Vice President of Engineering

Sureify contributes to winning team at IRI Hackathon advancing advisor intelligence with AI. Sureify, a life and annuity technology platform provider for carriers, proudly sponsored and participated on the winning team at the 2026 Insured Retirement Institute (IRI) Hackathon. Team "Hack to the Future" came together to develop an AI-powered advisor support framework that simplifies complex in-force annuity management workflows and surfaces actionable opportunities for advisors. Designed to bring together a select group of industry leaders and innovators, the IRI Hackathon created a space where carriers, technology providers, and financial institutions worked side-by-side to tackle real operational challenges facing the retirement income industry. "The IRI Hackathon is designed to accelerate innovation across the industry. It was exciting to see teams like 'Hack to the Future' bring together expertise from across the ecosystem to explore how new technologies can simplify complex processes and improve the advisor experience." Hannah Pikus, IRI, Director of Digital First Standards - Operations and Technology Tackling in-force complexity. Team "Hack to the Future" included experts from across the retirement ecosystem, including representatives from Morgan Stanley, LUMA Financial Technologies, Brighthouse Financial, Symetra, and Sureify. Together, the group tackled one of the industry's most persistent operational inefficiencies: fragmented systems and manual processes that slow down advisor workflows and limit visibility into in-force opportunities. The solution introduced a unified advisor experience powered by AI agents that aggregate data across systems, identify opportunities, and guide advisors through key actions such as replacements, reallocations, and income elections. By automating data-gathering, analysis, and documentation workflows, the framework helps reduce operational friction and improve advisor decision-making. Turning fragmented data into advisor action. Managing in-force annuity portfolios today often requires advisors and service teams to navigate multiple carrier portals, inconsistent data formats, and manual compliance checks. These fragmented workflows increase operational costs, slow service timelines, and create missed opportunities for better client outcomes. Modern digital experiences are no longer measured solely by how much they ease or accelerate a transaction. Today's expectation is for systems to stay several steps ahead, transforming from passive tools into proactive partners that signal exactly when an agent needs to step in. While most carriers have digitized access to policy information, identifying opportunities such as replacements, reallocations, or income elections often still requires manual analysis across multiple systems. AI-Driven advisor intelligence. The "Hack to the Future" solution demonstrates how AI-driven agents can orchestrate these processes through a single advisor interface. By bringing together policy data, compliance requirements, and opportunity detection into one environment, the framework enables advisors to quickly identify actions that may benefit clients while automatically generating supporting documentation and audit trails. "Our team started with annuity replacement as the use case, but the concept quickly expanded into something bigger, an AI-driven framework that helps advisors identify opportunities and take action within a single environment. What the hackathon validated for me is that the work we've been doing with CoreCONNECT over the past several years, unifying data and orchestrating workflows across life and annuity systems, is exactly the foundation these complex advisor experiences require," said Ben Brantley, CTO at Sureify. The concept highlights a broader shift toward intelligent automation in retirement products - where AI can support advisors with real-time insights while maintaining the compliance rigor required in regulated financial services. About Sureify. Sureify has been at the forefront of digital transformation in life and annuity since 2012. Years of experience building digital experiences within the industry's complex ecosystem have refined our purpose: to solve the data and workflow challenges that hinder modernization. We believe that by creating a truly harmonious system environment, carriers can effectively address today's most significant business challenges and accelerate their path toward future innovation. About IRI. The Insured Retirement Institute (IRI) is the leading association for the entire supply chain of insured retirement strategies, including life insurers, asset managers, broker-dealers, banks, marketing organizations, law firms, and solution providers. IRI members account for 90 percent of annuity assets in the U.S., include the foremost distributors of protected lifetime income solutions, and are represented by financial professionals serving millions of Americans. IRI champions retirement security for all through leadership in advocacy, awareness, research, diversity, equity, and inclusion, and the advancement of digital solutions within a collaborative industry community.

Sureify appoints industry veteran Brad Burdick to Board of Directors, validating Sureify's role in shaping the digital future of life & annuity. Sureify a leading technology platform provider for life and annuity carriers, today announced the appointment of Brad Burdick to its Board of Directors. Burdick brings a unique blend of executive leadership and deep domain knowledge from both the insurance carrier side and the complex systems vendor landscape, aligning well with Sureify's strategic path to advance the life and annuity digital experience. Burdick's career has been defined by successfully bridging the operational realities of insurance companies with the deployment of large-scale technology solutions. This dual perspective is invaluable as the industry seeks modern, core-system-neutral platforms to support rapid scaling of new distribution and engagement channels. "Brad's decision to join our board is the ultimate validation of the Sureify mission," said Dustin Yoder, Sureify CEO and Founder. "When someone with his depth of experience chooses to invest his time and insight in our vision, it helps to reaffirm that we're on the right path. His guidance will be critical as we enter our next phase of growth." Burdick's professional background spans over 35 years in operations management and product development, with a significant focus on the insurance sector. This includes his recent role as General Manager of a $200 million portfolio of insurance technology companies at EXL, as well as prior experience at The Hartford Insurance Group. Throughout his career, he has successfully combined strategy, process improvement, and product development to achieve superior business results. He holds a Bachelor of Science and a Master of Science in Engineering from the University of California and an MBA from the MIT Sloan School of Management. "Having operated on both the insurance carrier and technology provider sides, I have a unique perspective on the industry's biggest connectivity gaps and modernization roadblocks, " said Burdick. "Sureify is not just addressing those gaps; they are providing the 'digital core' needed to accelerate modernization. I've joined the board because I fundamentally believe Sureify is the essential, long-term solution the life and annuity industry has been waiting for." - about Sureify. Sureify has been at the forefront of digital transformation in life and annuity since 2012. Years of experience building digital experiences within the industry's complex ecosystem have refined its purpose: to solve the data and workflow challenges that hinder modernization. Sureify, Inc. believe that by creating a truly harmonious system environment, carriers can effectively address today's most significant business challenges and accelerate their path toward future innovation. Sureify - [email protected] Sureify is not just addressing those gaps; they are providing the 'digital core' needed to accelerate modernization. I've joined the board because I fundamentally believe Sureify is the essential, long-term solution the life and annuity industry has been waiting for.