enrollment technology seminar Tuesday, February 3 REGISTRATION — 7:00 to 8:30 A.M. Conference Foyer BREAKFAST/MEET & GREET/NETWORKING — 7:00 to 8:30 a.m. Adrienne Salon Sponsored by Businessolver After registering, please take the time to network with old friends, make new connections, visit the exhibit booths and enjoy a hot breakfast. WELCOME REMARKS — 8:30 to 8:45 A.M. Grand Ballroom B INAh Chambers Client Relationship Director & Staff Representative, U.S. Client Services, LIMRA RISKY BUSINESS — 8:45 to 10:15 A.M. Grand Ballroom B The constant changes in the voluntary benefit space bring many legal obstacles — from communicating and educating users to protecting and securing data. In this session we will talk about “playing in the sandbox” while remaining compliant from a carrier standpoint. We will explore the following touch points: • Branding of third party systems — what is the relationship structure • What are the underwriting concerns in this new market • What are the participation needs and expectations • Best practices to managing vendor fees MILES ARCHER, Vice President & Chief Counsel, Business Operations Law & Compliance, Unum; PARIS CAVIC, Vice President & General Counsel, Benefitfocus; MARK McKINLAY, Assistant Vice President, Worksite Underwriting, Lincoln Financial Group; Moderator: Marie Loughran, Second Vice President, Worksite Enrollment Support, Boston Mutual Life Insurance Company SPONSOR PRESENTATION — SS&C TECHNOLOGIES — SYNDICATING ONLINE SERVICES — 10:15 to 10:45 A.M. MICHAEL VOLPE, General Manager REFRESHMENT BREAK — 10:45 to 11:00 A.M. Adrienne Salon CONCURRENT SESSIONS — 11:00 A.M. to 12:00 NOON Nantucket 1. SSO and Web Services Integration Discuss best practices for web service integration for carrier systems and enrollment platforms. • Web EOI- how to implement it and how to implement it correctly • How to have a successful SSO integration implementation 2 LYLE GRIFFIN, President, Selerix Systems; MICHAEL LEWIS, Senior Business Consultant, The Hartford; ADAM MILLER, Senior Software Developer, Voya Financial; GEORGE REESE, President & CEO, Employee Navigator, LLC; Moderator: CHUCK JOHNSTON, Chief Marketing Officer, FINEOS Cape Cod 2. Embracing Technology to Develop and Deliver Products Employees Want and Need There are increasing differences in expectations among generations and one size doesn’t fit anymore. Learn how to leverage technology to reach all generations in the workforce. • Does new technology make the old way of doing business not relevant • Learn what employees expect during the enrollment process • Discuss the importance of offering innovative ways of helping employers administer new benefit offerings MAUREEN HANSEN, Manager, Business Intelligence Unit, Prudential; DANIELLE McCAULEY, Executive Vice President of Sales & Marketing, Univers Workplace Solutions; RICHARD PFADENHAUER, Principal & Founder, Paylogix; TROY R. UNDERWOOD, President & CEO, benefitsCONNECT; Moderator: BRANDON COOK, Manager TPA Strategic Partnerships, Prudential Martha’s Vineyard A 3. Staying Connected in a Brave New World Learn how the technology that is available today can effectively eliminate many of the challenges in managing voluntary benefits. Learn how to: • Offer easier integration into new online enrollment platforms or exchanges • Bring employee/consumer-level records into legacy administration systems, regardless of the source • Position your organization to take advantage of emerging technologies in an increasingly competitive marketplace JENNIFER DANIEL, Assistant Vice President Business Development, Businessolver; MIKE DWYER, Chief Technology Officer, EIS Group; Ja’NENE KANE, Vice President, Worksite Enrollment Services, MassMutual Life Insurance Company; SUZAN O. SWEENEY, CLU, FLMI, Assistant Vice President, Voluntary Business Solutions, The Hartford; Moderator: ROBERT McISAAC, Principal, Novarica LUNCH — 12:00 NOON to 1:00 P.M. Adrienne Salon CONCURRENT SESSIONS (REPEATED) — 1:00 to 2:00 P.M. Nantucket 1. SSO and Web Services Integration Cape Cod 2. Embracing Technology to Develop and Deliver Products Employees Want and Need Martha’s Vineyard A 3. Staying Connected in a Brave New World REFRESHMENT BREAK — 2:00 to 2:20 P.M. Adrienne Salon innovate to achieve CONCURRENT SESSIONS — 2:20 to 3:20 P.M. Cape Cod Wednesday, February 4 4. Post Enrollment Data Analytics BREAKFAST — 7:00 to 8:00 A.M. • • • • THE TECHNOLOGY REVOLUTION IS HERE! TOMORROW’S COMMUNICATION TOOLS DELIVERED TODAY — 8:00 to 9:30 A.M. What can a carrier get for data from enrollment partners How should carriers use this data Carrier portals How to influence the customer experience MICHAEL BRENNAN, CEO, Inetlyx; JACK LUNN, President, Healthcare Solutions Practice, Fusion Labs, Inc.; CHIRAYU PATEL, Consultant, CVP Consulting; Moderator: ALAN MARSHALL, Vice President, E-Commerce, Transamerica Employee Benefits Martha’s Vineyard A 5. What It Is, What It Isn’t and What It Will Be There are many different approaches, techniques and technology that are available when it comes to decision support. Listen to industry experts explain: • Effective approaches to implementing decision support • Differing technologies in the marketplaces • The next generation of on-line decision support WILLIAM (TINKER) KELLY, President, VEBA; ZACHARY YOST, Product & Business Development Manager, Liazon; TBD BloomHealth; Moderator: BRANDAN BRUCE, Director of Enrollment Technology, Voya Financial Nantucket 6. Enrollment Firm Business Model in an Exchange Hear best practices on how to best utilize an enrollment firm in conjunction with an exchange. • What is the Business Model? • How does the Enrollment Strategy differ? • Economics — what do we need to know? COLIN BRADLEY, Vice President, Business Development, Winston Benefits; ROSALIND CONNOR, Director of Business Development, Benefit Communications, Inc.; VINNIE DABOUL, Partner, Sage Benefit Advisors; DANIEL LATHROP, Director of Carrier Relations, Liazon; Moderator: MIKE ZILAHY, Associate Director, Enrollment Experience, Sun Life Financial REFRESHMENT BREAK — 3:20 to 3:40 P.M. Adrienne Salon CONCURRENT SESSIONS (REPEATED) — 3:40 to 4:40 P.M. Cape Cod 4. Post Enrollment Data Analytics Martha’s Vineyard A 5. What It Is, What It Isn’t and What It Will Be Nantucket Adrienne Salon Grand Ballroom B Learn how today’s technology leaders are enhancing the way they connect with and engage consumers. Hear about the tools they are using to reach their target markets. • Engagement — Learn what “techie” firms are using to reach employee populations • Enrollment — How are emerging technologies helping to “tell the benefits story” • Educate — How are consumers learning about their benefits today…and tomorrow STEVE ADAMS, CEO, Navera; KENNY BUCKHEISTER, Director, Integration Services, Benefitfocus; TIM O’CONNOR, Director of Product Development, Businessolver, Inc.; Moderator: ALAN MARSHALL, Vice President, E-Commerce, Transamerica Employee Benefits Sponsor Presentation — FINEOS Administration Suite: Turning Distribution Disruption into an Opportunity for Enterprise Transformation — 9:30 to 10:00 A.M. Grand Ballroom B Chuck Johnston, CMO; Eoin Kirwan, Vice President, Product Management REFRESHMENT BREAK — 10:00 to 10:15 A.M. Adrienne Salon TECHNOLOGY ROAD MAP FOR WORKING WITH EXCHANGES — 10:15 to 11:45 A.M. Grand Ballroom B We all know that working with exchanges can be complicated. Come hear best practices and lessons learned from experts who have dealt with this challenge. • Capabilities and features — are exchanges more or less involved with enrollment • Effective partnerships with carriers/vendors; who is responsible for what • Differences in employee/consumer experiences SCOTT CARVER, President, PlanSource; DON GARLITZ, Senior Vice President, bswift; CHRIS HILL, CEO, Spotlite; Moderator: JOE MITCHELL, Assistant Vice President, Enrollment Services and Technology, Lincoln Financial Group 6. Enrollment Firm Business Model in an Exchange ADJOURNMENT — 11:45 A.M. to 12:00 NOON RECEPTION/DINNER — 5:30 P.M. Grand Ballroom B InAH CHAMBERS, Client Relationship Director & Staff Representative, U.S. Client Services, LIMRA Grand Ballroom B Sponsored by EIS Group 3 Thank You to Our Conference Sponsors and Exhibitors Sponsors Exhibitors Thank You to Our Committee Members For their unselfish service and dedication in crafting an outstanding program. www.limra.com/ets Brandan Bruce, ING Brandon Cook, Prudential Marie Loughran, Boston Mutual Alan Marshall, Transamerica Josef Mitchell, Lincoln Financial Group Suzan Sweeney, The Hartford Michael Zilahy, Sun Life Financial 009453-0115 (50700-10-703-41027)
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