Partnerships
Zinnia and Kuvare Deepen Partnership as Carriers Demand Faster, Smarter Technology
Expanded adoption of Zahara and Zinnia Live demonstrates how carriers can move faster and operate smarter on a connected technology ecosystem.
Leadership
Zinnia Appoints Key Kiarie Chief Financial Officer as Company Scales Technology Platform
Key Kiarie joins Zinnia as Chief Financial Officer, bringing financial leadership from Bloomberg Media, REVOLT Media & TV, and a career spanning investment and operations, to lead the company's finance and corporate development organizations as it scales.
Partnerships
Zinnia and Carriers Partner to Drive Annuity Innovation as Annuity Market Hits New Highs
Zinnia's platform accelerates product innovation, intelligent automation, and next-generation digital capabilities as carriers invest in the future of annuities. USAA expands its relationship with Zinnia, launching new annuity products on the platform.
Partnerships
Security Benefit Introduces Blueprint Annuity with 3- and 5-Year Horizons Providing Broad Planning Flexibility
Advisors can now craft an accumulation strategy for clients around a predictable floor and ceiling via Blueprint's guaranteed caps and fixed rates. Blueprint Annuity is powered by Zinnia's insurance technology platform.
Product Updates
Zinnia Introduces Headless Order Entry Capabilities to Power the Next Era of Insurance Distribution
Zinnia launches headless annuity order entry capabilities, enabling carriers and distributors to integrate directly and build their own digital front-end experiences while retaining full control of the user interface and workflow.
Product Updates
Zinnia Launches Advanced Digital In-Force Servicing Experience for Annuities
Zinnia announces a fully digitized in-force annuity servicing capability, removing forms from annuity servicing and giving carriers, distributors, advisors, and consumers a connected digital way to manage post-issue transactions.
Product Updates
Zinnia's Zahara Policy Admin System Adds FIA Chassis to Product Library
Zinnia expands Zahara's product library with a pre-configured fixed indexed annuity chassis with GLWB support, enabling carriers to launch a FIA in under 3 months.
Leadership
Zinnia Appoints Ann Nanda Chief Growth Officer to Lead Next Phase of Market Expansion
Ann Nanda joins Zinnia as Chief Growth Officer, bringing deep expertise in insurance, retirement, distribution, and growth strategy to scale market adoption and deepen client partnerships.
Product Updates
Zinnia Drives Industry-Wide Shift to Open API Standards for Annuities
IRI approves four in-force transaction APIs built on Zinnia's Enterprise API framework, establishing a shared modern foundation for annuity servicing across carriers and distributors.
Product Updates
Zinnia Launches a New SmartOffice Experience to Simplify Work for Life and Annuity Advisors
Zinnia announces a modernized SmartOffice experience with simplified navigation, streamlined workflows, and expanded mobile servicing for life and annuity advisors.
Partnerships
Zinnia Announces Collaboration with Snowflake to Deliver Real-Time Insurance Analytics and AI Solutions
Zinnia partners with Snowflake to deliver cutting-edge analytics and AI solutions that transform how insurers leverage data for real-time decision making with enterprise-grade security and scalability.
Partnerships
Royal Neighbors of America® Modernizes Annuities Processing with Zinnia
Royal Neighbors of America launches The Policy Processor (TPP) with Zinnia, becoming the first carrier to process annuities on the AI-powered platform for streamlined case management.
Leadership
Zinnia CEO and Chair Michele Trogni Announces Retirement
Zinnia announces Michele Trogni's retirement as CEO and Chair. Board appoints George Esposito as CEO and Ash Sawhney as President to lead the company's next phase of growth.
Product Announcements
Zinnia Unveils The Policy Processor 8.0: An AI-Powered Leap Forward in L&A Underwriting
Zinnia announced the launch of The Policy Processor (TPP) 8.0, a cloud-based underwriting platform for life and annuity insurance carriers. The platform serves over 15 major North American carriers, processing more than three million applications annually.
Awards
Everly Life Insurance Company and Zinnia Recognized with Datos Impact Award in Technology for Advancing Customer Experience in Life Insurance
Everly and Zinnia jointly received the prestigious Datos Impact Award in Insurance Technology within the Digital category, recognizing their collaborative efforts to develop TermVest+, an innovative universal life insurance solution designed to simplify and democratize access to life insurance products.
Partnerships
Zinnia Announces Major Cloud Migration Milestone to Support Processing of Over 55% of Digital Annuity Sales in U.S.
Zinnia, a leading life and annuity (L&A) insurance technology company, today announced a significant technology milestone: the migration of Zinnia’s core order entry solution, AnnuityNet, to Amazon Web Services (AWS). Zinnia processes over 55% of annuities submitted by the bank and broker-dealer community in the U.S., now running on AWS infrastructure.
AI
Changing The Cost Structure Of The Life & Annuity Industry With AI: The Opportunities and Challenges
Panel Discussion at Hartford AI Day April 23, 2025 Panelists: Moderator: Paul Tyler, Head of Marketing Innovation at Zinnia Panelist: Dan Gremmell, Chief Data Officer, Zinnia Panelist: Manu Mazumdar, Head of Data Analytics Insurance Technology, Conning Panelist: Imad Eid, SVP Head of Salesforce Technology, Global Atlantic Panelist: Doug Elfers, VP, Data Science, Prudential [ ]
Leadership
Zinnia Appoints Gary D. Cohn as Vice Chair and Board Member
Cohn brings four decades of experience in global markets and technology toadvance Zinnia’s mission GREENWICH, Conn.— March 6, 2025 — Zinnia, a leading life and annuity (L A) insurance technology company, announced today the appointment of Gary D. Cohn as Vice Chair and board member. Cohn’s expertise will support Zinnia as the company builds upon its [ ]
Leadership
CNBC speaks to Zinnia CEO Michele Trogni and Eldridge Industries Chairman and CEO Todd Boehly on Future of Insurance
On October 15, Zinnia announced raising $300 million in strategic financing from Vista Credit Partners. Zinnia CEO, Michele Trogni, and Eldridge Industries Chairman and CEO, Todd Boehly, sat down with Scott Wapner from CNBC Halftime Report to discuss the deal, the impact of AI on the life and annuity industry, and more. Source: CNBC
Investments
Zinnia Raises $300 Million in Strategic Financing from Vista Credit Partners
Funding accelerates Zinnia’s mission to power industry growth by modernizing the life and annuity experience GREENWICH, Conn. – October 15, 2024 – Zinnia, a leading life and annuity (L A) insurance technology company, today announced $300 million in financing from Vista Credit Partners, a subsidiary of Vista Equity Partners and a strategic credit and financing partner [ ]
Partnerships
Zinnia Announces New Strategic Relationship With LPL Financial to Streamline Insurance Fulfillment
This relationship brings the wide variety of insurers and policy options on the Zinnia Marketplace to the largest broker-dealer* in the U.S., helping make life insurance processes seamless GREENWICH, Conn., Sept. 25, 2024 — Zinnia, a leading life annuity insurance technology services company, and LPL Financial (LPL) announced today a strategic relationship providing LPL’s network [ ]
Acquisitions
Bloomberg: Boehly-Backed Zinnia Adds to Expansion With Ebix Assets
Zinnia CEO, Michele Trogni, sits down with Sonali Basak to discuss Zinnia s acquisition of the Ebix L A assets. (Source: Bloomberg)
Acquisitions
Zinnia to Acquire Ebix Inc.’s Life and Annuity Software Assets, Continuing Its Mission to Deliver Solutions that Simplify Insurance and Power Industry Growth
Continues Zinnia s mission to deliver solutions that simplify insurance and power industry growth.
News
Bloomberg speaks with Zinnia CEO Michele Trogni about Policygenius Acquisition
Zinnia CEO Michele Trogni joins Bloomberg s Sonali Basak, Caroline Hyde and Ed Ludlow following the news of the firm acquiring Policygenius, to discuss the wider deal environment in fintech, and the impact of generative AI on data security. (Source: Bloomberg)
Acquisitions
Zinnia to Acquire Policygenius, A Leading Digital Insurance Marketplace
The combined company will create the first and only end-to-end insurance platform KKR to invest in combined company and join board of Zinnia Greenwich, CT April 25, 2023 – Zinnia, a life and annuity insurance technology and digital services company, today announced it is acquiring Policygenius, a digital insurance marketplace. The acquisition lays the foundation [ ]
Acquisitions
Welcoming Life Product Solutions Group to the Zinnia Team
We recently announced the acquisition of our long-time partner, Life Product Solutions (LPS) Group, to accelerate the delivery of Zahara by Zinnia, our system of record software, and speed to market with Open Insurance Experiences for our clients. Zinnia and LPS Group have been working together for more than 16 years, making this acquisition a natural next step in our partnership.
News
Musings from the LIMRA Distribution Conference
The LIMRA Distribution Conference is a great place to get the latest updates on the state of the industry, and we spent several days in Orlando last week attending sessions and meeting with customers and prospects time well spent! In addition, this conference provides an opportunity to get caught up on trends in distribution, and we continue to get a worrying picture.
Partnerships
1891 Financial Life Launches Zinnia’s Hybrid Origination Solution
1891 Financial Life Launches Zinnia’s Hybrid Origination Solution. It’s a great mission, and one that Zinnia is proud to support by providing hybrid distribution technology to modernize the life insurance purchase experience for 1891 Financial Life advisor partners and clients. 1891 Financial recently launched the electronic application (e-App) that is part of our Hybrid Origination platform.
