Zinnia

In celebration of Women’s History Month, we were proud to host a powerful panel featuring Zinnia CEO Michele Trogni, alongside inspiring leaders Kate Shackleton?from?LPL Financial?and Amanda Barkus?from?Corebridge Financial. Moderated by Renu Ahuja the conversation offered thoughtful reflections, honest stories, and practical advice that deeply resonated with our team: ?? Be Commercial: Apply the numbers/data lens to everything you do! ? Plan for it: Be it in email, a meeting, a role… practice and prepare! ?? Push boundaries and comfort zones. Take risks. ?? Coach vs. Mentor vs. Sponsor: – A coach talks to you – A mentor talks with you – A sponsor talks for you ?? Build a network of networks that include all 3 and support and inspire you in all walks of life. ?? Focus on goals but find joy in everything you do to achieve them. A huge thank you to our panelists for sharing their insights with honesty, warmth, and wisdom—and to our team members for showing up with curiosity and heart.

We’re excited to be in Tampa for the Insured Retirement Institute (IRI) Annual Conference—the premier event for the insured retirement industry! As the conference kicks off, the Zinnia team is eager to discuss technology, compliance, and product innovation led by some of the industry’s top minds. We’re especially proud to support IRI’s Digital First initiative, a transformative step forward for annuities. This approach is helping to standardize processes and create consistent, streamlined experiences across the financial professional and consumer journey. What inspires us most? The “Build Once – Use Many” model. It’s reducing the burden on carriers, fueling innovation, and accelerating the shift to digital—making annuities more accessible, easier to understand, faster to transact, and simpler to manage. We’re looking forward to connecting with fellow innovators to explore how we can collectively advance retirement security for all through smarter technology and stronger collaboration. Let’s shape the future—together. #IRI2025 #DigitalFirst #RetirementSecurity #InsuredRetirement #FinancialServices #DigitalTransformation

Zinnia is delighted to welcome Joanne Steele as our Head of Corporate Technology and Incident Management! With extensive experience in technology as a CIO, Joanne brings strategic leadership and a hands-on approach to ensuring dependable, secure, client-centric outcomes and seamless, high-quality solutions. Welcome, Joanne!

As demands in the life and #annuity market continue to grow, how can the industry embrace digital transformation while staying ahead of evolving customer needs?? Brad Medd, Zinnia’s Chief Technology Officer, sat down with John Weber and AM Best to discuss the critical shifts shaping the industry and how carriers can modernize, leverage data, and rethink their approach to innovation. Listen to the full conversation here:? https://lnkd.in/gnwaXE2v

???The Numbers Don't Lie: AI-Driven Underwriting Can Deliver Results Speed alone isn't enough in underwriting modernization—early automation taught us that lesson. Our new article breaks down how truly intelligent, AI-driven risk evaluation is poised to deliver measurable improvements: ? Faster processing time ? More accurate risk assessment ? Significant reduction in manual review ? Enhanced customer satisfaction But implementing AI successfully requires learning from past challenges. We share a proven implementation journey that builds on lessons learned from earlier automation efforts. Discover our phased approach to successful AI transformation: https://lnkd.in/eTSWZapX #InsuranceAnalytics #UnderwritingInnovation #AIImplementation #InsuranceTech

As AI transforms underwriting, the regulatory environment is evolving rapidly. Our latest piece explores how insurers can balance innovation with compliance requirements around: ? Fairness (regular bias testing, demographic impact analysis) ? Transparency (model documentation, decision explanation) ? Accountability (audit trails, incident response) ? Governance (risk frameworks, performance monitoring) At Zinnia, we're working hard to build AI platforms that enhance underwriter capabilities while maintaining transparency and explainability. Ready to transform your underwriting with AI? Let's talk about how we can help you navigate this journey: https://lnkd.in/eTSWZapX #InsuranceRegulation #AICompliance #InsurTech #RiskManagement

Zinnia is thrilled to welcome Natalie Spano as Head of Partnerships & Strategic Growth! Natalie brings extensive experience in technology and financial services, with a proven track record of accelerating growth for SaaS platforms and driving measurable outcomes for customers. In her role, Natalie will build strategic partnerships, expanding Zinnia’s ecosystem of collaborators and identifying new paths to fuel industry growth. Natalie's appointment reinforces Zinnia's commitment to simplifying insurance and delivering exceptional customer experiences. Welcome, Natalie!

This International Women’s Day, we’re celebrating the remarkable women who inspire us to accelerate action and create a more inclusive future. Together, we win! #IWD2025 #AccelerateAction #BeBold #TeamUp #DeliverValue #TogetherWeWin #ZinniaValues

Zinnia is proud to welcome Gary D. Cohn as Vice Chair and board member. A proven leader in banking and digital transformation, Gary’s expertise will support Zinnia’s vision to deliver the modern rails of the L&A industry. With longevity playing an increasingly important role in financial planning, Zinnia is excited to partner with Gary to continue building platforms that offer advisors, insurers and consumers a modern and intuitive experience, simplifying the integration of L&A products seamlessly into wealth portfolios. Learn more: https://lnkd.in/e7d6ftp9?

We're expanding our global footprint with a new office in Nagpur, India! Excited to announce our upgraded tech hub, now home to over 125 talented team members across multiple key departments. This state-of-the-art facility enhances our tech capabilities and gives our growing team the upgraded workspace they need to better serve our global clients. Thrilled about this next chapter in our journey! #Zinnia #Nagpur #OneZinnia #WorkplaceInnovation #Growth