Report: The Future of Insurance




Better Together.

V!A Philadelphia 2022 was a premier marketing summit three years in the making—realizing our theme of ‘Better Together’

Verisk Marketing Solutions welcomed the industry’s top marketing minds and movers for networking, thought leadership, and disruptive thinking. We gathered in-person for a packed day centered around how we approach and improve consumer experiences, through identity, behavior and privacy—and how we do it ‘Better Together’.

Presenters and attendees represented a wide variety of leading Insurance Carriers, Mortgage Lenders, Banks, Credit Unions, Higher Education Institutions, MarTech, and Lead Generation firms.


Philadelphia: The Birthplace of a Nation

Philadelphia is the United States’ first World Heritage City and served as the space where our Founding Fathers dared to disrupt the status quo and begin a movement that went beyond their years. We felt it only fitting that we host V!A at two of the city’s most iconic venues.

Our welcome reception was held at the National Constitution Center while V!A’s main event took place at the Barnes Foundation, the perfect space to explore the art of consumer marketing.


Charlene Li: The New Rules of Disruption

For the past two decades, Charlene Li has been helping people see the future. In her keynote, The New Rules of Disruption, Charlene showed V!A attendees how to lead disruptive movements across an organization, which can help any leader anticipate future challenges and build a culture for change. Named by Fast Company as one of the most creative people in business, Charlene specializes in digital transformation and disruptive leadership, and has authored six books to capture her years of research and expertise, including her latest, The Disruption Mindset. She is the Chief Research Officer at PA Consulting and a graduate of Harvard College and Harvard Business School.

Industry Insights and Trends

Digital marketers came together at this year’s summit with a singular goal: innovate the marketing space through unique applications of data and technology. Many markets are going through considerable amounts of change and we’re faced with more considerations than ever: new market entrants, new business models, and increasing pressures on consumers and business stakeholders for more comprehensive privacy legislation.

Matt Lohman, Managing Director for Verisk Marketing Solutions, and Eli Schwarz, Chief Strategy Officer for Verisk Marketing Solutions, got V!A’s main event started by sharing perspective on industry trends, insights into consumer behaviors, and how the data landscape is evolving.

Movers and Shakers: Marketing Leader Round Table

Led by Verisk Marketing Solution’s CMO, Zora Senat, this panel discussion examined present and future-state trends in 1:1 marketing and digital advertising. Hear from a powerhouse group of marketing leaders, including Melissa Hendricks, CMO at Verisk; Rich Smith, CMO at PenFed Credit Union; and Laura Zimmerman, EVP, CMO at Fidelity Life and eFinancial.

Consumer Marketing Compliance: How to Be Risk Aware and Still Drive Strategic Initiatives

Are you interested in a deep-dive discussion that goes beyond the most recent TCPA case or the requirements of DNC or CCPA? We are, too. Hear from two compliance experts about compliance best practices and strategies to build a path toward managing a flexible, adaptive, and business-friendly compliance mindset for any organization.

Real Life Data & Technology Stories: Haydn Sweterlitsch, Spring EQ

Watch Haydn Sweterlitsch, SVP of Marketing at Spring EQ highlight how disruption has impacted data and technology industries, and why the focus on customer centricity will be key for companies to keep pace moving forward.

Real Life Data & Technology Stories: Mike Eshelman, Mr. Cooper and Kevin Benner, SDP Solutions

Companies are leveraging data to make better engagement decisions, but it’s important to know how to make that data work for you. In this presentation, hear from Mike Eshelman, CMO, SVP of Mr. Cooper, and Kevin Benner, Director of Business Development at SDP Solutions, about how to implement effective strategies to work leads as consumer demand changes, and what marketers can be doing to ensure they’re executing on those strategies.

Real Life Data & Technology Stories: Diedre Watts, Onstar Insurance

Watch Deidre Watts, Head of Customer Acquisition and Insights at OnStar Insurance, explain how OnStar is integrating insurance into the vehicle ownership lifecycle and what businesses can do to build an event driven marketing technology product.  

Real Life Data & Technology Stories: Samantha Lewis and Matt Jankowski, CrossCountry Mortgage

Samantha Lewis, Marketing Director, and Matt Jankowski, Director of Digital and Analytics, showed V!A attendees that CrossCountry Mortage is focused on meeting customer needs and making homeownership dreams possible and affordable. Watch their presentation to see how CrossCountry Mortage plans to accelerate as the housing market changes by utilizing solutions from Verisk Marketing Solutions and more.

Real Life Data & Technology Stories: Jerad Bjugstad, PenFed

Hear from Jerad Bjugstad, Senior Director of Demand Generation — Home Loans at PenFed Credit Union, about how PenFed is utilizing Verisk Marketing Solution products and more to generate efficient, personalized outreach for current and future customers.

Real Life Data & Technology Stories: Gregg Johnson, Invoca

How do you bring the best elements of human-to-human conversation to the digital experience? See Gregg Johnson, CEO of Invoca, present on how Invoca is fusing human conversation with digital consumer experiences to help organizations drive revenue and grow their businesses. 

Real Life Data & Technology Stories: Anne Smith, Healthwise Data

Watch as HealthWise Data’s founder and CEO Anne Smith breaks down the HealthWise360 consumer database and explains how utilizing Verisk Marketing Solutions’ products can drive better performance in the marketplace.

Real Life Data & Technology Stories: Joann Wolferman, Nielsen

Hear from Nielsen’s Vice President of Strategic Partnerships, Joann Wolferman,  about Nielsen’s evolutionary next step in cross-platform measurement, Nielsen One, and the data that powers this new and exciting initiative. 

Real Life Data & Technology Stories: Kieran Kennedy, Snowflake

Kieran Kennedy gave V!A attendees insight into how Snowflake enables customers to build data-intensive applications without operational burden and pave the way for better, more secure data exchange.

Real Life Data & Technology Stories: Mohsen Malik, AWS

Mohsen Malik serves as Head of Business Development, New Initiatives at Amazon Web Services (AWS) and shared his knowledge with V!A attendees about how AWS Data Exchange is building customer-oriented applications using third-party data, and how that data can create better application experiences for consumers.  

Real Life Data & Technology Stories: Scott McKinley, Truthset

Hear from Scott McKinley, CEO of Truthset, about how they are helping brands build trust in data and improve the performance of any data-driven decision—and how Verisk Marketing Solutions is leaning into Truthset’s leading level accuracy of data.  

Better Together: Jornaya + Infutor

Jornaya and Infutor have joined forces as Verisk Marketing Solutions. Hear from our Product and Technology teams about immediate opportunities we are enabling as well as what the future holds as we work on new solutions for our markets – Insurance, Financial Services, Real Estate, Ad Tech, MarTech, and more.

Verisk Marketing Solutions’ Product Lounge

Verisk Marketing Solutions hosted an on-site Product Lounge, where Customer Success teams and experts from Jornaya + Infutor Product Management hosted five demo stations to highlight our technology and discuss new and upcoming enhancements to our solutions