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PIANY PIANJ Annual Conference

InsurTech Demonstrations

Monday, June 13

2-4:30 p.m.

InsurTech (noun): insurance services that use new technology

Annual Conference is a great opportunity for insurance professionals and InsurTech vendors to come together to share how this sector of the insurance industry will continue to evolve.

The following demos will be happening at Annual Conference:


2–2:15 p.m.

Automating and improving the agent and customer experience for agency bill and financed policies. Ascend. Makes agency bill as easy as direct bill: 1. Reduces operational workload and manual error for the agency. 2. Improves insured experience by easily offering digital payments and financing through a single vendor. 3. Completely branded to your agency so that you can own the customer experience/touchpoint of payments. Learn more.

Aureus Analytics 

3:45 – 4 p.m.

DONNA is an analytics platform designed for independent agents and brokers.  We provide insights from their book of business using the data in their agency managements system to help them determine sales opportunities, retention challenges, renewal probabilities and more. We also look at carrier analytics, and team performance for the agency executives.  Learn more.

bolt access

2:25–2:40 p.m.

The power of connection. bolt is the world’s largest P&C insurance exchange. bolt match distributors with providers on a single digital platform. They offer a seamless, data-enhanced experience for your customers that combines your brand’s strength with their ecosystem of products and channels. Learn more.


4:10 - 4:25 p.m.

The company’s focus is talent management. Its recruitment and training program will provide agency owners with a pipeline of young, diverse talent for their businesses. We help agencies find talent; get candidates licensed before starting their jobs; and provide a structured talent development program for candidates. Learn more.


3:20–3:35 p.m.

LeO is designed to help producers, managers, and in some cases CSRs. It combines the agency book of business with over 40 million small- and large-commercial prospects to help target key prospects that fit your agency’s expertise. It also brings relevant coverages to that specific prospect based on SIC and NAIC codes. Learn more.

The Endurance Group

2:55–3:10 p.m.

The Endurance Group’s social capital platform, Commonality, can help those in an agency identify their fellow employees’ alma maters, former employers, and social organizations. It enables independent agencies the ability to find common connections with their prospects that will yield more meetings and more closed deals. The platform will gather similar information on their prospective clients and produce reports on the commonalities between agents and their prospects. For instance, it could report that one agent's top prospect went to the same university as a fellow agent. The two agents could then collaborate on the strategy to approach the prospect with the knowledge of the shared commonality. We have found that when an agent has a commonality with a prospect—the prospect is 30% to 50% more likely to be receptive to a meeting. Learn more.