RECORDED WEBINARS AND PODCASTS
THE FUTURE OF INSURANCE AUTOMATION
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April 28, 2021
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MRS TECH podcast episode # 2. Management Research Services, Inc. (MRS, Inc) welcomes in Ken Leibow and InsurTech Express for a discussion on the future of insurance automation. You won’t want to miss it!
For more MRS TECH Podcasts click here.
Mar 17, 2021
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In this webcast video, Customer Success Manager, Mitchell Poch, chats with Michael Falkenstein, Director of Keystone Benefits Group of Atlanta. They talk about how Proformex is transforming post-sale policy servicing from a manual, cumbersome undertaking to a more proactive, streamlined approach. Check it out!
Elevating Customer Centricity in Life Insurance :
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How Life Insurers can build a better business around the user experience
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February 18, 2021
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Sureify‘s CEO Dustin Yoder sat down with Betty Schick of AAA Life Insurance Company as Jim Kerley from Clearview Partners moderated their conversation, about elevating customer centricity in the Life Insurance Industry. In this webinar they covered what customer centricity means in the industry, how it’s transforming and the importance of how it’s going to impact the industry in the future.
MRS TECH Episode #1 – Innovate or be left behind – leveraging data and analytics at the point of application
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MRS TECH is a podcast series developed by Management Research Services (MRS). Each episode will bring together a few thought leaders in the life insurance industry to have a discussion around various insurance automation topics. Episode #1 welcomed in Lexis Nexis Risk Solutions to discuss topics around the point of application, No-Code e-App development and how MRS and Lexis Nexis Risk Solutions are innovating and leading the charge into the future of digital transformation in the life insurance industry.
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.
Life Insurance In A Self-Service World
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Recorded January 20, 2021
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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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View Sureify Presentation
BGA Panel: How Data is Driving Better Performance & More Business
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Recorded session from NAILBA39: Engage
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AgencyONE, Lion Street and Gen3 Advisor Group have all made investments and commitments to move their organizations to be more data-driven. In this panel, you’ll hear from executives at these three organizations as they share their successes with agent performance, agent recruitment, placement lift and more. After viewing this session, you’ll gain insights into how data can guide your strategies and empower you to confidently make changes in your business.
The Year In Annuities: 2020 Hindsight With Sheryl Moore
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With 2020 winding down, we are taking some time with Sheryl Moore, the president and CEO of Moore Market Intelligence and Wink Inc., to review some of the year’s highlights.
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Sheryl has been the ultimate insider in the annuity business for decades. We at InsuranceNewsNet rely heavily on her data and insights. Join us for a can’t miss conversation!
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In this webinar, we will discuss:
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• Third-Quarter Results: The macro trends –what products did well or tanked, and why.
• Fourth-Quarter Trends: What’s happening in the current quarter.
• Distribution Challenges: Amid layoffs and mergers, conditions are challenging.
• 2021 Peek: What does next year look like?
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Learn what’s been happening this year and prepare for next year with this valuable insider knowledge from one of the industry’s leading experts!
Life Brokerage Technology Committee Membership Meeting
December 3, 2020
The LBTC members met via Zoom to discuss 2021 Initiatives lead by the 3 LBTC Co-Chairs: Pat Wedeking – Tellus Brokerage, Marjorie Ma – AIG, and Brian Kirland – SuranceBay. Also the LBTC Steering Committee: Ken Leibow – InsurTech Express, Joann Mattson – Highland Capital Brokerage, and Jeff Lingenfelter – John Hancock Insurance Company. It was an engaging discussion with LBTC members looking at the results of the latest LBTC Survey. Watch the video and download the Presentation.
LIDMA 2020 Partner Session with Employee Pooling – Consumer Direct Insurance Tools
Generate New Life Revenue 24/7 With Consumer Direct Technology
Join us as we discuss ways for you to lower client acquisition costs while giving your clients and prospects the flexibility to SHOP/COMPARE/APPLY for insurance online in as little as 5 minutes! Develop customized Social Media, Email, and SMS campaigns with personalized video quoters. Reach customers and prospects where they are, whether it’s on their phones or at their desktops, with no lengthy applications and no face-to-face contact. The Panelists: Tom Gray – Employee Pooling, Ken Leibow – InsurTech Express, and Marshall Gray – Employee Pooling
NAILBA Virtual Symposium: Overcoming the Obstacles for Paramed Exams & the Risk Assessment Process
OVERCOMING THE OBSTACLES FOR PARAMED EXAMS AND THE RISK ASSESSMENT PROCESS: In this panel discussion, Scott Marquis, SVP Life Underwriting, Life Insurance Administration, American National; Chris Behling, Chief Underwriter, US & Head of Underwriting, Swiss Re L&H; and Gary Sanginario, Senior Director, Analytics Product Management, LexisNexis revisit the risk assessment process and discuss how to overcome challenges with Paramed Exams.
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