Sessions

8:30 AM - 9:45 AM
ACORD Training: ACORD Message Framework Standards
Presenter(s): Serge Cayron, ACORD
Presentation(s): cayron_webservices_dri.pdf
The ACORD Standards Strategy includes support for Process Definitions, Web Services and SOA. These new deliverables have brought a renewed focus to the overall architecture of our messaging framework deliverables which support document attachments, routing, security, and web services. During this session we will give a brief overview of the current deliverables. From there we will discuss the future work and how ACORD will utilize broad industry standards from WSI, W3C, and OASIS to solve our needs.

8:30 AM - 9:45 AM
ACORD Training: Introduction to P&C/Surety XML Version 2
Presenter(s): Mark Orlandi, ACORD
Presentation(s): orlandi.pdf
What is V2? Why is it being developed? What about V1? The ongoing transformation to V2 is scheduled to finish by year-end 2006. This is the most significant deliverable since the V1 XML publication nearly five years ago. In brief, V2 is a new XML specification for P&C/Surety (PCS). This session is an opportunity to get familiar with the basics including a short history, current status on the development effort, and some of the basics involving design principles.

8:30 AM - 9:45 AM
ACORD Training: SOA and Web Services
Presenter(s): Mark Gorman, TowerGroup
Service Oriented Architecture and Web Services are two of the hottest terms in technology today and information and communication in the marketplace can be overwhelming and even more so, confusing. People are asking themselves, “Is SOA more than a marketing campaign” What’s Reality, What’s Hype? Is this the next promise of the ‘Silver Bullet’?” During this interactive education session, led by TowerGroup analyst, Mark Gorman, we will discuss service orientation and help provide a business perspective and insight to help you answer your “unanswered questions” regarding SOA and clarify that it’s not the other SOA (Society of Actuaries)!

10:00 AM - 11:15 AM
ACORD Training: MTOM and the ACORD Standard
Presenter(s): David Platt, Rolling Thunder Computing, Inc.
Everyone is aware of the problems associated with transporting binary data in XML. While ACORD has implemented a couple of ways of doing this including base64 encoding and SOAP with Attachments, this is a new concept that is emerging referred to as MTOM. In this session, we will first review the shortcomings of our current approaches. After a brief overview of MTOM and use of the element, we will walk through construction of an MTOM packet containing binary data and show how this can be applied to current ACORD Standards. The session will include demonstration of sample programs and comparisons of performance.

10:00 AM - 11:15 AM
ACORD Training: The ACORD Standards Strategy and Business Process Services Standards
Learn more about the ACORD Standards Strategy - learn about the supporting ACORD Standards Framework and how it will help your company do more. Also hear about real-world experiences from member companies, Webify Solutions and XAware who are leveraging the Framework as part of their business solutions. The goal of this session is to provide you with an overview of the ACORD Standards Framework including n update on the working group progress for the business architecture and business process services, a preview of the Common Business Dictionary and overview demonstrations by two associate member companies that illustrate the capabilities of the expanded ACORD Standards Framework.

10:00 AM - 11:15 AM
ACORD Training: RFP/SLA Management
Presenter(s): Matthew Josefowicz, Celent, LLC
The tactical aspects of Requests for Proposal and Service Level Agreements are essential in today's world. Hear from Matt Josefowicz, manager, Insurance Group, Celent on this important subject.

12:00 PM - 2:00 PM
ACORD Awards Luncheon

2:00 PM - 4:00 PM
ACORD LOMA Insurance Systems Forum Press Conference

2:00 PM - 4:00 PM
» General: Research Presentation: Agency Technology Survey
Presenter(s): Carolyn "Cal" Durland, ACORD; Kim Favreau, Connell & Curley Insurance Agency; Bob Slocum, The Slocum Agency, Inc.; Brady Polansky, Westfield Insurance; Alvito Vaz, Drive Insurance from Progressive; R. Alan Hedrick, County Wide Insurance & RE Agency Inc.; Carl Schlotman, CAI Insurance Agency, Inc.
See the results of AUGIE’s 2006 Agency Technology Survey, in which 7,000 agents, brokers, MGAs and wholesalers responded. In completing the survey, principals, producers, CSRs and systems professionals speak with a collective voice in telling insurers and software providers what technology they need to better serve customers and operate profitably. Carriers and vendors have said they will use the survey results to determine where to invest development dollars in the future. A panel of agents and carriers will discuss the implications of the findings.

4:00 PM - 7:00 PM
Exhibit Hall Opening

5:30 PM - 6:30 PM
Welcome Reception in the Exhibit Hall

7:00 AM - 8:00 AM
Networking Continental Breakfast

7:00 AM - 6:00 PM
Registration

8:00 AM - 9:30 AM
» General: Opening General Session & Keynote Address
Presenter(s): Thomas P. Donaldson, LOMA; Gregory A. Maciag, ACORD; John Hagel III
Executives must consider two time horizons to get the most value from IT investments -- the short and the long term. Getting this balance right is challenging and most companies end up focusing too much on only one horizon. Hear noted business consultant, author, and speaker John Hagel as he looks at new approaches to strike an effective balance between opportunities in the short-term and the long term. By mastering these approaches, companies will be much more successful in harnessing both the strategic and operational value of new generations of technology. [Sponsored by XAware, Inc.]

9:45 AM - 10:30 AM
Beyond Operations: The Impact of IT on Rating Analysts, Equity Analysts, and Market Perception
Presenter(s): Matthew Josefowicz, Celent, LLC; Jean-Francois "JF" Tremblay, HSBC Securities
Within the last few years, insurers have universally come to understand the critical role that IT plays in operations. But less widely understood is the role that IT plays in how external evaluators view an insurance company, from rating agencies to equity analysts to the marketplace in general. This session will examine the impact of IT in these areas and discuss how insurers can leverage their IT investments beyond operations.

9:45 AM - 10:30 AM
Transforming Legacy Systems
Presenter(s): John Campbell, American Modern Insurance Group; Patricia Hamilton, IBM
The Property & Casualty business of American Modern Insurance Group (AMIG) had a vision to enhance it's time-to-market of new products. It would be a key differentiator in the increasingly competitive insurance industry. As a result, AMIG's P&C group embarked on a project to update its legacy applications that it named modernLINK. This presentation will discuss how American Modern, with IBM's assistance, is helping to transform its legacy applications using IBM’s insurance solutions and ACORD standards.

9:45 AM - 10:30 AM
Business Impact of a Global Outsourcing Strategy
Presenter(s): Scott McKay, Genworth Financial
Presentation(s): mckay.pdf
Genworth looked outside it organization to bring process improvement and productivity gains through use of Six Sigma and LEAN techniques and lower processing costs through the use of on, near and off-shore business process outsourcing strategy. Learn how they handled specific outsourced business processes, the lessons learned in integrating multi-cultural teams across many locations and time-zones, immediate and ongoing cost improvements, and the management and governance that is needed for success.

9:45 AM - 10:30 AM
Operational Effectiveness through SOA Adoption
Presenter(s): Brian Kane, St. Paul Travelers' Insurance
Presentation(s): kane_b.pdf
Insurance companies are driven by increasing complexity in the business environment, coupled with the need to effectively process business, interact with customers and distribution channels and, develop and deploy new products quickly. These challenges drive the importance of architecting business solutions that enable and encourage service reuse to achieve agility. This session will examine the SOA Maturity Model developed by St. Paul Travelers Insurance and their experiences along that continuum from Discovery to Maturity. Hear about real world challenges in adopting a Service Oriented Architecture in a large organization.

9:45 AM - 10:30 AM
Prudential - Leading the Industry
Presenter(s): Grant Andrew, Prudential Financial; Pat Graham, Prudential
Presentation(s): andrew_graham.pdf
In 2005, Prudential Financial received the ACORD award for greatest number of implementations, going from 0 to many in one year. What factors pushed Pru to jump into the fray? This session will answer that question and discuss such issues as how responsibility for driving ACORD shifted from System to Business and how Pru business wanted to grow through expanding third party sales, actively participating in ACORD and NAILBA, forming partnerships with a number of companies, and implementing standardized.

9:45 AM - 10:30 AM
IT Value Creation and Managing Change
Presenter(s): William Pieroni, Aon Corporation
This session will examine the attributes and capabilities of high performing IT organizations. Pieroni will provide a case study of how Aon Corporation aligned IT to support key business strategies as well as effective change management strategies and tactics.

9:45 AM - 10:30 AM
Taming the Hydra: Best Practices for Rating
Presenter(s): David Squibb, CGI; Nancy Halpin-Birkner, Chubb & Son; Ruth Kelly, The Hartford; Craig Weber, Celent Communications
Presentation(s): hydra.pdf
Property/Casualty carriers are all seeking ways to do things better, faster, and cheaper. But in the rating world, the task is even more daunting due to soaring complexity. Products that once had a handful of tiers now have dozens. Producers who once were content to produce quotes on proprietary desktop software now demand access to rating tools over the Web, using carrier-neutral tools. And customers are slowly learning that rate comparisons are an important part of their research. This session will explore these trends in detail. Using recent industry research and in-depth case study details, it will explore best practices that carriers are using today to master the Hydra of rating complexity, rather than be overwhelmed by it.

9:45 AM - 10:30 AM
A Year of Progress: A Life Reinsurance Panel
Presenter(s): Lloyd Chumbley, ACORD; Leroy McCarty, Transamerica Occidental Life Insurance Company; Simon Bell, LOGiQ3
Presentation(s): liferepanel.pdf
One year can make a big difference. In 2005, ACORD Life Reinsurance Standards history and the potential impact of the standards were under discussion. In just one year, significant steps have been taken to prove that the enhancements in data quality and ease of integration discussed were real. This session will explain in detail how the real implementations of the Life Reinsurance Standards came together to improve the electronic exchange of information between cedents, reinsurers, and retrocessionaires. Additionally, the panel will discuss all of the resources currently available to those who wish to get involved and where to begin.

9:45 AM - 10:30 AM
Converting Currently Owned Blocks of Business
Presenter(s): James P. McAdaragh, Sammons Financial Group; JD Johnson, Aegon Financial Partners
Presentation(s): mcadaragh.pdf; johnson.pdf
Two companies both converting policy and agent data from multiple legacy systems. Learn their best practices and approaches to converting currently-owned blocks of business and building organizations that can support acquisitions of additional blocks of business in the future. They will share their thoughts on conversion methodology, lessons learned, and keys to success.

9:45 AM - 10:30 AM
Juggling Process Controls, Information Quality and Cost Savings
Presenter(s): Igor Best-Devereux, eReinsure; Richard Ruggiano, AIG
How are technology and standards satisfying multiple objectives when buying and selling reinsurance? This session will discuss the use of technology for reducing reinsurance transaction costs and for providing a control framework around risk placing. Hear about the architecture adopted by AIG to achieve these objectives, including “Front End project”, adoption and use of standards, integration of eReinsure within the broader system thereby providing a communication bridge to the brokers and markets. Specific examples will highlight the information quality and compliance benefits arising from structured information, integration and from adopting ACORD standards.

10:45 AM - 11:45 AM
» Select: Strategies, Technologies, and Your Future: A Research Analysts Panel
Presenter(s): Denise Garth, ACORD; Matthew Josefowicz, Celent, LLC; Cynthia Saccocia, TowerGroup; Stephen Forte, Gartner
Today, insurers are presented with a wide array of tool and technologies to rearchitect their systems and reimagine how they do business. Web services, SOA, business process models, and new strategies arm business and technology professionals with an arsenal of tools. This panel of industry analysts will discuss the current tools and techniques that will help you do more and be more and to reimagine your future.

10:45 AM - 11:45 AM
» Select: Why IT Leaders Need To Care About Regulatory Compliance: A Panel Discussion
Presenter(s): Michael K. Rigby, MetLife; Daniel J. Durej, St. Paul Travelers; Sandi Perillo, The Hartford; Jim McIntyre, Deloitte & Touche
Regulatory reporting requirements continue to be a growing part of our lives with new requirements popping up, including Sarbanes-Oxley, Antimoney laundering, Statistical reporting, NAIC Market Conduct Annual Statements, NAIC Replacement Model Regulation and Office of Foreign Assets Control (OFAC). How we tackle compliance is essential to business survival. Regulatory compliance is not something that can remain in a silo. It takes a partnership between government affairs, compliance units, operations and IT departments to do what it takes to ensure the organization is in compliance with all regulations as well as properly reporting where needed. This panel of operations, IT and regulatory experts will discuss the challenges in bridging the gaps for an enterprise-wide approach to regulatory compliance.

10:45 AM - 11:45 AM
» Select: Property/Casualty Market Update - State of the Industry
Presenter(s): Frank J. Coyne, ISO
Presentation(s): coyne.pdf
Mr. Coyne will address the state of the property/casualty industry with a focus on the latest financial results, market trends and the challenges of catastrophes, competition, civil justice, cyber risk and other uncertainties. Mr. Coyne will examine the impacts these trends will have on the industry’s future and he will offer insights on what insurers can do to survive and thrive in an increasingly challenging business arena.

12:00 PM - 2:00 PM
Lunch in the Exhibit Hall

2:15 PM - 3:00 PM
London Market Reform - The Year of Results
Presenter(s): Pat Talbot; Chris Rawson, Lloyd's; Michael Smith, Lloyd's; Trevor Maddison, Marsh, Inc.; Ian Summers, Aon, Ltd.
The London Market continues to go through changes due to the Reform and a number of other influences. This panel of key market leaders will discuss the transformation of this market and how it impacts the industry as a whole. Learn how things have changed and what the future holds.

2:15 PM - 3:00 PM
Making Money Real Time
Presenter(s): Donna Barr, Marsh USA, Inc.; Linda Dodson, Chubb; Brady Polansky, Westfield Insurance; Mike Bergstein, Capacity Coverage; Barbara Stevens, Rand Insurance; Alvito Vaz, Drive Insurance from Progressive; Keith Savino, National Association of Professional Insurance Agents
How should you be writing insurance today? The answer can impact your bottom line. A panel of Agents and Carrier Reps who have implemented real time transactions in their office will share how they did it, what the benefits are, and how you can add thousands to your bottom line in just a few clicks. Learn the best way to write and service business in your office and get answers to producers, service reps, and clients faster. Even the smallest agencies are seeing benefits worth over $25,000 in the first year. You will also hear what AUGIE's Real Time Study Group has learned from Agents who have tested the same transaction multiple ways, including proprietary online vs. real time vs. manual.

2:15 PM - 3:00 PM
Property & Casualty Policy Administration Replacement Strategies - Timing Is Everything
Presenter(s): Stephen Forte, Gartner
Policy administration systems are at the core of most insurance activities and, as such, critically influence P&C insurer’s ability to improve business process, reduce operating costs and respond to the needs of distribution channels and other market demands. The time is right for P&C insurers to replace their legacy policy administration systems with policy management platforms to better manage customer information, support new business initiatives and improve service. Join this session to learn how business transformation and technology will improve business outcomes.

2:15 PM - 3:00 PM
Creating A Winning Technology Strategy That Enables Collaboration With Distribution Partners
Presenter(s): Mike Boyle, Allstate
Presentation(s): boyle.pdf
Together, Distributors and Carriers must improve their ability to compete in the marketplace, focus on profitable sales, and improving the producer experience. Your technology strategy must not only be aligned with your distribution partners' goals and objectives, but it must also enable effective relationships and partnerships. To be successful, you will need to answer several questions which this session will pose.

2:15 PM - 3:00 PM
Creating Standards For Niche Markets - Aviation Case Study
Presenter(s): Donna Gilbert, Applied Systems, Inc.; Jason Wissmiller, Regal Aviation; Sally Marston, St. Paul Travelers; Steve Bruss, Wings Insurance
Presentation(s): aviation.pdf
This panel discussion will show you how you can build industry standards for a niche market. Learn from the experience of aviation agencies that decided their industry could benefit from using ACORD standards. Discussions will cover how they received the carrier and vendor "Buy In", the importance of using standards, and the steps taken to create ACORD Aviation Forms and XML Standards.

2:15 PM - 3:00 PM
Leveraging Internal-Facing Systems in the External-Facing Environment
Presenter(s): Steve Yacik, Chubb Personal Insurance
Presentation(s): yacik.pdf
For decades, many insurance companies have made sizeable technology investments to build customer, policy, billing, claim and other systems intended for their internal staffs. With the advent of the Internet and related integration technologies, in recent years these companies now face the challenge of effectively leveraging previous investments to meet the needs of agents, customers and other parties. This presentation will focus on how Chubb is responding to meet that challenge.

2:15 PM - 3:00 PM
Accessing New Markets and Distribution
Presenter(s): Charles Weisbecker, Principal Financial Group (PFG)
To leverage new opportunities, including extending their business in small case markets; increase distribution quoting activity and improve agent/broker productivity and loyalty, The Principal Financial Group® determined it needed to implement a technology solution that would make it easier for General Agents(GAs) and other external distribution channels to do business with them. Learn how The Principal improved its competitive position and strengthened its value position using a rating and quoting solution that was implemented in under six months and did not require the company tore-engineer or re-architect its existing system.

2:15 PM - 3:00 PM
Leveraging ACORD XML and SOA to Deliver Agent Self-Service
Presenter(s): BA Scott, New York Life
This presentation will describe New York Life’s approach to delivering Agent Self-Service capabilities using pre-built ACORD-standard business components in a service-oriented architecture. The service-oriented architecture allows the company to reuse the new Agent functionality in other service channels. This presentation demonstrates how New York Life is yielding tangible benefits from their ACORD standards efforts.

2:15 PM - 3:00 PM
A Crisis of Confidence in IT: Addressing Concerns of Our Business Partners
Presenter(s): David Koenig, Liberty Mutual Group
IT organizations often find themselves struggling to repair their relationship and credibility with their business partners. Common complaints include: poor understanding of the business, systems that are too complex, little fiscal responsibility, lack of bench strength, and unpredictable development processes. This presentation addresses the challenges facing many IT organizations as they try to improve how they serve their customers, providing a high-level framework and a set of operational metrics for measuring IT performance.

2:15 PM - 3:00 PM
E-Mail Retention
Presenter(s): Roy L. Post, AXA Equitable
Are you in compliance with e-mail retention? Do you know the right questions to ask potential vendors? Important considerations for e-mail management program including retention, retrieval, surveillance and lessons learned.

3:15 PM - 4:00 PM
From Green Screens to the Web: Lessons Learned in Usability and Speed-to-Market
Presenter(s): Marc René, MetLife Auto & Home
Presentation(s): rene.pdf
Over the past several years, MetLife Auto & Home has been expanding from primarily internally focused applications to more customer-facing applications. This expansion presented unique challenges with respect to usability and supporting 'internet time'. This presentation will share lessons learned and successes, as well as discuss the approach MetLife Auto & Home is currently using to focus on usability and speed to market.

3:15 PM - 4:00 PM
2006: The Year of the First Insurance Exchange
Presenter(s): Alex Letts, RI3K Limited; Jonathan Bradshaw, Xchanging
This session will be the formal announcement of a major new solution that has been prepared for the insurance industry by Xchanging and RI3K. It will focus on how it works and what benefits are derived by users.

3:15 PM - 4:00 PM
Who Has The Policy: Increasing Operational Efficiencies With Mortgage Bankers
Presenter(s): Deborah A. Schiavo, Bear, Stearns & Co. Inc; Kathleen Dufraine, Global Realty Outsourcing; Catherine J. Rodewald, Prudential Mortgage Capital Company; Keith Honig, AIG Global Investment Group
With more than $2.4 Trillion in outstanding mortgage debt, the commercial and multifamily real estate finance industry is integral to the growth of insurance and insurance products. Learn more about the lenders and servicers of commercial real estate from their perspective – what are current industry products, how insurance and real estate can work closer together, how the process can be more efficient. Hear from commercial real estate finance industry leaders on the challenges and opportunities available for increasing communication, business efficiency and accuracy of information between real estate and insurance. Discuss real solutions and ways to continue delivering excellent customer servicer to our common client, the borrower/insurer.

3:15 PM - 4:00 PM
A New Way for Replacements - Cutting Out the Time and Cost
Presenter(s): Randi Gordon, Insurance Services, DTCC; Valerie Moeller, Finetre
Learn about the industry initiative to automate Carrier-to-Carrier Replacement Messagess using ACORD Standards. See how industry associations are working together to help carriers eliminate barriers to automating business processes and gain an understanding of the resources available to assist in implementing Replacement Messages.

3:15 PM - 4:00 PM
Technology & Compliance: Best Governance Practices
Presenter(s): Jay T. Vaillancourt, St. Paul Travelers; David Zell, XL Group; Donald Light, Celent, LLC
Presentation(s): light_compliance.pdf
Compliance has jumped to the top of the priority list in many insurance companies. Knowing that your company must be in compliance with a continuously changing set of federal and state requirements is one thing. Getting the right IT and operations people and resources to make it happen is something else. This presentation will draw on examples of best governance practices from several insurers. It will cover the entire compliance cycle: surveillance, analysis, assignment, project management, implementation, deployment, and monitoring.

3:15 PM - 4:00 PM
Building a Straight Through Process at Jefferson Pilot Financial
Presenter(s): Karen Nixon, Jefferson Pilot Financial, a Lincoln Financial Group Company; Rob Moorefield, Jefferson Pilot Financial, a Lincoln Financial Group Company
See how Jefferson Pilot Financial, a Lincoln Financial Group Company, is utilizing Web-enabled technology to optimize the new business process from point of sale to policy delivery. Jefferson Pilot is taking the steps to build a straight through process focusing on value adds for the agent and a flexible process that allows multiple entry and exit points.

3:15 PM - 4:00 PM
The Life Settlements Market - An Actuarial Perspective on Consumer Economic Value
Presenter(s): Jeyaraj (Jay) Vadiveloo, Deloitte Consulting LLP
Presentation(s): vadiveloo.pdf
Learn more about the Life Settlements industry and its role in creating a secondary market in insurance. The session will present the findings of the recent Deloitte-University of Connecticut Actuarial Center study on the Life Settlements industry, and feedback and criticisms to date on the study. Find out more about an alternative strategy to create an efficient secondary market in insurance.

3:15 PM - 4:00 PM
Market Success & Continuous Improvement Enabled by Rules-based Applications
Presenter(s): Arne Herenstein, OneBeacon Insurance
Presentation(s): herenstein.pdf
See how an iterative implementation approach and rules-based applications enable successful project delivery. The session will help you understand how IT and business collaboration creates new market opportunities. You will also learn how to deliver consistent business performance and quality improvement in changing insurance markets.

3:15 PM - 4:00 PM
LTC: How IT is Addressing the Challenge and Opportunity
Presenter(s): David W. Simbro, Northwestern Mutual; Lynn E. Hartung, Aegon - Long Term Care Division; Walt Wojcik, Northwestern Mutual (Retired)
Long Term Care is a fragmented industry with challenges in product design and pricing that has led to a market consolidation. Today, approximately 87% of the market is controlled by a handful of Tier 1 companies, predominately in the life insurance space. However, the anticipated size of the market opportunity is in excess of 70-plus million customers. Whatever you company's position on the risk and opportunity offered by the LTC market, you'll want to hear from today's market leaders, addressing topics including product design, underwriting and claims administration and the important technologies and standards driving their solutions.

4:15 PM - 5:15 PM
» Select: The Revolution Has Begun: Experience Insurance via the Microsoft Insurance Value Chain -- Microsoft Platinum Session
Presenter(s): Kevin Kelly, Microsoft Corporation; Dan Woodman, Microsoft Corporation
The business-value of next-generation technology lies at the core of this presentation. No longer served by legacy platforms, legacy applications, legacy providers and complex development environments, the long-sought business desires for streamlined workflows that cross enterprise boundaries and improve the experiences had by customers, employees and operations personnel have arrived. Using globally standardized technologies such as the Internet, XML, Web Services and ACORD insurance standards, Microsoft has woven together a simple yet powerful process for integrating applications of any sort, into their vision for Seamless Computing in insurance. This session will feature live demonstrations of real-time insurance processing for P&C and Life, across multiple applications and multiple technology platforms using Microsoft Insurance Value Chain Architecture Framework v1.0.

4:15 PM - 5:15 PM
» Select: Innovation that Matters - IBM Platinum Session
Innovation is the intersection between invention and insight. The Global Innovation outlook is a process and document on how to build an innovation ecosystem. This talk will discuss how IBM creates an innovation environment by connecting advanced technologies from IBM Research, with insights from clients and partners and will share the results of our GIO 2006.

4:15 PM - 5:15 PM
» Select: Rules-Based Underwriting Systems for the Smart Insurance Enterprise - Kanbay Platinum Session
Presenter(s): Jason Abel, Kanbay; Dona Fuller, 21st Century Insurance
This session will provide proven techniques and best practices for developing strategic rules-based Underwriting systems. Learn how a structured requirements approach is used to reverse engineer existing manual processes into a set of detailed requirements. Sample architectures and business approaches are discussed and tied to a real world underwriting system developed for a leading insurer.

4:15 PM - 5:15 PM
» Select: Enterprise Services Architecture for Financial Services: Taking SOA to the Next Level - SAP Platinum Session
Service-oriented architecture (SOA) is a hot topic. Without question, the promise of SOA is alluring. The blue print for service-based, enterprise-scale business solutions is Enterprise Service Architecture (ESA). Come and hear from the authors of "Enterprise Services Architecture for Financial Services: Taking SOA to the Next Level" and learn how SOA and ESA have the power to help insurers achieve new levels of flexibility and adaptability.

5:15 PM - 7:15 PM
Exhibit Hall

5:45 PM - 6:45 PM
Hollywood Red Carpet Reception in the Exhibit Hall Sponsored by the IBM Partner Community
Walk the red carpet and experience the glamorous golden age of Hollywood at the reception. Have your picutre taken with "celebrities" as you tour the exhibit hall and the latest solutions.

7:00 AM - 8:00 AM
Networking Continental Breakfast

7:00 AM - 6:00 PM
Registration

8:00 AM - 9:30 AM
» General: Technology Evolution and Revolution: IT in Changing Times -- A CIO Panel
Presenter(s): Ann M. Purr, LOMA; Gregory A. Maciag, ACORD; Barbara Koster, Prudential Financial; John Kellington, Ohio Casualty Group; William Pieroni, Aon Corporation; Yury Zaytsev, Swiss Re
We all know that our industry is evolving and changing as influences from globalization, economics, and terrorism to Web services and Service Oriented Architecture mold our futures and our systems. In this annual tradition, leading industry CIO's will take on these and many other issues confronting us today. Learn how IT is coping with current challenges and preparing for the future. Hear these industry leaders discuss the critical role of Information Technologies and how the IT-Business relationship can work to prepare a company for the tomorrow.

9:45 AM - 10:30 AM
Getting the Independent Channel to Adopt CRM
Presenter(s): Scott Weber, PartnersFinancial/NFP Insurance Services, Inc.
Presentation(s): weber_s.pdf
Implementing a CRM solution with an independent producer represents many unique challenges. This session will cover how to make sure your solution is useful to the business owner and producer rather than simply an extension of your back office operations. The challenges addressed in this session are discussed with the independent channel in mind, but the concepts apply to anyone who seeks to have an impact with the entrepreneurial principal or producer trying to serve a client.

9:45 AM - 10:30 AM
Using ACORD XML Standards to Build Enterprise SOA
Presenter(s): Neal Brandi, Guy Carpenter; Maggy Leon, Guy Carpenter
Guy Carpenter is building a Service Oriented Architecture based on ACORD business events and definitions as well as transaction structure and content. Learn how this allows them to standardize the internal application interfaces and facilitates the compliance of their ACORD transactions with trading partners.

9:45 AM - 10:30 AM
Business Architecture.SOA.Standards: Connecting the Dots
Presenter(s): Mark Gorman, TowerGroup
With the changing competitive landscape and the readiness Web services, sophisticated rules & work engines and access to alternative data sources, many insurers are positioning for a 'leap frog' over competition. Based on extensive research and analysis, TowerGroup has developed a methodology for connecting the business architecture to the IT architectures (application, data and infrastructure). Interested in learning how to position for competitive advantage by creating synergies between business and IT? Attending this session will help you understand key differentiating strategies and defining desired outcomes.

9:45 AM - 10:30 AM
Standards within the Enterprise Data/Technology Strategy
Presenter(s): Walter Berkowicz, Allstate Financial
The demand for standards is on the rise across the insurance industry landscape. Driven by increasing complexity, demand for quality and speed, standards are viewed as a key component of the solution. Developing a strong architectural foundation that embraces and embeds standards is a necessity. Achieving this is particularly difficult in companies that span multiple lines of business, maintain multiple legacy systems, and engage with multiple trading partners. This presentation will discuss solutions to key issues.

9:45 AM - 10:30 AM
A Step Towards Workers Comp STP
Presenter(s): Peter Marotta, Insurance Services Office (ISO); Michelle Wiseman, State of Montana; Randall Mellin, Workers’ Compensation Insurance Rating Bureau of CA (WCIRB); Richard Saltzman, NCCI
Presentation(s): workerscomp.pdf
Central to claims processing is the development and distribution of first and subsequent notices of loss (FNOLs and SNOLs). It is the generation of FNOL that triggers the claims process within insurers and other entities. For Workers Compensation, data from FNOLs and SNOLs are also key to regulatory oversight of injured workers, individual risk rating, and rate and price analyses. This session will focus on the various constituencies in the insurance value chain for workers compensations and highlight the progress being made in moving the WC claims process into Straight-Through-Processing world.

9:45 AM - 10:30 AM
ACE USA Drives Growth and Innovation Through Online Sales and Underwriting
Presenter(s): Michael Baeurle, ACE Online
Presentation(s): baeurle.pdf
ACE launched an aggressive plan to drive growth and innovation by rationalizing their online sales and underwriting systems and reducing their product development cycle. This session will focus on ACE USA's experience in developing and implementing an online sales and underwriting strategy, how this approach will be critical in meeting the Company’s goals of moving more products to online distribution channels, offering a better online solutions for producers, and dramatically improve speed to market.

9:45 AM - 10:30 AM
A Multi-Year Business Transformation Story
Presenter(s): Keven Busque, The Hartford
Presentation(s): busque.pdf
How do you take a 30 year old legacy Policy Administration system and introduce new architecture concepts, new technologies, and standards? The Hartford is four years into a nine-year program in replacing their Personal Lines Policy Administration application. The session will discuss their approach, standards they adopted, ACORD XML, and their implementation strategy.

9:45 AM - 10:30 AM
EIM and Beyond...What the Chief Sales Officer Really Wants
Presenter(s): Jim Lazarz, CUNA Mutual Group
Presentation(s): lazarz.pdf
Enterprise Incentive Management software has long been attractive to organizations because of the accuracy and cost savings that result from state-of-the-art administration of sales incentives. Organizations are now realizing that the data and information from EIM applications is critical for the analytics that sales management needs to enhance sales performance. Lazarz details CUNA Mutual Group's need for an EIM solution, and describes their lessons learned in the selection and implementation of the software. But beyond the ROI achieved, learn how this technology is providing sales division leadership instant access to analytical data that enhances the performance of distribution channels.

9:45 AM - 10:30 AM
Electronic Exchange and STP
Presenter(s): Gord Wilms, Manulife Financial Corp, Canadian Division
We all know that insurance carriers and distributors are increasingly doing business through electronic data interchange (EDI). But what are the internal and external business drivers for conducting business electronically? Learn how Manulife applied ACORD XML for Life to return real business value and how they leveraged standards to meet these challenges. See how technology initiatives and business strategies are linked so that business imperatives drive technology imperatives.

9:45 AM - 10:30 AM
Fusing Process & Technology to Deliver Business Results
Presenter(s): Jan Zoucha, Assurity Security Group
Presentation(s): zoucha.pdf
Process improvement, workflow design, business rules, and system integration - the right combination of these ingredients can deliver significant business benefits including reduced costs, improved service, and higher quality. However, achieving such results is difficult for some insurers because process design is often left out of the mix. This session will describe a practical approach for systematically incorporating process redesign into business technology initiatives to achieve measurable and sustainable results. A factual case study will illustrate successful methods and show actual cost savings and service level improvements.

10:45 AM - 11:30 AM
Platform Agencies, The eAggregation Market Segment
Presenter(s): David Taylor, The Combined Group; David E. Brandeis, Networked Insurance Agents
Presentation(s): taylor.pdf
The relatively unknown eAggregation market segment represents roughly $500 Million in P&C premiums annually, providing tremendous value to the carriers (most aggregators loss ratios are less than 30%) and offers access to true SEMCI for the independent retail agent. Combined Group alone offers real-time comparative underwriting and rating to over 1,800 retail agencies. Learn how combined makes these offerings available via the internet, several using ACORD XML transactions, for securing rates and even for policy issuance.

10:45 AM - 11:30 AM
Connect, Collaborate, and Capture the Benefits!
Presenter(s): Kay Barrett, IMA Financial Group, Inc.; Mele Fuller, SAFECO Insurance Company of America
Learn what one vendor user group (AMSUG) and a national carrier are doing to study, promote, educate, and create quantum workflow improvements in agency and carrier operations using real-time interfaces driven by ACORD XML standards. Hear how agents and carriers are driving results in the areas of new business and change processing, customer inquiries, and claims handling. The value of real time interface based on ACORD standards lies in the real world business and operational benefits realized by carriers and agents.

10:45 AM - 11:30 AM
The Structure of IT Organizations in Insurance
Presenter(s): Marc Cecere, Forrester Research
The reporting structure of an IT organization is a powerful driver of behavior. Effective structures can enable accountability, efficiency, and responsiveness. From reviewing over 200 organizations, Forrester Research found a relatively small number of guidelines that can be applied to an IT organization. This presentation will describe how these guidelines can be applied as well as the common mistakes in the design of IT. In particular, it will focus on how strategic functions such as architecture, vendor management and planning should be implemented in centralized and federated organizations.

10:45 AM - 11:30 AM
Information Strategy: Getting the Right Information, to the Right People, at the Right Time
Presenter(s): Dave Hendrixson, Scottsdale Insurance Company; Rob Crossley, Scottsdale Insurance Company; Laura Stenzel, Scottsdale Insurance Company
Are you maximizing the business value of your information delivery solutions? Hear how Scottsdale is addressing this challenge by implementing an information management methodology and structure designed to build and govern a common information architecture based on the information needs of their organization.

10:45 AM - 11:30 AM
Licensing and Appointment Across Various Lines of Business
Presenter(s): Diana Ivey, Marsh, USA
Marsh USA will share best practices and lessons learned in the technology-enabled transformation of their licensing operation. Learn how they achieved their goal of creating an efficient regional service model to support their “high touch” service requirement for Marsh brokers. Key goals included: reducing compliance risk by allowing licensing professionals to efficiently manage the process with a world-class system; allowing brokers to maximize selling opportunity; and deploying a marketing program to ensure enterprise-wide adoption of the system to maximize benefits to the firm. Marsh will also share future plans to extend their licensing system to manage the appointment process with carriers, as well as insights from their experience that will benefit both carriers and distributors of all sizes.

10:45 AM - 11:30 AM
Case Study: Operational Analytics in the Service Center with John Hancock
Presenter(s): Steve Giles, John Hancock Annuities
Operational analytics, most commonly associated with Performance Management or Performance Optimization, give service center managers a window into operations performance that not only enhances overall performance, but can lead to significant savings. At John Hancock, operational analytics have been extended from the front office contact center to the back office processing center, yielding more than a 3 to 1 return on investment and 31% cost improvement across the teams.

10:45 AM - 11:30 AM
Insurance 2020
Presenter(s): James Bisker, IBM
What fundamental changes in operations and the business model will occur in 5 years? In 15 years? Is increasing industry specialization inevitable? What value added services set your organization apart from the competition? Can insurance become a service that consumers buy versus needing to be sold? Will the industry always be tied to cycles? Come hear the results of this global study and the range of practical to provocative conclusions that were drawn via interviews with executives from around the world.

10:45 AM - 11:30 AM
Commercial P&C Underwriting: Innovative Approaches for Gaining Strategic Market Share and Competitive Advantage
Presenter(s): Mark Gorman, TowerGroup; Deborah M. Smallwood, TowerGroup; Robert R. Lukas, Realistic Outcomes Inc.; Brian Kearns, Infosys Technologies Limited
TowerGroup was recently commissioned by Infosys Technologies Limited to conduct a Property & Casualty (P&C) Commercial Lines study to assess the strategic direction and readiness of underwriting. In this session, a panel will share these exciting findings from this extensive research project. Insurers are now tackling the areas of decision automation, predictive analytics and embracing "low/no touch", flow-based underwriting processing. In addition, insurers are adopting process enablers and supporting technologies that provide consistent, efficient and effective underwriting processes thus creating a new scalable business model. Learn and experience the findings of the study from the panelists.

12:00 PM - 2:00 PM
Lunch in the Exhibit Hall

2:15 PM - 3:15 PM
» Select: Breaking Down Communication Borders: The Global Insurance Market
Presenter(s): Monique Hesseling, ACE Group; Juergen Heck, Swiss Re; Tsukasa Makino, Tokio Marine and Nichido Fire Insurance Co, Ltd; Cynthia Saccocia, TowerGroup
Today's insurance industry is global, crossing borders and systems. Yet there are many unique business and system nuances within each market. This global panel discusses the similarities, differences and ways to cross the borders within the industry and the vital role standards plays and will play as the industry expands around the globe.

2:15 PM - 3:15 PM
» Select: SOA & Web Services Streamlining Communications
Presenter(s): Steven Kessler, MetLife; Mark Gorman, TowerGroup; Steve Betts, Aon Re Global; Gary Plotkin, The Hartford; Robert Gorski, XL Reinsurance
SOA and Web services are two of the most talked about technologies across all industries today. But how can they be used to improve your existing legacy/heritage systems or guide your new development? Join this panel as they explore how SOA and Web services can help architect business and technological improvements.

2:15 PM - 3:15 PM
» Select: Enterprise Risk Management
Presenter(s): Matthew Josefowicz, Celent, LLC; Chris Suchar, DFA Capital Management; Prakash Shimpi, Towers Perrin
Presentation(s): suchar.pdf
Risk Assessment ... management ... aggregation ... it all requires data and standards. Gathering and assembling data is essential for underwriting as well as managing risk which in the end can be your competitive advantage. Join this panel of experts as they explore the best ways to handle risk and ensure your company's financial well being.

2:15 PM - 3:15 PM
» Select: Success and Growth - BPM and Transformation
Presenter(s): Michael Adler, IBM Business Consulting Services; David Hollander, Accenture; Mike Risley, CSC Financial Services Group; Marc Cecere, Forrester Research; Tom Warsop, EDS
Is your company investing its IT dollars in the right places for success and growth and choosing the business processes that best serve your needs? This session will examine business process models (BPMs) and their role in transforming an organization as it prepares for the future in today's competitive marketplace. To survive today, you need to know your delivery and processing options and choose those that meet your business needs. You also need to look at organic growth and ask yourself some very essential questions: Have we saturated all the markets? Do we have all the products we need? Join this panel as they explore the role of BPM in transforming a company into one that is more competitive, growth-oriented, and ready for the future.

3:30 PM - 4:15 PM
Working Together to Transform the Independent Agent & Broker Distribution System
Presenter(s): Jeff Yates, Independent Insurance Agents & Brokers of America, Inc.; Carolyn "Cal" Durland, ACORD; Donna Abramson, ASCnet; Bob Slocum, The Slocum Agency, Inc.
Learn about the latest surveys, reports, and initiatives being undertaken by AUGIE and ACT which bring together agents, brokers, carriers, vendors, and industry associations to improve the distribution system. The panel will also discuss the key issues that our distribution system must deal with next to continue to move forward.

3:30 PM - 4:15 PM
A Partnership Approach for Outsourced Underwriting
Presenter(s): Dave Smith, Old Mutual Financial Network; Mike Kerrey, TAG - A Perot Systems Company; Mike O'Brien, Hooper Holmes
Presentation(s): PartnershipApproach.pdf
Old Mutual Financial Network made a corporate decision to outsource functions that they did not believe were their core competency and selected business partners to outsource the development of a Web enabled Underwriting Workdesk utilizing a .Net architecture. The Underwriting Workdesk supports underwriters and new business staff located in multiple locations. They also outsourced the New Business functions underwriting function. See how the partnerships reduced underwriting turnaround times and improved producer satisfaction.

3:30 PM - 4:15 PM
BPO Benchmarking and Adoption: Survey Results
Presenter(s): Matt Gennone, NelsonHall; John Willmott, NelsonHall
Presentation(s): willmott.pdf
This presentation will draw on NelsonHall’s joint survey with ACORD, together with the company’s insurance process benchmarking and case studies of BPO adoption, to assist insurance executives in identifying how BPO could be applied to their organization. In particular, the presentation will identify: the profile of BPO adoption in the insurance sector; the principles involved in process and vendor selection; and the role of ACORD standards in facilitating BPO adoption.

3:30 PM - 4:15 PM
Market Agility - Setting Winning Life Insurance Companies Apart
Presenter(s): Michael Kim, DiamondCluster International; Andrew Robinson, DiamondCluster International
Based on DiamondCluster's proprietary research, market agility is believed to be a primary determinant to winning in the life insurance sector. This session will present their research findings that describe the case for market agility, characteristics of market agile companies, and implications for life insurance companies.

3:30 PM - 4:15 PM
Business Intelligence for the Masses: "Enterprise Caliber" Decision Support for Agents and Brokers
Presenter(s): Kevin Kelly, Microsoft Corporation; Caroline Heckathorn, AMS Services, Inc.; Scott Tofil, Beecher Carlson
For decades now, access to detailed reporting and analysis services on business performance has only been available through costly consulting and expensive tools. As a result, only the largest financial enterprises had access to such information, to assist them in business management and planning. The time has come for businesses, large or small, to have real-time access to insightful reporting and performance score carding. This session will present a powerful offering that utilizes low-cost, high yield tools and platforms that are enabling in-depth business analysis and decision support systems for agents and brokers of all sizes.

3:30 PM - 4:15 PM
Standardize to Capitalize
Presenter(s): Simon Bell, LOGiQ3; Michael Appleby, Sloan Asset Management
The adoption of ACORD standards within Life Reinsurance is happening and with standardisation and improvements in data quality comes the opportunity to access the capital markets. This panel will review the standards work currently underway and look at two specific examples of accessing the capital markets; Securitization and the Life Settlement market

3:30 PM - 4:15 PM
Improving Communication Through ACORD Life & Annuity Forms Implementation
Presenter(s): Craig W. Gordon, CrailHuntly
Presentation(s): gordon_c.pdf
CrailHuntly, a National Independent Insurance Marking Organization, and its supporting insurance companies are working to make purchasing insurance less complicated and less intimidating. Through Combosurance, a system that combines multiple insurance policies from multiple insurance companies into one package, and utilizing today's technology and ACORD’s industry standards, they are achieving this goal. This session will discuss how use of the ACORD standardized life & annuity forms were critical to the success of this initiative and how the forms were implemented across multiple insurance companies and vendors.

4:30 PM - 5:30 PM
» Select: Observations and Panel Discussion Moderated by John Hagel III - XAware Platinum Session
Presenter(s): John Hagel III; Rohit Mital, XAware, Inc.; Steve Horneman, XAware, Inc.; Pawel Stefanski, IBM Sales and Distribution; Kim Futter, Unisys; Kirstan Vandersluis, XAware, Inc.; Pawel Stefanski, IBM Global Insurance
Please join this interactive event with Out of the Box author John Hagel and industry experts. This is the perfect time to reflect on the conference, SOA, and the new ACORD Framework in an open forum and have our panel of experts answer any unanswered questions. A new white paper written by John Hagel for business executives, “Harnessing the business potential of Service Oriented Architectures” as well as John’s book Out of the Box will be available to attendees. The panel will consist of industry SOA experts from IBM, XAware, and Unisys.

4:30 PM - 5:30 PM
» Select: Nothing Endures but Change: Optimizing Insurance Business Performance - EDS Platinum Session
Presenter(s): Cynthia Saccocia, TowerGroup
Now is the time for insurance companies to focus on the service experience for customers, producers, and employees. This session hosted by Cynthia Saccocia, a research director in the insurance practice at TowerGroup, presents a call to action to insurers – place priority on creating an extensible and flexible business, bring the back office to the front office, and address legacy issues head on. In this session, she will talk about how insurance industry leaders are aggressively investing in deeper, more fundamental changes that will result in true differentiation. She will share results from TowerGroup’s recent research on life underwriting, portals, and service oriented architecture (SOA) with a focus on the value of embracing change without turning the enterprise upside down.

6:30 PM - 9:30 PM
Closing Night Party Hosted by Microsoft