Sureify – Live Page – Summit 2024

8:00 AM - 9:00 AM

Registration Opens

9:00 AM - 9:10 AM

Welcome
- Dustin Yoder, CEO | Sureify
- Kartik Sakthivel, PhD, MS-IT/MS-CS, MBA, PGC-IQ Vice President, CIO & Regional CEO | LIMRA

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9:10 AM - 9:20 AM

“A Not So Subtle Wake Up Call” – Sense of Urgency Required
- Bob Stellato, Director, Transformation Change Management

A call to action for the life and annuity industry, blending “tough love” with practical advice and emotional insights. Attendees will leave inspired, motivated and empowered to act and think differently and with a renewed sense of purpose to drive transformational change in their organizations and our industry. Stop pushing the snooze button. Start breaking barriers, removing obstacles and excuses and remember our purpose or stagnate and fall further behind. Show less

9:25 AM - 9:30 AM

The Retirement Income Platform | Sureify Innovation Awards Finalist
- Trevor Gary, Co-founder and CEO | Micruity

We believe that everyone deserves access to a secure retirement. That’s why we’re building the infrastructure to pensionize the retirement income ecosystem. By connecting insurers, asset managers, recordkeepers, and plan sponsors on a secure platform, Micruity is powering lifetime income products in retirement plans and addressing the critical need for secure “paychecks” for millions of retiring Americans. Show less

9:30 AM - 9:45 AM

A Digital Symphony: Orchestrating a Leap Forward in Industry Transformation
- Ann Mengelson-Clark, Vice President Of Technology | Kuvare

In this talk, discover how we orchestrated a unified digital platform designed to address key challenges in the digitalization of life and annuity insurance services. Like a symphony composed of insurance carriers, technology providers, third-party administrators, and complex systems, we harmonized diverse elements to deliver faster, more efficient, and higher-quality service across the value chain—from policyholders to advisors and beyond. Show less

9:50 AM - 9:55 AM

The Bloomberg Terminal for Annuities | Sureify Innovation Awards Finalist
- David Novak, CEO | Annuities Genius
- Juan Lopez, VP of National Accounts | Annuities Genius

Explore the innovative features and benefits of Annuities Genius, demonstrating how it simplifies the process for insurance agents to find and compare the best annuity options for their clients Show less

10:00 AM - 10:25 AM

Empowering Platinum Agents: The Future of Effortless Client Management
- Travis Van Dyke, Senior Director, Solution Consulting | Sureify

In the fast-paced world of financial advising, time is a precious commodity. Join us as we dive into a scenario inspired by the intense ticking clock of “24,” where top advisors must execute critical transactions across multiple client accounts—before time runs out. See how our cutting-edge platform empowers platinum agents to manage their most important clients with efficiency, precision, and ease, all within the pressure of tight deadlines. Show less

10:25 AM - 10:30 AM

Re-aligning Life Insurance Expectations | Sureify Innovation Awards Finalist
- Michael Lockitch, CEO/President | Life Insurance Sustainability Analytics - LISA

Life Insurance Sustainability Analytics (LISA) evaluates the probability of success of a flexible premium life insurance policy illustration sustaining for a lifetime when subject to volatile crediting rates rather than the illustration’s constant rate. LISA provides insights into the projected expectations (such as, future premiums, income, and death benefits), by contextualizing and visualizing the probability of success of the policy illustration meeting the given expectations. Show less

10:30 AM - 11:00 AM

Creating business value for every data opportunity
- Jennifer Herz, Principal, Co-lead Insurance Transformation Practice | EY
- Dennis Martin, President of Individual Life and Financial Services | OneAmerica
- Kumar Das Gupta, SVP, Head of Enterprise Operations | Allianz

Operational transformation requires clear direction, committed leadership, engaged employees, and a comprehensive / flexible approach. Most successful transformations are business led and technology enabled utilizing modern, scalable platforms that effectively leverage data to achieve company goals. GenAI and digital tools convert raw data into actionable insights that drive informed decision-making. During this session, attendees will hear real world insights and testimonials of how operational transformation is being achieved by focusing on data access, extraction, contextualization, and visualization. They will also share views on the importance of building a scalable, maintainable, and transparent data solution. Show less

11:00 AM - 11:05 AM

LIFE IN FLOW – the s.360 Underwriting Show | Sureify Innovation Awards Finalist
- Luanna Eroles, Head of Growth | s.360

The s.360 is a all-in-one underwriting workbench tailored uniquely for Life Insurance. The first automated underwriting engine to use Websemantics to evaluate and classify risks, it is a framework to deliver Medical Knowledge, orchestrate customer journeys, and unleash data power. It offer modules with predictive models per benefit, paramedical exams, video interviews, dynamic questionnaires, and much more! Come and see for yourself why the s.360 is the only Life Underwriting Saas you will ever need. Show less

11:05 AM - 11:10 AM

AI Predicting and Insuring Your Family’s Future Aging Care Needs | Sureify Innovation Awards Finalist
- Evan Ehrenberg, Co-founder, COO | Waterlily
- Lily Vittayarukskul , Co-founder | Waterlily

In just 6 months after launching, Waterlily is already being used by the nation's largest insurance carriers, national IMOs, and hundreds of independent wealth advisors and agents to have better long-term care planning conversations. Dive deep into how Waterlily's first product uses 500 million data points to predict future long-term care events, creating a personalized story-telling based planning process that helps families prepare for their future, build detailed care plans with their loved ones, and evaluate and purchase annuities, life, and long-term care insurance products to fund their future care needs. Show less

11:15 AM - 11:45 AM

Speedrunning Life
- Ben Brantley, CTO | Sureify

From the dawn of time, our world evolves solutions out of constraints and pressures applied by the universe. Insurance carrier's evolutionary pressures give rise to big challenges, too. Come explore the forcing factors, demand dynamics, and computational hurdles that have helped (and helped inspire!) us to build the premier digital experience engine for life and annuity carriers. Show less

11:50 AM - 11:55 AM

Montoux Model Copilot – Harnessing the Power of AI to Enable Model Governance and Documentation | Sureify Innovation Awards Finalist
- Shelley Cox, Co-CEO | Montoux

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12:00 PM 1:00 PM

Break for Lunch

1:00 PM - 1:10 PM

Welcome Back

1:10 PM - 1:15 PM

Risk assessment reimagined: How Clearspeed voice analytics optimize your policyholder experience | Sureify Innovation Awards Finalist
- Nate Curtis, National Sales Director | Clearspeed

A win–win for insurers and customers means delivering quick policy approvals with the appropriate coverages, without trading off on understanding risk. Clearspeed’s innovative voice analytics technology provides fast, accurate risk assessment - often difficult or expensive to get elsewhere - so you can make more confident decisions across the policyholder lifecycle. Show less

1:15 PM - 1:20 PM

Amplify Confidence in Every Underwriting Decision | Sureify Innovation Awards Finalist
- Alex Schmelkin, Founder and CEO | Sixfold

Sixfold’s AI, purpose-built for insurance underwriters, automates routine tasks and delivers thorough risk assessments. By quickly pinpointing crucial data—such as personal and family health, lifestyle, and other factors —Sixfold enhances efficiency and accuracy in life underwriting. The platform provides insurer-specific recommendations, increasing GWP per underwriter by 30%, cutting underwriting time by over 50%, and boosting decision-making confidence. Show less

1:25 PM - 1:40 PM

Leveraging tech to create digital efficiencies
- Nolan Bennett, Strategic Technology Initiatives | Prudential
- Justin Ito, Co-Fonder and CTO | Sequoia Port

A spotlight on our journey & fireside chat with Sequia Port and how we drove outstanding outcomes in our claims process together. Show less

1:40 PM - 1:45 PM

Introducing a new life insurance product for fertility protection | Sureify Innovation Awards Finalist
Cally Myhrum Watts, Founder & CEO | Lotus Fertility Insurance

Lotus is an early-stage insurtech startup with a mission to expand access to affordable fertility care for the 1 in 5 who need it. Our flagship product, Fertility Protect™, is an add-on for life insurance policies covering fertility treatments like IVF and egg freezing. Partnering with Lotus empowers carriers to differentiate their offerings and rapidly meet growing demand. Show less

1:45 PM - 1:50 PM

AI-Powered Strategies: Navigating the Future of Life and Annuity Distribution | Sureify Innovation Awards Finalist
- Neeraja Rasmussen, Founder & CEO | Spyglaz AI
- Jim Governor, Sales Director | Spyglaz AI

The life and annuity industry faces some of the highest customer acquisition costs of any sector, compounded by fragmented data, complex product lines, and increasing competition. In this session, Neeraja Rasmussen, Founder of Spyglaz AI, will delve into these challenges and explore how AI is revolutionizing the way carriers can identify, retain, and nurture top-producing agents and advisors. Drawing from leading industry insights and real-world examples, this presentation offers a compelling vision of the future of distribution in the life and annuity market, demonstrating how leveraging AI can not only solve today's problems but also prepare your business for sustained growth in an ever-evolving landscape. Show less

1:50 PM - 2:00 PM

What’s new in New Business Technologies
- Dan McCoach, Managing Director, Insurance Advisory | Deloitte

Take your new business experience and conversion rates to the next level through the power of dynamic, self-directed, self-aware applications Show less

2:00 PM - 2:10 PM

Coming Soon!
- Samantha Chow, VP, global market lead for life, annuity, & benefits | Capgemini

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2:10 PM - 2:30 PM

Sureify Life Insurance and Annuity Startup Awards Presentation

Sureify Life Insurance and Annuity Ecosystem Summit

Agenda

Partners

Past Attendees