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Event Date | Thu Apr 5 EDT (over 6 years ago) |
Location |
One King West Hotel
One King Street West, 1 King St W, Toronto, ON M5H 1A1, Canada |
Region | Americas |
CLIEDIS promotes the advancement of electronic data exchange within the Canadian life and health insurance industry.
Equisoft is proud to continue to this great annual gathering of insurance industry peers and will present its advanced insurance management software solution to the Canadian market: InsuranceElements.
What is InsuranceElements?
InsuranceElements is a front-end sales and engagement software for the insurance industry designed to optimize insurance advisor performance and customer experience. It covers needs of the full insurance sales process:
– Needs analysis
– Quoting and illustrations
– Sales strategies
– Electronic signature and application
– Policy servicing
– Claims though a self-service portal
2018 Speaker
Darlys Corbitt
Executive Director, CLIEDIS
Cole Cioran
Senior Research Director, Info-Tech Research Group
Tana Sabatino
Implementation Services Specialist, CLIEDIS
Heather Clarke
IG Insurance Services
Andy Cunningham
PPI
Kim Gray
Barrington Wealth Partners
Al Knight
Edward Jones
Michael Williams
President, CAILBA
Dylan Friedmann
Vice President, Client and Partner Experience, APEXA
Mike Daicoff
VP, Application Development & Enterprise Architecture, Ivari
Craig Byrkit
Leader, Information Systems Threat and Vulnerability Department and Cyber Risk Management Department Edward Jones, Former FBI employee.
Andy Cunningham,
VP Information Technology, PPI
CLIEDIS
Member Carriers and Vendors
Tana Sabatino
Implementation Services Specialist, CLIEDIS
Kim Gray,
VP Operations, Barrington Wealth Partners Inc.
Dennis Craig
VP, MGA and National Account Relationships, RBC Insurance
Heather Clarke
Vice President, IG Insurance Services
Tana Sabatino
Implementation Services Specialist, CLIEDIS
Darlys Corbitt
Executive Director, CLIEDIS
2018 Sponsors
PARTICIPATING VENDORS:
• Equisoft Business Driven Innovation
• WinnFund
• Wealth Serv
• Ageman Solutions
• EBIX
• VirtGate
• Info Tech Research Group
• Kronos Technologies
• APEXA Simply Connected