2024 Enrollment Technology Strategy Seminar Agenda
Monday, March 4, 2024
3:00 p.m. - 6:00 p.m. - REGISTRATION
5:45 p.m. - 7:15 p.m. - WELCOME RECEPTION
Tuesday, March 5, 2024
7:00 a.m. - 5:00 p.m. - REGISTRATION
7:30 a.m. - 8:30 a.m. - BREAKFAST
Sponsored by Noyo
8:30 a.m. - 9:00 a.m. - GENERAL SESSION - INDUSTRY UPDATE
Sean F. O’Donnell, LLIF - Senior Vice President, Head of Membership, Workplace Benefits, and Applied Research Solutions , LIMRA and LOMA
9:00 a.m. - 10:00 a.m. -
TIM O'CONNER, Moderator/Presenter
Assistant Vice President, Partner Integration
Voya Financial
KEITH FEIST
Director, Partner Solutions
Pacific Life
CARRIE PENMAN
Business Analyst, Business Integrations
Transamerica Employee Benefits
Employers have experienced mixed results in recent years when using the latest technologies for benefits enrollment. As an industry we have talked about the who, what, when, where, and why of the latest enrollment technology trends. In this session, we’ll take a look back at where we’ve been, what worked and didn’t and what we have learned along the way. What can be learned from how our industry has (or hasn’t…) evolved as expected and what should we be looking for in the next 3 –5 years?
10:00 a.m. - 10:30 a.m. - NETWORKING BREAK
10:30 a.m. - 11:30 a.m.: CONCURRENT SESSIONS
JENNIFER PIERCE, Moderator
Assistant Vice President, InsurTech Partnerships
Lincoln Financial Group
BRANDON COOK, Moderator
Director, Relationship Management
Prudential
ASHISH GARG
Partner
PWC
BEATA ROGALA
Chief Operating Officer
Centro Benefits
PATRICK SULLIVAN
VP, Insurtech Partnerships & Digital Transformations
Lincoln Financial Group
What does it really take to succeed at digital transformation? Gain valuable insights and practical tips from experts inside and outside the industry to enhance your approach to successfully navigating the challenges of your organization’s digital transformation journey. Hear from three premier industry leaders on their digital transformation journeys, each providing a unique perspective on problems and how technology can be used to create a solution.
NICOLE LAUGHRIDGE, Moderator/Presenter
Director Enrollment Technology Partner Management
Chubb
SHERRI BYCROFT
Director, Benefit Technology Relationships
Prudential Financial
SHEILA THOMPSON
Business Consultant-Data Standards
LIMRA and LOMA
Discover the LDEx Standards and how they are transforming the data exchange landscape with their latest releases, features, and industry adoption. Join us for a comprehensive overview of these standards and how they can elevate your business to the next level. This session is ideal for anyone interested in finding out more about the capabilities and industry adoption of the LDEx Standards.
BETINA MUSSER
Assistant Vice President Product Management
FINEOS
MICHAEL VOLPE
General Manager
SS & C Technologies
A technical overview of the LDEx Standards. In this session, we will be reviewing current industry-released standards, their capabilities, and their utilization. This session is intended as a technical resource for those who are responsible for developing, implementing, and executing cases utilizing the LDEx Standards.
11:30 a.m. - 12:30 p.m. - LUNCH
12:30 p.m. - 1:30 p.m. -
Where do carriers stand on their digital transformation journeys? Hear the results of new LIMRA research exploring workplace benefit carriers’ technology investments, including adoption of APIs, digital customer experience capabilities, use of artificial intelligence, and overall digital strategies. We will also examine how digital capabilities have grown over the past three years and where carriers are investing for the future.
Kimberly A. Landry - Associate Research Director, Workplace Benefits Research, LIMRA and LOMA
1:30 p.m. - 1:45 p.m. - NETWORKING BREAK
1:45 p.m. - 2:45 p.m.: CONCURRENT SESSIONS
KEITH FEIST, Moderator
Director, Partner Solutions
Pacific Life
NICOLE LAUGHRIDGE, Moderator
Director Enrollment Technology Partner Management
Chubb
DARYL HEMEON
Director, Customer Solutions
Noyo
DAN LANGEVIN
CEO
Ideon
LISA LENT
Service Executive, Carrier Implementation, Service and Strategic Relationships, ADP
JILL SCHLOFER
Second Vice President, Implementation and Enrollment
The Standard
According to the 2023 Ideon Employee Benefits API Maturity Report, 84 percent of carriers are nascent, developing, or maturing their API capabilities, and 92 percent of the 25 carriers responding say APIs are used for few or none of their external transactions. With the insurance industry API journey still evolving, carriers and benefit administration platforms are faced with the need to pivot and bring these capabilities to their customers. This session’s expert panelists will share their lessons learned to help you avoid pitfalls as you select your optimal API partner.
SARAH MAXWELL, Moderator/Presenter
Digital Distribution and Partnerships Executive
Aflac
JEN DEVOR
Director of Enrollment Strategy
Prudential
TAMMY KAPLAN
Account Advisor – Product Consultant
Empyrean
Through conversation and specific case studies, we’ll cover how to shape a successful enrollment by maximizing technology and various enrollment strategies. By leveraging audience demographics and preferred learning styles, we’ll explore ways to increase confidence in benefit decisions and generate enrollment results.
MICHAEL GRUDGINGS, Moderator
Business Architect, Data Standards,
LIMRA and LOMA
In this session, you will receive a technical overview of the LDEx Standards schema and endpoints for maximum performance. Whether you are new to LDEx Standards or currently using them, this session will give you valuable insights and tips to take your LDEx Standards to the next level. This session is intended as a technical resource for those who are responsible for developing, implementing, and executing cases utilizing the LDEx Standards.
2:45 p.m. - 3:45 p.m. - NETWORKING BREAK with EXHIBIT HALL SHOWCASE
Take the opportunity to visit the Exhibit Hall and network with leading solution providers in the Enrollment Technology space.
3:45 p.m. - 4:45 p.m. -
Varun Parekh
Vice President
Sammons Financial Group Companies
The demand for digital transformation within employee benefits is growing rapidly. Carriers and vendors who want to remain competitive will need to react quickly. Join us for this critical conversation about the consumer experience in through the digital transformation.
4:45 p.m. - 6:15 p.m. - HAPPY HOUR
Wednesday, March 6, 2024
7:00 a.m. - 12:00 p.m. - REGISTRATION
7:30 a.m. - 8:30 a.m. - BREAKFAST
8:30 a.m. - 9:30 a.m.: CONCURRENT SESSIONS
KEEGAN TIERNAN, Moderator
Director of Benefit Technology Partnerships
Mutual of Omaha
BRIANNE DAUGHERTY
VP, Managing Consultant, Workforce Technology Solutions
Lockton Companies
BEN YOMTOOB
Founder/Lead Consultant
BuckleyRoberts
According to a recent LIMRA survey, only 43% of employees feel they understand their benefits. Rising costs, employee recruitment and retention and an increasingly diverse workforce make it difficult to provide the best enrollment experience. Brokers and technology partners are a critical part of the enrollment process for employers and their employees. Come hear from brokers about what employers, employees and technology partners are telling them about the enrollment experience.
ALAN INGLEY, Moderator
Managing Partner Business Center of Excellence
US Enrollment Services
RUTHIE GRAY
Vice President of Management
Selerix
AMANDA LUND ANDERSON
Director, Integrations Engineering
PlanSource
Join us for a moderated discussion on how standardization can benefit the industry and improve the effectiveness of data exchange, featuring industry experts from the Data Exchange Standards Committee. After the discussion, you will have a chance to ask questions and share your input with these experts. Don’t miss this integrated opportunity to learn more about and the advantages of standardization. This session is ideal for anyone interested in finding ways that standardization improves the relationship between carriers and technology providers.
SATHISH KARI KUNDAN, Moderator/Presenter
Digital Transformation, API Strategy
MetLife
CAROLYN PAGEL
Senior Product Owner
Unum
KAILEY RAE
Sr. Customer Integration Consultant
The Standard
In this working session, you will learn about the LDEx Standards’ development, integration, and implementation. You will also get a high-level overview of these standards and participate in table discussions on specific topics. This session is intended as a technical resource for those who are responsible for developing, implementing, and executing cases utilizing the LDEx Standards.
9:30 a.m. - 9:45 a.m. - NETWORKING BREAK
9:45 a.m. - 10:45 a.m.: CONCURRENT SESSIONS
KEEGAN TIERNAN, Moderator
Director of Benefit Technology Partnerships
Mutual of Omaha
ERIK GRAY, Moderator
Head of Enrollment Experience
Wellfleet Insurance
DAN WATT
Senior Vice President, Product Management & Industry Strategy
FINEOS
JASON CROSS
Help Me Choose Benefits
Join us for a dynamic session where we’ll navigate the forefront of AI innovation in group insurance and beyond. Together, we'll explore some of the amazing potential and current use-cases for AI outside of the insurance industry and how those examples could be leveraged to address the many existing challenges in group insurance processes today. Don't miss this opportunity to engage with thought leaders and experts to gain valuable insights into the evolving role of AI in shaping the insurance industry.
MARGARET NEWTON, FMLI, CEBS, CLU, Moderator
Chief Sales Officer
Texas Life Insurance Company
TIM O'CONNER, Moderator
Assistant Vice President, Partner Integration
Voya Financial
MICHELLE BOOTH
Global Benefits Manager
Cirrus Logic
LINDSAY LAVIADA, CEBS, CRM
Benefits Advisor Lead, Total Rewards
USAA
Hear directly from a panel of HR and Benefit leaders as they discuss what they want in enrollment technology, where they struggle, and what issues we should be solving for. In this session, you will get firsthand feedback from the people who work with our industry’s technology the most.
MARY TRECEK, EdD, CMP, Moderator
Associate Research Director
LIMRA and LOMA
STEVE BRANDT
Senior Vice President, Sales
Vitech
TONY GROSSO
Head of Group Benefits Markets
EIS
CHUCK JOHNSTON
Chief Marketing Officer
FINEOS
Technology firms are an integral part of the enrollment ecosystem. Join leaders from three different firms for a conversation to discuss digital transformation, legacy systems, what they see coming in the future, and better connections for customer experience.
10:45 a.m. - 11:00 a.m. - NETWORKING BREAK
11:00 a.m. - 12:00 p.m. - The ever-changing world of benefits technology and the consumer experience! What’s up next?
Sean O’Donnell
SVP, Head of Membership, Workplace Benefits and Applied Research Solutions
LIMRA and LOMA
Kellie Benson-Bray
Director, Member Relations, Workplace Benefits
LIMRA and LOMA
Shifting demographics, a diversifying workforce and new employee needs are expanding voluntary benefits. The future of voluntary benefits is filled with endless opportunities. Technology is helping consumers navigate the complex world of benefit choices. So, what is next? During this session we will take a peek into our crystal ball to discuss what is next on the horizon for technology and the consumer experience.