Qiyun Cai - NAILBA 45

Qiyun Cai

Co-founder & CEO,

Fintary

Qiyun Cai is the founder and CEO of Fintary, an AI-powered revenue growth platform transforming how insurance organizations manage commission and financial operations. A former founder of an insurance brokerage herself, Qiyun built Fintary to solve the exact operational challenges she once faced. Today, she’s one of the few female founders in the space, leading a company that’s redefining how financial operations drive growth across the insurance value chain.

Qiyun Cai's Sessions

Making Data Useful: Ops, Sales, and the Human Factor

The Operations Track at NAILBA 45 is sponsored by Pathwork.

BGAs are stitching together insights from various systems to track placement, in-force opportunities, and advisor experience—but success still comes down to habits. This session looks at how operations teams turn complex data sets into simple, repeatable routines that sales and underwriting teams will actually follow. Panelists share practical approaches for building habits around data rather than just dashboards, and point to where BGAs still have room to grow.

Education & Insights at NAILBA 45 are brought to you by Corebridge Financial. 

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