Oct 3, 2025
Live from the LIMRA Annual Conference,
host Paul Tyler and guest host, Tom Rios explore the future of
carrier communications with Stephanie
Warren and Tim
Mader of O’Neil
Digital Solutions. The conversation looks beyond today’s
PDFs to a unified, intelligent platform where print and
digital are orchestrated together—with auto-failover (email
→ mail), real-time
delivery confirmation for agents, and 10-year,
regulation-ready audit trails.
They sketch what’s next: dynamic,
personalized content (QR codes, agent video
intros), event-triggered journeys (policy issued, first annuity
payment, claim payout), and template
consolidation that unlocks governance and
speed. Most importantly, they reframe communications as
a revenue and referral moment—turning required documents
into measurable CX wins while staying compliant.
Learn more at www.thatannuityshow.com