Tag: NAILBA

Equisoft’s Accelerate Series provides life insurance and investment executives with the means to innovate and grow

Bringing together the largest pool of top industry leaders, experts, analysts and association executives, Equisoft’s webinar series delivers your roadmaps for digital growth!

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Philadelphia, PA, March 22 2021 – Equisoft, a leading global digital solutions provider to the financial industry, announced today the return of its acclaimed Accelerate Series of virtual thought leadership sessions. This year’s series is focused on Accelerating Innovation to Fuel Continuous Growth. Eighteen webinars will be hosted around the globe, providing insurance and investment decision-makers with actionable insights and strategies to help them turn the market narrative to their advantage.

 

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The first round of live sessions, starting March 31, will kick start the year-long series. Each month we’ll be addressing the specific needs and biggest challenges of insurance carriers, distributors, investment product manufacturers, broker-dealers and wholesalers. Equisoft’s Accelerate Series features over 50 leading industry experts, analysts, insiders and clients discussing winning strategies from companies capitalizing on growth opportunities through digital transformation. “Digital transformation is foundational to an industry responding to the concurrent impact of the pandemic, changes in customer preferences and the impact of demographic shifts which directly impact both distribution partners and consumers. Carriers are looking to drive efficiencies across the entire value chain, accelerating efforts to innovate and integrate in support of new business and post-issue servicing capabilities. Competitive positioning also is important, as transparency around cycle times and ease of doing business helps reframe relationships across the insurance ecosystem. Activities that bring strategic, tactical and operational imperatives into results-oriented focus, are therefore essential,’’ said Rob McIsaac, Executive Vice President, Research & Consulting, Novarica, one of the series’ featured speakers.

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As life insurance and investment companies are emerging from the pandemic, they’re looking for unique ways to position themselves ahead of the curve. Equisoft’s Accelerate Series bolsters the industry’s innovation and growth by leveraging research, thought leadership and success stories into actionable plans. Sessions in Q1 & Q2 will tackle Addressing Changing Market Conditions, Digital Client Engagement through the Insurance Value Chain, and How Insurers are Leveraging Data. With more to come for Q3 & Q4 including agency automation, increasing wholesaler value, data migration, IFRS 17, and more.

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Leading industry experts, executives and analysts that will be sharing their insights during the sessions include Dan McCoach, Marty Ellingsworth,Juan Mazzini (Celent), Kartik Sakthivel (LIMRA/LOMA), and many more. Along with Equisoft’s experts and industry stakeholders, they will share their experience, expertise and insights into how organizations can adapt to the evolving industry landscape, jumpstart growth in a low-interest-rate environment, or shed the legacy technical burden to realize the full potential of modern digital solutions.

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Dedicated sessions will provide exclusive research, complete with commentary detailing what players in the insurance and investment industry are doing to conquer today’s issues. The series’ launch on March 31 will be Addressing Changing Market Conditions: Carrier Solutions for Rapid Product Adaptation, where experts Rob McIsaac, from Novarica, and Equisoft’s Chief Product Officer Olivier Lafontaine will be analyzing how the Life Insurance industry can best face today’s challenges. Equisoft’s Accelerate Series is presented in collaboration with several industry partners such as Celent, Novarica, LIMRA, LOMA, KPMG, Clearview, The National Association of Independent Life Brokerage Agencies (NAILBA), The Insurance Association of the Caribbean (IAC), The Organisation of Eastern & Southern Africa Insurers (OESAI), The Insurance Institute of South Africa (IISA) and many others.

Webinar registration:
To register or learn more about Equisoft’s complimentary webinars, please visit: Equisoft.com/Accelerate
Media resource: Jean-François Parent, PR & Communications Manager, Equisoft Jean-Francois.Parent@Equisoft.com, +1 514-608-1236
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About Equisoft

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Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 75 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and some 500 experts based in the USA, Canada, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.

LBTC Announces New Co-Chairs

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We are excited to Announce that The Life Brokerage Technology Committee (LBTC) has elected 3 New Co-Chairs (See complete bios at end of post). The new leadership team brings a vast amount of industry experience to drive LBTC forward in working with its members in solving industry technology pain points and creating process improvement for Life Insurance services. The LBTC new co-chairs will also bring awareness of new innovations to the industry.

 

12345*– Pat Wedeking, Vice President of Tellus Brokerage Connections

12345*– Marjorie Ma, VP & Head of Product Management of AIG USA Life Insurance

12345*– Brian Kirland, Senior Director Sales & Marketing of SuranceBay

 

 

The new co-chairs each represent respectively Distributors, Carriers and Vendors. They will serve a 2-year term. The new co-chairs are supported by the LBTC Steering Committee: Joann Mattson of Highland Capital Brokerage, Jeff Lingenfelter of John Hancock Insurance Company, and Ken Leibow of InsurTech Express. LBTC has 120+ industry members. Please see below on how to join LBTC.

 

The Life Brokerage Technology Committee (LBTC) is an independent working group whose purpose is to exchange information about technology related systems and services related to the marketing, sale, and servicing of insurance in independent distribution channels. Some of LBTC’s past initiatives focused on process improvement and solving technology pain points: Automated-Underwriting, eApp, eDelivery, eSignature, Commission Accounting, and Pending Case Status to name a few. LBTC conducts industry surveys, whitepapers, webinars, media and has a face-to-face meeting at the Annual NAILBA Conference in November. LBTC partners with other industry associations such as NAILBA, ACORD and LIDMA.

 

JOIN LBTC

There is no cost to becoming an LBTC Member. Each person who wants to participate in LBTC in your organization can join. Each person will need to fill out a membership form.  You can join LBTC by downloading the membership form and emailing it to Joann Mattson at jmattson@highland.com. Download LBTC Membership Form: https://lnkd.in/eHhHjfZ

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Pat Wedeking

Pat Wedeking is an industry veteran whose focus has been on process improvement, direct marketing and brokerage business development. Coming from the hospitality business as a PGA apprentice, Pat entered the life insurance business through Northwestern Mutual’s training program.  After 10 years in personal production Pat entered the general agency business with a technology driven brokerage focusing on lead generation a lead relationship management (LRM) system.  This platform served as the foundation of Quick Life which was sold to Crump in 2016.

 

During the growth of the brokerage Pat was the founding President of the Life Insurance Direct Marketing Association known throughout the industry as LIDMA.  This organization focuses on industry technology that improves the process of obtaining insurance and helped usher in the ubiquitous use of electronic payments, signatures and delivery of policies.  Further process improvement initiatives focus on voice signature, data based underwriting and bringing data closer to the point of sale.  After service to LIDMA Pat was elected to the Life Happens board of directors and served as Chairman of that organization in 2017. Since joining Crump Pat has been in business development positions focusing on the use of their transaction center platform and, most recently, with Crump’s IMO division, Tellus Brokerage Connections.  Pat brings energy and a big picture mentality to his endeavors.  He has a wealth of knowledge and industry relationships that will help any organization he serves.

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Marjorie Ma

Marjorie Ma is the Vice President and Head of Product Management and Market Intelligence, AIG USA Life Insurance. She has over 8 years life insurance experience and is now responsible for Life Insurance Product Development and Management at AIG, including product strategy development and implementation, as well as day-to-day product management across AIG’s broad life product portfolio. She is also leading Market Intelligence Team to collect industry and competitor updates and to provide actionable intelligence to product, pricing, sales, marketing and operation teams.  Marjorie joined AIG in 2012 after obtaining her MBA degree from Rice University and has since worked in the Life Insurance Industry.

 

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Brian Kirland

Brian J. Kirland received his Economics degree from Saint Mary’s College of California in 1997. He began his career in the financial industry as a Portfolio Manager’s Assistant at NWQ Investment Management. From 1998 until 2014, Brian was a part of a growing technology firm, Xtiva Financial Systems, whose products focused on the Broker-Dealer and Securities industry for Sales compensation. Brian then joined LaserApp Software in 2014, deepening his insurance technology expertise. During his two years with LaserApp, Brian spent his time meeting agency principals and carrier partners helping establish a new business platform for the firm.

 

Brian joined SuranceBay as a National Account Executive in July of 2016 and currently serves as Senior Director of Sales & Marketing and a member of the executive management team. Brian works to increase sales within the distribution channels, carrier partners and vendor integrations for SuranceBay’s flagship product, SureLC™. Since 2009, SuranceBay has been an industry leader in providing innovative licensing and contracting software to independent brokers, agents, and carriers. The recent introduction of complementary tools such as DataLink, SureLC One, Background Screening, and AML training, makes SuranceBay’s SaaS platform a one-stop-shop for over 85% of the independent life insurance agents in the United States. SuranceBay incorporates the assets of more than 600 life insurance carriers with subscriptions from over 800 BGAs, optimizing the workflows of 425,000+ active producers nationwide, and processing over 50,000 monthly contract submissions.