Marketing Know and Go

A NOTE FROM MARKETING:

We are excited to announce iPipeline’s website redesign will officially go-live Monday, October 23. This months-long project is the basis for Marketing’s multi-phase digital transformation.

Why is a website so important?

These days, more than 60% of purchase decisions begin online. A welcoming aesthetic, compelling content, intuitive navigation, and effective calls-to-action set great businesses apart from the competition and ignite revenue opportunities.

iPipeline’s new global website will expand our digital footprint, build our brand recognition, strengthen our position in the industry, and complement our sales funnel.

Special thanks to our internal stakeholders, product heads, sales leaders, and global marketers for your vital feedback and expertise.

Great things to come!

Have questions? Please email Meghan Kolp.

Digital Tools for Advisors: Usage Up, But Not at Full Potential

September 30

Diana McKay discusses digital tools for advisors in the September issue of Insurance Journal.

Article Link

LIBRA Successfully Launches Innovative Technology from iPipeline to Aggregate, Accelerate, and Ensure Compliance of Data

October 20

iPipeline^®announces that LIBRA Insurance Partners, the largest independently owned life insurance marketing organization (IMO) in the United States, successfully implemented its Agency Integrator product recently to support the LIBRA Institutional Insurance Platform (LIIP).

Navy Mutual Launches Innovative Technology from iPipeline^® to Automate, Streamline, and Enhance Its Underwriting and New Business Processes

July 14

The nation’s oldest federally recognized Veterans Service Organization selects iPipeline’s Resonant^® Solution to accelerate and improve the delivery of financial peace of mind to servicemembers and their families.

Placements included:

Insurance Edge | MyChesCo

The Event Team is working hard building Connections 2024 and is taking full advantage of our new dates and location to build an incredible experience (and educational lineup) for our customers, prospects, and the industry! For our 2024 event, we have been working on some pretty exciting enhancements – see below to check them out!

NEW! Emcee Selection:

Meet Meggie Palmer, Founder of PepTalkHer, speaker, journalist and Connections 2024 Emcee. Meggie is passionate about topics such as Imposter Syndrome and driving change using technology. Meggie specializes in being a high-energy, interactive host and will be key in keeping our audience engaged and excited throughout the entirety of the conference. In addition to emceeing, she’ll be our guest speaker for the Women’s Luncheon. As the founder of PepTalkHer, an app that specializes in closing the gender pay gap, she has created a community of professional and aspirational women around the world that have come together for a greater cause. We can’t wait for what she has in store for us!

Registration Launch:

Connections 2024 Registration Opens November 8!

Sponsor Prospectus:

What goes best with an awesome Opening Night Reception at SeaWorld? An incredible World-Class Keynote Speaker, of course! The event team is thrilled to announce that our Connections 2024 Keynote Speaker will be Daymond John, Self-Made Billionaire, CEO of FUBU, and Star of the hit TV Show, Shark Tank! Daymond will tell our attendees his rags-to-riches story, plus give tips on how to have an entrepreneurial mindset. While we are still working out the many details of his keynote presentation, we can’t wait to hear Daymond inspire our attendees. We are also working on securing an official event emcee and will have additional details about that in upcoming announcements.

Updated Pricing:

This year, we made the exciting decision to switch up our Opening Night Reception (typically held in a Las Vegas club or restaurant) and move it to a location that will fully leverage Orlando and the Florida vibe! The Connections 2024 Opening Reception will take place at SeaWorld, one of the largest marine animal rescue organizations in the world, on Wednesday, May 15 at 7:00pm and will include exclusive, private space for our event attendees inside the theme park along with a mix of indoor/outdoor space, a DJ, a Private Orca Show, Yard Games, and even exclusive, private ride times on SeaWorld’s newest roller coaster, Pipeline! Our Connections 2024 Opening Reception will be a can’t-miss event and we are beyond excited to give our attendees an unforgettable experience.

Connections 2024 Registration Opens November 8!

Stay tuned for more details as we continue to build out Connections 2024! If you have any questions or want to learn more, reach out to Christin DeLuzio or Jared Bruley. Looking for the slides we shared at Q3 QBR? Check them out here!

Connections logo-1

The Event Team is continuing to work on building Connections 2024, and this month we will be finalizing conference content and the registration site. As a reminder, registration launch is scheduled for November 8th so stay tuned for more details on registration as well as a slew of assets that our employees can use to stay on top of the conference and help us promote it. We can’t wait to officially start pulling in attendees! For our 2024 event, we have been working on some pretty exciting enhancements – see below to check them out!

Connections 2024 Sponsorship Sales

On September 7, we officially launched sponsorships for Connections 2024, and have already sold six sponsorships!

Platinum: Paperclip and Spark IPS
Silver: Asurint, CNO Financial Group, Milliman, and Fortress Brokerage Solutions

We are aiming to provide the most incentivized experience for our sponsors so they can meet their business goals, and are now offering early-bird pricing to any sponsor that commits by November 17^th. The goal with early-bird pricing is to encourage sponsors to lock in their commitment early.

To ensure you are fully equipped to answer any questions that come your way regarding sponsorships, please take a moment to review the following:

Connections 2024 early-bird sponsorship prospectus
High-level overview of sponsorship prices/levels
External talking points on justification for price increases

Steering Committee

In July, the Connections 2024 Steering Committee began meeting to build, develop, and shape the educational content for our 2024 event. This team of 31 iPipeline volunteers from around the organization have been working hard to recommend industry-thought leader breakout session content and speakers. We are excited to announce that content will be reviewed and finalized by the end of the first week in October. From there, we can begin to populate our registration site with the conference agenda!

Thank you to everyone involved in the Steering Committee for your hard work, ideas, insights, and expertise in building and shaping the content for Connections 2024!

Updated Registration Pricing for Connections 2024

Connections 2024 registration prices have increased for the first time in the 23-year history of Connections. As the conference grows, we want to be able to provide the best attendee experience while keeping up with today’s market. See the chart on the right to view the 2024 registration prices.

NEW FOR 2024: Early-Bird Rates
We are excited to offer early-bird pricing for any attendee who registers before February 9^th, 2024. Our goal with early-bird pricing is to encourage attendees to register early, which will allow us to better forecast attendee numbers and registration revenue.

To ensure our employees are familiar with the new prices and are equipped to answer any questions that arise from customers or past attendees, we are asking you to please take a moment to review the following:

Overview of early-bird and standard registration prices
External talking points on justification for price increases
Discount guidelines

As a reminder, Connections 2024 registration opens November 8! Stay tuned for more details as we make our preparations for registration launch.

Connections Conference Emcee:

Meggie Palmer

Opening Reception:

SeaWorld

This year, we made the exciting decision to switch up our Opening Night Reception (typically held in a Las Vegas club or restaurant) and move it to a location that will fully leverage Orlando and the Florida vibe! The Connections 2024 Opening Reception will take place at SeaWorld, one of the largest marine animal rescue organizations in the world, on Wednesday, May 15 at 7:00pm. It will include an exclusive indoor/outdoor private space for our event attendees inside the theme park, a DJ, a private Orca show, yard games, and even private ride times on SeaWorld’s newest roller coaster, Pipeline! Our Connections 2024 Opening Reception will be a can’t-miss event and we are beyond excited to give our attendees an unforgettable experience.

Connections Keynote Speaker:

Daymond John

Throughout October and November, Marketing and Sales will be executing several initiatives designed to drive action and leads from those who attended one (or all) of our webinar sessions throughout August. Our initiatives include a mix of email, digital, personalized sales follow-up, and a dimensional coffee mailer.

View our post-webinar marketing plan and campaign assets

View underwriting webinar campaign assets

Have questions or want to learn more? Contact Jared Bruley.

Select a tab to expand for details, dates, and links for upcoming events.

CARRIER EVENTS

Post Event: LIC Laws & Legislation Committee Conference Call | September 22 | Virtual

Participation: Sponsor

Attendee: Roy Goodart

Leads: More to Come

Salesforce Link Event Link

Post Event: LIC Operations Committee Conference Call | September 26-27 | In-Person

Participation: Sponsor

Attendees: Michael Deck & Roy Goodart

Leads: 2 Opportunities

Salesforce Link Event Link

Post Event: LIC Technology Committee Conference Call | September 27-28 | In-Person

Participation: Sponsor

Attendees: Michael Deck & Roy Goodart

Salesforce Link Event Link

LIMRA Annual Conference | October 22-24 | In-Person

Participation: Sponsor
Attendees: Bill Hunter, Joe Paddock, Michelle Brands, Brian Clark, and Greg Levins
Engagement Plan: Top Golf Event – Monday, October 23 | All 19 Spots Filled | Email Invite | Landing Page
Leads: 2 Opportunities

Salesforce Link Event Link

InsureTech Connect | October 31-November 2 | In-Person

Participation: Attendee
Attendees: Dennis LaTour

Salesforce Link Event Link

LIC Annuity Conference Call | November 2 | In-Person

Participation: Attendee
Attendees: Michael Deck

Salesforce Link Event Link

LIC Preneed Forum | November 15-16 | In-Person

Participation: Attendee
Attendees: Joe Paddock & Michael Deck

Salesforce Link Event Link

BGA EVENTS

NAILBA 42 | November 1-3 | In-Person

Participation: Sponsor/Speaker

Attendees: Bill Hunter, Joe Paddock, Bill Atlee, Roy Goodart, Bobby Powell, Brian Clark, Sandy Majewski, Eric Steffensen, Patrick Grey, Greg Hurley, Jay Marshall, and Leo Davelmen

Engagement Plan: We will be doing a soft launch for Connections 2024 registration exclusive for NAILBA attendees. When they register for Connections at NAILBA they will be entered into a raffle to win a spot at Daymond John's Meet & Greet at the conference.

Speaking Session: Generative AI: What it is and what it means for the insurance industry

Salesforce Link Event Link

WEALTH EVENTS

NAFA Annuity Distribution Summit | October 4-6 | In-Person

Participation: Sponsor/Speaker
Attendees: Robert Powell, Patrick Gray, and Andy Stengel

Salesforce Link Event Link

ADISA 2023 Annual Conference and Tradeshow | October 9-11 | In-Person

Participation: Sponsor
Attendees: Kathee Fajardo & Rich Fifield
Leads: 2 Opportunities

Salesforce Link Event Link

Osaic ConnectEd (formerly Advisor Group) | October 22-25 | In-Person

Participation: Attendee
Attendees: Kevin Brown

Salesforce Link

Schwab IMPACT 2023 | October 24-26 | In-Person

Participation: Sponsor
Attendees: Robert Powell & Robert Forish

Salesforce Link Event Link

Beacon Roundtable | November 1-3 | In-Person

Participation: Attendee
Attendees: Rob Forish & Shaun Christensen

Salesforce Link Event Link

On the horizon:

What's in the Pipeline?

Get a glimpse of the tentative upcoming social media posts, events, and campaigns.

Check out The Weekly Social email (emailed every Monday) for more detailed information on upcoming social media posts!

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A NOTE FROM MARKETING:

Metrics of the Month: Agency Integrator

By the Numbers: