Sureify Life Insurance and Annuity Ecosystem Summit

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9:00 am - 10:00 am
Registrations, Networking, Coffee
10:00 am - 10:35 am
2022 Industry Landscape
10:40 am - 11:20 am
The Digital Experience for agents – an inside view of how product innovation makes this a reality
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Panel Discussion: The Digital Experience for agents – an inside view of how product innovation makes this a reality

Carriers continue to face challenges creating digital experiences. When the pandemic began, many carriers created digitally focused buying processes for their customers.

While these early advances were focused on the end-consumer, most customers still seek an omni-channel experience. They may start the life insurance buying process online, however most purchases at the final stage occur through an agent.

The newest generation of insurance agents want to have the "ease of doing business" via a digital experience. The easier the experience, the more likely an agent is to place business with a carrier. The competition for agent loyalty is hotter than ever.

While much of the COVID-19 era was focused on reaching consumers directly and making their process easier, carriers now need to focus on creating the easy, digital experience for agents. It’s the most essential thing carriers can do right now to retain and attract agents and continue to grow.

What will the agent digital experience of the future look like? How does the new wave of product innovation and technology enable this journey? Join us for an in-depth discussion about how we are meeting challenges today, and get a first look at the agent experience of the (near) future.

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11:20 am - 12:00 pm
A New Core System
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Life carriers who digitize and deliver data, business processes, and transactional insights to their agents, advisors, and customers will win the next generation of business and come to dominate the marketplace in the next decade. Serving these humans faithfully places great demands on the insurer: its existing technology, its processes, and its business and technology teams all must adapt and change.

In this talk, we unpack why this problem is so vexing -- and why historical approaches have produced such lackluster results. Then, we share a new approach: our dedicated, purpose-built framework for delivering robust digital experiences on the edge.
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12:00 pm - 1:00 pm
1:00 pm - 1:40 pm
The Path to Embedded Insurance: How You Can Get There
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The Path to Embedded Insurance: How You Can Get There

Embedded insurance continues gaining traction in the United States. As more offers appear at the point of sale across retail, finance, and service industries, where do life insurance opportunities fit in?

We discuss three different paths that life insurers can take to enter or expand their embedded insurance opportunities–and the roadblocks along the way. Directions to take include:
  • Offering term life policies similar to group offerings through employment–but through non-traditional partners like fitness apps.
  • Harnessing the data you or another insurer gathers during the P & C process, and adding a few more questions to qualify groups of people for a life policy.
  • Offering coverage as part of another product or service purchased, like a car or a baby crib as part of the purchase price–similar to a warranty.
Along the way there are also obstacles, like how to get customers to continue to pay for coverage if the customer is tied to a third-party? How do you learn about life events that could mean more coverage or change of beneficiaries is needed? And the big question remains–how do you mitigate risk?

Our panel will look at what having an embedded insurance program entails, where it is succeeding, and how to begin your strategy to connect with unexpected partners and new audiences.
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1:45 pm - 2:00 pm
Solving the Legacy Problem: A Look Behind-the-Scenes
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Solving the Legacy Problem: A Look Behind-the-Scenes

The insurance industry has a large legacy problem - they're costly, slow moving, and don't integrate well, which elongates the time it takes to migrate a block of business. Haven Technologies Migrator allows companies to move those legacy blocks and business onto a modern platform, which is more flexible, brings a digital experience and is able to integrate seamlessly into other solutions. This tool has taken one of the most complex technological processes in our industry and simplified it, making it more attainable for carriers to achieve. Haven Technologies helps you reduce costs, increase speed in the market, grow revenue, and delight your customers and advisors.
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2:00 pm - 2:10 pm
How Carriers are Differentiating with Digital Customer Service
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Glia 's live demonstration will showcase Digital Customer Service in action - as it would be deployed on a Life Insurer website, producer or policyholder portal.

The demonstration will show how easy it is for a producer or policyholder to connect with a live operator by chat, and seamlessly transition through CoBrowsing, Digital Audio, and Video transitions to easily resolve issues such as changes to policyholder beneficiaries or producer quotes & illustrations.
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2:15pm - 2:50 pm
2:50 pm - 3:00 pm
Success Stories: How Pacific Life & Transamerica use no-code business logic technology to drive speed to market
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Pacific Life is launching their new retirement income annuity product and wants to achieve speed to market and seamless connectivity to their ecosystem. Transamerica wants to improve the process of retirement product pricing, to enable faster pricing for multiple scenarios and to increase autonomy for the pricing model team. Partnering with Coherent, both companies accomplished their goals at a significantly reduced cost and increased speed. Join us for case studies presented by Mike Porco, Pacific Life, and Eric Lawless, Transamerica. Hosted by Todd Buchanan (CEO – US, Coherent) and John Brisco (Global CEO & Co-Founder, Coherent).
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3:05 pm - 3:30 pm
3:30 pm - 4:10 pm
Realizing the dream: End-to-end data flows that help you digitize
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It’s no longer a dream–end to end data solutions exist and life and annuity insurers can implement them! Atidot–one of this discussion’s featured panelists–reported that up to 80% of data held by life insurers is not used for strategic purposes. Imagine what could be possible by opening up access to that data.

Could you better assess risk? Provide more coverage options for current policyholders? Group prospects into buckets for embedded insurance opportunities? Predict the behavior of current and future customers? Create better targeted marketing? Strategically market where data shows opportunities? Become more competitive? Get actionable alerts based on data, leading to better customer experiences and more engagement–ultimately increasing customers’ lifetime value? Get relevant and expansive health data for agile underwriting processes? Use data to drive customer value for annuity policyholders?

With end to end data capabilities, life insurers can marry data sources from legacy systems, leading to unprecedented results. With this much usable data, life and annuity insurers can achieve the happily ever after that they deserve.
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4:10 pm - 4:45 pm
Customer Engagement: What it means and how to achieve it
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Brand advocate. Customer loyalty. Brand enthusiast. Stan.

Push past all the jargon and find out what customer engagement really means–and how it impacts your bottom line. Want customers who stay loyal? Where do you start? And is this even a realistic goal?

Successful customer engagement begins with great customer experiences. Fans begin to emerge when their expectations are exceeded. What experiences make customers keep coming back for more?

We’ll showcase successful engagement strategies life insurers currently use. Persistence can be key. Continual communication puts your brand top of mind when a customer thinks about their coverage, and keeps you on top of their shopping list. Education can create a connection. If you can provide information your customers value, they’ll be more likely to seek out your communications. Hosting a space that provides a holistic approach to your customers’ physical, mental, and financial health and ongoing wellness can create a fan for life.

What does all of this mean for your bottom line? Opportunities can emerge from your engaged customer relationships to upsell, cross sell and keep customers for life. Lifetime customers help offset acquisition costs that keep rising each year.

Life insurers ultimately care about their customers. Translate that care into value for your customers and get a brand advocate for the long haul.
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