Sureify Life Insurance and Annuity Ecosystem Summit

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Agenda

9:00 am - 10:00 am
Registration Opens
10:00 am - 10:25 am
Welcome
10:25 am - 10:40 am
Forrester – State of the Life Insurance Industry
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Jeffery Willams, Senior Analyst at Forrester, will kick off the event with a discussion on the State of the Life Insurance and Annuity Industry.
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10:40 am - 11:25 am
Benekiva, Homesteaders Life, Northwestern Mutual and EXL- Tackling Claims Transformation: Empowering Carriers and Customers with Transformational Digital Technologies
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The pandemic shed light through the gaps in carrier claims and servicing functions. This distinguished group of panelists will discuss the urgent need for transformation, strategies to overcome business continuity challenges, innovations to expedite those efforts, and intuitive technologies to create seamless business processes with a customer-centric mindset.
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11:30 am - 11:50 am
RGAX – Managing Disruption Through Structured Innovation
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The insurance landscape is changing rapidly, and carriers must embrace a consumer-first mindset if they want to remain relevant and continue to adapt and grow. RGAX has combined design thinking best practices with RGA’s life and health insurance expertise to provide a structured approach for accelerating product development and helping solve modern industry problems. In this session, Mitch Ocampo will share the core components of an effective innovation strategy and how it can be implemented. He will showcase real-life innovation successes and will provide steps on what it takes to get started.
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11:50 am - 12:00 pm
Fenris Digital – Take Customer Experience and Engagement to the Next Level
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Automated life event monitoring and alerts is a Fenris’ subscription service that keeps you apprised of the important events in your clients’ life. Take action with appropriate outreach for the right product at the right time with the insight provided on every policyholder. Improve engagement with tailored messaging at the right time Improve retention and loyalty Improve cross-sell of additional financial products
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12:00 pm - 12:50 pm
Lunch Provided by Hannover Re
12:50 pm - 1:00 pm
Emerging Vendors
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Plug and Play - Friendly - Micruity
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1:10 pm-1:20 pm
Atidot and Teamstand -Life Insurers are Growing Policyholder’s LTV and Creating New Revenues with AI Software
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Today’s Life Insurers are transforming to establish themselves as the Life Insurers of tomorrow. Atidot together with Teamstand, offer both Technological and operational solutions that will significantly increase revenues from your existing book of business, as well as attract new customers by adopting innovative marketing paradigms. Join us to discover how AI and predictive analytics has helped top-tier carriers make the leap to tomorrow, today.
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1:20 pm - 1:40 pm
Glia – How Insurers are Differentiating with Digital Customer Service
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Glia is the leading Digital Customer Service solution for insurance carriers. In this session you will hear about key use cases that drive new business, reduce customer servicing costs, and increase brand loyalty with external agents/brokers. You will participate in a live demonstration of Glia, showing interaction with conversational AI bots, Live Observation, Chat, Digital Voice, Video, Screen-sharing, Secure File Transfers and Customer Surveys in a single Digital Customer Service platform that must be seen to be believed. Already in use by major insurance carriers across the US, Glia is game-changing technology and a must-see session.
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2:00 pm - 2:20 pm
Haven Life – Transforming the Future of Life Insurance, Together
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While you might primarily know of Haven Life as the direct-to-consumer digital life insurance agency, did you know they’ve also helped delight millions of consumers through digital experiences, transformed complex, advisor-driven businesses, and launched new products with speed? As a result, their life and annuity partners have derived competitive advantage through their technology and expertise.

As part of this session, Ayan Sarkar, Chief Revenue Officer of Haven Life, will be joined by Dustin Yoder, Founder & CEO of Sureify as they draw from their experience and lessons learned to discuss the evolution of Haven Life, what’s ahead and who they hope will join them on their journey.
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2:20 pm - 3:00 pm
EIS, EY and Cake & Arrow – Make Your Customer the Star of Your Ecosystem: Best Practices and Lessons Learned from Those That Matter
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During this panel session, attendees will hear from a global consultant, design thinking leader, and a carrier on the best practices in designing the right ecosystem for their target market. We know how difficult it is to overcome the legacy technology challenges to create an ecosystem, but once you have overcome that challenge (or have a plan to skirt around the issue), how do you develop the perfect ecosystem? How do you ensure that you keep the customer at the center of the ecosystem to ensure you aren't creating poor customer experiences? And how do you create an ecosystem that remains relevant and flexible so that you don't fall behind the ever-changing insurtech opportunities?
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3:00 pm - 3:40 pm
Allstate, Swiss Re and Human API, Sureify – Greenfield Innovation in Nine Months
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Learn how a leading insurer is transforming their life insurance business by digitally reinventing every step in the customer experience. Starting with a true partnership approach to bringing in best-in-class solutions. Allstate is applying a relentless test and learn strategy that embraces small experiments backed up by the infrastructure to rapidly scale successful solutions. Hear this remarkable story from a leader of Allstate’s Digital Life Insurance initiative and their partners in this rapid deployment of an entirely new approach to serving the life insurance needs of customers.
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3:40 pm - 4:00 pm
Closing Remarks
4:00 pm - 5:00 pm
Networking and Refreshments

Partners