May 18 - 19, 2026
Westin Copley Place - Boston, MA
Jeff Melton is the Senior Vice President of Sales at O’Neil Digital Solutions, where he works with leading insurers and highly regulated enterprises to modernize and optimize their customer communications strategies. With more than two decades of experience in data-driven marketing, customer communications management (CCM), and omnichannel engagement, Jeff helps organizations transform complex, compliance-driven communications into clear, personalized, and impactful customer experiences.
Throughout his career, Jeff has partnered with major insurance carriers, healthcare organizations, and financial services companies to solve one of the industry’s biggest challenges—delivering the right message, through the right channel, at the right time while maintaining regulatory compliance and operational efficiency. His work focuses on integrating print, digital delivery, and data intelligence to improve policyholder engagement, reduce communication friction, and drive measurable outcomes across the customer lifecycle.
At O’Neil Digital Solutions, Jeff leads strategic initiatives that help insurers modernize legacy communication workflows and implement scalable, omnichannel platforms that support policyholder acquisition, onboarding, servicing, and retention. He is particularly passionate about helping organizations bridge the gap between digital transformation initiatives and the operational realities of high-volume customer communications.
The way insurance is distributed is undergoing a transformation, with technology and data redefining what’s possible. Carriers, brokers, and agencies now have the tools to reimagine how they connect—not only with each other, but also directly with consumers and businesses. CRMs, digital platforms, and data-driven tools are no longer just back-office systems; they are becoming powerful enablers of growth, helping carriers discover and partner with new brokers and agencies while simultaneously reaching new customer segments more effectively. This panel brings together industry leaders who are actively modernizing distribution channels. They will share case studies and strategies for integrating innovative technologies with traditional approaches, demonstrating how CRMs, digital touchpoints, and hybrid models can unlock new efficiencies without disrupting established relationships. By blending human expertise with modern tools, attendees will gain a blueprint for enhancing distribution at both the B2B and B2C level. Participants will leave with actionable ideas to:
Check out the incredible speaker line-up to see who will be joining Jeff.
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