Overview

Highlights

The LIC Operations Committee Meeting is a chance for executives from small-to-midsize life insurance companies and fraternals, and relevant service providers, to get together in a unique peer networking meeting. Join us to learn, share your thoughts, and get feedback from others involved in smaller-company operations.

Topics will be selected by participants. Here are topics submitted so far:

Call Center Training
New Business Operations - division of responsibilities and roles in partnership with Underwriting
Customer service department - how to successfully shift to a front and back office organizational structure? How to train customer service reps in a work from home model?
Customer Portal - are others allowing customers to make changes such as bene changes on their policies digitally (portal or website) without requiring the form and wet signature?
E-Apps and auto issue. Is anyone doing auto-issue and if so, what does your audit process look like. Any challenges that you have run into. What types of transactions do you allow e-signature for vs when/if you require a wet signature.
How are carriers streamlining their responses to the multiple privacy/data security regulations being promulgated?
What systems do carriers use to monitor agent websites for content compliance?
What phone systems are being used that companies are happy with? Do those systems support remote workers well?
Is anyone starting to incorporate AI into their operations?
What resource is utilized to stay compliant in each state you operate?
How is your claims department organized?
Does your member service or customer care department cross sell products?
Operating platform migration
Agent support with new onboarding tools

The meeting is open to insurance company executives, with a discounted registration fee for LIC members. Affiliate Members/Vendors must sponsor the meeting in order to attend. Find out about LIC sponsorship opportunities.

Registration

LIC Committee Meetings are open to insurance companies/fraternals. Vendors/service providers must be a meeting sponsor in order to attend.

Insurance Companies

LIC Member: $29
Nonmember: $44
Group Discount: After two paid registrations, use code GRPCOMP for the third and additional attendees to attend for free.
Fraternals: AFA Member Societies attend for free - register at the AFA Website.

Affiliates / Vendors

Sponsorship will be billed separately (see LIC Sponsorships).
Conference Call Sponsorship Only: $75 LIC Member/$150 Nonmember
Operations Committee 2023 Sponsorship: $800 LIC Member/$1300 Nonmember
Register one included attendee with SPONSORINCLUDED code; additional attendees pay applicable Registration Fee

Cancellation Policy

All cancellations/substitutions and refund requests must be received in writing - please submit your request to customer.service@limra.com. A full refund is available until one day before the meeting, March 14, 2023). For cancellations received after that date, registration fees will not be refunded. If for any reason a meeting is cancelled, LIC will refund the total registration fee.