Sound Bytes: Q2 2022

By Nicole Karfakis | June 30, 2022


Welcome to Sound Bytes – TAI’s Quarterly Newsletter, bringing you a summary of the latest news from across the TAI family. This quarter is dedicated to the one and only Neil Diamond, inspired by a few of our team members recently experiencing the pleasure of hearing Fenway Park in Boston erupt into the joyous tones of “Sweet Caroline” when the Sox played the Cardinals. As Neil so eloquently put it, “Good times never felt so good.”

Recent Hits

Insights 2.0 Roadshow – Our partners from Comotion Business Solutions joined Brian Traxler and Andy Hazell for a road trip to visit some of our TAI clients to test the next generation of our analytics tool, TAI Insights. The experience helped us gain key insights from clients as we prepare to roll out this new tool. Find out what we learned here.

Virtual Collaboration – When the pandemic hit, we were forced to figure out how to work with team members and partners across multiple geographies to keep the momentum going on developing a new TAI product. These four tips helped us collaborate across time zones, borders, and cultures to get the job done. Fun fact: The first time we met with our partners from South Africa in person was last month!

Webinars – If you couldn’t attend the most recent webinars on Treaty Setup and Insights 2.0, you can log in to the Help Desk to access them on demand.

New TAI Life and Annuity Clients – We are excited to onboard several new clients to the TAI Life and TAI Annuity systems over the next few months. Welcome to the TAI family!

Coming Soon 

Webinars – The next webinar is scheduled for August and will cover Joint Policy Administration. Look out for an invite coming shortly.

RAPA 2022 – Reconnect with your peers in Clearwater Beach, Florida, at RAPA’s Fall Conference. Registration is now open.

Tech Corner

Each quarter, we bring you tips to help you get the most out of your TAI system.

This quarter, we’re exploring User Maintenance in the TAI system including:

    • How do I set up a new user?
    • How do I set up a reinsurer on TAI to audit my program?

Custom Projects

We are currently working on the following custom projects for our TAI family. If any of these are of interest to your business, please contact us via the TAI Help Desk.

  • Claims Feed – Allowing clients to capitalize on the claims functionality within the TAI system. This can include setting up separate claims feeds into the system.

  • Living Benefits Reinsurance (DI and LTC) – Building reinsured DI and LTC feeds into clients’ TAI platforms to streamline the processing of this type of business.

  • New Annuity Arrangements – Adding new arrangements to clients’ existing annuity portfolios as reinsuring annuities become more common in the industry.

Fan Club

With all the excitement building around next year’s TAI User Group, this month’s Fan Club trivia is about New Orleans. Answer the questions below for your chance to win a Starbucks e-gift card:

  1. It is illegal to ride on any Mardi Gras float in New Orleans without wearing what?
  2. While New Orleans is known for Cajun food, another type of food that blends various New Orleans cultures is its predominant cuisine.
  3. How many pounds of beads are thrown during an average New Orleans Mardi Gras celebration?

Please send your answers to Nicole at and Laissez les bons temps rouler

Useful Links

Here are a few useful links to upcoming conferences, product launches, and articles of interest.


Meet the Band: Teri Hughey

Teri 3

Teri is excited to join the TAI Business Development Team as a Client Experience Manager. She joins Nicole Karfakis in account management in helping our clients fully experience all the benefits that TAI has to offer. Teri comes to TAI from RGAX, where she helped coordinate strategies among business development leaders. Previously, she held roles in Account Management, Sales Support, Product Management, and Sales Analysis. She is excited to bring her experience to TAI.

Teri recently moved from St. Louis to Overland Park, Kansas, where she is loving her new community. Teri has two kids: 6-year-old Grace and 9-year-old Colin. When she is not taking her kids to and from school or sports, you might find her at the gym enjoying a refreshing cardio workout or strength training. On nights with few activities, Teri loves to be in the kitchen cooking for her friends and family, blaring music from Ben Folds, or watching HGTV. 

Wisdom from Wilson
– The last word …


User Group was a highlight of this past quarter for me and I’m still on that emcee high. It’s always a great experience hosting with Nicole, but hearing your feedback and enjoying the program we prepared is super rewarding. While I didn’t mind being virtual (and rocking the dress shirt and sweatpants combo), I’m looking forward to us being live in person next year in New Orleans and figuring out how to host while standing up.

While fun in the sun is going to be the main objective of my summer, I’m eager to try some tips from our keynote speakers, Ben Nemtim and Amy Blankson, including creating a summer bucket list and focusing on a positive mindset. Here’s hoping you can do the same to make it an impactful season.

Mic Drop

Thanks for reading, if you have suggestions for future topics, don't hesitate to reach out.