Equisoft at ITC 2022

Official sponsor of the Life & Annuity category!

We’re excited to be back this year at InsureTech Connect and welcome you at our Booth #2921.

Join our Digital Acceleration Forum on September 20th where we discuss:

  • How to optimize customer experience and client engagement in every step of the policy lifecycle
  • How both carriers and distributors view the distribution challenge
  • How data can unite stakeholders and drive performance across the Life industry

Please sign up for our session now before space runs out!

Register for the Workshop

Digital Acceleration Forum

September 20, 2022

12:00 PM-1:00 PM

Networking Lunch

1:00 PM-2:00 PM

Bridging the Life Insurance CX Gap: New Study on Carriers’ CX Capabilities

Guest speaker, Ellen Carney, Principal Analyst at Forrester, presents the results of a new study, commissioned by Equisoft, that reveals what more than 200 senior carrier execs are doing right now when it comes to improving CX. Find out what the expert panelists thought about the implications of that study.. See what issues carriers identified as the biggest CX challenges, which technologies give the biggest engagement boost and what strategies you can implement to ensure you surpass your clients’ digital expectations.

You will learn:

-Biggest CX successes carriers from the past 2 years

-Top CX challenges for carriers

-What carriers are prioritizing to enhance CX over the next 24 months

Ellen Carney, Principal Analyst, Forrester

Jeff Merkel, Co-founder, Ladder

Brian Carey, Senior Director - Industry Principal, Equisoft

2:00 PM-2:15 PM


2:15 PM-3:15 PM

A 360⁰  View of Insurance Distribution: Distribution Technology From Agency Management to Commission Accounting 

Join our expert panel as they reveal for the first time, new research results on life insurance distribution. Find out what both carriers and distributors said about distribution challenges, technology solutions, and emerging trends that create new opportunities. See what industry leaders have to say about the implications of this new data on the evolving state of life insurance distribution.

You will learn:

- New technology and partnerships that help advisors build digital capabilities

- Best solutions for CX across distribution channels

- How to ensure agent engagement and retention

Steve Robinson, Chief Distribution Officer, Bestow

Ellen Carney, Principal Analyst, Forrester

Kartik Sakthivel, Vice President & Chief Information Officer, LIMRA

Ken Leibow, CEO, InsurTech Express

Grace Ata, AVP Software Development, Equisoft

3:15 PM-3:30 PM


3:30 PM-4:30 PM

How Data Can Unite Stakeholders and Drive Performance Across the Life Industry

Building on the insights revealed in the CX Keynote and 360° View of Life Insurance Distribution panel, this session explores the unfolding ways in which data is becoming the lifeblood that connects insurance carriers, distributors and consumers.

Panelists will discuss the individual data challenges faced by stakeholders and the issues that arise in optimizing the flow of data between parties to accelerate the pace of business. Experts will discuss emerging solutions to those issues and new use cases for data in CX and distribution as the industry evolves.

You will learn:

- How to solve data sharing challenges between carriers and distributors

- How data supports evolving value propositions for clients and agents

- New data use cases in distribution


Jeffery Williams, Director, Industry Digital Strategy, Financial Services – Insurance, Microsoft

Stuart Rose, Senior Strategic Advisor, Aite-Novarica Group

Mike Allee, President, UCT

4:30 PM-5:00 PM

Wrap Up

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Highlights from Last Year

Re-Engineer Your End-to-End Customer Experience Workshop

Watch ITC's official Life & Annuity workshop to find out which customer expectation trends are driving innovation and how tech and data innovations can revolutionize CX.

Many of our subject matter experts will be present at ITC this year

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Can't attend in person? Join our livestream from ITC!