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.
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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
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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)