IRI Ops & Tech Conference 2017

Experience the latest innovations changing the industry and discuss overcoming the challenges that are emerging in the digital world.

POWER BREAKFAST SESSIONS

THURSDAY, MAY 4TH AND FRIDAY, MAY 5TH

In these one-hour power sessions, you will get to attend two different thirty minute sessions from some of the most innovative organizations within the industry. Make sure not to miss out on these valuable discussions and kick-off your morning with breakfast and networking!  

Thursday, May 4th
7:30 AM – 8:00 AM and 8:10 – 8:40 AM
(Breakfast will be served beginning at 7 AM)

The New Normal – Expectations of Producers and Consumers 
Presented by Insurance Technologies
Speaker: Doug Massey, SVP Sales
In the year 2000 the industry set off to implement Straight Through Processing (STP) with the goal of making annuity sales as easy as selling a mutual fund. Fast forward sixteen years, where are we now? What has changed? In this session, we will focus on producer and consumer expectations and present some ideas on how to create an experience that appeals to both. 
  
A World of Pure Automation – The Golden Ticket for the Future of the Retirement Income Industry 
Presented by Impact Financial Systems (IFS)
Speakers: Travis Champion, Managing Director and Randy Barnes, Director, Product Management and Strategy
It's no secret that the insurance industry has historically lagged behind other sectors in adopting new technologies. But with increasing regulations, consumer expectations and technological advancements at an all-time high, insurance organizations have no choice but to modernize their operations. Automation is the "golden ticket" for the retirement income industry. This interactive session will explore the reasons why technology adoption is so challenging for insurance firms, including a complex compliance landscape and varying consumer needs and preferences. Then, Impact Financial Systems will discuss how automation mitigates those exact challenges. The session will conclude with a Q&A period and the opportunity for participants to share their own automation challenges, successes or other insights. 

E-Signature Implementation Best Practices 
Presented by eSignLive by VASCO 
Speaker: Andrea Masterton, Director Corporate Marketing
Electronic signatures are a proven and mature technology, used today by many insurance companies and distributors alike to improve the client experience. This session will feature the e-signature success stories of these digital leaders and highlight best practices to follow in your own projects to ensure maximum adoption. In the interest of offering practical takeaways for the audience, this session will go beyond e-signature basics and deep dive into integration, legal, security and workflow requirements. 

Friday, May 5th
7:30 AM – 8:00 AM and 8:10 – 8:40 AM
(Breakfast will be served beginning at 7 AM)

Leverage Sircon to Help You Connect, Collaborate, and Execute for License & Appointment Compliance 
Presented by Vertafore
Speaker: Patrick Masi, Senior Product Manager
The Sircon team at Vertafore is working to connect carriers and distributor to substantially improve how relationships and license, appointment, and education credentials are managed. Come hear about recent innovations and where Sircon is going next to reduce time to revenue, costs, and compliance risk, while improving the agent/advisor experience. 
    
The Dollars & Sense of Poor Replacement Procedures 
Presented by Cooperative Technologies 
Speaker: Cheri DeBoer Stinson, Director, Business Development
This impactful session provides lots of "food for thought" regarding the real costs associated with non-automated replacement processing. Chew on the facts as you digest the cost-benefit analysis that justifies replacement process automation, which will enable quicker policy issue and increased earnings, while providing added value to your customers and partners! 

E-Signature Implementation Best Practices 
Presented by eSignLive by VASCO
Speaker: Andrea Masterton, Director Corporate Marketing 
Electronic signatures are a proven and mature technology, used today by many insurance companies and distributors alike to improve the client experience. This session will feature the e-signature success stories of these digital leaders and highlight best practices to follow in your own projects to ensure maximum adoption. In the interest of offering practical takeaways for the audience, this session will go beyond e-signature basics and deep dive into integration, legal, security and workflow requirements.