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Tuesday, October 21

08:00 - 09:00am Breakfast (456 Ballroom)

09:00 - 12:00pm Choose a Session 09:00 - 12:00pm SmartOffice Training (Madison AB)

The mantra today is doing more with less. With that goal in mind the theme of this year’s forum is increasing productivity. We will be showcasing new and existing tools, integrations, and functionality to help you increase your agency’s efficiency. Additionally, the forum will be interactive so that you can learn not only from the Ebix experts, but from your peers as well.

l Janet Ruffing, VP of CRM Customer Service, Ebix, Inc. l Philomena DiCicco, Training Services, CRM, Ebix, Inc. l Rosemary Hege, Commissions Specialist, CRM, Ebix, Inc.

09:00 - 12:00pm WinFlex User Group (Avery) This group meets to review requested functionality enhancements, discuss the product roadmap, and provide insight into Ebix long term strategy. Clients provide ideas on system improvements, producer feedback, and work together to help set priorities for the near term an long term feature enhancements. Come learn from your peers, and help us re-define the next generation of WinFlex Illustration solution for your producers. Our goal is to do anything we can to make it easier for producers and case managers to illustrate and sell your products.

l Mark Krantz, Sr. Dir. of Quoting & Illustration Services, Ebix, Inc.

09:00 - 12:00pm Annuity Advisor Group (Harper AB) This will be a combination of the DAWG (Distributor Annuity Working Group) representing the AnnuityNet Distributors and WAG (Wizard Advisor Group) representing AnnuityNet Carriers. This group meets to review requested functionality enhancements, discuss the product roadmap, and provide insight into Ebix long term strategy for AnnuityNet and AnnuityNet related modules such as AMP and Tier II. Clients provide ideas on system improvements, producer feedback, and work together to help set priorities for the near term an long term feature enhancements.

l Saul Herrera, Dir. of Product Development, Ebix. Inc. l Sandy Hampel, Dir. of Carrier Product Development, Ebix. Inc.

09:00 - 12:00pm TPP: The Policy Processor User Group (Kennedy ABC) Existing users of The Policy Processor (TPP users) will get an opportunity to engage with other TPP users to exchange thoughts, ideas, and best practices for optimal use of the platform. Specific sessions will be held to discuss the evolution of the product and the future direction. Participants will get an opportunity to provide input into the product roadmap.

l Ash Sawhney, Vice President of Sales, Ebix. Inc. l Lorraine Young Harper, Director , Center of Excellence, Ebix, Inc.

The EbixExchange Expo 2014 Agenda is subject to change.

Copyright © 2014 Ebix, Inc.

Tuesday, October 21 Contd. 12:00 - 01:00pm Lunch (456 Ballroom)

01:00 - 02:30pm Choose a Session - Continued 01:00 - 02:30pm SmartOffice Training-Continued (Madison AB) 01:00 - 02:30pm SmartOffice Enterprise Advisory Council (Avery)

Discussion of SEAC challenges and new product highlights.

l Greg Vartan, MetLife l Bryan Eshelbrenner, Dir. of CRM Product Management, Ebix, Inc. l Richard Hwang, AVP Sales and Strategy, Ebix, Inc.

01:00 - 02:30pm Life Advisory User Group (Harper AB) In this session we will demo LifeSpeed, our life eApplication and how it fits into EbixSTP. We’ll also be sharing some of the exciting new tools and functionality being added to enhance the LifeSpeed Platform. Among them, find out about how our new Product Profile for Life (PPfL) import tool will help automate product updates as well as the new forms control tool’s ease of adding forms and conditions for instant deployment. Anyone is welcome to join us to learn more about LifeSpeed.

l Arwinder Luther, Sr. Dir. of Client Integration Services, Ebix, Inc.

01:00 - 02:30pm The Policy Processor User Group-Continued (Kennedy B)

02:30 - 02:45pm Beverage 02:45 - 05:00pm Choose a Session - Continued

02:45 - 05:00pm SmartOffice Training Continued (Madison AB) 02:45 - 05:00pm SmartOffice Enterprise Advisory Council Continued (Avery) 02:45 - 05:00pm Life Advisory User Group Continued (Harper AB)

05:00 - 06:00pm Free Time 06:00 - 08:00pm Welcome Reception at The Ghost Bar


Wednesday, October 22

08:00 - 09:00am Breakfast & Partner Exhibits (456 Ballroom)

09:00 - 09:15am Welcome to EbixExchange Expo (123 Ballroom) l Robin Raina, Chairman of the Board, President and CEO, Ebix, Inc.

09:15 - 10:00am Key Note Speaker Closing-Not Minding the Gap: Generating Organic Growth in the US Life Market (123 Ballroom) l Neil Sprackling, President, Life & Health, Swiss Re American Holding Corp.

10:00 - 11:00am Sales Distribution Panel (123 Ballroom) The Sales Distribution Panel will focus on how agents, advisors, and agencies are using technology to sell more. Our panelists represent multiple sectors of the Financial Services industry and will discuss how quoting, illustration, application, marketing, and practice management tools help their firms build client relationships, increase sales, and streamline the operations of their practice. The discussion will touch on the challenges these firms face in selling and distributing products to their customers.

l Moderated by Tom LeBleu, VP of Operations, Ebix, Inc. l Gary Schwartz, CEO, Madison Planning Group

l Debra Schatzki, RIA, BPP Wealth

l John Vander Leeuw, VP of Operations, TD Bank

l Tim Bellig, VP, Trumark

11:00 - 11:30am Break & Partner Exhibits (Foyer/Ballroom 456)

11:30 - 12:30pm Choose a Session 11:30 - 12:30pm Unifying CRM and Microsoft Exchange (Madison AB)

Learn how the server to server synchronization between Microsoft Exchange and SmartOffice will allow users to unify their smartphone, Outlook contacts/calendars and SmartOffice.

l Bryan Eshelbrenner, Dir. of CRM Product Management, Ebix, Inc. l Richard Hwang, AVP Sales and Strategy, Ebix, Inc.


Wednesday, October 22 Contd. 11:30 - 12:30pm Choose a Session

11:30 - 12:30pm AMP Update (Kennedy ABC) The EbixExchange Annuity Maintenance Platform (AMP) enables advisors to submit in-force transactions to insurance carriers. AMP leverages carrier product profiles to define the product rules and form requirements and then transmits the entire transaction including data and documents to the insurance company. This platform has been in production for 18 months and is gaining traction in the industry! This session will provide not only a status update about where AMP is now, but also where it is going from a transactional perspective and from a user opportunity perspective.

l Saul Herrera, Dir. of Product Development, Ebix, Inc.

11:30 - 12:30pm TPP Client Case Study – Indiana Farm Bureau and Manulife (Avery) Join our panel to learn how companies are utilizing TPP (The Policy Processor) to streamline their new business and underwriting processes. You will learn perspectives from both a mid-size and large organization. Learn more about their experiences with the implementation as well as the benefits they are deriving.

l Dana Devine, Dir. of Life Underwriting & Claims, Farm Bureau Life l Alan Bett, AVP Retail Markets IS, Manulife

12:30 - 01:30pm Lunch & Partner Exhibits (456 Ballroom)

01:30 - 02:30pm Choose a Session

01:30 - 02:30pm HBSC SmartOffice Evolution and Guardian’s Future (Kennedy ABC) l Nick Volpe, Vice President, Guardian l Cindy Cotter, Vice President, Insurance & Annuities Operations, HSBC

01:30 - 02:30pm The Future of Illustrations (Madison AB) Carriers will show how they can leverage the WinFlex platform to provide fully customized mobile and web based solutions to producers that allow them to quickly provide comparative illustrations to their clients. Come learn and see innovative trends in both technology and the application of technology to simplify the illustration and the sales process.

l Mark Krantz, Sr. Dir. of Quoting & Illustration Services, Ebix, Inc. l Kevin Wozniak, Director, AIG

01:30 - 02:30pm High Volume Cases: A TPP Success Story (Avery) This presentation will cover how an international company in an emerging market overcame the challenges of very high number of applications (in excess of half a million a year), very short window for processing time, low value, therefore essential to process without manual intervention, high rates of data entry errors, and high rates of fraud in the market.

l Nazir Damji, Sr. Advisor, Ebix, Inc.


Wednesday, October 22 Contd.


02:30 - 03:30pm Revitalizing the Life Insurance Industry – A Case Study on Ebix/Swiss Re/MetLife, Authored by Aite Group (123 Ballroom)

l Moderated by Todd Eyler, Research Director, Aite Group. l Thomas Corwin, Asst. Vice President, MetLife

l Jason Bowman, Sr. Vice President, Swiss Re l Ash Sawhney, Vice President of Sales, Ebix, Inc.

03:30 - 04:00pm Break & Partner Exhibits (Foyer/Ballroom 456)

04:00 - 05:00pm Carrier / Manufacturer Panel Discussion (123 Ballroom) Learn about the future of the industry and how Ebix can help lead you into the next decade. A valued partner will discuss how Ebix technology and technology as a whole is changing the way they do business. What worries them, what they are excited about, how they are leveraging the opportunities, and what they see as the future of our industry.

l Moderated by Doug Massey, VP of Exchange Sales, Ebix, Inc. l Beth White, Assoc. Dir. of Producer Tech. AIG American General Life l Chris Poisella, Director eCommers Operations, Prudential Annuities l Nichole Myers, FALU, FLMI, ARA, ACS, Manager, MetLife Underwriting

05:00 - 06:30pm Free Time 06:30 - 0830pm Awards Dinner (456 Ballroom)

07:30 – 08:20am Breakfast & Partner Exhibits (456 Ballroom)

08:30 – 09:20am Ebix STP-Connecting Carriers and Distributors with Top Performing Agents (123 Ballroom) Ebix STP is all about connecting carrier and distributors with top producers to allow business to be conducted seamlessly. In this session Ebix will introduce some new offerings as well as our vision of sales enablers that will help you tighten relationships with your producers and make business more efficient than ever before.

l Doug Massey, VP of Exchange Sales, Ebix, Inc. l Bryan Eshelbrenner, Dir. of CRM Product Management, Ebix, Inc.

09:30 - 10:20am Choose a Session 09:30 - 10:20am SmartOffice Anywhere (Madison AB)

Learn about the tools that will help you retain top producers streamline the sales process and make your marketing department more efficient. SmartOffice Anywhere is a browser independent solution allowing sales tools and status to be with the producers anywhere on any device. Outlook plug-in means your marketers never even have to learn how to navigate the SmartOffice application bringing the key features of SmartOffice into Outlook, Excel and Word.

l Bryan Eshelbrenner, Dir. of CRM Product Management, Ebix, Inc. l Sherri Isaacson, Dir. of Agency Management, Ebix, Inc.

09:30 – 10:20am Life STP Case Study (Kennedy ABC) Ebix Life STP can be configured to support a wide range of business models. AIG and Genworth will discuss their unique implementations of LifeSpeed and Ebix STP and how those models have succeeded in providing efficiencies to the sales process for their producers. Each has implemented unique processes using Ebix STP technology.

l Beth White, Assoc. Dir. Prod. of Technology, AIG American General Life l Ken Leibow, Dir. of Operations, Genworth Financial

09:30 – 10:20am AN4 Migration—What to expect (Avery) AN4 Migrations are well underway. If you are just getting started or are in the planning phases, come and hear from these Migration veterans what to expect. You will learn what to plan for, strategies for mitigating risk, and actual results and benefits of the completed migration. Edward Jones and Merrill Lynch will share their thoughts and findings from a distributor perspective and Nationwide will share the carrier perspective.

l Moderated by Doug Massey, VP of Exchange Sales, Ebix, Inc. l Christina Stoval, Assistant Vice President, Merrill Lynch l Kennique Meals, Department Leader, Edward Jones l Henry Nerida, Business Relationship Manager, Nationwide Financial l Brent Osborne, Director, Client Solutions, Lincoln Financial Group


Thursday, October 23

Thursday, October 23 Contd.

10:30 – 11:20am Choose a Session

10:30 - 11:20am AnnuityNet: What’s New? (Madison AB) In this session we will review the differences between ANW and our newest version AN4, introduce our launch of the new AnnuityNet Express solution for BGA’s, integrated Silanis E-Signature, discuss where we are with AMP and the future phases, review the new integration from Ebix Vital Annuity, and Integration from Cannex and explore the recent, near, and long term future of AnnuityNet.

l Doug Massey, VP of Exchange Sales, Ebix, Inc.

10:30 – 11:20am Predictive Analytics and Risk Assessment (Kennedy ABC) Defining “Big Data” and “Predictive Analytics” and explaining the sources of data to use for predictive analytics. Discussion will be around traditional approaches to using predictive analytics in life underwriting and more non-traditional approaches Will also discuss where the industry will go in the future with respect to big data and predictive analytics.

l Al Klein, Consulting Actuary, Milliman 10:30 – 11:20am Voluntary Worksite Opportunity(Avery)

Join us to get an overview of how EBIX is opening up opportunities for carrier partners to distribute voluntary worksite products. Learn more about how to leverage the EBIX benefit administration platform for simplified issue voluntary products. This is a great opportunity to learn about our turnkey solution that includes Distribution, Technology, Administration, and Re-insurance.

l Ash Sawhney, Vice President Sales, Ebix, Inc. 11:30 – 12:20pm Lunch & Partner Exhibits (456 Ballroom)

12:30 - 01:20pm Technology Partner Panel (123 Ballroom) Ebix works with “best of breed” partners to improve our technology and provide integrated technology solutions complementary to the Ebix platforms. Our panel of partners from Silanis, LaserApp, and Financial Computer will discuss our approach to working together to bring a more valuable offering to our clients.

l Moderated by Tom LeBleu, Vice President of Operations, Ebix, Inc. l Brian Edelman, CEO, Financial Computer l Robert Powell, Vice President Sales & Marketing, LaserApp l Patrick Potts, Vice President, Business Development, Silanis

01:30 - 02:20pm How to Harness Mid-Market Potential (123 Ballroom) l William Tyson, Sr. Vice President, Swiss Re l Ash Sawhney, Vice President Sales, Ebix, Inc.

02:30 – 03:00pm Closing Remarks l Bryan Eshelbrenner, Dir. of CRM Product Management, Ebix, Inc.


Welcome to EbixExchange Expo Hosted by:

Robin Raina Robin is Chairman of the Board, President and Chief Executive Officer of Ebix, Inc. Robin joined Ebix in October 1997 as Vice President - Professional Services and was promoted to Senior Vice President - Sales and Marketing in February 1998. Robin was promoted to Executive Vice President and Chief Operating Officer in December 1998. He was then made President effective on August 2, 1999 and Chief Executive Officer effective September 23, 1999. In May 31, 2002, Robin was named Chairman of the Board. Robin has been in the IT sector since 1990. He started his professional career in the field after completing a five year Bachelor's Engineering program in Industrial Engineering from Thapar University in India. In 2003, Robin founded a charity, the 'Robin Raina Foundation', which supports children in education, food, shelter and medical needs in the Indian sub-continent.


Key Note Speaker

Neil Sprackling Neil Sprackling is President of Swiss Re's Life & Health US business and member of the firm's Americas Management Team. Neil joined Swiss Re's US business in February 2012, having spent the previous 15 years in Swiss Re's Australian and New Zealand business in a variety of roles, most recently as Head of the Life & Health business in these markets. With 29 years' reinsurance experience spanning the UK, Spain, Portugal and Latin America, Neil's background includes client management, underwriting, business development and marketing. Neil has led various business and industry programs on behalf of Swiss Re, most notably the Protection Gap initiative addressing the issue of underinsurance, for which he has a strong passion. Neil is currently a member of the ACLI Financial Services Steering Committee and an active presenter at numerous industry events and conferences.


Guest Speakers JASON BOWMAN is the Head of Swiss Re's Automated Underwriting team, based in Armonk NY. Jason has been

working in the Life insurance business for 29 years both for carrier and reinsurance companies. The majority of this time has been spent in the underwriting area and for the last 18 years has focused on the implementation of Swiss Re's underwriting system, Magnum. Jason has led projects with carriers in UK, Europe, Asia and North America and is currently overseeing a number of new deployments in the region.

THOMAS CORWIN is an Assistant Vice President for US Direct Distribution Underwriting & Case Processing at MetLife. Over the past 5 years, he has helped build a new distribution channel within MetLife that focuses on reaching customers through phone, web, direct mail and retail channels. His team underwrites a variety of life insurance products using innovative and efficient processes that rely on gold standard cloud based technology platforms and customer centricity practices. A focus on data-driven decision making has enabled his team to support top line business growth and significant underwriting operating expense reduction.

ALAN BETT is an IT officer with Manulife in Canada responsible for the Strategic Solutions, and overall Strategy function within the Retail Markets business unit IS organization. Alan is the IS CRM and has specific IS responsibilities for Digital Strategy, Product Development, New Business, Sales, Marketing, Salesforce.com, Illustrations, On-Line Transactions, and all large strategic projects in the Retail Markets area. Alan was the lead at Manulife in the search and ultimate selection of the Ebix TPP platform for NB and UW over 7 years ago. Alan has been the key Ebix relationship holder and IS owner of the entire Manulife NB technology platform.

DANA DEVINE began her career with United Farm Family Life Insurance Company in 1984 in the Life New Business Department. After 1 year transferred to the Underwriting Department where she eventually was promoted to Underwriting Manager. In 2000, she was the first underwriter hired by IBU, Interviews by Underwriters. She returned to United Farm Family Life Insurance Company in 2003 and has served as Chief Underwriter, Director Life Underwriting and Claims. Dana has been avidly involved and has served as the Business Project Manager for the New Business and Underwriting automation with her company.

AL KLEIN is a consulting actuary with Milliman’s Bannockburn/Chicago office. He joined the firm in 2009. Al’s primary responsibilities include industry experience studies and helping clients with mortality and underwriting related issues, including product development and assumption setting. Prior to joining Milliman, Al most recently worked for a large stock life insurance company where he was responsible for experience studies across all lines of business.

WILLIAM TYSON has a 30-year track record of building and managing multi-channel, multi-line insurance businesses using a variety of distribution models, technology platforms and data driven marketing, both domestically and internationally. He is a seasoned global insurance executive having excelled at several Fortune 500 companies (including AIG, CIGNA International and Jardine Lloyd Thompson) before joining Swiss Re Life and Health, where he is leading the execution of the Primary Value Chain strategic initiative in partnership with Ebix and other best of breed partners.

TODD EYLER is the research director for Aite Group’s Insurance practice—including P&C, Life and Annuities, and Health Insurance segments—and the research lead for the Life and Annuities segment. Mr. Eyler brings to Aite Group 15 years of combined research and operational experience, working with insurance companies across the P&C and life and annuities segments as well as with their vendors and service providers across all insurance segments.

BETH WHITE is the Assoc. Director of Producer Technology at AIG Life and Retirement. She is currently Program Manager of ticket platform submissions at AIG American General Life. Beth has been in the Life Insurance Industry for 25 years with a primary focus on home office field service in New Business and Underwriting. Copyright © 2014 Ebix, Inc.

EbixExchange Expo Speakers

DOUGLAS MASSEY is a 20 year veteran of the Insurance technology space. As VP of Sales for EbixExchange Doug and his team oversee the sale of all enterprise Life and Annuity solutions and work with product management to shape future product direction. Doug was actively involved in defining the industry’s Annuity Straight Through Processing (STP) model and has been involved in many industry technology firsts. His focus is on creating and communicating the power of connected technology solutions for STP of Life and Annuities. ASH SAWHNEY joined EBIX in the summer of 2012 through the acquisition of PlanetSoft, and is responsible for all sales and delivery activities related to the enterprise product solutions acquired by EBIX. As a member of PlanetSoft’s founding team, Ash was responsible for business development and sales. Ash was responsible for establishing key strategic partnerships for the company. Ash crafted PlanetSoft's strategy in the insurance industry, which included applying PlanetSoft's framework to build insurance specific solutions and establishing key client relationships to collaborate in the product build out. BRYAN ESHELBRENNER has managed design and development of the SmartOffice platform for more than a decade, having led efforts to implement Ebix CRM’s integration capabilities and services architecture. As Director of Integration and Data Services, Bryan collaborates closely with other Ebix divisions, customers who develop for the SmartOffice platform, and integration partner software vendors. His work contributes greatly to SmartOffice’s role at the center of Ebix’s straight-through processing solutions. SANDY HAMPEL oversees Ebix’s Wizard Advisory Group and Distributor Advisory Working Group which enable distributors and carriers to collaborate and help guide enhancements for AnnuityNet, provide input on adopting new functionality within the ACORD standards, and address regulatory compliance trends. These efforts advance AnnuityNet to support straight-through processing. SAUL HERRERA has been active in the annuity industry for 13 years. Before joining Ebix, Saul s pent 11 years with Transamerica, managing the annuity new business area in the broker-dealer and bank distribution channels. Since joining Ebix in 2010, Saul’s focus has been on AMP. RICHARD HWANG is AVP Sales and Strategy at SmartOffice. His primary responsibilities are to manage enterprise relationships and develop strategic roadmaps for SmartOffice. Although his primary focus has been on CRM, this focus has lead into the area of electronic straight-through processing that incorporates quote/illustrations proposal generation, new account opening, eForms management, eSignatures, pending case management, ePolicy delivery, investment data delivery, proprietary integration, and mobile solutions. MARK KRANTZ has been with Ebix since 2006 and runs the Research, Quoting and Illustration groups based in Park City, Utah. Mark has worked in many capacities to continue the great tradition of WinFlex, VitalSigns and VitalTerm. He is tasked with expanding the reach and influence of these industry-standard products to a new audience of producers who use tablets and smartphones. SHERRI ISAACSON is part of the SmartOffice team. In her current role she works closely with BGAs and carriers to improve new business tracking, further automate the transmission of commission data and streamline the application process from illustration to delivery. She also works closely with other Ebix divisions to reinforce and expand SmartOffice’s role as the centerpiece of Ebix’s straight-through processing solution.


EbixExchange Expo Speakers

JANET RUFFING has been helping insurance and financial services professional achieve success in their practices using the Ebix Suite of products for more than 22 years. Her breadth of experience has spanned customer support, marketing, documentation and training. In her current role leading the Client Services, Customer Support and Training teams, Janet interacts with a diverse cross section of the Ebix user base. Her understanding of the highly individualized needs of Ebix’s customers helps ensure that businesses meet their objectives using Ebix technology. TOM LeBLEU is the Vice President of Operations for Ebix Exchange. In this role, he oversees client support and solution delivery teams for the SmartOffice, AnnuityNet, LifeSpeed, Winflex, and Vital Sales platforms. Tom rejoined Ebix in July 2013 after three years of consulting independently with various clients including National Western Life, FAST, Transamerica, and Ash Brokerage. Prior to this Tom was the Director of Business Consulting with E-Z Data which was later acquired by Ebix. Tom previously worked as the Vice President of Marketing Strategy for National Financial Partners and he began his career with Accenture where he worked primarily with life insurance carriers for almost twelve years. NAZIR DAMJI started his Insurance journey with Sun Life in 1975 (originally Mutual Life, Clarica after de-mutualization, which was acquired by Sun Life). Nazir has been underwriting and/or managing underwriting for almost 35 years. Nazir joined New York Life's joint venture in India in 2006. Nazir’s in his previous roles has been instrumental in the development of underwriting rules and guidelines for life, critical illness, including long term care, personal health insurance and annuities. He has also been involved in product developments and reinsurance management. LORRAINE YOUNG has been providing strong program management leadership and subject matter expertise to our TPP customers, including Manulife, Mass Mutual, and Desjardins. Lorraine brings a unique perspective to client engagements as she was the Program Manager and Business Owner for Sun Life during their engagement with PlanetSoft to implement the first The Policy Processor system. She directed the review and approval of life, health and P&C policy forms for the Massachusetts Division of Insurance, while actively working with the Interstate Insurance Product Regulation Commission to establish policy form filing standards. PHILOMENA DiCICCO has over 20 years of experience in the financial services industry. Her ability to translate the technology into practical tools served as a stepping stone to take on the challenges of the home office environment at the Penn Mutual Life Insurance Company. Phil was the designated Subject Matter Expert at Penn Mutual for the E-Z Data products. She joined the E-Z Data team in 2007 (which became Ebix) as a SmartOffice trainer. Shortly thereafter, Phil began work on client conversions and new implementations. She has worked with Corporate, BGA. B/D and Retail customers - in the United States and Canada. Most recently, she has added Straight Through Processing projects – specializing in client workflows – to her skill set.


A Special Thanks to our Sponsors and Exhibitors


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