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25th Annual Insurance Conference

November 10, 2021 | 8:30 AM - 4:00 PM

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Overview

Sponsored by Raymond James

The 25th Annual Insurance Conference has been refreshed and upgraded. We expect to hear from publicly traded companies about the current market conditions with an emphasis on the inflationary trends and their impact on the market. This year’s conference will also feature four panels of executives from privately held insuretech companies, who will discuss insurance-related technology and its disruptive potential to the industry.

Participating Companies

See Agenda

BUCKLE

Buckle (“Buckle”) is the inclusive, digital financial services platform serving the emerging middle class and providers to the gig economy. The company underwrites auto insurance for the ridesharing and delivery driver community, closing the gap conventional insurance policies create for gig workers. Buckle uses rideshare and delivery data to price insurance policies rather than traditional measures such as a credit score.

CRAWFORD & COMPANY

Crawford & Company (CRD.A) is the world’s largest publicly traded independent provider of claims management solutions to insurance companies and self-insured entities. The company offers integrated claims services, business process outsourcing, and consulting services for major product lines including property and casualty claims management; workers’ compensation claims and medical management; and legal settlement administration.

HEALTH IQ INSURANCE SERVICES, INC. 

Health IQ invented a new way to price insurance to reward seniors with discounts and savings who are committed to maintaining healthy lifestyles. The company combines patented online assessments which have been taken more than 13 million times, data from exercise and step measurement devices, metabolic test results and peer-reviewed science to determine lower rates in Life, Medicare Supplement and car insurance for people who demonstrate a commitment to maintaining their health.

HEALTHPLANONE, LLC 

HealthPlanOne, LLC, dba HPOne, is a sales and marketing company in the health and Medicare insurance marketplace. The company provides outsourced sales, marketing, and contact services for national and regional health plans. HPOne also operates exchanges for individual consumers and employer-based group retirees and manages lead generation in the Medicare industry.

INTEGRATED SPECIALTY COVERAGES, LLC

Integrated Specialty Coverages (“ISC”) is a Program Administrator building insurance products that use robust technology and data & analytics to revolutionize how specialty insurance is underwritten and operated. The company has built an end-to-end insurance platform by connecting a broad network of insurance markets and distribution channels.

KEYSTONE AGENCY PARTNERS

Keystone Agency Partners (“KAP”) is a strategic partner to independent insurance agencies throughout the United States. The company acquires high performing agencies to support profitable growth through capital investment resources and consultative services that reignite an entrepreneurial spirit within agency leadership. Keystone Agency Partners is a top 50 agency with over $80 million of agency revenue acquired across 9 states.

KIN INSURANCE

Kin Insurance (“Kin”) is a direct-to-consumer home insurance technology company that operates as a reciprocal. The company currently provides homeowners’ insurance in FL, LA and CA, with plans to enter 40 more states. Kin targets the $100 billion+ homeowners’ insurance market using its proprietary technology platform, which allows customers to efficiently receive quotes, change their policy, and file and track their claims.

KUVARE

Kuvare is a growing, technology-enabled financial services platform focused on providing financial solutions to the underserved middle market. Through its retail business Kuvare offers households in this segment a range of accumulation, protection and health products sold through distribution partners in multiple channels and enhanced through its digital strategy and operating model. Kuvare also offers reinsurance protection solutions to the institutional markets. Founded in 2015, with operating subsidiaries in the US and Bermuda, Kuvare is committed to a sustainable growth strategy, backed by a consortium of long-term capital firms.

MYLO, LLC

Mylo, LLC is Lockton Companies’ AI-powered insurance broker for business, car, home, health, life, and more. The company uses sophisticated technology and an AI-powered recommendation engine to help small businesses and individuals find the best coverage at the lowest price from over 100 A-rated carrier partners.

PETPLAN PET INSURANCE

Petplan Pet Insurance offers pet insurance policies that insure dogs and cats in the U.S and Canada, providing “the most comprehensive coverage in the industry”. Petplan is incorporated under the name Fetch, Inc., and policies are underwritten by XL Specialty Insurance Company and AXIS Insurance Company.

RHINO

Rhino is an insurance agency that provides renters an alternative to cash security deposits. Instead of paying lump sum cash deposits to landlords, renters can buy insurance policies from Rhino that covers rental for damage or lost rent. This frees up cash for the renter and makes securing a tenant easy for the landlord.

SPRING VENTURE GROUP 

Spring Venture Group offers direct-to-consumer Medicare Supplement, Medicare Advantage, dental, and vision health insurance products. SVG uses data analytics and technology to navigate insurance options to get the best possible rates for their clients.

TIPTREE INC.

Tiptree Inc. (NASDAQ: TIPT) is a holding company that allocates capital across a broad spectrum of businesses, assets and other investments. The company’s largest operating business, Fortegra, is a leading specialty insurer, which focuses on niche lines and fee-oriented services. The company also allocates capital to a diverse group of select investments referred to as Tiptree Capital. For more information, please visit www.tiptreeinc.com.

THIMBLE

Thimble is a technology-enabled insurance broker that makes it easy for 140+ professions like handymen, landscapers, DJs, artisans, and others to get the right insurance for a particular opportunity. Customers can buy a policy online, in the app, or over the phone, and can get coverage by the job, month or year. The company has sold over 100,000 policies since 2016.

TREMOR TECHNOLOGIES, INC 

Tremor Technologies, Inc. is a smart marketplace that transparently prices and syndicates re/insurance risk. Tremor’s modern, easy-to-use interface and state-of-the-art quoting and matching technologies allow protection buyers and capacity sellers to trade at optimal market clearing pricing.

Presented in Partnership With

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.