To join LBTC or have someone else in your company join LBTC, then please complete the membership form and email it to Joann Mattson. (There is no limit on the number of people from your company who can  join LBTC, we need a membership form from each person joining. As a member each company gets one vote per firm.)

Are you interested in joining one or more of the 5 LBTC Working Groups for 2017?  Check all that apply.

1. eSubmission/Accelerated Underwriting

Chair - Erin Anders, Munich Re

There is a paradigm shift happening in our industry regarding how the consumer is being marketed and sold to.  This group is focused on studying, educating and promoting emerging business models that advance eSubmission and Automated Underwriting technologies and methodologies.  We will focus on streamlined underwriting models that use a combination of eApp/tele-app, 3rd party data sources like MIB, MVR, Rx, and consolidated risk scores to offset traditional requirements like paramedical exams, fluids and doctors records.    Come join the newest and most exciting LBTC working group!

2. Adoption

Chair - Eric Steffensen, iPipeline

My goal with this committee is to provide useful information that helps our members to get the most out of the investments they continue to make in technology.  With this end in mind, the adoption committee will create materials geared toward creating an effective adoption strategies.  This material can include best practices, case studies, articles and more.Ideally we can come up with some material that is solution-agnostic  that can be applied broadly.  Also, ideally the strategies in our material can be effectively applied whether the end-user is an agent/broker/FA who is selling insurance and annuities or someone in a sales-support role (such as a BGA employee or wholesaler).   This means the following solutions are all fair game:  CRM systems, e-application platforms, e-delivery platforms, online case status portals, quoting and/or illustration systems, imaging systems, and Agency Management Systems.  

3. Data Exchange

Chair - Mike Abrahamson, SuranceBay

Your business depends on getting information into the right hands as quickly as possible.  "Data Feeds for Real People" is the LBTC's working group focused on making this happen by improving the effectiveness and adoption of data feeds across the industry.  We're working on improving the pending case status feed and have our sites set on other feeds such as commissions and inforce data.  If you spend any time copying and pasting information from web sites or emails you'll want to join this group!

4. Emerging Technologies

Chair - Nigel Knowles, LCG Technologies

The Emerging Technologies group will evaluate some of the emerging / developing technologies in order to determine the overall feasibility for our industry.  Topics will include traditional technologies such as software platforms and applications (ex. Block Chain), but may also assess best practices and / or methodologies for dealing with technology as it relates to our members.   If you have been exposed to other technologies that you believe would benefit our members or if you believe that there must be a better way to deliver better results to our industry, then we look forward to seeing you at the Emerging Technologies group.

5. LBTC Technology Surveys

Chair - Jeff Lingenfelter, John Hancock Insurance

We all want to make sure that we are focusing on the right projects for the right people.  Part of that is understanding your customers.  The LBTC Technology Survey focuses on gathering information from our customers and peers to help us make  educated decisions.  We will dive into various topics and solutions, so we all, as an industry, have a better understanding of how they work, how others leverage them, and how we can make them better.   Come help us discover.