“A One Stop Life Insurance Resource.”

Recorded Webinars

Recorded Webinars

RECORDED WEBINARS AND PODCASTS

Digital Transformation - A Journey with MRS and AEG

September 29th, 2021

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 #4 welcomed  Kim Barney, MS from American Enterprise Group, Inc. for a discussion on Digital Transformation – A Journey with MRS and AEG!

A 360° View Of Agency Automation – Unveiling Bottlenecks & Solutions

September 22, 2021
Equisoft, Novarica & NAILBA leaders reveal the results of new research into the top reasons why policy approval timelines are too long, how to take back control of commissions and how to revolutionize the agent and customer experience.

What You’ll Learn In This Session:

  • 360° View: Discover the biggest challenges in the approval process.
  • Reduce Roadblocks: How to reduce frustration, effort and error in critical processes.
  • Accelerate Onboarding: Distributor solutions to help speed up policy approval and issuance.

Enlivening the Frozen Book of Business

September 9th, 2021

In this Sureify webinar the panel of experts, Ann Mengelson-Clark, Vice President Of Technology for Kuvare Holdings; John Keddy, Chief Technology Officer for Security Benefit; Chad Hersh, Head of Worldwide Business and Market Development for the Life Insurance Industry at Amazon Web Services (AWS) and Ben Brantley, Sureify’s Chief Technology Officer, will explore and evaluate various ways to “re-enliven” a closed book of business to yield potential profits. They will provide tactics to discover the “hidden” value in supporting closed books of business without allowing them to burn up the brand.

 

Click here for more Sureify webinars

WA Cares Fund How it impacts you & the Nation | The Long-Term

August 31st, 2021

This month  Angie Hughes LTCP of Producers XL had Carroll Golden, Executive Director for NAIFA, on her podcast to discuss the Washington’s State’s Long-Term Care Act. How it impacts the state of WA, as well as the LTC industry.

MRS TECH Episode #3 - Insurance 2035 - The impact of AI and insurance automation 15 years from now

August 27, 2021

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 #3 welcomed in the Life Insurers Council (LIC) to discuss topics around the future of insurance automation and how MRS and the LIC are innovating and leading the charge into the future of digital transformation in the life insurance industry.

 

Click here to listen to the preview episodes

How EHR has gone from a nice to have to a must have for life insurers

June, 2021

Join the upcoming Human API webinar to hear a live panel discussion on how leading insurance companies are driving underwriting innovation, speeding up distribution, and creating modern customer experiences. Discover how they leverage the valuable information within electronic health records (EHR) data to drive value throughout the entire life insurance value chain.

Guest speakers:

Principal – Neil Halder – Assistant Vice President & Chief Underwriter
SCOR – Kristin Ringland – SVP & Chief Underwriting Officer
Prudential – Gretchen Juneau – VP, Underwriting Transformation
Ladder Insurance – Jamie Hale – CEO
Hannover Re – Kevin Oldani – Senior Vice President

Discussion topics:

1. How EHR data provides value throughout the entire insurance value chain
2. Using EHR data beyond an APS replacement
3. How to collect health information earlier in the application process and use it downstream

Webinar Recap: Accelerating Underwriting with EHR Data and Automated Risk Scoring

In this webinar, Nick Zambruno (Insurance Growth Lead at Human API) engaged in a discussion with Nick Irwin (Director, Life Underwriting at Verisk) and Keith Brown (Product Owner, Verisk FAST) on how structured electronic health records (EHR) data can power automated risk scores that accelerate underwriting. Watch the full webinar recording to see a live demo of the Verisk and Human API integration and learn how EHR data and risk scores can empower carriers to make better underwriting decisions, faster.

Electronic health records (EHRs) have been steadily gaining traction in the life insurance industry in the last few years, propelled by the pandemic and rapidly changing customer expectations. This repository of digital data is fertile grounds for innovations that allow carriers and distribution partners to create and deliver modern experiences while enabling underwriters to accelerate underwriting.

Many carriers may be inclined to view EHRs as an APS replacement, but this perception is changing as new innovations are enabled by structured EHR data that can be consumed programmatically by new technologies such as Verisk’s EHR Triage Engine.

 

In this webinar, we discussed:

  • How Human API enables seamless EHR data collection upfront during the application process (through a patient portal or HIPAA authorization approach), and how the collected data can be leveraged downstream
  • How the life insurance industry can move beyond manual EHR data review by feeding structured EHR data from Human API into Verisk’s EHR Triage Engine to create risk scores that automate underwriting
  • How life insurance health intelligence can be created on top of aggregated, normalized EHR data

Human API & Verisk Webinar

Late Duration & Older Age Mortality Insights

April, 2021

While we may all be familiar with the significant mortality improvements during the past 60 years attributable to medical advances, tobacco cessation programs, earlier disease intervention and other health initiatives, now we are seeing a plateau or even decline in mortality improvement at some ages. The long-term nature of our  business means we need to review how these changes are impacting our clients’ and our own future. What will US mortality look like in 30 or 40 years?

Learn what SCOR’s research has uncovered and how the changes may impact your future profits. Panelists include:

MRS TECH Episode #2 - The Future of Insurance Automation

April, 2021

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 #2 welcomed in InsureTech Express to discuss topics around the point of application, No-Code e-App development and how MRS and InsureTech Express are innovating and leading the charge into the future of digital transformation in the life insurance industry.

Webcast – Michael Falkenstein

Mar 17, 2021

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 :

How Life Insurers can build a better business around the user experience

February 18, 2021

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

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.

Date: Thursday, February 4, 2021 3:00 pm
Eastern Standard Time (New York, GMT-05:00)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

Recorded January 20, 2021

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.

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?

View Sureify Presentation

BGA Panel: How Data is Driving Better Performance & More Business

ecorded session from NAILBA39: Engage

AgencyONELion 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

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.

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!

In this webinar, we will discuss:

•  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?

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.

 

LBTC PRESENTATION PDF

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.

 

WHERE TO FIND US:

Twitter: https://twitter.com/nailba

Facebook: https://www.facebook.com/NAILBAHQ/

LinkedIn: https://www.linkedin.com/company/nailba/

Instagram: https://www.instagram.com/nailba_2020/

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