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    • Wednesday, March 19, 2014
    •  

      Training Academy #1

      9:00 AM  -  9:50 AM
      AMS Administrator Training Part 1  (Da Vinci 3)
      Session Presenter: Eric Wright, Help Desk Manager
      If you are an AMS System Administrator and want to brush up on the Administration area of Agency Integrator, then this is the class for you. This training academy session will be a deep dive into the functions in the Application Management and Contact Management menus of Agency Integrator.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      9:00 AM  -  9:50 AM
      AMS Applications Training  (Da Vinci 2)
      Session Presenters: Anna Bradford, Customer Account Manager and Katrisha Wallace, Customer Account Manager
      This training academy session is for Agency Integrator beginners.  We will cover everything you need to know about the Applications Module of Agency Integrator. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      9:00 AM  -  9:50 AM
      AMS Commissions Schedules Training  (Da Vinci 1)
      Session Presenters: Jeremy Stauffer, Customer Account Manager and Brian Zabriskie, Customer Account Manager
      This training academy session will cover everything you need to know about creating commission schedules and associating them with agents, roles, organizations and hierarchies.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.


      9:00 AM  -  9:50 AM
      AMS Report Builder Training  (Raphael 2)
      Session Presenter: Tim Beckstrand, Customer Account Manager
      This training academy session is for Agency Integrator beginners. We will cover everything you need to know about the Report Builder Module of Agency Integrator. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      9:00 AM  -  9:50 AM
      CRM for Distributors: Advanced Finds, Views, and Charts  (Raphael 3)
      Session Presenters: Laura D'Anna, Product Manager, CRM and Serena Crumley, Implementation Project Manager
      If you are new to iPipeline CRM for Distributors, you'll want to attend this class to learn more about Advanced Finds, Views, and Charts-the building blocks for getting the most out of the data you put into Dynamics CRM. During this training, you'll learn tips and tricks for slicing and dicing your data using CRM tools. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

       

      Training Academy #2

      10:00 AM  -  10:50 AM
      AMS Administrator Training Part 2  (Da Vinci 3)
      Session Presenter: Eric Wright, Help Desk Manager
      If you are an AMS System Administrator and want to brush up on the Administration area of Agency Integrator, then this is the class for you.  This training academy session will be a deep dive into the functions in the System Administration and User Administration menus of Agency Integrator.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      10:00 AM  -  10:50 AM
      AMS Commissions Statements Training  (Da Vinci 1)
      Session Presenters: Jeremy Stauffer, Customer Account Manager and Brian Zabriskie, Customer Account Manager
      This training academy session will teach you how to enter commission statements into Agency Integrator.  Learn how statements are created, edited, adjusted and posted. Special emphasis will be given to new functionality available for Agency Integrator commissions, including statement imports, custom fields and other special preferences. Even if you have used commission statements for years, you’ll learn something new in this session.  
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      10:00 AM  -  10:50 AM
      AMS Contacts Training  (Da Vinci 2)
      Session Presenters: Anna Bradford, Customer Account Manager and Katrisha Wallace, Customer Account Manager
      This training academy session is for Agency Integrator beginners. We will cover everything you need to know about the Contacts Module of Agency Integrator. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      10:00 AM  -  10:50 AM
      AMS Memos Training  (Raphael 2)
      Session Presenter: Tim Beckstrand, Customer Account Manager
      Join us in this session to learn how you can make the most of the Memo Module in Agency Integrator.  You’ll learn how to build, edit and trigger memos to be sent when case data is updated.  
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      10:00 AM  -  10:50 AM
      CRM for Distributors: Dashboards and Reporting  (Raphael 3)
      Session Presenters: Laura D'Anna, Product Manager, CRM and Serena Crumley, Implementation Project Manager
      How can you compile the amazing charts and useful views in CRM to give your users more insight into their business? By using Dashboards and Reports, you can focus your users on the information that they'll find most valuable. Learn how to utilize the dashboards and reports that iPipeline has already built and how to create your own.  
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

       

      Training Academy #3

      11:00 AM  -  11:50 AM
      AMS Administrator Training Part 1  (Da Vinci 3)
      Session Presenter: Eric Wright, Help Desk Manager
      If you are an AMS System Administrator and want to brush up on the Administration area of Agency Integrator, then this is the class for you. This training academy session will be a deep dive into the functions in the Application Management and Contact Management menus of Agency Integrator.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      11:00 AM  -  11:50 AM
      AMS Applications Training  (Da Vinci 1)
      Session Presenters: Anna Bradford, Customer Account Manager and Katrisha Wallace, Customer Account Manager
      This training academy session is for Agency Integrator beginners.  We will cover everything you need to know about the Applications Module of Agency Integrator. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      11:00 AM  -  11:50 AM
      AMS Commissions Payments Training  (Da Vinci 1)
      Session Presenters: Jeremy Stauffer, Customer Account Manager and Brian Zabriskie, Customer Account Manager
      This training academy session will dive into the various methods used to trigger commission payments in Agency Integrator.  Topics included are: hierarchy overrides, hierarchy schedules, employee compensation, special deals and commission schedules.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      11:00 AM  -  11:50 AM
      AMS Report Builder Training  (Raphael 2)
      Session Presenter: Tim Beckstrand, Customer Account Manager
      This training academy session is for Agency Integrator beginners. We will cover everything you need to know about the Report Builder Module of Agency Integrator. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      11:00 AM  -  11:50 AM
      CRM for Distributors: Marketing Lists, Quick Campaigns, Third-Party Vendors  (Raphael 3)
      Session Presenters: Laura D'Anna, Product Manager, CRM and Serena Crumley, Implementation Project Manager
      There are several powerful tools inside iPipeline CRM that you can use to launch marketing efforts in your agency. This session will cover some of the basic tools available right now in CRM with minimal configuration. You'll learn how to create marketing lists, set up marketing campaigns, and learn briefly about other third-party marketing providers that you can use to enhance your CRM marketing experience.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

       
      12:00 PM 
      Registration Begins
       

      Breakout Session #1

      1:00 PM  -  1:50 PM
      CRM and Agent Portal Panel Discussion  (Da Vinci 1)
      Session Presenters: Kevin Kemmerer, EVP of Product Management and Laura D’Anna, Senior Product Manager, CRM
      Managing your customer relationships and activities is an undisputed key to a successful business. In this session, we open the floor to you to discuss your needs in a CRM system. We'll focus the discussion on leveraging a CRM system to drive higher productivity for your insurance company.
      Session Track: Business
      Session available to all carrier attendees.
      1:00 PM  -  1:50 PM
      Increased Speed to Market with iGO Spl. Products for Pre-Need, Final Expense, Med Supp and LTC  (Da Vinci 2)
      Session Presenter: Toni Schuster, Director of Client Services 
      iGO e-App is available for a variety of insurance products, including Pre-need, Final Expense, Medicare Supplement and Long Term Care. Join us in this session with Toni Schuster, Director of Client Services, and Michael Huff, Senior Project Manager, as we discuss increased speed-to-market with the introduction of iGO in these types of product sales.
      Session Track: Business
      Session available to all distributor and carrier attendees.
      1:00 PM  -  1:50 PM
      Keys to Succesful Agent Adoption of Technology  (Da Vinci 3)
      Session Presenters: Mike Shea, Director of Customer Success and Tyler Beeson, Customer Success
      You’re on board with new technology, but are your agents?  In this session, our customer success team will share the top 10 best practices for iGO adoption and provide you with recommendations on how to make your technology sticky.
      Session Track: Business
      Session available to all distributor and carrier attendees.
      1:00 PM  -  1:50 PM
      Leveraging Carrier Data for Optimized Distribution (Data Services)  (Raphael 1)
      Session Presenter: Eric Steffensen, National Account Executive
      The availability of data and transfer of information in usable formats is critical to efficient business processing. Learn about how Data Services can manage the transfer and reporting of data throughout your network.
      Session Track: IT
      Session available to all distributor attendees.
      1:00 PM  -  1:50 PM
      New Quality Testing Procedures  (Raphael 1)
      Session Presenter: Chris Nichols, AVP of Quality
      Automatic test matrixes and minimal customer testing were top priorities as we determined our new testing processes. This session will be an overview of our new QA testing process.
      Session Track: IT
      Session available to all carrier attendees.
      1:00 PM  -  1:50 PM
      Profile in Broker Dealer Success  (Raphael 3)
      Session Presenter: Dan Smith, EVP, Annuities
      In this session, a top distributor shares how AFFIRM for Annuities has increased sales, supported their compliance requirements and streamlined their business operations.
      Session Track: Annuities
      Session available to all distributor and carrier attendees.
       

      Breakout Session #2

      2:00 PM  -  2:50 PM
      Advanced Excel Reporting  (Da Vinci 4)
      Session Presenter: Jeremy Stauffer, Customer Account Manager
      Running reports is a critical task for every agency. In this session, you’ll learn how to create dynamic reports, charts, and tables using the information inside Agency Integrator and iPipeline CRM. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      2:00 PM  -  2:50 PM
      AMS Managing Inforce Business  (Donatello 2)
      Session Presenter: Brian Zabriskie, Customer Account Manager
      New features have recently been added to Agency Integrator to help you manage inforce data. Join us in this session and learn how to create alerts, special reports and manage inforce feeds. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      2:00 PM  -  2:50 PM
      AMS User Group & Enhancement Review  (Da Vinci 1)
      Session Presenters: Brad Fawcett, AVP of Operations and James Johnson, Director of R&D
      For over a decade, many of the enhancements and updates to Agency Integrator have been made using customer input and feedback. Join this session to add your voice to the many that have improved Agency Integrator. Meet members of the User Advisory Board who help steer the enhancement process.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      2:00 PM  -  2:50 PM
      Distributor CRM: Utilizing Microsoft Dynamics Functionality with an Insurance Layer  (Raphael 1)
      Session Presenter: Laura D’Anna, Product Manager, CRM
      iPipeline’s CRM for Distributors is built atop the latest Microsoft Dynamics functionality. Learn about the features of this CRM, designed specifically for BGAs, that will streamline your sales, prospecting and reporting giving you the opportunity to earn more business.
      Session Track: IT
      Session available to all distributor attendees.

      2:00 PM  -  2:50 PM
      Innovation with iGO e-App  (Da Vinci 2)
      Session Presenter: Rich Grisham, Director of Global Solutions
      As your business evolves, so does our iGO e-App technology. Learn about our mobile, disconnected and self-service options that are available to help make doing business easier.
      Session Track: Business
      Session available to all distributor and carrier attendees.

      2:00 PM  -  2:50 PM
      Introducing the Short Form e-App: iTicket  (Raphael 2)
      Session Presenter: Mike Shea, Director of Customer Success, Phil VanGeersdaelen, Director of iGO Development and Christine McLaughlin, Product Specialist
      You spoke, we listened, it’s here: a generic ticket to jump-start the iGO e-App process. Learn about iTicket, developed on iGO technology, and discover how it can increase adoption, business transactions, and fast-forward the industry’s usage of online application processing.
      Session Track: IT
      Session available to all distributor attendees.
      2:00 PM  -  2:50 PM
      iPipeline's End-to-End Solution for the Insurance Lifecycle  (Da Vinci 3)
      Session Presenter: Bill Atlee, Chief Strategy Officer
      From quoting, to applying, to managing, to delivering - iPipeline offers a comprehensive product suite to accelerate the marketing, selling, and processing of insurance. Hear from our Chief Strategy Officer, Bill Atlee, in this dynamic session about iPipeline.
      Session Track: Business
      Session available to all distributor and carrier attendees.

      2:00 PM  -  2:50 PM
      Market Expansion to Achieve Growth  (Raphael 3)
      Session Presenter: Shannon McLaughlin, VP, Product Management and e-App
      Adoption of technology is a never-ending challenge in the insurance industry. Brokerage carriers, BGAs, and FMOs are encouraged to attend this session to explore how they can leverage new technology to expand fixed and indexed annuities sales. Explore best practices to drive adoption of annuities solutions among independent agents through collaborative actions.
      Session Track: Annuities
      Session available to all distributor and carrier attendees.
      2:00 PM  -  2:50 PM
      What's Next for e-Policy Delivery?  (Michelangelo)
      Session Presenter: Jolie Daly, Senior Product Manager
      Join this session for a product overview of PolicyEx, what's new and what's coming! We will also share with you an integrated look at the future of PolicyEX and Policy Box.
      Session Track: Business
      Session available to all carrier attendees.

       

      Breakout Session #3

      3:00 PM  -  3:50 PM
      AMS Administrator Best Practice Panel  (Raphael 2)
      Session Presenter: Anna Bradford, Customer Account Manager
      In this panel discussion, geared towards administrators, we’ll talk about best practices on how you can use the administrative functions in Agency Integrator to increase productivity, speed of processing and optimize the usage of Agency Integrator.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.
      3:00 PM  -  3:50 PM
      AMS Memos Training  (Michelangelo)
      Session Presenter: Katrisha Wallace, Customer Account Manager
      Join us in this session to learn how you can make the most of the Memo Module in Agency Integrator. You’ll learn how to build, edit and trigger memos to be sent when case data is updated. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      3:00 PM  -  3:50 PM
      AMS Reporting Training  (Da Vinci 4)
      Session Presenters: Tim Beckstrand, Customer Account Manager and Brian Zabriskie, Customer Account Manager
      This session will discuss various aspects of the reporting modules available in Agency Integrator.  Learn how to build a report from the ground up to include the criteria, grouping and scheduling information that you desire.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      3:00 PM  -  3:50 PM
      CRM & AMS Integration Panel Discussion  (Donatello 2)
      Session Presenter: Jeremy Stauffer, Customer Account Manager
      If your agency uses both iPipeline CRM and Agency Integrator, you won’t want to miss this panel discussion. Panelists will discuss their agency’s workflows and processes to make the two systems work together for optimal coordination.  Reporting, communication between users on different systems and data synchronization will all be addressed. Bring your ideas and questions to ask the panelists.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      3:00 PM  -  3:50 PM
      Customer Self-servicing of Policy Changes  (Da Vinci 2)
      Session Presenter: Steve Meade, VP of Illustrations and Policy Holder Solutions
      Let's face it, we are in the year 2014 and our life insurance and annuity customers are still having to request changes to their policies by filling out confusing paper forms by hand, signing and mailing back. In this session you will hear about a carrier's success in giving customers the ability to complete their change forms electronically through the use of iPipeline Policy Holder Services ("PolicyHS"), an online wizard solution which enables consumers, agents and/or call center representatives to enter information online and electronically sign and submit making the experience easier, accurate and less costly.
      Session Track: Business
      Session available to all carrier attendees.

      3:00 PM  -  3:50 PM
      How to Leverage iPipeline's Solution for Group Annuities  (Raphael 3)
      Session Presenter: Shannon McLaughlin, VP, Product Management and e-App
      Creating efficiency in the 403(b) market for carriers and plan administrators is top of mind in 2014. In this session, you will learn how our solutions can simplify and automate your marketing and selling activities and deliver speed-to-market advantages.
      Session Track: Annuities
      Session available to all distributor and carrier attendees.

      3:00 PM  -  3:50 PM
      Intelligence Platform - Providing Carriers With Visibility Into Their Distribution Activity  (Raphael 1)
      Session Presenter: Jolie Daly, Senior Product Manager
      Reporting and analytics help drive impactful business decisions. In this session, learn about our new reporting platform powered by GoodData which provides carriers visibility into their distribution and agent activity and trends.
      Session Track: IT
      Session available to all carrier attendees.
      3:00 PM  -  3:50 PM
      Optimizing the Impact of iGO e-App (Advanced iGO Features)  (Da Vinci 3)
      Session Presenters: Mike Shea, Director of Customer Success and Tyler Beeson, Success Management
      Are you getting the most out of your iGO e-App?  Learn about best practices and advanced features and functionality available in your iGO e-App.
      Session Track: IT
      Session available to all distributor and carrier attendees.

      3:00 PM  -  3:50 PM
      The "Essential" Product Package for BGAs  (Da Vinci 1)
      The “Essential” Product Package for BGAs Session Presenters: Bill Hunter, AVP of Distribution Sales and Scott Hunter, National Account Executive
      Interested in all of the tools that you need to process insurance applications and policies electronically…in one packaged price?  Join this session to learn about our e-ssentials package, designed for and available exclusively to BGAs.
      Session Track: Business
      Session available to all distributor attendees
      .

       
      6:00 PM  -  9:00 PM
      Opening Reception: iPipeline's & Foresters' "Opening Night at The Hyde" Party
    • Thursday, March 20, 2014
    •  
      7:00 AM  -  8:00 AM
      Breakfast  (Exhibit Hall)
      8:00 AM  -  12:00 PM
      General Session  (Tower Ballroom 4)
       

      Lunch

      12:00 PM  -  1:00 PM
      Birds of a Feather Lunch  (Exhibit Hall)
      12:00 PM  -  1:00 PM
      Women's Luncheon  (DaVinci 1 & 2)
       

      Lunch/Breakout Session # 4 and 5

      12:00 PM  -  1:00 PM
      Connections 2014 Executive Track Luncheon  (Raphael 1)
      Session Moderators: Tim Wallace, CEO and Paul Melchiorre, President
      In this Executive-only track, you and your peers will first have a “Meet & Greet” over lunch and then move into a 2-hour round table discussion led by top management personnel from carriers and distributors. Topics broached during this highly interactive exchange include: insurance as a technology-driven industry, mobility’s impact on everything from sales to claims, leveraging tech for HIPAA compliance, harvesting the endless supply of real-time data for long-term business benefit, consumer expectations/demand for real-time service and convenience and much more.
      Session Track: Executive
      Session available to carrier and distributor C-level executives, EVPs, VPs and senior-level directors.


       

      Breakout Session #4

      1:00 PM  -  1:50 PM
      AMS Carrier & Distributor Forum  (Raphael 2)
      Session Presenters: Anna Bradford, Customer Account Manager and Eric Steffensen, National Account Executive
      Join this interactive session to discuss the use of carrier data feeds and other functionality within Agency Integrator. Don’t miss this opportunity to weigh in about what carrier can do to improve their data feeds.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      1:00 PM  -  1:50 PM
      AMS Commissions Schedules Training  (Da Vinci 4)
      Session Presenters: Katrisha Wallace, Customer Account Manager and Tim Beckstrand, Customer Account Manager
      This training academy session will cover everything you need to know about creating commission schedules and associating them with agents, roles, organizations and hierarchies. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees
      .

      1:00 PM  -  1:50 PM
      AMS Managing Inforce Business  (Donatello 2)
      Session Presenter: Brian Zabriskie, Customer Account Manager
      New features have recently been added to Agency Integrator to help you manage inforce data. Join us in this session and learn how to create alerts, special reports and manage inforce feeds. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees
      .

      1:00 PM  -  2:50 PM
      Connections 2014 Executive Track
      1:00 PM  -  1:50 PM
      DTC + CRM - Marketing Through Orders  (Donatello 1)
      Session Presenter: Steve Malliard, CRM Practice Director
      Changing consumer expectations will lead insurance companies to modify their go-to-market strategies. For companies to have a successful direct-to-consumer (DTC) program they must be willing to innovate and become customer-centric organizations. While DTC is the channel strategy that will align with changing consumer demands, its relationship to CRM needs to be strategically addressed in order for a company to deliver on its full potential. Come learn about the CRM components that make up a solid direct-to-consumer program and the strategies that will greatly increase your likelihood of success.
      Session Track: IT
      Session available to all carrier attendees.

      1:00 PM  -  1:50 PM
      Global Market Outlook: International Trends in Insurance Sales  (Michelangelo)
      Session Presenter: Paul Greenberg, General Manager, Japan & Asia Pacific and Mark Wilson, Director of Partnerships, UK
      Interested in the latest insurance industry trends outside The States?  Join our Japanese country manager, Paul Greenberg, and our UK Director of Partnerships, Mark Wilson, in this interactive session as they discuss what best practices and technologies are trending in their respective countries.
      Session Track: International
      Session available to all distributor and carrier attendees.


      1:00 PM  -  1:50 PM
      Innovation with iGO e-App  (Da Vinci 3)
      Session Presenter: Rich Grisham, Director of Global Solutions
      As your business evolves, so does our iGO e-App technology. Learn about our mobile, disconnected and self-service options that are available to help make doing business easier.
      Session Track: Business
      Session available to all distributor and carrier attendees.

      1:00 PM  -  1:50 PM
      iPipeline Product Roadmap  (Raphael 3)
      Session Presenters: Brian Seidman, EVP of R&D, Kevin Kemmerer, EVP of Product Management and Eric May, Director of Product Management
      In this session, we’ll take a comprehensive look at iPipeline’s product roadmap, including insight into our major initiatives and R&D investments.
      Session Track: IT
      Session available to all distributor and carrier attendees.

       

      Breakout Session #5

      2:00 PM  -  2:50 PM
      AMS Administrator Training Part 2  (Donatello 1)
      Session Presenter: Anna Bradford, Customer Account Manager and Eric Wright, Help Desk Manager
      If you’re an AMS System Administrator and want to brush up on the Administration area of
      Agency Integrator, then this is the class for you. This training academy session will be a deep dive into the functions in the System Administration and User Administration menus of Agency Integrator. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      2:00 PM  -  2:50 PM
      AMS Commissions Expert Panel  (Donatello 2)
      Session Presenter: Serena Crumley, Implementation Project Manager
      If you’re a commissions guru or even a novice, you’ll want to join in on this panel of commissions experts who will explain
      how they utilize the Commissions Module in Agency Integrator. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      2:00 PM  -  2:50 PM
      AMS L&A Administrator Panel  (Da Vinci 4)
      Session Presenter: Tim Beckstrand, Customer Account Manager
      This session will bring together experts from the Agency Integrator user community to discuss how to utilize the functions within the Licensing and Appointments area of Agency Integrator. Topics discussed will include using Appointment Feeds, Appointment Integration with SureLC and Vertafore and other topics.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      2:00 PM  -  2:50 PM
      Direct to Consumer: Is Selling Insurance Directly to Customers Inevitable?  (Raphael 2)
      Session Presenters: Eric May, Director of Product Management 
      At iPipeline, we are devoted to developing the versatility of iGO e-App to suit your needs. Learn about the latest iteration of iGO and how the direct-to-consumer approach to selling insurance can help you reach the 70% of the U.S. that is currently uninsured or underinsured.
      Session Track: IT
      Session available to all distributor and carrier attendees.

      2:00 PM  -  2:50 PM
      Getting the Most Out of iPipeline Illustrations  (Michelangelo)
      Session Presenter: Steve Meade, VP of Illustrations and Policy Holder Solutions
      Learn how iPipeline customers are using our Illustrations solution in many different ways to maximize the selling and servicing of customers. A wealth of topics and examples will be discussed such as sales concepts, health class estimating accuracy, inforce illustrations, iGO e-App integration with e-Signature, offline and mobile use and wrapping external calculations engines.
      Session Track: Business
      Session available to all carrier attendees.

      2:00 PM  -  2:50 PM
      iGO Roadmap - Self-service, InRule and Mobile e-App  (Raphael 3)
      Session Presenters: Tom Prendergast, VP of Architecture and Christine McLaughlin, Product Specialist
      Join this session for a product overview of iGO, including detailed a roadmap and module update.
      Session Track: IT
      Session available to all distributor and carrier attendees.

      2:00 PM  -  2:50 PM
      The Extraordinary Self: Finding Your Momentum to Succeed  (Da Vinci 3)
      Session Presenter: Kevin Baer, Managing Partner, Mpact Group
      Kevin Baer will reveal strategies for extraordinary collaboration with co-workers, strategic partners, prospects and clients. Increase your performance and effectiveness by learning how to multiply your impact through effective collaboration.
      Session Track: Third Party
      Session available to all distributor and carrier attendees.

       
      2:50 PM  -  3:10 PM
      Networking Break  (Exhibit Hall)
      3:10 PM  -  5:10 PM
      General Session
      Separate Tracks for Distributors/Carriers
      5:15 PM  -  6:45 PM
      Cocktail Reception  (Exhibit Hall)
      6:45 PM 
      Dinner on your own
    • Friday, March 21, 2014
    •  
      7:00 AM  -  8:00 AM
      Breakfast  (Exhibit Hall)
      8:00 AM  -  9:00 AM
      General Session  (Tower Ballroom 4)
       

      Breakout Session #6

      9:10 AM  -  10:00 AM
      Advanced Excel Reporting  (Da Vinci 4)
      Session Presenter: Jeremy Stauffer, Customer Account Manager
      Running reports is a critical task for every agency. In this session, you’ll learn how to create dynamic reports, charts and tables using the information inside Agency Integrator and iPipeline CRM. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      9:10 AM  -  10:00 AM
      AMS Agency Case Management Discussion  (Donatello 2)
      Session Presenter: Kevin Brown, Sr. Implementation Project Manager
      Meet with peers from agencies around the country to discuss best practices and workflows.  iPipeline will be assembling a panel of experts that you can learn from and collaborate with during this interactive session.
      Session Track: AMS/Case Manager
      Session available to all distributor attendees.

      9:10 AM  -  10:00 AM
      Annuities Product Roadmap  (Raphael 3)
      Session Presenter: Shannon McLaughlin, VP, Product Management and e-App
      In this session, we will guide you through a comprehensive exploration of the AFFIRM for Annuities product roadmap. You will leave this session with insight into our major initiatives and new product introductions.
      Session Track: Annuities
      Session available to all distributor and carrier attendees.
      9:10 AM  -  10:00 AM
      Bridging the Gap: How Carriers and Distributors Can Increase Business Efficiencies with One Another  (Da Vinci 3)
      Session Presenter: Larry Berran, COO/CFO
      How do we work together to market, sell and process insurance faster and more productively? Participate in this session with your carrier and distributor peers to discuss business processes. We’ll allow you (the carriers and distributors) to share ideas and discuss ways that business can be simplified in the brokerage channel.
      Session Track: Business
      Session available to all distributor and carrier attendees.

      9:10 AM  -  10:00 AM
      Carrier Platform: The Next Generation Agent Desktop  (Michelangelo)
      Session Presenter: Laura D’Anna, Product Manager, CRM
      Managing your data effectively will have a direct impact on your sales, prospecting and processing efforts. With sales management and reporting functionality and other features, find out how iPipeline will have a monetary impact on your everyday business.
      Session Track: IT
      Session available to all carrier attendees.

      9:10 AM  -  10:00 AM
      Direct to Consumer: Is Selling Insurance Directly to Customers Inevitable?  (Raphael 2)
      Session Presenters: Eric May, Director of Product Management and Jolie Daly, Senior Product Manager
      At iPipeline, we are devoted to developing the versatility of iGO e-App to suit your needs. Learn about the latest iteration of iGO and how the direct-to-consumer approach to selling insurance can help you reach the 70% of the U.S. that is currently uninsured or underinsured.
      Session Track: IT
      Session available to all distributor and carrier attendees.

      9:10 AM  -  10:00 AM
      iPipeline's Partnership and Integration Strategy: How It's Benefiting Your Business  (Da Vinci 2)
      Session Presenter: Jim Adamek, Director of Alliances
       iPipeline is the hub for the insurance industry's largest network, bridging the gap between carriers, distributors, agents and third party vendors. In this session we'll discuss why we're committed to growing our partnerships and how the technology integrations are in alignment with your IT initiatives to reduce operational costs and minimize internal integration efforts. We'll highlight some of our major partnerships that are impacting your business.
      Session Track: Business
      Session available to all carrier attendees.


      9:10 AM  -  10:00 AM
      Trends in Life Insurance Related to STP, e-Applications and e-Signatures  (Raphael 1)
      Session Presenter: Karen Monks, Insurance Analyst, Celent
      Celent estimates that 74% of life insurance companies are using some form of e-signatures in their dealings with customers or agents, compared to only 47% five years ago. In this session, Celent Analyst, Karen Monks, shares Celent's recommendations on what to consider when investigating e-Signatures as part of a process.
      Session Track: Third Party
      Session available to all distributor and carrier attendees.

       

      Breakout Session #7

      10:10 AM  -  11:00 AM
      AMS Advanced Memos  (Da Vinci 4)
      Session Presenter: Jeremy Stauffer, Customer Account Manager
      If you are in charge of creating and editing memos for your company, then you’re probably aware of the various options available in Agency Integrator for memos. Join this session to learn tactics and best practices used by memo experts in the Agency Integrator user community. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees
      .

      10:10 AM  -  11:00 AM
      AMS Agency Operations Discussion  (Donatello 2)
      Session Presenter: Kevin Brown, Sr. Implementation Project Manager
      This interactive session will allow you to submit questions prior to Connections 2014 and participate in a comprehensive operations survey taken by members of the BGA community. Results will be compiled, shared and discussed in this session. We are limiting this class to Operations Directors, Managers, VPs, and C-level executives. Topics include, salary guidelines, new business procedures, recruiting practices, etc. After this session, you will be able to benchmark your own business practices against those from the insurance community.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      10:10 AM  -  11:00 AM
      Connecting What Matters: Marketing Partners, Families and Communities  (Michelangelo)
      Session Presenter: Greg Gaudet, AVP of Strategy and Analysis, Foresters
      Foresters(TM) is more than a provider of quality life insurance. As a fraternal benefit organization, we help our marketing and distribution partners make a real difference in the lives of the families they serve through valuable member benefits and inspiring community activities. Combine that with state-of-the art systems – such as the iGO e-App – enabling quick issue and quick pay, and you’ve got connections that matter!
      Session Track: Third Party
      Session available to all distributor and carrier attendees.

      10:10 AM  -  11:00 AM
      CRM and AMS Integration Panel Discussion  (Da Vinci 1)
      Session Presenter: Serena Crumley, Implementation Project Manager
      If your agency uses both iPipeline CRM and Agency Integrator, you won’t want to miss this panel discussion. Panelists will discuss their agency’s workflows and processes to make the two systems work together for optimal coordination.  Reporting, communication between users on different systems, and data synchronization will all be addressed. Bring your ideas and questions to ask the panelists.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      10:10 AM  -  11:00 AM
      iPipeline Product Roadmap  (Raphael 2)
      Session Presenters: Brian Seidman, EVP of R&D, Kevin Kemmerer, EVP of Product Management and Eric May, Director of Product Management
      In this session, we’ll take a comprehensive look at iPipeline’s product roadmap, including insight into our major initiatives and R&D investments.
      Session Track: IT
      Session available to all distributor and carrier attendees.

      10:10 AM  -  11:00 AM
      Keys to Successful Agent Adoption of Technology  (Da Vinci 3)
      Session Presenters: Mike Shea, Director of Customer Success and Tyler Beeson, Customer Success
      You’re on board with new technology, but are your agents?  In this session, our customer success team will share the top 10 best practices for iGO adoption and provide you with recommendations on how to make your technology sticky.
      Session Track: Business
      Session available to all distributor and carrier attendees.
      10:10 AM  -  11:00 AM
      Profile in Carrier Success  (Raphael 3)
      Session Presenter: Dan Smith, EVP, Annuities
      In this session, a top carrier shares how they realized new efficiencies with AFFIRM for Annuities, the critical process differences, their results to date, and why their business continues to invest in our annuities technology to achieve true business value.
      Session Track: Annuities
      Session available to all distributor and carrier attendees.
      10:10 AM  -  11:00 AM
      What's Your Total Cost of Ownership for an e-App?  (Da Vinci 2)
      Session Presenters: Ann Davis, VP of Sales and Jay Simoni, Director of Architecture
      It’s the classic debate: Build vs. Buy.  In this session, we’ll present an overview of our Total Cost of Ownership (TCO) whitepaper and share eye-opening CBA examples of the cost associated with building your own e-App vs. working with iPipeline.
      Session Track: Business
      Session available to all carrier attendees.

      10:10 AM  -  11:00 AM
      XRAE for Automated Underwriting and Informal Process  (Raphael 1)
      Session Presenters: Bill Atlee, Chief Strategy Officer and Dana Grove, Product Management Director
      XRAE functions as part of the iPipeline quote engine automatically managing single and multi-impairments, as well as HIPAA-compliant informal processing. Learn how XRAE can significantly minimize operational costs and aid agents in setting accurate health class expectations for prospects.
      Session Track: IT
      Session available to all distributor and carrier attendees.

       

      Breakout Session #8

      11:10 AM  -  12:00 PM
      AMS Administrator Best Practice Panel  (Da Vinci 2)
      Session Presenter: Anna Bradford, Customer Account Manager
      In this panel discussion, geared towards administrators, we’ll talk about best practices on how you can use the administrative functions in Agency Integrator to increase productivity, speed of processing, and optimize the usage of Agency Integrator.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.

      11:10 AM  -  12:00 PM
      AMS Commissions Expert Panel  (Da Vinci 4)
      Session Presenter: Serena Crumley, Implementation Project Manager
      If you’re a commissions guru or just a novice, you’ll want to join in on this panel of commissions experts who will explain how they optimize the use of the Commissions Module in Agency Integrator. 
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.
      11:10 AM  -  12:00 PM
      AMS Reporting Training  (Donatello 2)
      Session Presenters: Tim Beckstrand, Customer Account Manager and Brian Zabriskie, Customer Account Manager
      This session will discuss various aspects of the reporting modules available in Agency Integrator.  Learn how to build a report from the ground up to include the criteria, grouping and scheduling information that you desire.
      Session Track: AMS/Agency Management
      Session available to all distributor attendees.
      11:10 AM  -  12:00 PM
      Automating the Review and Selling of Today’s Annuities  (Da Vinci 1)
      Session Presenters: Shannon McLaughlin, VP, Product Management and e-App and Jay Marshall, Director of Client Services
      More and more of iPipeline's clients are leveraging advanced processing technology to simplify and speed the processing of annuities. In this session, experience iGO for Annuities first-hand in a demonstration that will highlight a suitability review and the e-signature process.
      Session Track: Annuities
      Session available to all distributor and carrier attendees.
      11:10 AM  -  12:00 PM
      Best Practices in the Use of iPipeline's Self-servicing Tools  (Raphael 3)
      Session Presenter: Dan Smith, EVP, Annuities
      This session provides best practices for the effective use of our self-servicing tools for carriers and distributors and guidelines for optimizing the value to your business.
      Session Track: Annuities
      Session available to all distributor and carrier attendees.
      11:10 AM  -  12:00 PM
      Mobility, Flexibility and Innovation with iPipeline's Platform  (Da Vinci 3)
      Session Presenters: Rich Grisham, Director of Global Solutions and Eric May, Director of Product Management
      The ability to access data and do efficient business anytime, anywhere is no longer a luxury, it’s a reality. Learn about our latest technology, including real-time messaging, alerting, mobile quoting, and tickets that are enabling the insurance industry to speed up and simplify business transactions.
      Session Track: IT
      Session available to all distributor and carrier attendees.

      11:10 AM  -  12:00 PM
      The Extraordinary Self: Finding Your Momentum to Succeed  (Raphael 2)
      Session Presenter: Kevin Baer, Managing Partner, Mpact Group
      Kevin Baer will reveal strategies for extraordinary collaboration with co-workers, strategic partners, prospects and clients. Increase your performance and effectiveness by learning how to multiply your impact through effective collaboration.
      Session Track: Third Party
      Session available to all distributor and carrier attendees.

      11:10 AM  -  12:00 PM
      What's Next for e-Policy Delivery?  (Raphael 1)
      Session Presenter: Jolie Daly, Senior Product Manager
      Join this session for a product overview of PolicyEX, what's new and what's coming! We will also share with you an integrated look at the future of PolicyEX and Policy Box.
      Session Track: Business
      Session available to all carrier attendees.

       
      12:00 PM  -  1:00 PM
      Lunch  (Exhibit Hall)
      1:00 PM  -  1:30 PM
      General Session/Closing Remarks  (Tower 4)
      1:30 PM 
      Meeting Adjourns
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