Operations meeting attendees are welcome to join us for the ERM Committee lunch hosted by Security National Life. Registration is not required if just attending the lunch, but please RSVP to LIC so we can plan for the right number of people. 

See www.loma.org/LICERM for information and registration to attend the full LIC Enterprise Risk Management Committee Meeting, September 23-24, 2025, hosted by Security National Life in Salt Lake City.

Learn what’s going on at the other companies represented at the meeting, including key initiatives, current challenges, and latest news, to facilitate networking with your Operations peers.

Contact LIC if interested in carpools/rideshares at 1:30 p.m. from either the Hilton lobby or SLC airport.

This case study will focus on operational KPIs and efficiencies. Our host company will discuss their process of creating KPIs in Operations, how they use them, and the focus this has created on constantly improving the efficiency of their teams.

John Heald, Chief Growth Officer, Legacy.com

Obitdata is a product of Legacy.com, the largest and most complete online obituary resource in North America. Obitdata’s compiled data is used by companies for environmental scans ahead of strategy planning, forecast opportunities and challenges presented by population shifts, and staying ahead of compliance demands related to unclaimed property. Mr. Heald heads Legacy.com’s growth programs such as ObitData, MarketIQ and Genealogy partnerships, among others.

Carpools/rideshares to the Hilton.

Carpools/rideshares will meet in Hilton lobby at 7:30 am.

Jes Vargas, Director of Solutions, Benekiva
Angela Daleske, AAPA, ACS, ASRI, FSRI, Director-Claims, Homesteaders Life Company

Benekiva’s results and their client companies’ demand for rapid ROI depend on careful scoping of needs, project planning, and management. This presentation and discussion will highlight elements of a successful project plan and one company’s implementation experience including a project review.

Jes leads initiatives that streamline internal processes, operationalize go-to-market strategies, and enhance the implementation of claims processing solutions. Known for her ability to bridge technical complexity with real-world insurance operations, she has developed tools and methodologies that elevate how insurers evolve their claims processes.

Sashia Godet, Vice President Product Development, Emtech Group, Inc.
Roxy Huron, AVP Information Technology, Catholic Life

Emtech Group’s Sashia Godet will present with Roxy Huron of Catholic Life Insurance, a case study focusing on the use of technology to improve QA processes which provide several operational benefits such as increased efficiency in product development, faster time to market and easier adoption rates for agents and consumers.

Moderated by LIC

This is a time to discuss additional questions on topics covered during the meeting as well as submitted by attendees through their registration.