The Invite-Only Virtual Event For Senior Level Digital Marketing & CX Leaders In The Insurance Industry

April 14 - 15, 2021 | 12:15 PM ET

Digital Insurance Connect Virtual Event

Digital Insurance Connect is a private, invitation-only virtual event customized for senior-level digital marketing & CX leaders from insurance companies, agencies, brokers, and insurtechs.

The mission of Digital Insurance Connect is to provide an interactive, high-level platform for the exchange of ideas and timely perspectives on acquiring the modern insurance customer through digital strategies, retaining customers and building consistent customer loyalty through stellar CX and fostering an environment of innovation in your organization through change management.

Attendees receive access to all educational content (fireside chats, panels & keynotes) delivered by other senior executives, have the option to participate in live roundtables, think tanks & meetups and get the opportunity to have pre-scheduled 1-to-1 meetings with solution providers who can help accelerate your digital transformation.

A Unique Experience

The Digital Insurance Connect Virtual Event is an online forum mirroring our in-person Connect events. We’re bringing you exclusive knowledge from top-notch industry leaders at the touch of a button.

Here's what you get when you attend:

Pre-Scheduled 1:1 Meetings

See someone on our attendee list you want to meet? Mutually matched and pre-scheduled 1:1 meetings with your prospects and peers make it easy to further business. No more fruitless conversation. No more tradeshows.

Executive-Level Content

We provide custom-made, high-level content that fosters a fruitful dialogue among participants. You’ll gain exclusive, never before seen perspectives on advanced personalization, championing faster digital transformation, the future of the industry’s digital customer experience, and more.

Exclusive Networking

Meet only the most senior-level executives in an intimate and interactive environment at our breakout rooms, 1:1 meetings, roundtables, and more.

Our Speakers. Your Visionaries.

Ketty Trivedi

Ketty Trivedi

VP of Strategic Marketing


Abhishek Rathi

Abhishek Rathi

Vice President & Head of Digital, APAC


Ruby Grace Reyes

Ruby Grace Reyes

CVP, Digital Marketing Leader, Long-Term Care Solutions

New York Life

Melanie Chase

Melanie Chase

Chief Marketing Officer

Next Insurance

Bryan Davis

Bryan Davis

EVP, Head of Personal Lines Strategy & Business Development

HUB International

Molly Paisie

Molly Paisie

AVP, Digital Product Management


Christopher Cargill

Christopher Cargill

Director, Commercial Lines Digital Distribution


Cora Hall

Cora Hall

AVP Group Benefits Marketing

The Hartford

Brian Gaab

Brian Gaab

Managing Principal, Strategy & Innovation

CSAA Insurance Group

Claire Look

Claire Look

VP of Data

The Zebra

Christine Pfeiffer

Christine Pfeiffer

VP of Operations

Next Insurance

Mano Mannoochahr

Mano Mannoochahr

Senior Vice President | Chief Data & Analytics Officer (CDAO

Travelers Insurance

Lindsay Hanson

Lindsay Hanson

Head of Behavioral Insurance, Global Strategy and Delivery

Manulife & John Hancock

Lisa Pires

Lisa Pires

VP of Digital Transformation

Hanover Insurance Group

Gordon Baty

Gordon Baty

Design and User Experience Director

Delta Dental

Cynthia Heismeyer

Cynthia Heismeyer

VP, Director of Marketing

Selective Insurance

Anjali Kaul

Anjali Kaul

Head of Member Experience & Engagement

John Hancock

Sarah Leavy Dignardi

Sarah Leavy Dignardi

Senior Mobility Manager

Selective Insurance

Melissa Godboldt

Melissa Godboldt

Associate Experience Owner

American Family Insurance

Mark Crow

Mark Crow

Director, U.S. Financial Services – Insurance Industry Executive


Michael DeGusta

Michael DeGusta



Christopher Ewing

Christopher Ewing

CEO & Founder

One, Inc

David Antoline

David Antoline

Managing Director, Commercial


George Phipps

George Phipps

Director of Product Marketing


Michael Turcsanyi

Michael Turcsanyi

Founder and CEO

Goose Digital

Lisa Sutrick

Lisa Sutrick

Global Managing Director for Customer Engagement Solutions


Stacey Epstein

Stacey Epstein

Chief Marketing Officer


Jamie Cosgrove

Jamie Cosgrove

VP of Financial Services


Ron Lingerfelt

Ron Lingerfelt

Senior Account Executive


Vivek Agarwal

Vivek Agarwal



Nikhita Iyar

Nikhita Iyar

Strategic Business Development


Nir Gryn

Nir Gryn

Senior Vice President


James Carlucci

James Carlucci

Executive Vice President, Insurance ‎


Jim Sieve

Jim Sieve

Regional Vice President Enterprise Insurance


Julianna Maila

Julianna Maila

Senior Product Marketing Manager


Justin Ryan Marks

Justin Ryan Marks

VP of Marketing

Quantum Assurance

What Attendees Are Saying


“Digital Insurance Summit presents the unique opportunity to learn and engage with peers, understand practices utilizing data and technology, and understand and assess how the industry is moving to needs-based solutions to enhance the customer experience.”

Ketty Trivedi, Vice President, Strategic Marketing | Workplace Solutions Group, Prudential Financial


“Digital Insurance Summit is not just a conference…it’s a community of peers where I’m challenged to think better and to do better.”

Marc Deiter, Director of Say Insurance, Say Insurance


“Genuinely top-notch speakers and inspirational, transformative content! We’ve learned some really exclusive, awe-inspiring ideas and fresh perspectives we are going to use to elevate our insurance standards.”

Nick Graymire, Marketing, Wyandot Mutual Insurance Company

Digital Insurance Connect Agenda

All Sessions listed in Eastern Time

Day One – April 14, 2021

  • 12:15 pm - 12:25 pm

    12:15 pm - 12:25 pm

    Elizabeth Robillard, Event Director, Worldwide Business Research

  • 12:25 pm - 12:45 pm

    12:25 pm - 12:45 pm

    Bryan Davis, EVP, Head of Personal Lines Strategy & Business Development, HUB International

    You've got a digital strategy and your customer base is strong - so where do you go from here? At this point, it may be time to develop a renewed roadmap for growth, and create your plan of attack for the future. In this panel discussion, learn from top execs what to do when the only way is up (hint: don’t look down).

    • Developing stronger service based strategies and innovative products
    • Using partnerships and alliances to advance growth
    • Implementing emerging technologies such as AI, Machine Learning and cloud
    • Developing a newly proactive and preventative approach
    Learn more
  • 12:45 pm - 1:05 pm

    12:45 pm - 1:05 pm

    Mark Crow, Director, U.S. Financial Services – Insurance Industry Executive, Microsoft

    2020 brought about rapid transformation to the insurance industry, from dramatic shifts in consumer behavior to the virtualization of operations overnight. Join Microsoft, as we explore:

    • Changing customer trends (behaviors, preferences, buying patterns, etc.) that are emerging to help insurers secure loyalty while managing costs.
    • Review key statistics from a Microsoft Industry Survey that supports the trends.
    • Components of building a Differentiated Policyholder Experience for Insurers (key technologies and strategies insurers should utilize to evolve their customer experience)
    • Case Studies – Review of a few examples of where Microsoft has worked with insurers to evolve their customer experience
    Learn more
  • 1:05 pm - 1:25 pm

    1:05 pm - 1:25 pm

    Ketty Trivedi, VP of Strategic Marketing, Prudential

    With rapid technological changes to the insurance ecosystem, newcomers disrupting the status quo, and an increasing amount of large players who have dominant share and awareness comes a new era of customer acquisition - and navigating it isn’t easy. Whether you're at a large carrier or small agency, being unable to get the attention of the right consumer in a saturated and short attention spanned market can seriously slow you down. In this panel discussion, you'll learn from insurers at the top of their digital game as they discuss what it takes to truly capture long-term, quality customers, compete in the marketplace and drive high speed on the road to 2030.

    • Meeting customers where they are on the purchasing journey
    • Quickly demonstrating value and provoking instant decisions
    • Evolving pricing and underwriting as an acquisition tool
    • Educating the consumer as a means of acquisition
    • Determining where to spend your marketing dollars & acquiring customers at a reasonable cost for your company
    • Using marketing data, web analytics and your CRM to decipher which campaigns led to lead to higher LTV customers
    • Determining the right distribution channels & best Omni channel strategy for your org
    • Taking advantage of multi-touch attribution and implementing a unified measurement platform
    • Keeping brand messaging and experience consistent across all channel
    Learn more
  • 1:25 pm - 1:45 pm

    1:25 pm - 1:45 pm

    George Phipps, Director of Product Marketing, ActionIQ
    Michael Turcsanyi, Founder and CEO, Goose Digital

    Customer experience is the only thing that matters in a world of ever increasing competition and consumer expectations. Within the insurance industry, marketing technologists are being charged with leading the digital transformation efforts required to become a CX-centric organization . This is a challenge without a simple solution, but one that requires vision, investment, and follow-through from the entire organization. In this session, we will share a martech guide to help you wherever you may be on a direct-to-consumer journey.

    You will learn:

    What does modern insurance CX look like

    What role martech plays, and why strategy is more important than technology

    What will the biggest CX opportunities and challenges be in 2021 and beyond

    How to build a future-proof CX foundation while delivering value today

    Learn more
  • 1:45 pm - 2:00 pm

    1:45 pm - 2:00 pm

  • 2:00 pm - 2:20 pm

    2:00 pm - 2:20 pm

    Gordon Baty, Design and User Experience Director, Delta Dental

    • How are products evolving to meet changing customer needs?
    • How must pricing and underwriting departments respond to these needs?
    • What tools can insurers use to better identify, attract and retain the most profitable customers?
    • How can dynamic pricing lead to increased profitability?
    • How can you make your pricing more transparent? What are the benefits to the customer?
    Learn more
  • 2:20 pm - 2:40 pm

    2:20 pm - 2:40 pm

    Christopher Ewing, CEO & Founder, One, Inc

    Meeting the ever evolving and increasing digital needs and expectations of today’s customer requires insurers to be able to pivot quickly and get to market even faster, while still focusing on cost savings, operational efficiency and business continuity. It takes strategic partnerships and a strong ecosystem for insurers to be able to provide a truly personalized digital customer experience. In this session, learn more about leveraging the power of digital ecosystems to accelerate your digital transformation.

    ·        In what ways can strategic partnerships provide speed to market and reduce risk?

    ·        How can you utilize a digital ecosystem to deliver quick wins and promote growth?

    ·        How can you develop partnerships that solve complex insurance use cases?

    ·        How do strong ecosystems help to promote innovation and growth?  

    Learn more
  • 2:40 pm - 3:15 pm

    2:40 pm - 3:15 pm

    Brian Gaab, Managing Principal, Strategy & Innovation, CSAA Insurance Group
    Sarah Leavy Dignardi, Senior Mobility Manager, Selective Insurance
    Michael DeGusta, CEO, ClarionDoor

    • What are the promises of tech investments across the insurance industry?
    • How can agility and resilience of new tech be achieved?
    • How can analytics and AI be applied in the most optimal way?
    • What prevents insurers driving real value from tech investments? How can these obstacles be overcome?
    • How can you begin to embrace the concept of ‘failing fast’ in order to quickly implement new tech?
    • How can insurers scale new technology investments?
    Learn more
  • 3:15 pm - 3:40 pm

    3:15 pm - 3:40 pm

    Lisa Sutrick, Global Managing Director for Customer Engagement Solutions, Precisely
    Melissa Godboldt, Associate Experience Owner, American Family Insurance

    Onboarding directly impacts customer experience, servicing, and profits. At onboarding you’ll make a first impression that sets the tone for the remainder of your customer relationship. Welcome kits are often that first touchpoint, however, they’re often not particularly welcoming. Despite their friendly tone they can sometimes overwhelm and lead to more questions. Wouldn’t it be great if each welcome kit could be accompanied by an in-person, one-on-one onboarding session at the member’s request? Join this session to learn how the right technology like personalized interactive video can help:

    ·        Deliver a more personalized customer experience from day one to provide a better understanding of product/service value

    ·        Eliminate frustration, and build lasting, loyal customer relationships, more open to cross-sell and upsell opportunities

    ·        Replace one-way, paper-based onboarding with a digital experience that achieves measurable results

    ·        Differentiate your services from the competition

    Learn more
  • 3:40 pm - 4:00 pm

    3:40 pm - 4:00 pm

    Lindsay Hanson, Head of Behavioral Insurance, Global Strategy and Delivery, Manulife & John Hancock
    Anjali Kaul, Head of Member Experience & Engagement, John Hancock

    • How has Covid-19 changed the industry’s approach to innovation and change?
    • Has the pandemic sparked new customer demands and needs?
    • How do you realign business priorities with new customer needs?
    • What challenges will arise from combining an office-based and remote workforce?
    • How do you ensure innovation efforts don’t fall by the wayside when budgets are inevitably tightened in 2021?
    • How can you measure the ROI of innovation?
    • What are the ‘New Normal’ industry trends that you can predict for 2021?
    Learn more
  • 4:00 pm - 4:05 pm

    4:00 pm - 4:05 pm

  • 4:05 pm - 4:50 pm

    4:05 pm - 4:50 pm

    David Antoline, Managing Director, Commercial, Levvel
    Stacey Epstein, Chief Marketing Officer, Freshworks

    Table One: Rowing the Boat: How IT and the Business Can Work Together to Change Customer Experience

    Led by: David Antoline, Managing Director, Commercial, Levvel

    Table Two: Getting Ahead of the Next “Storm” with CX

    In this case storm can be any number of natural disasters, including pandemics, hurricanes, earthquakes, firestorms…Join this roundtable to discuss how to best be leveraging technology to:

    ·        How to offer a differentiated claims experience for the policy holder

    ·        How large insurance companies can compete with boutique firms’ customer service levels

    ·        Simplifying AI & Chat to immediately improve CX

    Led By: Stacey Epstein, CMO, Freshworks  

    Learn more
  • 4:50 pm - 5:30 pm

    4:50 pm - 5:30 pm

     Set aside 45 minutes for yourself and join us for this workshop on de-stressing & being mindful in our new overwhelming work from home environment. Expect tips & ideas for how to keep a level head and take time for self-care. More details to follow shortly!

    Learn more
  • 5:30 pm - 5:30 pm

    5:30 pm - 5:30 pm

Day Two – April 15, 2021

  • 11:00 am - 11:45 am

    11:00 am - 11:45 am

    Specially designed for executives who have seen it all and are looking to shake things up, these sessions will be led by those in the industry who are thinking outside the box in order to figure out the future of digital transformation & CX within the insurance industry. 

    Learn more
  • 12:00 pm - 12:05 pm

    12:00 pm - 12:05 pm

    Elizabeth Robillard, Event Director, Worldwide Business Research

  • 12:05 pm - 12:15 pm

    12:05 pm - 12:15 pm

    James Carlucci, Executive Vice President, Insurance ‎, ValueMomentum

  • 12:15 pm - 12:45 pm

    12:15 pm - 12:45 pm

    Cora Hall, AVP Group Benefits Marketing, The Hartford
    Molly Paisie, AVP, Digital Product Management, Nationwide

    Whether you’re at a large carrier that's been around for 200 years or a smaller, digital born InsureTech experiencing rapid change fatigue, there can be a huge resistance to actually committing to a culture of change, even though it's in the customer's best interest to do it. The expectation of being digital can be scary to some and exhausting to others, and the speed at which you're playing catch up can be faster than the speed at which things are changing. So how do you get people to adapt to the digital revolution when it may not be apparent where they fit - or on the flip side, when it may be too much all at once?

    • Where do you start?
    • How do you align business must-haves with project objectives
    • How do you develop a long-term perspective that allows sustainability?
    • What people and skills are needed?
    • What steps can be taken to continuously energize the organization & combat change fatigue?
    Learn more
  • 12:45 pm - 1:10 pm

    12:45 pm - 1:10 pm

    Jamie Cosgrove, VP of Financial Services, Podium

    The global pandemic has left nearly every industry with a new landscape to interact with prospects and clients. Insurance is no exception. Increasing engagement is more important than ever—and the digital expectations have changed. Join us as we cover the critical touchpoints for every policy holder’s customer journey.

    We'll cover how to:

    •        Optimize online lead flow through client reviews

    •        Increase communication in preferred customer channels

    •        Nurture leads through messaging

    •        Implement more opportunities for feedback

    Learn more
  • 1:10 pm - 1:45 pm

    1:10 pm - 1:45 pm

    Lisa Pires, VP of Digital Transformation, Hanover Insurance Group
    Christopher Cargill, Director, Commercial Lines Digital Distribution, Nationwide
    Christine Pfeiffer, VP of Operations, Next Insurance
    Jim Sieve, Regional Vice President Enterprise Insurance, DocuSign

    • What has been the impact of technology on CX during the pandemic and what does this tells us about our future?
    • How do you harness this shifting landscape of digital transformation by investing in the technology you need?
    • What are some practical cases of transforming your business with technology?
    • How do you build the new technologies- do you build in-house, outsource work, or bring in startups?
    Learn more
  • 1:45 pm - 2:05 pm

    1:45 pm - 2:05 pm

    Abhishek Rathi, Vice President & Head of Digital, APAC, Prudential

    Technology is impacting consumer preferences and companies have to move faster than ever to adopt new technology with a customer-centric mindset. But, customers also want personalization—In an increasingly online world with self-service on the rise, customers are still looking for a 1 to 1 relationship and a personal touch. They expect to see the information and products they want where they would expect to find them. Takeaways from this session include:

    • Don’t forget that your customers aren’t just data points, they are humans
    • While chatbots & automation might be easier & less expensive methods of contact, are they too impersonal?
    • What might be the benefits of keeping some personal lines of communication open?
    • How can we strike that balance between making something easy for the customer and ourselves while also making sure they feel heard and appreciated?
    • How do you cultivate the element of empathy in a digital world?
    Learn more
  • 2:05 pm - 2:25 pm

    2:05 pm - 2:25 pm

    Vivek Agarwal, CTO, XTIVIA
    Ron Lingerfelt, Senior Account Executive, Liferay
    Nir Gryn, Senior Vice President, XTIVIA

    You have a vision on becoming a digital first, customer-obsessed organization that wants to take CX to new heights - not just for your policyholders but also your agents and internal associates - all the way from underwriting to claims and more. Liferay and XTIVIA client West Bend Mutual did too.


    In this session we'll look at the challenges West Bend faced and what they did to meet their goals. Key discussion point will include:


    • The challenges faced in undertaking the digital modernization journey
    • The strategy used to design a frictionless CX
    • The key components of the West Bend CX and recommendations for any good CX
    Learn more
  • 2:25 pm - 2:50 pm

    2:25 pm - 2:50 pm

    Nikhita Iyar, Strategic Business Development, Moxtra

    Financial behavior can be emotional and complex, and especially given the struggles of consumers during the pandemic, all facing an uncertain future, customers want to feel that their needs are understood. How can insurance companies stand out from the crowd and show their customers that they can be trusted? This session will look at different ways to make meaningful connections with your customers:

    • How were you working to establish trust with your customers & business clients prior to the pandemic?
    • How have you have attempted to help ease the stress of the pandemic for your customers over the past year?
    • What does it mean to move away from transactions and towards meaningful engagement?
    • Given data privacy attitudes and the regulatory landscape, how can insurers encourage consumer trust and handle data appropriately?
    • How can you balance the Insurtech staples of transparency & streamlined customer experience with the traditional operations of your company in order to try to be the best of both worlds? 
    Learn more
  • 2:50 pm - 3:20 pm

    2:50 pm - 3:20 pm

    Ruby Grace Reyes, CVP, Digital Marketing Leader, Long-Term Care Solutions, New York Life
    Cynthia Heismeyer, VP, Director of Marketing, Selective Insurance
    Melanie Chase, Chief Marketing Officer, Next Insurance

    • How strongly do you feel your institution and its workplace culture have promoted the importance of the role of women within the insurance industry, particularly women in leadership roles, over the past several years?
    • Look at the number of new hires that interview at or enter your organization. How many of your candidates are women?
    • Once hired, do women feel included in the culture of your company?
    • Are they provided with the same mentorship and/or sponsorship opportunities afforded to men?
    • Are they invited to compete on competitive bids and to work on highly visible, revenue generating projects?
    • Are they offered roles within leadership or given the opportunity to explore these roles?
    • Do women at your company support, share and promote the success of other women? Yourself included?
    • Have you noticed a particular strain amongst your female employees with children during this pandemic, many of whom are now expected to juggle childcare, homeschooling & their careers?
    • What have you done to try to ease this burden, if it is in fact something you’ve noticed?
    • How are you planning to continue to promote diversity & inclusion for women within all levels, but particularly in leadership, at your institution going forward?
    Learn more
  • 3:20 pm - 3:40 pm

    3:20 pm - 3:40 pm

    Julianna Maila, Senior Product Marketing Manager, Hiya
    Justin Ryan Marks, VP of Marketing, Quantum Assurance

    • How do you make your organization aware of how important a well-oiled data strategy is?
    • How can insurers align the data agenda to wider business priorities?
    •  What other obstacles stand in the way of your organization creating an incredibly strong data strategy?
    • What does it mean to drive value from your data?
    • How can customers be better served through enhanced data usage?
    • How can insurers scale analytics across the business?
    • From IoT to social media: what types of alternative data are most valuable to insurers?
    Learn more
  • 3:40 pm - 4:00 pm

    3:40 pm - 4:00 pm

    Claire Look, VP of Data, The Zebra

    AI is not just a buzzword anymore. Not only can chatbots and other AI helpers manage customer needs in real time, but AI can be useful in several other ways across the customer lifecycle within the insurance agency. Machine learning can drastically improve your approach to unstructured data and help uncover insights and patterns that can lead to faster business decisions and new products based on your customer’s behavior and feedback. Brands on the forefront of CX are putting data their data to work for them and using AI to help them design and deliver amazing experiences. Join this session to hear how:

    ·        How AI can help customers in real time through chat bots & other virtual helpers

    -         Improve customer experience while at the same time addressing efficiency goals in the contact center

    ·        How machine learning can refine and improve your CX & Digital programs in real-time

    -         Add intelligence to business processes such as Claims, Underwriting, and Operations

    ·        How digital execs & CX pros can connect and partner with your data and AI teams

    ·        How AI-driven insights can power your CX strategy and design decisions

    Learn more
  • 4:00 pm - 4:00 pm

    4:00 pm - 4:00 pm

What Attendees Are Saying

Collaborative Environment

"If you are a customer-first insurance leader, this is a must-attend event. It’s not just about the shiny technology, it’s about how acquire, retain, and delight your customers digitally, on a ground-breaking level."

Ric Starost, Vice President of Marketing, Tokio Marine HCC - Medical Insurance Services

Expert Speakers

"Digital Insurance Summit is the place to go to a real pulse on not only what’s happening in the industry, but what’s changing in the future. It’s important to know what technologies and initiatives will be game-changers, and I get that information only at this show."

Amanda Borodaty, Marketing Manager, AGIA Affinity

Interesting Takeaways

"I loved that I was able to hear successes, as well as pitfalls. That was unique. It showed me that this is a true peer-led community. We have all learned a ton from each other. Can’t wait for the next one!"

Prateek Tandon, Sr. Program Manager/relationship Manager, Aflac

All The Major Players In One Place

Let’s Connect & Create A Custom Experience 


Hi, I'm German, the Sponsorship Director for Digital Insurance Connect Virtual Event! Reach out by clicking the button below and I’ll be in touch within 24 hours. Looking forward to connecting!

Our Audience Breakdown

How Our Virtual Events Work

Participating in a virtual event is easy. Once you and your team register, each of you will receive a link to access the presentations. You can also add the event to your Outlook or other calendar as a reminder. You do not need to download or install any software to participate. All you need is Internet access. The sessions will be recorded, and will be available for a limited time afterwards. It’s going to be a great event!

This event is exclusively for senior-level digital marketing and CX leaders in the insurance industry. Solution providers to these organizations and others will not be allowed to attend. Please register with your full company name and your corporate email address or you risk not gaining admittance. WBR reserves the right to not admit registrants based on company type.