Events & Webinars
Including Virtual Conferences, Live Webcasts, Podcasts, Live Webinars, and Webinar Recording Links
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Click on the Month Tab below to see the latest Insurance and Technology Events & Webinars. Each Event and Webinar has a Description, Dates and a link to Register
Upcoming Events and Webinars!
- JANUARY 2021
- FEBRUARY 2021
- MARCH 2021
- APRIL 2021
- MAY 2021
- JUNE 2021
- JULY 2021
- AUGUST 2021
- SEPTEMBER 2021
- OCTOBER 2021
- NOVEMBER 2021
- DECEMBER 2021
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Life Insurance In A Self-Service World
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Join Sureify’s CEO, Dustin Yoder, as he sits down with Lori Serrano, Director of Operations & Leah White, Director of Marketing from Modern Woodmen of America as they look at what’s possible today, how life insurers can meet — and even surpass — customers’ expectations through self-service and share the experiences of a fraternal organization dependent on both the human connection (the foundation of its existence) and an exceptional self-service capability to achieve growth.
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Throughout the webinar our panel will discuss:
- What are the operational roadblocks that hold up implementation of self-serve capabilities?
- What will be the factors that will motivate policyholders to engage in self-service and what will be the challenges?
- Can a “human touch” be manufactured to help policyholders feel confident in their purchases?
- As data drives the implementation of self-servicing capability, what are the risks and rewards?
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CLICK HERE TO REGISTER
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Live Webinar Presented by Proformex
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Unlock Inforce for Unlimited Growth Potential
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Learn how proactive inforce policy management can unlock hidden growth potential for distributors and agents.
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Join us on Tuesday, January 12th at 12pm EST.
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Click Here & Register Now
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Members Only: NAIFA Live: $h!t I Wish I Knew: Marketing Like a Bad @$$
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Five NAIFA young advisors consider what they know now what they wish they would have known then. These tips are relevant to all advisors if you are new to the industry or a seasoned veteran. Here’s our line up:
More Bling for Your Cha-Ching: Carina Hatfield
Git ‘Er Dun with AUM: Rob Landgraf
Pitch Please, with Podcasts
Baby Got Tech (I Like Big Tech & I Cannot Lie): Kathleen Owings
Fuzzy & Fearless: Naked Marketing: Chris Robinette
After the presentation, NAIFA rolls out a new element, Main Street Mixer. This networking opportunity gives all members, new and veteran, an opportunity to celebrate accomplishments, welcome new members and stay informed.
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Date: Jan 13, 2021 – 2 PM EASTERN
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Registration:
In the members portal, under the Calendar heading, select NAIFA Live.
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Day 4 on January 13th
Day 5 on January 27th
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NAILBA 39: ENGAGE
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REGISTER HERE
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ACORD Life & Annuity 2020 Year in Review
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Some things in life go great together.
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Date: Thursday, February 4, 2021 3:00 pm
Eastern Standard Time (New York, GMT-05:00)
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You need streamlining of processes and service to help your agency thrive. PaperClip handles document management and application processing while SmartOffice helps agencies drive production and provide first-class service. Together, they make a great team!
PaperClip Integrates with SmartOffice. This includes:
-Virtual Client Folder is an all-inclusive document management, new business processing, and document delivery solution accessible through SmartOffice
– PaperClip Mojo transforms handwritten insurance applications into SmartOffice pending cases using cloud computing and crowdsourcing.
– eM4 allows your SmartOffice letters and emails containing confidential information to be sent securely. eM4 is feature rich and includes Proof of Delivery, Proof of Readability and Proof of Agreement, an e-signing solution.
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Sound like Magic?
Join our free webinar and see for yourself!
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REGISTER HERE
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2021 Distribution Conference for Financial Services
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Empowered by Change
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Dedicated to helping distribution executives and professionals achieve ever-greater success, this conference will present leading-edge strategies to enhance operations and increase sales. It is the premier event for anyone with a vested interest in channel growth, productivity, and reshaping distribution to succeed in the United States and Canada.
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Date: 2/23/2021 – 2/24/2021
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CLICK HERE FOR MORE INFORMATION
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Day 6 on February 10
Day 7 on February 24
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NAILBA 39: ENGAGE
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REGISTER HERE
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Advancing the Underwriting Profession
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February 2021: Podcast: Criminal History: What are serious crimes?
With PaperClip’s Mojo, AEP can be like any other day!
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Hidden Cost of Quality
An Exclusive Webinar for Manufacturers
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Date & Time: March 12, Friday at 3 PM ET
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CLICK HERE TO REGISTER
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Emerging Technologies in Life Insurance
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ACORD and InsurTech Express host this discussion on life insurance products and processes in the age of COVID and beyond. Our panel of industry experts, representing carriers, distributors, and vendors, will discuss the changes in sales illustrations, eApp/Drop Ticket, and the new business fulfillment process (paramed exams vs. accelerated underwriting), as well as the place of ACORD Messages in new processes.
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Wed, Mar 17, 2021 12:00 PM – 1:00 PM CST
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CLICK HERE TO REGISTER
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AHOU Advance360 Webinar: Pandemics: Broaden Our Horizons – How do we prepare for future pandemics?
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Bringing both a global and domestic insight, Drs. Rengachary and Zimmerman will bring Medical, perspectives, and the latest information about the COVID-19 pandemic and its lasting impacts on the health of those affected, and differential effect across product lines.
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Date: 03/09/2021
Virtual
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CLICK HERE TO REGISTER
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AHOU March Madness Happy Hour
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Date: 03/18/2021
Virtual
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CLICK HERE TO REGISTER
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2021 Compliance & Financial Crimes Conference
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This conference is designed for chief compliance officers, executives and professionals responsible for one or more aspects of compliance, internal audit, legal, fraud prevention, special investigations, cybersecurity, privacy, ethics, risk management, anti-money laundering, elder financial abuse, operations and information technology.
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Addressing Changing Market Conditions: Carrier Solutions for Rapid Product Adaptation
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March 31, 2021 | 11am EDT
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Low interest rates, fluidless underwriting, new COVID variants. Insurers face volatility & challenges on every front, creating a need for quick product adaptions. In this session, we’ll share rapid product adaptation solutions and the roadmap for future development.
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Register Now
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Innovation and Post-COVID: What’s Influencing Reinsurance
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Join us for this 1-hour conversation around the life insurance landscape today and how it is impacting resinsurers participating in distribution. You will not want to miss this!
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You will be hearing the perspective from some of our most prominent Reinsurance Companies.
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Date: 03/31/2021 – 1:00 pm EST
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CLICK HERE TO REGISTER
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Join the ILTCI Virtual Conference and our 16 Conference Sponsors. Be sure to get your registrations in for this limited seating event. Click the link below to view our Sessions at a Glance page to register for each session you’d like to attend, or view a recording of after the session is complete. Recordings will be available for a limited time after the event.
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Date: April 13-29, 2021
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View Sessions to REGISTER
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Gearing up for Privacy & Cybersecurity in 2021 .
Organizations continue to face new issues, regulations and threats relating to privacy and cybersecurity. Over the next few months, Locke Lord lawyers will tackle some of your most pressing concerns in a series of complimentary webinars discussing practical, real-world challenges facing organizations, including compliance, business operations, data incidents, and investigations, litigation and enforcement. Sign up below for each program that interests you or sign up for the entire series.
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*All programs 10:00 AM PT, Noon CT, 1:00 PM ET
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April 15: Privacy Updates
Presenters: Ted Augustinos, Andrew Shindler, Thomas Smedinghoff and Elizabeth Tosaris
New and evolving privacy compliance issues will present continuing and accelerating challenges in the coming months. These include new laws and regulations across the United States, EU and Great Britain. Explore recent developments in the legal and regulatory requirements that affect how businesses collect, use and share data.
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Register Now
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CEO Fireside – Pandemic Impacts & The Surge Of Interest In Life Insurance
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Life never felt as uncertain as it did in 2020. Now that we’ve had the time to take stock of the past 12 months, it’s time to look towards the future and build a disruption-proof organization.
From change management to thriving in the digital marketplace, many carriers face the monumental task of gaining the critical competitive advantage following unprecedented disruption.
On Tuesday (4/27) at 11am EST, Reuters Events will be hosting a Live CEO Fireside with Haven Life’s CEO, Yaron Ben-Zvi, discussing Pandemic Impacts & The Surge Of Interest In Life Insurance.
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Featuring:
• Yaron Ben-Zvi (Chief Executive Officer, Haven Life)
• Michael Fiedel (Managing Director, InsurTech Ohio)
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Talking Points:
2020 Reflections – Examine the key strategies employed by Haven Life to provide customers with peace of mind, deploying technology and people power effectively to generate growth and make life insurance simple in a time of uncertainty
Excel With New-Age Customer Experience – Embrace the rapid tech acceleration sweeping the industry, streamline processes, and enhance operations to cater for the changing demands of new-age consumers
Forecast The Future – Determine ‘what next’ for the industry, utilize a digital-first approach to grow your ecosystem and build value-add services for unprecedented reach.
Can’t make it? – I will be sending out the recording afterwards to all who have registered!
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REGISTER NOW
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The Amazon-ification of Life Insurance:
What it means for life insurers as Amazon makes moves in the industry.
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Today, Amazon is dipping its toe into the financial services/life insurance waters with small business insurance (with partner Next Insurance), health care (Amazon Health, a joint venture with JP Morgan Chase and Berkshire Hathaway) and yes, even life insurance through partners like Aviva, Aegon and Birla Sun Life.
Will Amazon do a cannonball into the life insurance/annuity pool? And if they do, can existing carriers stay afloat?
In this webinar we will explore how Amazon, with its digital superiority across the board, focus on personalized customer interactions, use of predictive analytics and access to unimaginable amounts of data on virtually every potential policyholder in the US, could affect the world of insurance. We’ll also look at how smart insurers can take valuable lessons from the online world’s biggest beast and scale those lessons to ensure survival. Finally, we’ll examine the advantages traditional insurers have over a potential Amazon offering – and yes, there are many!
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April 28th, 2021
10:00am PST | 1:00pm EST
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Register Now
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Driving Digital Client Engagement Through The Entire Insurance Value Chain
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April 28, 2021 | 11am EDT
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Few insurers take on ‘big-bang’ digital transformations that revolutionize their entire IT ecosystem—from policy admin systems to illustrations, eApps and Portals. Join our experts to find out how to build the right roadmap to drive digital client engagement.
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Speakers:
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Kartik Sakthivel
Vice President & Chief Information Officer – LIMRA, LOMA
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Sanjay Kaniyar
Partner, McKinsey & Company
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Dan McCoach
Head of Insurance, Life & Health – Celent
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Satish Krishnan
Vice President, Account Management – Equisoft
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Register Now
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Accelerating Underwriting with the Human API Platform & Verisk’s EHR Triage Engine
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Attend our upcoming webinar on May 5 at 1 p.m. ET to learn how structured EHR data from the Human API platform enables Verisk’s EHR Triage Engine and FAST platform to create automated risk scores that can help underwriters make better decisions, faster.
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Join us to:
- Learn how structured EHR data and automated risk scores come together to enable underwriting transformation.
- See a live demo of the Human API platform and Verisk’s EHR Triage Engine in action within the FAST platform.
- Find out how to start using EHRs now to automate risk scoring and help accelerate underwriting.
- Discover other EHR applications besides replacing attending physician statements (APS).
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Human API and Verisk are collaborating to help life insurers accelerate their use of electronic health records (EHRs) in no-touch/low-touch underwriting. Leveraging EHR data collected by Human API, Verisk’s solutions can help revolutionize how life insurers underwrite coverage and manage in-force portfolios.
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REGISTER NOW
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Gearing up for Privacy & Cybersecurity in 2021
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Organizations continue to face new issues, regulations and threats relating to privacy and cybersecurity. Over the next few months, Locke Lord lawyers will tackle some of your most pressing concerns in a series of complimentary webinars discussing practical, real-world challenges facing organizations, including compliance, business operations, data incidents, and investigations, litigation and enforcement. Sign up below for each program that interests you or sign up for the entire series.
*All programs 10:00 AM PT, Noon CT, 1:00 PM ET
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May 6: Cyber Updates
Presenters: Ted Augustinos, Laura L. Ferguson and Brandan Montminy
Cybersecurity issues remain an important concern for businesses, particularly in the current environment. Requirements and best practices are changing along with the threat environment. This session will highlight key issues to consider when developing, implementing and improving cybersecurity programs in order to comply with legal and regulatory obligations, and to protect systems and data against threats.
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May 20: Business Operations: Vendors, Records, M&A, E-Sign
Presenters: Michael Bennett, Patrick Hatfield and Thomas Smedinghoff
Learn about best practices for addressing cybersecurity and privacy issues in vendor management, mergers and acquisitions and records management. Panelists will also share practical insights into the use of e-sign, a tool that took off in 2020.
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Register Now
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This complimentary, virtual seminar will share thought leadership and industry perspectives, address today’s top-of-mind challenges, and explore innovative solutions that may help you increase speed-to-market, sustain profitable growth, and exceed customer expectations.
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Actionable insights from Verisk experts and valuable discussions with industry leaders may help you:
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- Operate with agility and efficiency: Optimize your investment in technology to scale your capabilities, problem-solve and innovate, growing revenue while reducing costs.
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- Adapt to uncertain conditions: Sustain profitability through unexpected events and market conditions, including rapid changes driven by COVID-19.
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- Maintain focus on the customer: Pinpoint customer needs and expectations by leveraging data and analytics to provide a targeted product development and distribution strategy that may help future-proof your business.
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Dates:
Tuesday, May 18: 8:30 a.m. EDT – 1:30 p.m. EDT
Wednesday, May 19: 8:30 a.m. EDT – 12 noon EDT
Thursday, May 20: Product-specific client updates – by invitation only
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EVENT INFORMATION
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REGISTER NOW
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Chief Data & Analytics Officer, Insurance Live
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May 18-19, 2021: Executing Data Transformation Strategy for Maximum Business Impact
Live From Your Device
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CDAO Insurance Live 2021 is a fully virtual event designed for senior data analytics executives across all insurance verticals. The program features the most relevant topics in insurance today presented by the brightest leaders. The event is built to allow for idea sharing and interactive conversation amongst peers – all from the comfort of your home office. This allows the opportunity for “face to face” networking and discussion that’s so often missing in the world of virtual events.
CDAO Insurance, now in its 6th year, with a fully immersive and collaborative live format that will ensure you maximize your time to network with the best of your peers and deep dive into the most pressing challenges and opportunities facing the industry.
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2021 Registration is Now Open!
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For more information click here
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Register Now
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The Insurance and Financial Services Industry’s Most Impactful Advocacy Event
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NAIFA’s 2021 Congressional Congress will be a virtual event featuring targeted advocacy training with legislative briefings, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.
The Congressional Conference bolsters NAIFA’s prestige among lawmakers and industry partners and enhances the association’s standing as the leading voice for agents and advisors. It helps lawmakers understand NAIFA members’ role in:
- Providing products, services, and advice that improve the financial security of 90 million American families.
- Promoting financial literacy and self-sufficiency.
- Strengthening the economy and contributing to the financial health of U.S. communities.
- Representing the best interests of their clients and promoting the success of Main Street Americans and businesses.
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The event is complimentary.
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Register here
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Gearing up for Privacy & Cybersecurity in 2021
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Organizations continue to face new issues, regulations and threats relating to privacy and cybersecurity. Over the next few months, Locke Lord lawyers will tackle some of your most pressing concerns in a series of complimentary webinars discussing practical, real-world challenges facing organizations, including compliance, business operations, data incidents, and investigations, litigation and enforcement. Sign up below for each program that interests you or sign up for the entire series.
*All programs 10:00 AM PT, Noon CT, 1:00 PM ET
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June 10: Incident Preparedness & Response
Presenters: Ted Augustinos, Alexander Cox, Laura L. Ferguson and David Szabo
You’ve done everything right, but it happens. This session will help improve your risk profile with practical guidance for incident preparedness, planning and response. Panelists will help make sense of inconsistent, industry specific requirements for breach response with practical approaches to breach investigation, legal analysis and notifications. Issues specific to vendor breaches, including for financial services and health care companies, will be explored.
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June 24: Litigation, Investigations & Enforcement
Presenters: Lindsey Kress, Molly McGinnis Stine and Tara Trifon
What’s the latest in the fast-paced world of privacy and cybersecurity litigation and enforcement? What should you expect when your company is hit with an investigation or a lawsuit? And how can you defend against these claims? Find out as we conclude the series with a session presented by members of our Privacy & Cyber Litigation and Enforcement Team.
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Register Now
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The Future of Insurance USA 2021 (June 22-24, Online) is where CEOs and C-level unite to redefine the future of insurance as we know it.
Providing you with strategies transform trends and risks into opportunity and improved customer experience. This is the only meeting in the world combining tech, innovation with a customer-driven agenda.
Outdated products and clunky service are not acceptable. Survival and success rely on speed to address challenges faster than the competition, merging innovative technology with data to transform product, underwriting, CX and claims.
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Click here to check out the website
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Click here to keep you updated
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Click here to Register
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The Evolution of Customer Engagement: Deliver Value And Cultivate Long-Term Relationships
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Streamed live on Thursday 25 th March, at 11am EST.
The demands of today’s consumers are rapidly changing, insurance carriers are struggling to keep up. The challenge lies in adapting people, processes, and technology to meet new-age expectations and engage customers in real-time.
How can insurance carriers deliver effective customer engagement in a highly competitive, digital world?
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Industry leaders sharing insights include:
– Ketty Trivedi (Chief Marketing Officer, Prudential)
– Christian Mitchell (Chief Customer Officer, Northwestern Mutual)
– Ann Bair (SVP – Marketing, Nationwide)
– Meredith Barnes-Cook (Head of Global Insurance, Ushur)
– Moderated by: Bryan Falchuk (Managing Partner, Insurance Evolution Partners)
Join the exclusive discussion as our panel explores:The Power of Personal: Discover how personalized customer engagement driven by intelligent automation can build strong customer loyalty and confidenceBecome Digital by Default: Rethink marketing to cater for new age customers with simplified verbiage and digitize distribution channels to achieve unprecedented reachMeet Your Customers Where They Are: Utilize behavioral data insights to drive your marketing and customer retention strategies
Click here to Register
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How North American Insurance Execs Are Leveraging Their Data Today
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July 21, 2021 | 11am EDT
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The greatest strategic asset for insurers is your data. This Equisoft & Celent research goes beyond high level data trends and reveals what insurance CIOs are ACTUALLY doing right now to capitalize on their data-driven opportunities.
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Register Now
iPipeline Connections 2021
In 2021 we’ll be back at the ARIA in Las Vegas, but a few months later than our typical March time slot.
For now, stay tuned for more information…
Date: September 12-14
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The Future Of Insurance Is Here
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ITC Vegas is the world’s largest insurtech event – offering unparalleled access to the most comprehensive and global gathering of tech entrepreneurs, investors, and insurance industry incumbents.
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Over the course of three days, the industry will convene to showcase new innovations, to learn how to increase productivity and reduce costs, and ultimately to enrich the lives of policyholders. The superlative networking, with tens of thousands of meetings, is one of the hallmarks of an ITC event.
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October 4th- 5h, 2021
Mandaly Bay, Las Vegas
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Register Now with a Special Price!
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Learn More About The Future Of Insurance Is Here 2021
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LIDMA 2021 Conference & Business Showcase
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October 17, 2021 3:00 PM to October 19, 2021 7:30 PM
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The Brown Palace Hotel & Spa
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321 17th Street
Denver, CO 80202
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NAILBA 40
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November 17-19, 2021
Gaylord Palms Resort and Convention Center
Orlando, FL
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MORE INFORMATION COMING SOON