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LIC Operations Committee Meeting

Operations Issues in Smaller Life Companies

September 10, 2019 – September 12, 2019
Hosted by American Enterprise Group, Des Moines, IA


TUESDAY, SEPTEMBER 10, 2019

6:30 pm - 8:30 pm

Hosted Networking Dinner at Hessen Haus

Meet in Hilton lobby at 6:15 p.m. to walk/carpool together. Hessen Haus is at 101 SW 4th St, Des Moines, IA 50309, about .6 mile or 15 minutes’ walk.
WEDNESDAY, SEPTEMBER 11, 2019
 

8:00 am - 8:30 am

Continental Breakfast provided by American Enterprise Group
 

8:30 am - 10:00 am

Welcome & Attendee Introductions
 

10:00 am - 10:30 am

Break

10:30 am - 11:00 am

Facilitated Discussion with Live Polling

Jeff Shaw, CLU, ChFC, Executive Director, LIC
Find out what others are doing, what’s working and what isn’t, and discuss common challenges and solutions. Topics will be pre-selected by participants; here are some from last year:
  • Leveraging Technology
  • Transitioning to Open Office Architecture
  • Power of Attorney Questions
  • Commission payments and Debit Balance Processes
  • Call Center Workflow Management Systems
  • Your Topics: Send your topics or questions by August 30 to jshaw@limra.com.
 

12:00 pm - 1:00 pm

Networking Luncheon Provided by American Enterprise Group

1:00 pm - 2:00 pm

Case Study: Claims System Installation

Brad Dotson, Senior Project Manager, American Enterprise Group
Brent Williams, ChFC, Founder & CEO, Benekiva
 

2:00 pm - 2:30 pm

Facilitated Discussion with Live Polling (continued)
 

2:30 pm - 3:00 pm

Tour of American Enterprise Group
 

3:00 pm

Adjourn for the Day

6:30 pm - 8:30 pm

Hosted Networking Dinner at Americana Restaurant

Meet in Hilton lobby at 6:10 p.m. to walk/drive together. Americana is located at 1312 Locust St, Des Moines, IA 50309, .9 mile or 20 minutes’ walk.
THURSDAY, SEPTEMBER 12, 2019
 

8:00 am - 8:30 am

Continental Breakfast provided by American Enterprise Group

8:30 am - 9:30 am

Automating to Improve Efficiency and Processes

Dana Devine, FLMI, FALU, Director-Life Policyholder and Agent Services, United Home Life/Indiana Farm Bureau
Deb Culliton, VP Research & Consulting, Novarica
 

9:30 am - 11:00 am

Facilitated Discussion with Live Polling (continued)
 

11:00 am

Adjourn