the demands of today’s tech savvy customer.
A global leader of cloud software platforms including core suite, data & analytics, distribution management and digital that helps insurers modernize, innovate and connect to build the future of their business at speed and scale. Its innovative technology helps P&C, L&A and Group insurance businesses execute their digital transformation and meet the demands of today’s tech savvy customer.
A global leader of cloud software platforms including core suite, data & analytics, distribution management and digital that helps insurers modernize, innovate and connect to build the future of their business at speed and scale. Its innovative technology helps P&C, L&A and Group insurance businesses execute their digital transformation and meet the demands of today’s tech savvy customer.
Hyland
Hyland is a leading content services provider that enables thousands of organizations to deliver better experiences to the people they serve.
Fineos
The FINEOS Platform combines a flexible, innovative core insurance suite with digital and data capabilities. Together, the FINEOS Platform provides complete customer experiences and delivers the information you need to empower a smarter, more responsive, and more agile business.
The FINEOS Platform combines a flexible, innovative core insurance suite with digital and data capabilities. Together, the FINEOS Platform provides complete customer experiences and delivers the information you need to empower a smarter, more responsive, and more agile business.
Benekiva
Benekiva is a cloud-native platform focused on modernizing critical functions for Life, Annuity and Health Insurance carriers. Benekiva’s mission is to deliver the best customer experience while bridging the gap between the policyholder, beneficiary, and insurance carrier. Benekiva does this through their solution delivering claims and servicing transformation and introducing an asset retention approach to keep beneficiaries as customers and policyholders. The driver for Benekiva is to understand the needs of the beneficiary and forging that relationship with the carrier for the current and future. Benekiv’as fully hosted platform delivered via a SaaS model, is a rules and data-driven solution that allows insurance companies to offer a 100% digital claims process, provide an opportunity for the carrier agency or advisory force to retain the assets and serve the beneficiary. In addition, they enable proactive updates of the policyholder information, and better management of beneficiaryinformation. Benekiva’s Next-Gen Claims module allows carriers to transform their claims process from intake to payout. The platform automates documentation, intake process, correspondence, workflows, rules, reporting, interest calculations, audit, and payment processing between beneficiaries and insurance companies. Benekiva’s flexible architecture enables integration to deliver a singular access point connecting with multiple carrier systems across an organization to offer regardless of the product line, product riders/rules, or underlying company that the policy was written under. Access to Benekiva is enabled anytime, anywhere, and on any device. Benekiva is focused on delivering the most configurable Claims, Customer Servicing, and Self-Service platform for policyholders, agents, and beneficiaries.
Winfund Software, a Broadridge Company
VirtGate
VirtGate has been servicing the insurance industry with distribution management solutions for almost two decades. VirtGate works to provide a comprehensive, front and back office management system that aims to serve an insurance brokerage as a whole. VirtGate is continuously striving to find innovative ways to make clients day-to-day work as easy as possible. VirtGate takes pride in having their services remain cost-efficient, while simultaneously trying to provide methods to boost our clients’ opportunities and profitability.
Vertafore
Vertafore is the leader in creating modern insurance technology. Every day thousands of insurance agencies, carriers and states use a breadth of Vertafore solutions to grow their businesses, process claims for their customers and much more.
Vertafore is a software solutions partner for independent insurance agencies and brokers, MGAs, and carriers to help them better manage their businesses and processes to grow revenue and be more profitable.
Univerus
Univerus delivers enterprise software solutions that are intuitive and gratifying to use. Their approach is simple – they involve their customers in the design process to ensure that Univerus products match real-world needs and expectations. By providing access to specialized resources that might not be feasible for smaller organizations, they can leverage expertise across the organization, established new sales channels, and support taking the business to the next level.
Ultimate Kronos Group
UKG (Ultimate Kronos Group)’s Purpose Is People. Built from a merger that created one of the largest cloud companies in the world, UKG believes organizations succeed when they focus on their people. As a leading global provider of HCM, payroll, HR service delivery, and workforce management solutions, UKG’s award-winning Pro, Dimensions, and Ready solutions help tens of thousands of organizations across geographies and in every industry drive better business outcomes, improve HR effectiveness, streamline the payroll process, and help make work a better, more connected experience for everyone.
Surefyre
Surefyre is a cloud-based software platform used by insurers, MGAs, and agents to easily work directly with each other, quickly close business, underwrite, manage policies, and much more. Surefyre allow insurers, agents, and (soon) policyholders to easily connect and do business without thinking about technology.
Salesforce
Success from Anywhere, Salesforce brings companies and customers together on the #1 CRM, sharing the news, events, and innovation needed to change the world for good.
Policy Ninja
Next Agency
NextAgency saves clients time, money, and clients by delivering an agency management system featuring CRM, marketing and commission management tools. Designed specifically for life and health agencies, NextAgency is easily personalized. With NextAgency, client and policy data is accessible everywhere -- including contacts, emails, texts and documents. Agency, client, carrier and policy data is safe, secure and protected by Amazon Web Services (one of the world’s largest cloud computing services.) Permission protocols enable clients to decide who sees what data. Free support and training assure that clients get the most out of their investment. No long term contract is required and a 14-day free trial is included with every subscription.
NexJ Systems
NexJ Systems is the pioneer of Intelligent Customer Management. Their award-winning CRM is designed to help Wealth Management, Private Banking, Corporate and Commercial Banking, and Insurance firms revolutionize their business. Powered by artificial intelligence, NexJ Systems’s products help drive productivity, boost client engagement, and increase revenue. With users in over 60 countries, their customers benefit from their deep expertise across financial services verticals, strategic investment in innovation, and commitment to their success.
Limelight Health
ITC
NIC
NIC is an in force data and digital engagement platform with 3 connected applications that enables Carriers, Distributors and Agents to access and share in force data and information, to identify and share sales and service opportunities and to communicate in an insurance centric eco-system. NIC partners directly with Carriers to securely aggregate in force data and to integrate Carrier policy service applications and tools. NIC provides BGAs and Agents with a single, multi-carrier view of their book of business and access to Carrier services and tools. NIC enables Carriers and BGAs with a secure digital communications channel to more effectively engage their Agents and support those Agents to grow their business. To learn more visit; http://www.meetnic.com/
Hawksoft
HawkSoft is a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders. HawkSoft takes pride in being independently owned and answerable to agencies that rely on their system to power insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.
Finaeo
Finaeo is the digital fabric that connects and powers the insurance industry, globally. They are the leading technology partner for insurance carriers, wholesalers and advisors who want to elevate the client experience.
Ezlynx
EZLynx® develops industry-leading cloud-based software for the insurance industry. The EZlynx software has helped independent agents operate their businesses more effectively for over ten years.
Equisoft
Equisoft offers an eapp and client portal solutions.
Equisoft/illustrate is a flexible, user-friendly, multichannel solution.
Equisoft/manage is a SaaS policy admin solution.
Ebix
Covr Financial Technolgies
Covr is a digital life insurance company that makes it easy to protect the people that matter most. Through partnerships with financial institutions, Covr’s technology provides advisors and their customers a way to research, quote and purchase life insurance from well-known insurance companies without the hassles of the traditional process - all within a matter of minutes.
Agency Matrix
AgencyBloc
AgencyBloc helps life and health insurance agencies secure and grow their business with an industry- specific CRM, commissions processing, and integrated business and sales automation. Whether you are a GA, MGA, IMO, FMO or solo life and health insurance agency, AgencyBloc is a powerful, cloud-based system that allows you to easily access, manage, and report on client, prospect, agent, and commission data from anywhere
WOMBA
WOMBA is the leading medical record retrieval platform servicing the life, long-term care and health insurance industries. WOMBA’s AI powered platform enables insurance companies to retrieve records quickly and efficiently from diverse sources in a uniform format.
Swiss Re
The Swiss Re Group is a leading wholesale provider of reinsurance, insurance and other insurance-based forms of risk transfer. Dealing direct and working through brokers, its global client base consists of insurance companies, mid-to-large-sized corporations and public sector clients.
The Swiss Re Group is a leading wholesale provider of reinsurance, insurance and other insurance-based forms of risk transfer. Dealing direct and working through brokers, its global client base consists of insurance companies, mid-to-large-sized corporations and public sector clients.
Scor
SCOR, one of the world’s largest reinsurers, provides its clients with a diversified and innovative range of solutions to control and manage risk. Using its experience and expertise, “The Art & Science of Risk”, SCOR provides cutting-edge financial solutions, analytics tools and services in all areas related to risk – in Life & Health as well as in P&C.
SCOR, one of the world’s largest reinsurers, provides its clients with a diversified and innovative range of solutions to control and manage risk. Using its experience and expertise, “The Art & Science of Risk”, SCOR provides cutting-edge financial solutions, analytics tools and services in all areas related to risk – in Life & Health as well as in P&C.
Sapiens
Sapiens International Corporation is a leading global provider of software solutions for the insurance industry. Sapiens offers end-to-end core, data and digital solutions for property and casualty, life, and workers’ compensation insurance, reinsurance, and financial and compliance. Sapiens also offers industry-leading business decision management software to a variety of insurance and financial institutions. Sapiens provides customers with a digital ecosystem to take advantage of the latest industry technologies.
Sapiens International Corporation is a leading global provider of software solutions for the insurance industry. Sapiens offers end-to-end core, data and digital solutions for property and casualty, life, and workers’ compensation insurance, reinsurance, and financial and compliance. Sapiens also offers industry-leading business decision management software to a variety of insurance and financial institutions. Sapiens provides customers with a digital ecosystem to take advantage of the latest industry technologies.
Sapiens International Corporation is a leading global provider of software solutions for the insurance industry. Sapiens offers end-to-end core, data and digital solutions for property and casualty, life, and workers’ compensation insurance, reinsurance, and financial and compliance. Sapiens also offers industry-leading business decision management software to a variety of insurance and financial institutions. Sapiens provides customers with a digital ecosystem to take advantage of the latest industry technologies.
Sapiens International Corporation is a leading global provider of software solutions for the insurance industry. Sapiens offers end-to-end core, data and digital solutions for property and casualty, life, and workers’ compensation insurance, reinsurance, and financial and compliance. Sapiens also offers industry-leading business decision management software to a variety of insurance and financial institutions. Sapiens provides customers with a digital ecosystem to take advantage of the latest industry technologies.
RGA
Reinsurance Group of America, Incorporated (RGA), a Fortune 500 company, is among the leading global providers of life reinsurance and financial solutions, with approximately $3.5 trillion of life reinsurance in force and assets of $84.7 billion as of December 31, 2020. Founded in 1973, RGA is recognized for its deep technical expertise in risk and capital management, innovative solutions, and commitment to serving its clients. With headquarters in St. Louis, Missouri, and operations around the world, RGA delivers expert solutions in individual life reinsurance, individual living benefits reinsurance, group reinsurance, health reinsurance, facultative underwriting, product development, and financial solutions.
Reinsurance Group of America, Incorporated (RGA), a Fortune 500 company, is among the leading global providers of life reinsurance and financial solutions, with approximately $3.5 trillion of life reinsurance in force and assets of $84.7 billion as of December 31, 2020. Founded in 1973, RGA is recognized for its deep technical expertise in risk and capital management, innovative solutions, and commitment to serving its clients. With headquarters in St. Louis, Missouri, and operations around the world, RGA delivers expert solutions in individual life reinsurance, individual living benefits reinsurance, group reinsurance, health reinsurance, facultative underwriting, product development, and financial solutions.
Reinsurance Group of America, Incorporated (RGA), a Fortune 500 company, is among the leading global providers of life reinsurance and financial solutions, with approximately $3.5 trillion of life reinsurance in force and assets of $84.7 billion as of December 31, 2020. Founded in 1973, RGA is recognized for its deep technical expertise in risk and capital management, innovative solutions, and commitment to serving its clients. With headquarters in St. Louis, Missouri, and operations around the world, RGA delivers expert solutions in individual life reinsurance, individual living benefits reinsurance, group reinsurance, health reinsurance, facultative underwriting, product development, and financial solutions.
Chesterfield, MO
rgare.com
rgare.com
Oracle
Oracle provides modern, innovative technology that enables insurers to drive their digital transformation strategy forward. With Oracle’s flexible, rules-based solutions, insurers can simplify IT by consolidating individual and group business on a single platform, quickly deploy differentiated products, and empower their ecosystem to improve engagement with customers and partners.
Oracle provides modern, innovative technology that enables insurers to drive their digital transformation strategy forward. With Oracle’s flexible, rules-based solutions, insurers can simplify IT by consolidating individual and group business on a single platform, quickly deploy differentiated products, and empower their ecosystem to improve engagement with customers and partners.
Oracle’s revolutionary cloud database is self-driving, self-securing, self-repairing, and designed to eliminate error-prone manual data management.
Newgen
Newgen Software is a globally recognized provider of Low Code Automation Platform for Digital Transformation. The company has been recognized by distinguished analyst firms including Gartner, Forrester, Frost and Sullivan, and IDC. It has been positioned in the Magic Quadrants for Intelligent Business Process Management (iBPM), Enterprise Content Management (ECM), Customer Communication Management (CCM) and BPM-Platform-Based Case Management frameworks.
Munich RE
Munich Re is one of the world’s leading providers of reinsurance, primary insurance and insurance-related risk solutions. The group consists of the reinsurance and ERGO business segments, as well as the capital investment company MEAG. They are globally active and operate in all lines of the insurance business.
Munich Re is one of the world’s leading providers of reinsurance, primary insurance and insurance-related risk solutions. The group consists of the reinsurance and ERGO business segments, as well as the capital investment company MEAG. They are globally active and operate in all lines of the insurance business.
Milliman
Milliman IntelliScript offers industry-leading risk management solutions to the insurance industry. Based in Milwaukee, the IntelliScript team has been a preferred vendor to insurance carriers since 2001. IntelliScript is part of Milliman, Inc., which is based in Seattle. Milliman is among the world’s largest providers of actuarial and related products and services. Founded in 1947, Milliman is an independent firm with offices in major cities around the globe. We are owned and managed by our Principals, whose selection is based on their technical, professional and business achievements.
Milliman IntelliScript offers industry-leading risk management solutions to the insurance industry. Based in Milwaukee, the IntelliScript team has been a preferred vendor to insurance carriers since 2001. IntelliScript is part of Milliman, Inc., which is based in Seattle. Milliman is among the world’s largest providers of actuarial and related products and services. Founded in 1947, Milliman is an independent firm with offices in major cities around the globe. We are owned and managed by our Principals, whose selection is based on their technical, professional and business achievements.
Milliman IntelliScript offers industry-leading risk management solutions to the insurance industry. Based in Milwaukee, the IntelliScript team has been a preferred vendor to insurance carriers since 2001. IntelliScript is part of Milliman, Inc., which is based in Seattle. Milliman is among the world’s largest providers of actuarial and related products and services. Founded in 1947, Milliman is an independent firm with offices in major cities around the globe. We are owned and managed by our Principals, whose selection is based on their technical, professional and business achievements.
iPipeline
- Accelerated Underwriting
- Agent/Broker Software
- Digital Sales
- Policy Administration
- Policyholder Servicing
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through SaaS solutions, iPipeline accelerates and simplifies insurance sales, compliance, operations, and support. The company provides process automation and seamless integration between every participant in the life insurance industry including carriers, agents (e.g.,financial advisors and independent insurance agents), distributors (e.g., banks, broker-dealers, and general agencies) and consumers. Innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.
iPipeline’s solutions enable carriers, distributors, financial institutions and their agents and advisors to adapt to the emerging self-service, direct-to-consumer, and mobile marketplace.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through SaaS solutions, iPipeline accelerates and simplifies insurance sales, compliance, operations, and support. The company provides process automation and seamless integration between every participant in the life insurance industry including carriers, agents (e.g.,financial advisors and independent insurance agents), distributors (e.g., banks, broker-dealers, and general agencies) and consumers. Innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through SaaS solutions, iPipeline accelerates and simplifies insurance sales, compliance, operations, and support. The company provides process automation and seamless integration between every participant in the life insurance industry including carriers, agents (e.g.,financial advisors and independent insurance agents), distributors (e.g., banks, broker-dealers, and general agencies) and consumers. Innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through SaaS solutions, iPipeline accelerates and simplifies insurance sales, compliance, operations, and support. The company provides process automation and seamless integration between every participant in the life insurance industry including carriers, agents (e.g.,financial advisors and independent insurance agents), distributors (e.g., banks, broker-dealers, and general agencies) and consumers. Innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.
Intellect
Leveraging psychological science to help anyone redevelop their traits, habits & behaviours on the go.
Leveraging psychological science to help anyone redevelop their traits, habits & behaviours on the go.
Hannover Re
hr | ReFlex, Hannover Re’s automated underwriting solution, is at the forefront of supporting new underwriting programs for life insurance and enabling carriers’ web, mobile and digital strategies to meet the demands of today’s consumers. With an open and modern architecture, hr | ReFlex leverages powerful technology to improve life insurers’ digital processes while remaining flexible to evolve with new underwriting paradigms. As the digital hub for underwriting, hr | ReFlex integrates easily with existing systems and data sources to enable a dynamic dialogue for risk assessment. The design emphasizes components and functionality that maximize ease of use and streamline implementation. State-of-the-art underwriting rules and question sets are transparent and they can be customized without IT development. As a leading global reinsurer, Hannover Re is trusted by carriers and insurtechs alike for mortality expertise and spirit of partnership, creating industry-changing accelerated underwriting programs with hr | ReFlex. Contact us to learn more about how to transform your business with hr | ReFlex.
EXL
EXL Service is a leading operations management and analytics company that helps clients build and grow sustainable businesses. By orchestrating domain expertise, data, analytics and digital technology, EXL looks deeper to design and manage agile, customer-centric operating models to improve global operations, drive profitability, enhance customer satisfaction, increase data-driven insights, and manage risk and compliance.
EXL Service is a leading operations management and analytics company that helps clients build and grow sustainable businesses. By orchestrating domain expertise, data, analytics and digital technology, EXL looks deeper to design and manage agile, customer-centric operating models to improve global operations, drive profitability, enhance customer satisfaction, increase data-driven insights, and manage risk and compliance.
EXL Service is a leading operations management and analytics company that helps clients build and grow sustainable businesses. By orchestrating domain expertise, data, analytics and digital technology, EXL looks deeper to design and manage agile, customer-centric operating models to improve global operations, drive profitability, enhance customer satisfaction, increase data-driven insights, and manage risk and compliance.
dacadoo
dacadoo licenses its Digital Health Engagement Platform, including its Health Score, to Life & Health insurance operators (B2B), supplying Insurtech and health-tech solutions to over 35 of the top 100 Life & Health insurance operators globally. Available in over 15 languages, dacadoo’s technology is provided as a fully branded, white label solution or it can be integrated into customers’ products through its API. Through its ‘Connect, Score, Engage’ offering, dacadoo supports Life & Health operators to motivate their clients to lead healthier lifestyles through its SaaS-based Digital Health Engagement Platform. dacadoo also provides its Risk Engine, which calculates probabilities on mortality and morbidity in real-time. dacadoo has over 115 employees across locations in Europe, North America and Asia-Pacific and over 100 filed patents around their digital Life & Health solutions. Related to accelerated underwriting, the dacadoo Risk Engine is a powerful predictive health model. It uses granular mortality and morbidity data from of over 500 clinical research studies with more than 300 million life-years of health data to more accurately assess risk and improve the buying experience with faster underwriting decisions.
dacadoo licenses its Digital Health Engagement Platform, including its Health Score, to Life & Health insurance operators (B2B), supplying Insurtech and health-tech solutions to over 35 of the top 100 Life & Health insurance operators globally. Available in over 15 languages, dacadoo’s technology is provided as a fully branded, white label solution or it can be integrated into customers’ products through its API. Through its ‘Connect, Score, Engage’ offering, dacadoo supports Life & Health operators to motivate their clients to lead healthier lifestyles through its SaaS-based Digital Health Engagement Platform. dacadoo also provides its Risk Engine, which calculates probabilities on mortality and morbidity in real-time. dacadoo has over 115 employees across locations in Europe, North America and Asia-Pacific and over 100 filed patents around their digital Life & Health solutions. Related to engagement, dacadoo is an analytics-powered health and wellness platform that uses over 300 million person-years of clinical data to guide policyholders to better health and help insurers improve brand loyalty and competitive differentiation using real-time data to create personalized offers, incentives and dynamic pricing. This helps life insurers build ongoing relationships with their prospects, customers, and advisors, creating new opportunities for revenue growth and valued customer retention.
dacadoo licenses its Digital Health Engagement Platform, including its Health Score, to Life & Health insurance operators (B2B), supplying Insurtech and health-tech solutions to over 35 of the top 100 Life & Health insurance operators globally. Available in over 15 languages, dacadoo’s technology is provided as a fully branded, white label solution or it can be integrated into customers’ products through its API. Through its ‘Connect, Score, Engage’ offering, dacadoo supports Life & Health operators to motivate their clients to lead healthier lifestyles through its SaaS-based Digital Health Engagement Platform. dacadoo also provides its Risk Engine, which calculates probabilities on mortality and morbidity in real-time. dacadoo has over 115 employees across locations in Europe, North America and Asia-Pacific and over 100 filed patents around their digital Life & Health solutions. Related to health data, the dacadoo Risk Engine is a powerful predictive health model which aggregates real-time lifestyle data from users. It can also be applied to an insurer’s existing data. dacadoo tracks over 100 health data points and integrates with all major trackers, wearables, and third-party apps. The dacadoo Health Score and Risk Engine, based on over 500 clinical research studies with more than 300 million life-years of health data, use this health data to more accurately assess mortality and morbidity risk and identify opportunities for early detection and prevention of chronic conditions.
