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7:00 AM - 8:30 AM
Networking Continental Breakfast
7:00 AM - 7:00 PM
Registration
8:30 AM - 9:30 AM
Technostrategies®: Creating and Sustaining Strategic Advantage
Presenters: Daniel Burrus
Technology is continually changing the rules of competition, rendering many traditional business strategies and processes obsolete. Identifying and understanding the challenges and opportunities that new technologies create has become a key business imperative. In this empowering presentation, futurist Daniel Burrus will share his powerful strategies for creatively applying technology to drive growth as you develop new products, services and customer experiences that will propel you far ahead of the competition -- and help you to stay there.
Daniel Burrus is one of the world's leading technology forecasters and business strategists, and is the author of six books, including the highly acclaimed Technotrends, which has been translated into over a dozen languages. The New York Times has referred to him as one of America's top three business "gurus" in demand as a speaker.
Sponsored by CSC
9:45 AM - 10:30 AM
Agents Council for Technology -- Report on Initiatives
Presenters: Jeff M. Yates, Agents Council for Technology; Bob Slocum, Slocum Insurance Agency,; Roy Riley, Peel & Holland; Angelyn Treutel, Treutel Insurance Agency; Linda Dodson, Chubb
Presentations: TreutelA.pdf
A panel of ACT members will discuss the latest reports and services of the Agents Council for Technology, including the introduction of a new Web site providing agents and brokers a single place to go to get the latest technology information from their carriers. The panel will discuss topics including the real-time revolution, agent/carrier technology agreements, agent/broker recommendations for HIPAA compliance, and agent/carrier recommendations for improved workflows where the carrier has turned off the paper to the agent.
9:45 AM - 10:30 AM
Certainty in a Changing World
Presenters: Iain Saville, Lloyd's
This session will look at how contract certainty is needed to drive business reforms and satisfy regulatory requirements. Seville will focus on the fact that now is the right time for change, and he will outline the ways that change is introduced in the global marketplace
9:45 AM - 10:30 AM
DMV Insurance Industry Proof of Coverage Reporting
Presenters: Loren D. McGlade, American International Group, Inc., Domestic Brokerage Group; Richard A. May, Marsh USA, Inc.; Donald Coy, State Farm
Presentations: DMV.pdf
Join a lively discussion of proof of coverage reporting from all angles -- commercial lines, agent/broker, personal lines, and the state DMV point of view. McGlade, a representative to the industry for AIG in the Commercial Auto Department of Motor Vehicles reporting process, will moderate and offer the perspective of a major carrier.
9:45 AM - 10:30 AM
Document Repository Standards: Changing the Process Flow of Data and Documents
Presenters: Serge Cayron, ACORD; Teddy Tarlton, Faraday Underwriting Limited
Presentations: CayronS_TarltonT.pdf
Every organization has or will have a strategy for storing internal electronic documents. Today many have implemented internal document management systems, and some have also invested in repository capability by which they offer business partners access to electronic documents. To satisfy business practitioners' needs, ACORD developed standards that allow these repositories to interoperate. This session will outline the standards and present the implementation pilot ongoing in London, the U.S., and Europe.
9:45 AM - 10:30 AM
 
Leveraging Technology for Profitability
Presenters: Michael B. Boyle, Allstate Financial
Discover how Allstate Financial is leveraging operations and technology to impact profitability, foster innovative solutions, and facilitate high-level performance. You'll get real world solutions that can help your company effectively manage technology for business success.
9:45 AM - 10:30 AM
Repairing the Life Reinsurance Service Chain
Presenters: Christopher A. Murumets, Sun Life Assurance Co. of Canada; Derek Scannell, Swiss Re Life & Health America; Bill Crouch, Generali USA Life Reassurance Company; J. Gary Wilson, Manulife Reinsurance
Today's reinsurance service chain is fraught with inefficiencies, both on the technology and the business side. Learn from reinsurance professionals what the hard bottom line costs of these inefficiencies are to your organization, and how everyone in the industry must, and can begin to, fix the problem.
9:45 AM - 10:30 AM
Sell, Service, Retain!
Presenters: Diane L. Smith, Arlington/Roe & Co., MGA/Wholesale Insurance Brokers ; Vicki Papas, American Modern Insurance Group
In today's fast-paced, instant-gratification world, how do companies and wholesalers provide technology to assist retail producers and CSRs in making sales, servicing accounts, and retaining business? Smith and Papas will review the development, distribution, and daily use of automated processes assisting agents today and discuss the future of agency technology.
9:45 AM - 10:30 AM
Technology and Operations Benchmarking for Personal Lines P&C
Presenters: Jack W. Tyniec, TCi Consulting & Research
Presentations: TyniecJ.pdf
Learn how benchmarking data can differentiate your company and help you use technology strategically, with bottom-line benefits. Using the latest TCi survey data, Tyniec will share benchmarking data on operational effectiveness and efficiency in underwriting, new business, customer service, claims, line of business level metrics, and more for the Personal Lines P&C business. The benchmarking data represents some of the top 10 companies in the industry. Find out how your company compares.
9:45 AM - 10:30 AM
The Role of Standardized Exposure Data in Catastrophic Modeling
Presenters: Stephan Schwere
Presentations: SchwereS.pdf
There is an increasing need for insurance and reinsurance carriers to receive definitive information regarding the exposures they have at risk by location (individual location and catastrophe zone). Hear how standards for exposure reporting will help provide an increased, and more accurate, flow of this information electronically throughout the chain of business partners.
9:45 AM - 10:30 AM
Transforming Annuity Operations
Presenters: Carol Macaluso, The MONY Life Insurance Company
The MONY Group is in the final stages of successfully re-engineering their annuity backoffice -- including implementing a new technology platform, revamping business processes, and converting existing business from three legacy systems. Find out how your company can make a conversion like this work, and discover how you can lower your total cost of ownership model.
10:45 AM - 11:30 AM
Best Practice Secrets to Implementing Electronic Payments
Presenters: Mike McNerney, Zurich North America
Presentations: McNerneyM.pdf
Electronic payments have the potential to reduce costs and simplify the remittance process for both biller and consumer. Hear about an actual implementation of electronic payments, including system integration, management processes, methods to generate consumer adoption, and how electronic payments ultimately affect customer satisfaction and deliver value.
10:45 AM - 11:30 AM
Binders and Exposures: A Success Story
Presenters: Cassie Smith, Hiscox Group; Benita Gayton, ACORD; Phil Brown, ACORD
Presentations: SmithC_GaytonB_BrownP.pdf
In 2003, the Lloyd's Market Association requested that all renewals for 2004 be placed using ACORD's Binding Authority standards for both U.S. commercial property and homeowners open market and binder business. The development of the standards and their companion Exposure Reporting standards, is in part a response to the events of 9/11. The effort also dovetailed with the London Market Project’s (LMP) initiatives to modernize the way the market does business. This session reports on the successful implementation of this widely collaborative effort between insurers, reinsurers, brokers, and MGA’s and the benefits that have accrued to date.
10:45 AM - 11:30 AM
Breakthrough Technology To Improve Data Quality
Presenters: Jay Lisota, Marsh, Inc.
Presentations: LisotaJ.pdf
The more data, the better our decisions, and the better the bottom line - or so companies have generally believed. But at many companies now there is too much data and few standards, resulting in poor communication and big expenses. Using a proven case study, Lisota will show how companies can use technology to improve data quality and reduce data analysis costs.
10:45 AM - 11:30 AM
Building a Distribution Infrastructure on Demand
Presenters: Doug Powers, Manulife Financial; Peter Burkard, Manulife Financial
Presentations: PowersB_BurkardP.pdf
When given a business mandate, IT makes it happen. Manulife made a business decision to grow its MGA channel, but its IT infrastructure was insufficient. Now, less than nine months later, it is up to speed. Powers and Burkard will show you how to successfully structure a non-scheduled, non-funded, highly visible, challenging distribution project to ensure success.
10:45 AM - 11:30 AM
Getting to MIB and B2B with TXLife
Presenters: Pierre Bouchard, New York Life
Presentations: BouchardP.pdf
Effective business-to-business communication with partners like the Medical Information Bureau (MIB) is more critical than ever. Bouchard will demonstrate how using TXLife can benefit your organization, offering a view of business needs and requirements, the pros and cons of the technical architecture solution, and an overview of potential performance and results.
10:45 AM - 11:30 AM
Insurance: What is Hot, What is Not
Presenters: Kimberly H. Harris, Gartner, Inc.
The insurance industry is undergoing an evolution. There is more than just hype surrounding outsourcing, wireless devices, and business process management. While they are interesting concepts to evaluate, they may not be a necessity to all insurers. Harris' presentation will evaluate emerging trends and technologies and provide attendees with solid recommendations as to which are primetime.
10:45 AM - 11:30 AM
Interoperability and Overcoming XML Challenges
Presenters: Lloyd Chumbley, ACORD
Presentations: FallbacherK.pdf
Although XML is a standard, XML implementations are not. This session will cover a variety of XML topics, including XML namespaces, schemas, choices related to Java and .NET, and Web Services standards. Learn how these horizontal standards address enterprise application integration and enhance trading partner interfaces with existing vertical industry standards.
10:45 AM - 11:30 AM
The Impact of Standards and Technology on Financial Ratings
Presenters: Brian C. Schneider, Fitch Ratings
Presentations: SchneiderB.pdf
Learn about the impact of technology on the ratings of an insurance company's financial strength. When Fitch begins the ratings process on an insurer, the group often talks to the CIO and asks questions that give insight into how standards and technology impact the financial strength of the company. Schneider will provide insight into this ratings process and explain how they evaluate an insurer's technological capabilities.
10:45 AM - 11:30 AM
Web Services: Redefining the Organization and Eliminating Silos
Presenters: Srinivas (Srini) Koushik, Nationwide Holdings
Presentations: KoushikS.pdf
Web services can play a huge role in facilitating timely information exchanges between insurers and business partners. They reshape service delivery and support the creation of dynamic value chains which can lead to business agility. Koushik will describe how, by using standards and Web services, insurance carriers can repurpose existing systems to eliminate silos and increase interoperability.
10:45 AM - 11:30 AM
Why Integrate Disability Management Systems?
Presenters: Craig Doering, Workability Division, CORE
Significant increases in medical care costs make disability management more important than ever. A solid technical and cultural infrastructure can make integrated disability management more effective and manageable for even the most complex companies. Discover how two companies partnered to develop an integrated benefit management system to help employers.
11:30 AM - 2:30 AM
Networking and Lunch in Exhibit Hall
Real Time - Real Solutions Tours
2:30 PM - 3:15 AM
ACORD Messaging Service and SOAP Guide: Overview and Case Studies
Presenters: Lloyd Chumbley, ACORD; Serge Cayron, ACORD
Presentations: CayronS.pdf
The "ACORD Messaging Service and SOAP Implementation Guide" defines a complete set of service messages for transporting XML messages and supporting electronic documents over the Internet using Web services standards. This session will outline the specification and present various implementation case studies.
2:30 PM - 3:15 PM
Building the Best of the Web
Presenters: James H. Dorman, Western & Southern Financial Group
Presentations: DormanJ.pdf
Over the last two years, Western & Southern Life implemented a complete redesign of its customer-facing Web site and added several customer self-service features. The improved site, WesternSouthernLife.com, is now rated #23 by DALBAR. Learn how to use standards and other intuitive tools and features to make your Web site among the best in the business.
2:30 PM - 3:15 PM
Easing Integration Issues
Presenters: Richard Maynard, The Hartford
The Hartford found that employing and embracing standards was an effective means of minimizing integration issues at their company. Maynard will provide real-life examples of how his company, by exposing elements of business functions through standards, integrated into their SEMCI, proprietary agency, and consumer applications.
2:30 PM - 3:15 PM
Making P&C Straight-Through-Processing a Reality
Presenters: Edward Leveille, Providence Washington Insurance Company
Presentations: LeveilleE.pdf
Join this session as Providence Washington Insurance Company presents a blueprint for success modeled on its own experiences in making Straight-Through-Processing a reality. Leveille will share information on the components and products used for its XML database, rating engine, printing engine and business process manager.
2:30 PM - 3:15 PM
P&C Reinsurance: Breakthrough in Placing Business and Getting Claims Paid
Presenters: John M. Cunningham, AIG; Deborah Worthington, AIG
Presentations: CunninghamJ_WorthingtonD.pdf
The U.S. market is faced with multiple proprietary repositories of non-standard documents, creating hassles, headaches, and expenses for reinsurers. AIG executives will discuss implementation concerns and resulting benefits of a system that standardizes the exchange of such documents for straight-through processing of accounting, claims, and risk placing.
2:30 PM - 3:15 PM
Picture This: Reduced Costs
Presenters: Chet Niemczyk, UICI
Discover how UICI improved the productivity and reduced administration costs of its primary business unit, the Self Employed Insurance Division, by automating workflow in key business areas such as new business, underwriting, claims, and customer care. Niemczyk will discuss the plan, process, and prosperity of the company's enterprise image and workflow strategy.
2:30 PM - 3:15 PM
Replace, Consolidate, Convert?
Presenters: Charles J. Sevola, Prudential Financial
Presentations: SevolaC.pdf
Prudential Financial identified a business need to lower overall IT operations expenses. As a result, the company began investigating approaches for their full policy administration environment – Replace? Consolidate? Convert? Hear about their approach to evaluating options, and discover how they factored in CBA/ROI for hard-dollar, fact-based decisions.
2:30 PM - 3:15 PM
Transparency of Data: Implications for the Insurance Industry
Presenters: Carol M. Chapman, American National Insurance Company, ; Brian J. Nolan, XL America
Presentations: NolanB_ChapmanC.pdf
Learn about the background, reasons, good business practice, and external drivers for enhanced data transparency in insurance. You will gain an understanding of COSO (The Treadway Commission's Committee of Sponsoring Organizations report), which is a platform for company internal controls used by the Sarbanes-Oxley Act. Speakers will also review Sarbanes-Oxley requirements and activities and discuss the importance of data transparency, standards, integrity, and the business partnership of finance and IT.
2:30 PM - 3:15 PM
Voice and e-Signatures: A Practical Guide
Presenters: Michael Maughan, Beneficial Life; Patrick J. Hatfield, Lord, Bissell & Brook
In this session, executives from a company that has actually implemented voice and e-signatures will explain and demonstrate how they work in practice. You'll come away with an understanding of the technical risks that must be addressed, and you'll learn ways to implement these new paradigms that overcome perceived cultural and legal barriers.
2:30 PM - 3:15 PM
Web Services: A Panel Discussion
Presenters: Matthew Josefowicz, Celent Communications; Kevin Schipani, Aon; David Bailey, State Auto Insurance; Kevin Rice, Allstate Financial
Through a dynamic panel discussion, learn the current and potential uses of Web services in the U.S. insurance industry. Josefowicz will give a general overview. The group will then consider a number of topics, including the business value of Web services to insurance; areas where Web services are and might be used; the likely amount of IT spending related to Web services; and case studies of several Web services implementations in U.S. insurance companies.
3:30 PM - 4:15 PM
Automated Underwriting: Past, Present, and Future
Presenters: Jym Barnes, RGA Technology Partners, Inc.
Learn from this comprehensive overview of successes, challenges, and value propositions for automated underwriting and expert systems. From the initial development of artificial intelligence to today's technologies and beyond, Barnes will discuss environments where automated underwriting makes sense; key implementation issues; system flow, rules, and benefits; and the future of this key technology.
3:30 PM - 4:15 PM
Automating Producer Contracting, Insurance Licensing and Appointment
Presenters: Jane R. Michael, Merrill Lynch
Presentations: MichaelJ.pdf
Many financial services firms' new hire, securities registration and insurance licensing processes are still heavily paper-bound and inefficient. Learn about automating the insurance licensing and securities registration business processes in a diverse and multi-entity insurance enterprise-and discover why such a solution is a natural for business process improvement and cost reduction.
3:30 PM - 4:15 PM
Business Success and Results with Standards Implementations
Presenters: Andrew A. Falvey, ING Americas; Monique Hesseling, ACORD
Presentations: HesselingM.pdf
How do you develop a good business case for standard implementations? Learn from A to Z how one insurance company developed a business case for standards, got it approved, and proceeded with a successful implementation. You'll hear about failures and successes, measurable results, and next steps.
3:30 PM - 4:15 PM
From Weeks to Days: New Business and Underwriting Breakthroughs at MONY
Presenters: Christopher Owen, The MONY Group
MONY developed a specific strategy and steps to bring breakthrough process improvements to the Life Group's selection procedure. Learn about how they viewed the roles of people, technology, and workflow to meet the company's ambitious plans.
3:30 PM - 4:15 PM
From Zero to Web Services in Less than 12 Months
Presenters: Jim Court, First American Property & Casualty Insurance Company
In less than a year, First American went from recognizing a need for Web services, with zero-knowledge of XML, .NET, and Web services technologies, to delivery and full production of a well-received, highly successful Web services project to support their agency force. Find out how they did it -- and how you can.
3:30 PM - 4:15 PM
Implementing Legally Compliant Enforceable Electronic Records -- Part I
Presenters: Jeremiah S. Buckley, Buckley Kolar LLP ; Margo H.K. Tank, Buckley Kolar LLP; Chuck Wallace, Esurance Inc.
Presentations: BuckleyJ_TankM.pdf, WallaceC.pdf
How should your company implement electronic records and signatures? What are other companies doing? Is there any industry guidance? Learn about the SPeRS initiative of the Electronic Financial Services Council. It is the product of 18 months of work by major financial services and technology firms and associations. The result is a set of guidelines for creating legally compliant enforceable electronic records. (Part II takes place on Tuesday at 4:30 PM.)
3:30 PM - 4:15 PM
Integrating New Underwriting Component Technologies
Presenters: Carol Borowski, Allmerica Technology Services
Presentations: BorowskiC.pdf
To improve profitability in its commercial lines, Allmerica implemented an underwriting components solution. This session will guide you through their key project challenges and results, giving insight into business case, teaming approach, architecture and conversion challenges, legacy integration issues, and concerns in balancing new capabilities and staff disruption.
3:30 PM - 4:15 PM
Managing Multiple Requirements for Auto Liability Reporting
Presenters: Chip Cain, Lincoln General Insurance Company; Stephen Vaglio, CNA Insurance
If you write personal or commercial lines automobile, then you need to hear how to respond cost-effectively to the growing demands by the states for reporting automobile liability and other related coverages. This session will focus on varying state requirements, standard versus proprietary formats, and best practices in managing multiple state requirements for both carriers and MGAs.
3:30 PM - 4:15 PM
The Cost and Returns of XML for Life Insurance Standards
Presenters: Bette Ann Scott, New York Life; Meredith Mitchell, American National Insurance Company; Robert Srstka, Midland National Life Insurance Company
Presentations: MitchellM.pdf
The initial cost of implementing standards is not small, but the payback comes over time, as standards facilitate faster integration and different business models. Find out about the total cost of XML for life enablement, ROI on those costs, and business benefits. Speakers will present real cost estimates at a detailed level and will include multiple views of such an implementation.
3:30 PM - 4:15 PM
Unlocking the Value of a Global Company
Presenters: Stefan Sieger, Swiss Re
Presentations: SiegerS.pdf
Discover how Swiss Re implemented the ACORD XML standards for the electronic data exchange of back office documents with its brokers on a global basis. In addition to giving insights into their process re-engineering work, he will also share the experiences and impacts made in implementing ACORD standards in the 'daily' life of a reinsurer.
4:30 PM - 5:15 PM
ACORD XML: Successful Implementation and Lessons Learned
Presenters: Kevin Schipani, Aon; David Bolenbaugh, Aon; Amy Walker, Safeco; Andy Losasso, Zurich North America; Michael Dulz, Travelers
Come hear end-user organizations that have partnered on an existing ACORD XML integration project discuss successes, challenges, pitfalls, and lessons learned. Compare your expectations with the experiences of a successful multi-organization team. The panel will also cover benefits of key XML management techniques such as Web services, validation, extensions, and transformation.
4:30 PM - 5:15 PM
Bringing Providers Together
Presenters: Jean Skahan, Hooper Holmes: Portamedic and Heritage Lab; Debbie Smith, EMSI; Stan Schubel, APPS Paramedical
Presentations: SmithD_SchubelS_SkahanJ.pdf
Thanks to the work of the ACORD Underwriting Requirements Group, there is now a timely way to track order status between the scheduling of a paramed or tele-interview and the receipt of a lab report by underwriting. In this session, you'll learn how the Group defined choreography and electronic connectivity to better connect all providers in the requirements chain.
4:30 PM - 5:15 PM
How B2B Saves Money and Time
Presenters: Brad Hays, Northwestern Mutual, ; Bryan Kadlec, Northwestern Mutual
Presentations: HaysB_KadlecB.pdf
Learn how using business-to-business relationships saved Northwestern Mutual two of its most important assets -- money and time. The presentation will discuss prime areas that the company focused on for cost savings and why. In addition, you'll find out more about the challenges of such B2B projects and how Northwestern Mutual believes such issues can be resolved.
4:30 PM - 5:15 PM
Managing Company Information Via the Intranet
Presenters: Larry Boyle, Odyssey Reinsurance of America
Learn how a reinsurer is using an intranet to manage company information. The knowledge base allows the carrier to publish content and information on a secure basis by department, organizational role, and location. The session will also demonstrate how departments can collaborate, contribute and subscribe to content, and how daily workflow can be personalized and expedited.
4:30 PM - 5:15 PM
Quick Product Design and Launch with Enterprise Product Management
Presenters: Michael DeCorte, American International Group, Inc.
Presentations: DeCorteM.pdf
When AIG sought to sunset their legacy underwriting systems, they looked for a number of benefits, including the ability to design new products and launch them into the marketplace quickly. Find out how AIG applied ability Enterprise Product Management for fast turnaround, the approach AIG is taking to make it happen, and the benefits they are seeing as a result.
4:30 PM - 5:15 PM
Taking Auto/Homeowners Quote and Issue into Real-Time
Presenters: John Kellington, Ohio Casualty Group
Ohio Casualty has seen recent successes as the result of its use of a real-time auto/homeowners quote and issuance transaction system. In this session, you'll see how the system works, what the capabilities of straight-through-processing offer carriers who quote and issue personal lines accounts, and how technologies can combine to offer significant benefit to the P&C carrier.
4:30 PM - 5:15 PM
The XL Re Experience of Integrating ACORD EDIFACT and XML Messages
Presenters: Russell Martin, XL Re America
Presentations: MartinR.pdf
It is one thing to embrace ACORD standards butanother to fully integrate those standards into the daily business process. Hear how one reinsurance company is implementing the existing EDIFACT messages and their XML counterparts using the ACORD SOAP framework.
4:30 PM - 5:15 PM
Using BPI to Create a Flexible Architecture
Presenters: Rollin Shank, The Phoenix Companies
Presentations: ShankR.pdf
Using business process integration (BPI) software, Phoenix created an "Information Gateway" that provides the foundation for a number of straight-through processing initiatives. Discover how these business projects have resulted in a positive change to the company's bottom line of approximately $60,000 per month.
5:30 PM - 6:30 PM
Monday Night Marketplace Reception in Exhibit Hall
Enjoy an opportunity to share ideas and network with your colleagues and exhibitors during this gala international-flavored reception in the exhibit hall.
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7:00 AM - 8:30 AM
Networking Continental Breakfast
7:00 AM - 5:00 PM
Registration
8:30 AM - 9:30 AM
Confidently Meeting an Uncertain Future... A CIO Panel
Presenters: Gregory A. Maciag, ACORD; Thomas P. Donaldson, LOMA; John Kellington, Ohio Casualty Group; Larry Boyle, Odyssey Reinsurance of America; Regis Delayat, SCOR Division Vie; Chris Chartrand, GE Financial; Ann Purr, LOMA
Terrorism. Hackers. Viruses. Economic downturns and upticks on a dime. Today’s business climate is fraught with uncertainty, and in every area of the organization IT is being asked to do more to effectively cope with these challenges. Hear from influential financial services CIOs as they discuss IT’s critical role in the organization and the ways they see business and technology partnering to meet the demands of an uncertain future.
9:45 AM - 10:30 AM
Best Interface Practices at Work
Presenters: Jo Ann Litwin, Litwin, Castle and Christ, Inc.; Donna Barr, Marsh USA, Inc.
Presentations: LitwinJ_BarrD.pdf
This case study will outline how best interface practices, if used in the correct workflow, benefit the agent, carrier, and consumer. The presentation will track the life cycle of a policy and demonstrate how each standard is used throughout the interface process. You'll also learn about the cost-savings to all parties when standards are implemented.
9:45 AM - 10:30 AM
eNew Business at MetLife
Presenters: Vinod Kachroo, MetLife; Patrick Lyons, MetLife
Presentations: KachrooV_LyonsP.pdf
MetLife revolutionized its new business processing by leveraging Web technology. Learn how the company reorganized its processes, enabled straight-through-processing, and changed information integration for core new business processing. You’ll hear how to provide producers with anytime, anywhere access to case status and real-time communication to underwriting.
9:45 AM - 10:30 AM
Improving Field Channel Productivity
Presenters: Barbara Hamlin, Allstate Financial
Presentations: HamlinB.pdf
Find out how a Web-based, self-service marketing materials ordering site can save time and reduce fulfillment costs. Hamlin will explain how, by leveraging technology that connects the Allstate Financial Marketing Logistics Group and the Allstate Print & Communications Center directly to field channel members, Allstate has reduced costs and improved producer service.
9:45 AM - 10:30 AM
Integrating Across Technological Generations
Presenters: Robert Eshelbrenner, Hastings Mutual Insurance
Presentations: EshelbrennerB.pdf
Hastings Mutual retained its legacy policy administration system, but replaced its claims system with a J2EE application that uses XML and Web services—and these systems must work together effectively. Hear about the company’s implementation and execution process, and gain an understanding of an approach for integrating across technological generations.
9:45 AM - 10:30 AM
Manage Your Renewals: Anywhere, Anytime
Presenters: Wayne Lloyd, Manulife Financial; Bob Rennie, Manulife Financial
Presentations: LloydW.pdf
Understand how Manulife Financial’s renewal workbook reduced labor through the elimination of manual paper trails and head office data entry of rate changes. Avoid renewal and billing errors to clients, and provide MIS and real-time controls on discretionary fund levels. Find out how this intranet-based solution helps agents manage a growing block of business.
9:45 AM - 10:30 AM
Sharing Repositories with Your Trading Partners
Presenters: Mark Kinsella, Benfield UK
Presentations: KinsellaM.pdf
Documents are the de facto data of the insurance industry and their control, availability, and integration with business processes is critical. Mark Kinsella will share his company's experiences in implementing data repositories, and explain ways that repositories can be used to share information and automate business-to-business processing.
9:45 AM - 10:30 AM
Web Services in Action: Winning Strategies for Data and Business Exchange
Presenters: Carol Rando, Jefferson-Pilot Financial
Jefferson-Pilot is transforming its organization to take advantage of Web services, both now and in the future. Hear how the company has streamlined development, supported new products and processes, enabled more data sharing with trading partners, and created a competitive platform to work with their distribution channels.
9:45 AM - 10:30 AM
XMLife: Its Use by Trading Partners
Presenters: Tony Hashem, GE/First Colony Life; Thomas J. Scales, BISYS Insurance Services
Presentations: HashemT_ScalesT.pdf
Learn how XMLife enables the business processed between GE/First Colony Life and BISYS Insurance Services, their largest brokerage general agency. The two companies have cooperated to automate the pending requirement download process and continue to work on more sophisticated projects. Find out how you can use XMLife to do the same for your organization.
10:45 AM - 11:30 AM
Annuities: Best Practices for Customer and Agent Support
Presenters: Sundeep Dronawat, Integrity Life Insurance Company
Customer service is a key driver for success of an annuity operation. Learn how your company can use some of the best practices of other industries to support annuity customer service. Take home ideas about how to use technology to support self-service and add real value to your current service initiatives.
10:45 AM - 11:30 AM
Beating Reengineering Inertia
Presenters: Scott Gillespie, MetLife
Presentations: GillespieS.pdf
When MetLife embarked on a large-scale business reengineering project, there were many challenges. Come hear how they surmounted a range of issues, from inertia of old systems, user perceptions, and data conversions, to leveraging other system availability and more. You’ll learn how to deliver measurable business improvements on an incremental scale and bring immediate value to the business without losing momentum.
10:45 AM - 11:30 AM
Beyond Paper and Postage
Presenters: Linda O’Neal, Health Alliance Medical Plans
Presentations: ONealL.pdf
According to Gartner Group, a mid-sized company can save over $108,000 a week with just 2.3 percent of customers adopting electronic invoicing and payment processing. Hear how one company identified opportunities in its existing workflow and decision support, automated these processes without adopting new business models, and derived significant bottom-line impact.
10:45 AM - 11:30 AM
Building Executive Consensus for Standards
Presenters: Francis Chung, Lincoln National
Presentations: ChungF.pdf
With executives spread thin and dollars tight, getting buy-in for standards is critical to your company’s interoperability success. In this session, you’ll get coaching on ways to approach the topic of standards with key executives, learn axioms for business, and get a different perspective on the framework for getting organizational standards commitment.
10:45 AM - 11:30 AM
Enterprise Incentive Management: A Case Study
Presenters: James Lazarz, CUNA Mutual Group
Presentations: LazarzJ.pdf
Renovating the field compensation process from a purely operational focus to a more strategic Enterprise Incentive Management (EIM) approach can reap benefits for both the carrier and the distribution chain. Hear how one insurer found success in implementing a world-class EIM solution to meet the needs of his company’s demanding distribution channels.
10:45 AM - 11:30 AM
Lloyd's of London: Transforming the London Market
Presenters: Christopher Rawson, Lloyd's; Michael J. Smith, Lloyd's
Presentations: RawsonC_SmithM.pdf
Hear how Lloyd’s of London provides significant strength to the London subscription market as a franchisor and franchisee, a visible brand, and a supporter of data standards. You’ll also learn in detail how and when ACORD standards are being implemented in this vital insurance marketplace, with Lloyd’s of London as a chief proponent.
10:45 AM - 11:30 AM
Reducing Agent E&O
Presenters: Brady Polansky, Westfield Insurance
Presentations: PolanskyB.pdf
Reducing E&O is much more than winning an exhaustive battle in court. It is really about keeping out of the legal system altogether. This session will examine the independent agent’s daily workflow, issues they encounter, and how consistency helps minimize agent exposure to errors and omissions litigation.
10:45 AM - 11:30 AM
Straight-Through-Processing: Vision to Reality
Presenters: Duncan Hannah, Amica Life Insurance Company
Presentations: HannahD.pdf
Amica Life was on a mission—implement a straight-through-processing solution that delivers great service and reduces distribution and servicing expenses. They did it! Find out how, and come away with best practices and information about how technology investment and willingness to re-evaluate business practices can result in huge gains in client satisfaction.
10:45 AM - 11:30 AM
The 24-Hour-Agent Advantage
Presenters: Greg Manning, Main Street America Group Companies
Presentations: ManningG.pdf
Hear how one carrier is working with agents to enable them to provide 24/7 customer service to their policyholders, with features including client information anytime/anywhere, certificates on demand, disaster recovery capability, greater up-sell opportunities, and more, and learn how to bring these competitive advantages to your organization.
11:30 AM - 2:30 PM
Networking and Lunch in Exhibit Hall
2:30 PM - 3:15 PM
Financial Reporting and XBRL: Part I
Presenters: Don Gaskill, Kansas Department of Insurance; James H. Dreyer, PwC Global; Mike Willis, PricewaterhouseCoopers, Founding Chairman XBRL International ; Paul Penler, Ernst & Young
Presentations: XBRL.pdf
With the advent of XML technology and Sarbanes-Oxley, accounting firms, insurance regulators and industry must understand the flow from the detailed operational and transactional level of data -- ACORD standards -- to aggregated corporate reporting -- XBRL. This session will explain how XBRL will serve insurance clients and consumers with faster and better quality information and why accounting firms, technology vendors, and companies are embracing this technology. (Part II follows at 3:30 PM)
2:30 PM - 3:15 PM
Going for the Full Loop
Presenters: Mark Kinsella, Benfield UK; Sven Scandella, Swiss Re
Presentations: ScandellaS_KinsellaM.pdf
Discover how Benfield and Swiss Re re-engineered the back office process between broker and reinsurer and then implemented the ACORD XML standards to realize the full benefits. Kinsella and Scandella will also share their experiences and impacts made in actually implementing standards.
2:30 PM - 3:15 PM
Independent Agents with a Wireless Edge
Presenters: David Taylor, Combined Group
Presentations: TaylorD.pdf
Today, wires no longer limit the implementation of Internet technologies, and the mobile telephone network extends the services P&C agents can offer to insureds. See how wireless technology has changed the agent’s arsenal of weapons in winning business.
2:30 PM - 3:15 PM
Modernization of Legacy Distribution Systems
Presenters: Brent Stahlheber, Allstate Protection Technology, Allstate Insurance
This session will discuss Allstate’s initiative to develop and transform their legacy agency sales system and sales systems supporting a variety of other channels to a consolidated platform supporting multiple distribution channels in an integrated manner. The project is expected to result in significantly improved operational efficiency, increased flexibility, and better speed to market.
2:30 PM - 3:15 PM
Next Generation Agency Management Technology
Presenters: John Hannon, The Evarts-Tremaine-Flicker Company
Come see first-hand how Cleveland, Ohio’s oldest insurance agency integrated .NET, Web services, and ACORD XML to create a full-fledged business system. Learn how The Evarts-Tremaine-Flicker Company is using the system to improve customer service, increase sales and retention, and grow profits now and into the future.
2:30 PM - 3:15 PM
Quantifying the Impact of Optional Federal Charter
Presenters: Gary Hughes, American Council of Life Insurers (ACLI)
Hear about plans to survey insurance companies and quantify the expenses life insurers incur that are directly related to conducting business today. You’ll find out what a reasonable forecast would be for those expenses under a federal charter and understand how to determine the financial and competitive impacts for a company that moves from a state to a federal charter.
2:30 PM - 3:15 PM
Re-assembling the Policy Assembly Process
Presenters: Randall L. James, Americo Life
Learn how Americo Life streamlined its policy and correspondence creation and print processes by implementing an automated content processing solution. Because of this reengineering effort, Americo projects first year savings of approximately $450,000. Hear about their lessons learned and discover how you can do the same.
2:30 PM - 3:15 PM
Reducing Pain, Improving Results for Ceding P&C Reinsurance
Presenters: Donald Light, Celent Communications; Arthur H. Trevethan, Nationwide; Karin Reid, Axis US Insurance
Presentations: LightD.pdf, TrevethanA.pdf
Hear a group of P&C insurance panelists describe various ways technology can improve ceding P&C companies’ reinsurance programs, from the creation phase through execution. Reinsurance is inherently complicated and detail-oriented -- so this view from the trenches will provide valuable perspective to help you execute an effective reinsurance program.
2:30 PM - 3:15 PM
Standards for Success
Presenters: Mike Byam, The Hartford Insurance Group
Presentations: ByamM.pdf
This session will focus on the changing insurance marketplace, current industry trends and challenges, and the way that standards and modern technologies helped The Hartford maximize profits and improve process bottlenecks in its policy processing and underwriting areas. The speakers will discuss rules management, Web services, predictive analytics, and more.
2:30 PM - 3:15 PM
The Insurance Industry and Global Standards
Presenters: Alan Stitzer, Marsh USA Inc.; Viktor Ohnjec, OMG Financial Domain Task Force
Presentations: StitzerA_OhnjecV.pdf
Take part in this introduction to how the insurance industry provides input to UN/CEFACT and OMG Standards, and hear about the work of the UN/CEFACT Harmonization Group. This group combines input from various business domain groups worldwide into one unified dictionary, along with a controlled vocabulary to create consistent terminology.
3:30 PM - 4:15 PM
Bridging the Gap Between Agents and Technology
Presenters: Robert D. Woods, One Beacon Insurance
Presentations: WoodsR.pdf
In this case study, learn how one company used systems to optimize its claims process, improve data accuracy and turnaround times, and decrease processing costs. Their experiences will help you learn ways to digitize, automate and manage paper based insurance processes, so you, like them, can improve customer satisfaction and achieve ROI within 12 months.
3:30 PM - 4:15 PM
Fewer People, Improved Productivity -- Thanks to Business Process Management
Presenters: Theresa Harvey, Bankers Life and Casualty
Presentations: HarveyT.pdf
Cost pressures have forced companies to rethink how to best use their most important asset -people. Managers are constantly asked to reduce staff yet, at the same time, improve customer service. Find out how a major east coast insurer navigated this dichotomy successfully through the implementation of an effective business process management solution (BPM).
3:30 PM - 4:15 PM
Financial Reporting and XBRL: Part II
Presenters: Don Gaskill, Kansas Department of Insurance; James H. Dreyer, PwC Global; Mike Willis, PricewaterhouseCoopers, Founding Chairman XBRL International ; Paul Penler, Ernst & Young
Presentations: XBRL.pdf
With the advent of XML technology and Sarbanes-Oxley, accounting firms, insurance regulators and industry must understand the flow from the detailed operational and transactional level of data -- ACORD standards -- to aggregated corporate reporting -- XBRL. This session will explain how XBRL will serve insurance clients and consumers with faster and better quality information and why accounting firms, technology vendors, and companies are embracing this technology.
3:30 PM - 4:15 PM
Getting Down to Semantics
Presenters: Mary Lee Miller, MetLife ; Gail Austin, MetLife
Presentations: AustinG_MillerM.pdf
Capturing the business meaning—or semantics—of data is critical, because insurance is data-driven. Most carriers have hundreds of different data schemas with a mixture of legacy and modern data technologies, and IT efficiency concerns demand a semantic integration approach. Hear about the methodologies, platform, and best practices involved in MetLife’s efforts to implement an effective semantic information management solution.
3:30 PM - 4:15 PM
Insurance Software Vendors: Logic is in the Delivery
Presenters: Cynthia Saccocia, TowerGroup
Presentations: SaccociaC.pdf
Today’s insurers can use technology to achieve strategic objectives and grow shareholder value. Software vendors are a vital part of this business-technology-infrastructure success equation. In this session, you’ll discover how leveraging software vendors and their technologies can unlock your company’s competitive advantage.
3:30 PM - 4:15 PM
Navigating the Independent Brokerage Environment
Presenters: Jeff Kraber, NAILBA
Presentations: MusselmanA_KraberJ.pdf
Independent Brokerage has a complex multi-carrier multi-provider environment that can be difficult to navigate. Experts from NAILBA will outline how their organization can help cut through the chaos, and they’ll detail implementation successes that can have a powerful effect on the way you handle your independent brokerage business.
3:30 PM - 4:15 PM
Outward Reinsurance Recoveries in London
Presenters: Cheryl Sheridan, Global Resource Managers, London ; Jonathan Beerman, Global Resource Managers, New York
Presentations: SheridanC_BeermanJ.pdf
If you work in the London market, this session is a must-attend. Come hear experts with years of experience in the reinsurance marketplace outline practical hints and tips about claims and reinsurance recoveries in London.
3:30 PM - 4:15 PM
Stepping Outside Tradition
Presenters: Doug Curtis, Federated Life Insurance of Canada
Presentations: CurtisD.pdf
Hear one company’s journey to access new distribution sources by rethinking traditional processing methods and adopting a “click to fulfillment” model. Curtis will highlight the company’s strategies and business drivers to move online, while outlining the process of choosing a technology partner and reviewing project successes.
3:30 PM - 4:15 PM
The Challenge of ECOM
Presenters: Francine Hampleman, Desjardins Securité Financière
Presentations: HamplemanF.pdf
In 2003, Dejardins purchased a new suite of e-commerce software and migrated all the company’s Internet sites to the new suite. Find out how the company successfully managed (with a 75 percent productivity gain) what could have been chaos by developing a new product management methodology, an employee portal, and an overall integrated architecture.
3:30 PM - 4:15 PM
The Good, The Bad, and The Ugly
Presenters: Jane Koppenheffer, Penn National Insurance
When implementing change through a new system, a great challenge is “organizational change bandwidth”—the pace at which the organization can accept and implement change with positive results. In this session, listen to insurance company representatives that recently implemented new systems and learn how they planned for, implemented, and measured the results of change.
4:30 PM - 5:15 PM
Implementing Legally Compliant Enforceable Electronic Records -- Part II
Presenters: Jeremiah S. Buckley, Buckley Kolar LLP ; Margo H.K. Tank, Buckley Kolar LLP; Chuck Wallace, Esurance Inc.
How should your company implement electronic records and signatures? What are other companies doing? Is there any industry guidance? Learn about the SPeRS initiative of the Electronic Financial Services Council. It is the product of 18 months of work by major financial services and technology firms and associations. The result is a set of guidelines for creating legally compliant enforceable electronic records. (Part I takes place on Monday at 3:30 PM.)
4:30 PM - 5:15 PM
Lessons Learned from Being First
Presenters: Greg Davenport, SAFECO Insurance Company of America
Presentations: DavenportG.pdf
Hear from one of the first implementers of ACORD standards for surety the business benefits of straight-through-processing. Learn how ACORD helping this dynamic segment of the financial services/insurance industry facilitate interoperability between agents, carriers and those outside of the insurance & surety industry.
4:30 PM - 5:15 PM
Leveraging Host Applications Through Web Enablement
Presenters: Larry Waters, Shelby/Vesta Insurance
Presentations: WatersL.pdf
Hear an ROI driven case study illustrating how it is possible to offer a viable and competitive Internet product while leveraging the strength of your "host based" programming staff. You’ll discover a compelling strategy for repurposing legacy systems to meet today’s challenging business requirements.
4:30 PM - 5:15 PM
Quote and Submission without the Headaches
Presenters: Jerry Cox, The Hartford
The Hartford went looking for a cost-efficient, Web-based rating and application submission mechanism. They found a company with everything they needed to design, build, and maintain the capability to rate and submit standard auto, non-standard auto and homeowners business. Hear about what they chose, how they put it in place, and how it’s working today.
4:30 PM - 5:15 PM
Timely Rating and Underwriting Updates
Presenters: Sandy Stepp, State Auto Insurance Companies; Craig Segbers, State Auto Insurance Companies
State Auto Insurance recently implemented an agent tool for automating their new business process. One of the solution’s key elements was an XML-based suite to assist in providing timely rating and underwriting updates. Learn how they successfully worked at various levels within the company to accomplish an integrated solution within an existing systems infrastructure.
4:30 PM - 5:15 PM
Unleashing the Value of the Mainframe
Presenters: Jim Lupton, American Fidelity
By integrating back office systems and Web-enabling the information, American Fidelity was able to achieve huge efficiencies and provide customers with improved access to critical information. Learn how the company completed this successful integration project, which allows them to link customer service databases, improve access to new business and billing, and enable jet issue.
4:30 PM - 5:15 PM
Why a Service-Oriented Architecture?
Presenters: Jason Bloomberg, ZapThink, LLC
Presentations: BloombergJ.pdf
Effective integration is key to meeting today’s business requirements. Thrift is the “new normal” in IT, and Web services are one way to achieve economy while increasing business agility. In this session, Bloomberg will explain how and why to create a Service-Oriented Architecture – one that encapsulates existing legacy architecture as Web services, thereby improving security, squeezing more value out of legacy, and finding new uses for old data.
4:30 PM - 5:15 PM
XML for Life without Breaking the Bank
Presenters: Erik Simmons, U.S. Financial Life Insurance Company
Based on its own implementation of an XML for Life Insurance solution, US Financial Life, a wholly owned subsidiary of The MONY Group, will discuss best practices for implementation and how to choose the right solution. Hear first-hand how XML for Life streamlined the commission payment process between the parent and subsidiary company, and how it translated into immediate ROI.
6:30 PM - 9:30 PM
Closing Party
Network and enjoy down time with your colleagues at Las Vegas’ own version of Studio 54. Voted "Best Dance Club" for 2000 and 2001 by the Las Vegas Review Journal, the club features state-of-the-art sound, video and lighting, live dancers, wall walkers and chart-topping dance music. In celebration of the original Studio 54, the nightclub features a gallery of black and white celebrity photographs taken by paparazzo Felice Quinto at New York City's original Studio 54, which defined '70s pop culture with its eclectic artwork, dramatic fashion and stylish attitude. Transportation will be provided. Please Note: Conference badge, ID, and club attire are required - no cut-offs, baggy jeans, shorts, tennis shoes, or work boots.
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