LIC Summer CEO Forum Agenda

Tuesday, August 31, 2021

9:30 am - 10:00 am - Check-In & Conversation

Check in any time after 9:30 a.m. EDT so you have a chance to troubleshoot any connection issues before the meeting starts. Bring your coffee and catch up with Jeff and Audrey!

10:00 am - 11:00 am - Welcome & Attendee Introductions

Each attendee will have a slide to introduce themselves and share their key priorities and biggest challenges.

11:00 am - 12:00 pm - Customer Experience: Customers Deserve Better

Maria Ferrante-Schepis, Maddock Douglas
Stuart Johnston, CMO, ManageMy Ltd.
Sean Rowley, Dir. Strategy & Proposition, ManageMy Ltd.
Chris McGuire, Dir. Client Growth & Engagement, McGuffin Creative Group
 
With the unique needs and opportunities of LIC members in mind, some very passionate people from three complementary disciplines have joined forces to present their ideas for helping you realize the full potential of your technology investments, and deliver the customer experiences that are so deeply deserved.
 
There’s no more doubt in the minds of top life insurance industry executives that there is a revolution in customer experience. But this revolution must deliver better outcomes for the customer, for the agent and for the carrier. These outcomes can only be achieved by:
• Modernizing customer and agent communications content and processes
• Removing barriers related to legacy systems
• Focusing the agent experience on what they’re good at: advice and sales
 
Join us for a discussion that will shape a new offering to be created exclusively for LIC members, combining the forces of technology, consumer insight and creative design in a single, turnkey package. Explore how we can ensure our customers/members get the experiences they deserve.

12:00 pm - 1:00 pm - Break

1:00 pm - 3:00 pm - Facilitated Discussion: Your Hottest Topics

Find out what others are doing, what’s working and what isn’t, and discuss common challenges and solutions. Topics will be selected by registrants, such as these from last time:
• Compensation Structures
• Motivating Producers
• Increasing Technology Budgets
• Succession Planning
• Selling/Merging
• COVID-19 Changes to Business Practices & Products
• Low Interest Rate Environment
• Sales Compared to Last Year