That Annuity Show

213 - Building A Next Generation Service And Technology Provider with Michele Trogni


Listen Later

Zinnia provides technology and administrative services to over 40 life, annuity, and retirement carriers. We had the opportunity to discuss the future of insurance service and technology with Michele Trogni, CEO at Zinnia and Operating partner at Eldridge, and George Esposito, General Counsel, Head of Business Development for Zinnia in their Greenwich, CT offices. As it just so happened, Zinnia announced that it will acquire Ebix Inc.'s Life and Annuity software assets shortly after we met. We quickly added a short interview with Michele to understand what it means for their company and customers going forward. Highlights: Michele Trogni, CEO of Zinnia and operating partner of Eldridge, discusses simplifying insurance through data and technology. Zinnia serves carriers, advisors, and consumers with the goal of modernizing the "rails" of the insurance industry. They are shifting from just a TPA (third party administrator) to a broader technology and data provider focused on carrier growth and better customer experiences. Zinnia has built an extensible data platform called Zahara to enable faster product development and innovation. They aim to facilitate insurance distribution through acquisitions like PolicyGenius. Pending acquisition of Ebix, will expand Zinnia's capabilities from back-office to front-end distribution solutions. Culture focused on collaboration, learning, and delivering value is key, as is having a bold vision to transform the industry.
...more
View all episodesView all episodes
Download on the App Store

That Annuity ShowBy Nassau Financial Group

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

21 ratings


More shows like That Annuity Show

View all
WEALTHTRACK by Consuelo Mack

WEALTHTRACK

268 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,192 Listeners

Masters in Business by Bloomberg

Masters in Business

2,177 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,289 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

930 Listeners

The Indicator from Planet Money by NPR

The Indicator from Planet Money

9,532 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

428 Listeners

Down the Middle by Peter Mallouk & Jonathan Clements

Down the Middle

141 Listeners

The Long View by Morningstar

The Long View

852 Listeners

“Fun With Annuities” The Annuity Man Podcast by The Annuity Man

“Fun With Annuities” The Annuity Man Podcast

53 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,760 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

407 Listeners

Annuity Straight Talk by Bryan Anderson

Annuity Straight Talk

11 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

164 Listeners