‘Coming Into Focus’ at the Andesa Services Client Forum

Andesa Services, a leading provider of comprehensive, integrated policy administration, plan administration and support solutions for life insurance and annuity carriers and producers, recently hosted its fifth annual Client Forum at the Hyatt Regency at Penn’s Landing in Philadelphia.

The September event, themed “Coming into Focus: The Past Driving the Future,” was attended by dozens of representatives from leading life insurance carriers and distributors. The event featured presentations from industry, business and legislative leaders, updates from Andesa and discussions on changes in the marketplace due to evolving regulations and their impact on the COLI/BOLI, life insurance and executive benefits industries.

Our most important takeaways from the Client Forum: Click Here

“We always look forward to the opportunity to spend one-on-one time with our clients,” Andesa President and CEO Ron Scheese said. “The annual Client Forum is incredibly important as not just a networking event, but also as an educational experience. Andesa’s success as a company is the result of our commitment to delivering unparalleled customer service from a team of valued professionals. The Client Forum is just one way that we stay in front of developing trends in our industry as well as say ‘thank you’ to all parties involved.”

Highlights from the Client Forum

Providing the Forum’s keynote address was Peter Ricchiuti, PhD and professor at Tulane University’s Freeman School of Business. Dr. Ricchiuti provided an entertaining overview of the state of the economy and indicated all signs are pointing to positive strides.

“Are we going into a double-dip recession?” he asked. “I don’t see it at all. Everyone thinks the economy is shrinking. It’s not. It’s growing … just not fast enough.”

Other industry speakers included Jim Van Epps, Founder, and Toby Newkirk, Managing Director, both of First Principles Capital Management, and Nathan Herring, Managing Director, PNC. All three served on a panel that discussed the “Regulatory Environment Impact on BOLI.”

In addition, Justin Brown, Assistant Vice President of Legislative Affairs of AALU, provided an “Update from Washington;” Mario Moussa, PhD, MBA, Co-director of the Wharton Strategic Persuasion Workshop and co-author or The Art of Woo: Using Strategic Persuasion to Sell Your Ideas, discussed the science behind strategic persuasion; Chuck Johnston, Research Director at Celent, discussed “Pressures, Priorities and Innovation” in the industry; and Frank Zacherl, Partner at Shutts & Bowen LLP, provided a talk about “Keeping out of Court with E-Signatures.”

Andesa Services speakers included President and CEO Ron Scheese; Chris Shalbert, Director of Product Strategy; John Scott, Chief Technology Officer; Alan Czysz, Systems Development Manager; and Tim Lemon, Assistant Director of Client Services.

Comments are closed.

paper airplane graphic


Andesa Services has been awarded CERTIFIED EVERGREEN Status by Tugboat Institute