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

August 31 - September 01, 2021 | 12:00pm 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.

Alyson Griffin

Alyson Griffin

Head of Marketing

State Farm Insurance Company

Sandeep Haridas

Sandeep Haridas

VP & Manager, Underwriting Strategy & Excellence

Liberty Mutual Insurance

Melissa Price

Melissa Price

Manager, Customer Experience & Loyalty


Lorraine Frias

Lorraine Frias

Vice President, Digital Capabilities

UnitedHealth Group

Kyra Peyton

Kyra Peyton

Sr. Customer Experience Journey Owner

CSAA Insurance Group, a AAA Insurer

Christine Tang Wilson

Christine Tang Wilson

Vice President of Growth Strategy

Blue Shield of California

Jonathan Grove

Ollie Roberts

VP Claims Specialist

Betadia Limited

Gina Minick

Gina Minick

VP of Product, Telematics


Darcy Shapiro

Darcy Shapiro

Chief Operating Officer for the Americas

Cover Genius

Matthew Moore

Matthew Moore

VP International Marketing

MedPro Group

Adam Blumencranz

Adam Blumencranz

Vice President, NFP Ventures


Nyles Oppenheimer

Nyles Oppenheimer

Vice President of Ops and Strategy


Erwin Cho

Erwin Cho

Sr Leader in Consumer Experience Strategy & Innovation

Kaiser Foundation Health Plan, Inc.

Elizabeth Scarborough

Elizabeth Scarborough

Sr. Marketing Manager

Blue Shield of California

Christopher Frankland

Christopher Frankland


InsurTech360 and Insurance Innovators

Samrat Saran

Samrat Saran

Head of Client Solutions

Neuro-Insight US

Eileen Potter

Eileen Potter

Solution Marketing Leader, Insurance


Melissa Rother

Melissa Rother

Financial Services, Industry Principal

RingCentral, Inc

Elizabeth Song

Elizabeth Song

Global Category Development Officer, Financial Services


Anthony Tuffile

Anthony Tuffile

VP of Sales, Insurance and Healthcare


Dustin Raney

Dustin Raney

Director of Identity Innovation


Charles May

Charles May

Director of Solutions Center of Excellence


Giovanni Bryden

Giovanni Bryden

Director of Customer Success


David Antoline

David Antoline

Managing Director, Commercial


Lisa Sutrick

Lisa Sutrick

Global Managing Director for Customer Engagement Solutions


Preethy Padmanaghan

Preethy Padmanaghan

Head of Platform, Product Marketing


Jamie Cosgrove

Jamie Cosgrove

VP of Financial Services


Jonathan Grove

Jonathan Grove

Director of Product Design: P&C UX & Human-Centered Practices

Nationwide Insurance

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 - August 31, 2021

  • 11:30 am - 12:00 pm

    11:30 am - 12:00 pm

    What a way to start your day! Kick off your Digital Insurance Connect Virtual experience by joining your fellow insurance peers in an informal speed networking activity. Like speed dating, you’ll have 5 minutes to meet with 1 or 2 other insurance attendees before rotating to the next session. You’ll meet lots of fellow peers before the virtual summit begins. Starter questions will be provided to help break the ice, so what are you waiting for? Don’t miss this opportunity meet your Digital Insurance peers!

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

    12:00 pm - 12:05 pm

    Lisa Ringlen, Program Director, Digital Insurance Connect

  • 12:05 pm - 12:35 pm

    12:05 pm - 12:35 pm

    Lorraine Frias, Vice President, Digital Capabilities, UnitedHealth Group
    Jonathan Grove, Director of Product Design: P&C UX & Human-Centered Practices, Nationwide Insurance
    Kyra Peyton, Sr. Customer Experience Journey Owner, CSAA Insurance Group, a AAA Insurer
    Eileen Potter, Solution Marketing Leader, Insurance, ABBYY
    Erwin Cho, Sr Leader in Consumer Experience Strategy & Innovation, Kaiser Foundation Health Plan, Inc.

    Taking a page right out the Insurtech book, carriers need to start reimagining products with the customer in mind. Instead of calling an agent, visiting a local retail office, filling out form after form and waiting for quotes, your competition is bypassing this entire process and have streamlined it to the point that they are winning a big portion of the market share. How can you better understand what your customer wants in order to build products and experiences that draw them towards you? Join this session to hear how your company can become more customer centric by thinking about things like:

    • Nurturing a culture and process of change internally
    • How claims can be assessed and made with the help of drones, virtual assistants, Artificial Intelligence, and more
    • How policies can be priced based on usage, monitored by sensors placed in cars, phones, and wearable technology
    • Turning Human Centered Design inward to improve employee work experiences that ultimately impact customers
    Learn more
  • 12:35 pm - 12:55 pm

    12:35 pm - 12:55 pm

    Melissa Rother, Financial Services, Industry Principal, RingCentral, Inc

    The pandemic has had a profound impact on company business models. From dramatic changes in employee work methods to significantly modified customer engagement processes, businesses have had to adapt rapidly to manage operational disruptions. Insurance leaders realize more clearly than ever that digital technologies are paramount to enabling business continuity and resilience. 

    In the context of the ongoing digital transformation and return to the office, what will the future look like and how can insurance companies best prepare? Join RingCentral for a discussion on the future of connected work and customer engagement. We will discuss five key trends and how to make them part of your strategy:

    • Cloud computing
    • Video-first user experiences
    • Mobile-ready communications and collaboration solutions
    • Open and programmable platforms
    • Cognitive collaboration
    Learn more
  • 12:55 pm - 1:15 pm

    12:55 pm - 1:15 pm

    Sandeep Haridas, VP & Manager, Underwriting Strategy & Excellence, Liberty Mutual Insurance
    Jamie Cosgrove, VP of Financial Services, Podium

    It’s no secret customer expectations have radically (and rapidly) changed in recent years. While the insurance industry has been able to innovate its products, getting to a place of a seamless omni-channel and personalized experience with those products continues to be elusive. By adopting a new mindset, however, you can decipher what technologies to harness, which processes maximize business impact and deliver value to clients and enable your organization to become the fully digital insurer your customers demand. Join this session to hear how to be:

    • “Who’s the customer” – serving multiple customer personas to drive your business forward
    • Understanding your large, institutional customers – will existing digital tools work?
    • Shifting operating models and organizational power structures to support tech upgrades and digital initiatives
    • The power of personalization in non-apparent businesses… e.g. large, complex risks. 
    Learn more
  • 1:15 pm - 1:25 pm

    1:15 pm - 1:25 pm

  • 1:25 pm - 2:00 pm

    1:25 pm - 2:00 pm

    Alyson Griffin, Head of Marketing, State Farm Insurance Company
    Samrat Saran, Head of Client Solutions, Neuro-Insight US
    Elizabeth Song, Global Category Development Officer, Financial Services, Spotify
    Christopher Frankland, Founder, InsurTech360 and Insurance Innovators

    Reaching Gen Zs and millennials is an imperative for today’s insurers to sustain future growth. As digital natives, Gen Zs and millennials are used to instant information, so they’re more discerning consumers at a time when there’s more choice and switching is easy. When it comes to insurance, they seek digital-first solutions that offer maximum convenience, flexibility, speed, and personalization. When it comes to content, 63% of Gen Z and Millennial financial services purchasers say they enjoy listening to audio more than staring at a screen.

    In this session panelists will discuss how to engage this new generation by:

    • Meeting them where they are, specifically on mobile-first platforms.
    • Using digital audio to create that unique presence in daily moments that other platforms can’t reach.
    • Leveraging insights for a deeper understanding of audiences at the user level.
    • Surrounding music and podcast content passions with messaging fueled by how they listen.
    Learn more
  • 2:00 pm - 2:20 pm

    2:00 pm - 2:20 pm

    Lisa Sutrick, Global Managing Director for Customer Engagement Solutions, Precisely
    Elizabeth Scarborough, Sr. Marketing Manager, Blue Shield of California

  • 2:20 pm - 2:40 pm

    2:20 pm - 2:40 pm

    Christine Tang Wilson, Vice President of Growth Strategy, Blue Shield of California
    Matthew Moore, VP International Marketing, MedPro Group

    The insurtech / insurance carrier partnership has been rapidly accelerating trend in recent years, and now more than ever, insurtechs and other startups are helping insurers harness innovative thinking to spark growth, improve customer experience, and tackle tough business problems - but it's not always a smooth ride. Insurers and technology companies often view crucial aspects of their partnerships --investment, outputs, risk, evaluation, and more --through very different lenses. While this can bring a dynamic quality to the working relationship, it can also lead to friction that could potentially result in poor outcomes. In this discussion, learn how you can establish a solid foundation for success at the outset-how to prepare your organization properly, position your company to get the most out of these partnerships, and get on the road to success.

    Learn more
  • 2:40 pm - 3:05 pm

    2:40 pm - 3:05 pm

    Adam Blumencranz, Vice President, NFP Ventures, NFP
    Nyles Oppenheimer, Vice President of Ops and Strategy, Relay

    In 2020, many predicted that the economic fallout of COVID-19 might prompt skittish investors to cut back on insurtech investments, but despite a massive rise in unemployment, a flip to negative GDP, and volatile capital markets, insurtech industry investments are to be as robust as ever, with no signs of slowing down. Between the rich opportunity seen in competing with old school ecosystems, and more and more insurtechs' stock shooting up as they go public, venture capitalists are investing eye-popping amounts of money into cutting edge insurtechs. So what's behind this trend and where is it going? Find out in this progressive panel discussion.

    • Why is insurtech suddenly seeing a huge influx in venture capital?
    • How do insurance corporate venture capital arms decide to invest in insurtech? Do they invest in potential future acquisition targets?
    • Why do insurtech companies seek investment from insurance corporate venture capital arms? Why do they find these groups attractive as capital partners compared to more traditional funds?
    • Are recent insurtech valuations "fair?"
    Learn more
  • 3:05 pm - 3:10 pm

    3:05 pm - 3:10 pm

  • 3:10 pm - 4:00 pm

    3:10 pm - 4:00 pm

    Anthony Tuffile, VP of Sales, Insurance and Healthcare, Acxiom
    Dustin Raney, Director of Identity Innovation, Acxiom
    Charles May, Director of Solutions Center of Excellence, Liferay
    Giovanni Bryden, Director of Customer Success, Acquire

    Since the morning was jam-packed with detailed presentations and thought-provoking panel discussions, here’s your opportunity to be part of the discussion! Join a group of your peers to share ideas and new best practices in an intimate virtual environment.


    1.      Hosted by Acxiom: The People, Process, And Technology of Identity Management and Its Role in Insurance Digital Transformation

    This session is a discussion of the use cases for insurance for identity management including the importance of first party data, filling in the gaps, lessons learned from “in housing” and how measurement can work without third-party cookies. A solid first party data strategy will give insurance brands a completive advantage and greater control over their identity management program.

    Better customer experience starts with knowing them better. Before – and long after – a person picks an insurance brand they follow a path that marketers need to see, model, and refine to achieve growth goals. And the brand needs insights into that experience to continue to deliver on the brand promise. Call it the customer journey or the single view of the customer – it all comes down to what information you can see and act on. Privacy driven change is making what you see harder to see. There are bigger dark spots that require a proven people, process, and technology approach to give you a better picture.

    The Acxiom team will guide a discussion of where we are as in industry, how we got here and where to go now as the importance of 1st party data – and owning the solution for identity management become increasingly important.

    Hosts: Anthony Tuffile, VP of Sales, Insurance and Healthcare, and Dustin Raney, Director of Identity Innovation, Acxiom


    2.      Hosted by Liferay: How Far Would You Go for a Connected Future?

    The demand for a customer-centric digital strategy is only growing, but how far are insurers willing to go in building a digitally connected ecosystem for their policyholders? How much human connection is still necessary?

    Key Takeaways:

    • How are insurers re-inventing processes to fit new demands
    • KPIs to measure for a successful customer-centric strategy
    • Finding the balance of automation, self-service, and human operation

    Host: Charles May, Director of Solutions Center of Excellence, Liferay


    3.      Hosted by Acquire: When Life Hands You Lemons: How to Beat Insurtech at Their Own Game

    The shiny new world of insurtech has reshaped consumer expectations, but that doesn’t mean it’s a losing battle for more established companies. So, how can you retain a competitive edge against these newcomers? The good news is it’s something you already offer: customer service.

    Join this roundtable to learn how to uplevel your digital customer service with everything consumers want: choice, speed, and convenience.

    Host: Giovanni Bryden, Director of Customer Success, Acquire

    Learn more
  • 4:00 pm - 4:00 pm

    4:00 pm - 4:00 pm

Day Two - September 1, 2021

  • 11:30 am - 12:00 pm

    11:30 am - 12:00 pm

    Leveraging the valuable group of executives all in one place, based on interest, we will be offering the chance for attendees to meet up with their peers in a one-to-one setting to discuss topics they are mutually interested in.

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

    12:00 pm - 12:05 pm

    Lisa Ringlen, Program Director, Digital Insurance Connect

  • 12:05 pm - 12:35 pm

    12:05 pm - 12:35 pm

    Christine Tang Wilson, Vice President of Growth Strategy, Blue Shield of California

    Now more than ever, sustainability plays a big part in brand attraction and loyalty – particularly for the millennial and gen-z customer. Though some may not see it right away, insurance can indeed be a force for good in society and as such has a big role to play in the process of creating a more sustainable world in the coming years. Influencing safe behavior with things like lower premiums for safe drivers or taking action on climate change can have a positive impact on clients in working towards preventing losses and encouraging more sustainable behavior. Carriers that are proactive and make visible changes across their organizations to address these issues and become truly “sustainable insurers” will outshine competitors. So, what can you do to implement or build on sustainability initiatives at your organization? Find out in this enlightening session.

    Learn more
  • 12:35 pm - 1:05 pm

    12:35 pm - 1:05 pm

    Melissa Price, Manager, Customer Experience & Loyalty, Aetna
    Christopher Frankland, Founder, InsurTech360 and Insurance Innovators
    Gina Minick, VP of Product, Telematics, Metromile
    David Antoline, Managing Director, Commercial, Levvel

    The need for customization has changed the course of insurance forever, hence a widely adopted initiative amongst insurers in recent years to personalize their marketing, policies and customer experience. Today, however, a new trend has emerged - hyper-personalization. Through the massive amounts of personal data, insurers can now micro-analyze people’s style and behaviors, but harnessing the power of hyper-personalization isn’t always easy. In this in-depth panel discussion, find out how to overcome roadblocks and turbo-charge your personalization strategy.

    • Establishing a roadmap for the personalization journey and shifting to a culture of personalization
    • Generating a data pipeline: establishing clear data collection, analysis, storage and privacy protocols
    • Implementing new technologies to provide recommendations across sales, marketing and servicing, including underwriting and claims
    • Not only reorienting your organization toward customers, but gaining momentum by determining just how to reach each one
    Learn more
  • 1:05 pm - 1:15 pm

    1:05 pm - 1:15 pm

  • 1:15 pm - 1:35 pm

    1:15 pm - 1:35 pm

    The last year has been one of unprecedented disruption that forever changed many industries, and insurance was no exception. The behavior of consumers changed rapidly as digital took over every aspect of their lives, with no signs of going back to the old ways. With loyalty on the line at every touchpoint, positive or negative experiences can heavily influence allegiance towards a brand. In a world where customers increasingly expect a simple, intuitive customer experience with their insurance provider, how can you best give that to them? In this session, we'll take a deep dive into:

    • Understanding how consumer journeys and behaviors are changing and how to respond
    • Focusing on touchpoints for customer services
    • Serving customers with disclosure, transparency, and empathy
    • Making the most of behavioral data
    • Taking an enterprise-wide approach to bringing CX to the forefront
    Learn more
  • 1:35 pm - 2:00 pm

    1:35 pm - 2:00 pm

    Darcy Shapiro, Chief Operating Officer for the Americas, Cover Genius
    Preethy Padmanaghan, Head of Platform, Product Marketing, Freshworks

    Let's face it - nobody wants to buy insurance. It's not a fun purchase. It's difficult - and most people don’t understand it. The traditional way in which insurance offerings are separated from products or service purchased is simply inefficient. The traditional way in which insurance offerings are separated from products or service purchased is ineffective. Enter embedded insurance: providing relevant insurance at the time a consumer needs it, embedded in the purchase journey with simple, easy-to-understand products and a frictionless experience. Embedded insurance not only offers insurance when the risk is top of mind for the buyer -it allows insurers to offer more relevant products based on real-time data, leads to more product sales that scale their businesses, and higher customer satisfaction overall. So how do you begin to implement a practice of embedded insurance - or sharpen strategies you've already developed? Find out in this in-depth fireside chat.

    Learn more
  • 2:00 pm - 2:00 pm

    2:00 pm - 2:00 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! I'm here to help you maximize your experience by designing a sponsorship to fit your exact needs. Reach out by clicking the button below and I’ll be in touch within 24 hours. 

Sponsorship Options To Fit Your Needs

1-To-1 Meetings

Guaranteed. Meet face to face with pre-qualified and profiled delegates who have identified they are currently sourcing your solutions, with budget to do so.

Speaking Roles

Whether as keynote speaker or joining a panel, your solutions will be showcased in front of a highly targeted (and engaged!) group of actual decision makers.

Roundtable Host

Interaction you'll love!  You control the conversation in this intimate setting with the senior level executives you want to advance your business.

Spend Insights

All delegates are profiled for spend areas and timelines to simplify your prospect search. Identify companies seeking your solutions in this unique report.

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.