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7:00 AM - 8:00 AM
Networking Continental Breakfast
7:00 AM - 6:00 PM
Registration
8:00 AM - 9:30 AM
» General:
CEO Welcome and Keynote Address
Presenter(s): Gregory A. Maciag, ACORD; Thomas P. Donaldson, LOMA
Start the forum with a welcome from our CEOs Gregory A. Maciag and Thomas P. Donaldson. Then welcome our keynote speaker ... William Shatner.
9:45 AM - 10:30 AM
Business Intelligence Competency Centers
Presenter(s): Rachel Alt-Simmons, Hartford Life; Georges Prouty, Liberty Mutual Insurance Co.; Ray Russell, Liberty Mutual Group; Mark Gorman, TowerGroup
Presentation(s): bus_intel.pdf
Liberty Mutual implemented a Business Intelligence Competency Center ("BICC") to accelerate its organizational goals by taking better advantage of business intelligence and data warehouse tools and platforms. Hear how their BICC is organized and functions, learn from examples of its demonstrated value, and hear about specific projects that benefited from the BICC.
9:45 AM - 10:30 AM
 
Moving from a Paper-based to Exception-based Underwriting Process
Presenter(s): Patrick Madigan, Unitrin Kemper Auto & Home
Presentation(s): madigan.pdf
How do you add more precision and agility to underwriting decision-making? Unitrin Kemper implemented a Decision Support System using a business rules management system as well as analytic models to automate underwriting decisions.. Learn how they created a consistent application of underwriting guidelines for real-time, risk-based underwriting at the point-of-sale between multiple pricing tiers and channels and gained other efficiencies.
9:45 AM - 10:30 AM
MetLife's Extension and Re-architecture of End-to-End Distribution Technologies
Presenter(s): George Foulke, MetLife
MetLife extended and re-architected its end-to-end distribution technologies to accommodate recent, yet significant, growth in the independent channel. Learn about their new business processing, Web servicing, portals, producer compensation, interfaces with external firms, sales reporting, product development and more. Also hear about their integration and business support following their 2006 acquisition of Travelers Life Insurance Company.
9:45 AM - 10:30 AM
Service Oriented Architecture and the Legacy Organization
Presenter(s): David Koenig, Brookline Technology; Michael Galarneau, Liberty Mutual Group
Presentation(s): koenig_galarneau.pdf
SOA offers companies a trifecta of more modular applications, reduced development costs, and faster time-to-market. However, it's not a silver bullet, especially for organizations that have large investments in older technologies. Hear examples of SOA initiatives that failed and how those experiences improved later iterations at companies that were struggling to marry SOA with their legacy platforms.
9:45 AM - 10:30 AM
Improving Internal Processing Using the ACORD RLC Standards
Presenter(s): Steve Betts, Aon Re Global; Ian Summers, Aon Re Global (UK)
The ACORD standards aren't just for external use … you can use them to improve your internal company processing as well. Learn how Aon Re Global used the Reinsurance and Large Commercial standards to improve processing and standardize data. Also, hear about their plans to eliminate a legacy system.
9:45 AM - 10:30 AM
Federated IT — Balancing Local and Enterprise Needs
Presenter(s): Marc Cecere, Forrester Research
Presentation(s): cecere.pdf
Federated IT has been described as a barrier and an asset to insurance companies. Learn the best practices and common mistakes in the key structures and processes of federated IT organizations while reviewing the role of corporate IT and key functions including vendor management, architecture, planning, and outsourcing management.
9:45 AM - 10:30 AM
Product Development: Lessons Learned From a Successful Implementation
Presenter(s): Joseph Cappelleri, Integro Insurance Brokers
Do you have the ability to innovate and introduce new products for a changing marketplace in a competitive timeframe? This session will detail one insurer’s innovative use of technology to shorten the time necessary to get products to market while simultaneously improving operations and distribution. Learn ways to improve your company’s operations and distribution efficiency.
9:45 AM - 10:30 AM
Standardizing Calculations and Business Rules at MassMutual
Presenter(s): Jackie Miller, MassMutual
Through mergers and acquisitions, insurers are often left with multiple systems for illustrations, compensation management and policy administration that tend to fragment processing and customer service operations, stripping away precious post-merger economies of scale. Learn MassMutual's consolidation strategy and the benefits of externalizing and centralizing processes with a single rules engine.
9:45 AM - 10:30 AM
Driving Change in Technology and Workflows
Presenter(s): Jim Rogers, The Hartford; Brian Bartosh, Top O'Michigan Insurance; Chris Amrhein, Amrhein and Associates, Inc.
Why do so many insurance organizations – carriers, reinsurers, agents, brokers and vendors – struggle to implement change? More importantly, what can be done to make change easier and more effective? Hear a panel of experts discuss a comprehensive program geared at driving change from the bottom up built on ACORD's The POWER® of Change program.
10:45 AM - 11:45 AM
» Select:
Model Carrier: What Would It Look Like to Do Everything Right With Today’s Technology?
Presenter(s): Matthew Josefowicz, Celent, LLC; Tsukasa Makino, Tokio Marine and Nichido Fire Insurance Co, Ltd; Joe Leadingham, Great American Financial Resources
Throughout 2006, Celent’s insurance team conducted research for a series of reports called “Model Carrier.” These reports compiled end-to-end operational IT best practices through every stage of the insurance life-cycle. Hear short case studies of effective use of technology across the value chain, and gain a clear understanding of how technology can be similarly leveraged in other enterprises.
10:45 AM - 11:45 AM
» Select:
Differentiating Through a Customer-Focused Online Experience
Presenter(s): Imran Sayeed, Keane, Inc.; Karen Pauli, TowerGroup; Nicole Kealey, Adobe Systems; Andy White, Manulife Financial
Presentation(s): pauli.pdf
Every major insurance company is trying to win new customers and agents, retain existing ones, improve loyalty and increase cross-selling ability. The Web offers a great platform for this, yet most insurers simply transplant their offline services online, rather than create a customer experience targeted for the Web. Learn how to identify trends, best practices and solutions for a unique and differentiated online experience. Also, hear the results of a Keane survey of 100 FS & Insurance companies and over 1800 of their customers to get their views on online customer experience.
10:45 AM - 11:45 AM
» Select:
Extending Carrier Web Site Functionality through Agencies
Presenter(s): Roy Riley, Peel & Holland Inc; Richard Roy, Artizan Internet Services; Alvito Vaz, Progressive Insurance; Angelyn Treutel, Independent Insurance Agents of Mississippi; Joe Thomas, BenefitPoint
Presentation(s): carrier_web_1.pdf; carrier_web_2.pdf
Consumers love online self service. But how does the insurance industry stack up in today's world? What are forward-thinking P&C and life insurers offering? Learn what some leading carriers are providing on their Web sites as well as on the sites of their agents and brokers. Hear a discussion of the major challenges involved when providing secure policyholder portals for inquiry and payment options and how the industry is solving them.
10:45 AM - 11:45 AM
» Select:
Improving Interactions Between Regulators and the Industry
Presenter(s): James Winningham, Arkansas Insurance Department; Denise Matthews, National Association of Insurance Commissioners; Daniel G. Oas, National Association of Insurance Commissioners
Presentation(s): regulatory.pdf
The States and NAIC are using technology to modernize and simplify how industry interacts with regulators. This joint state-NAIC presentation will touch on coming changes to infrastructure, applications, and the user experience and explore how a national insurance regulatory portal can leverage technology to integrate existing and new applications and services. The goal is to open up a dialogue among industry participants and regulators, getting everyone to work together and improve the process of insurance regulation.
12:00 PM - 2:00 PM
>>> Lunch in the Exhibit Hall <<<
2:15 PM - 3:00 PM
Lessons Learned From Five Years of Implementing SOA
Presenter(s): Walter Berkowicz, Allstate Financial; Kevin Rice, Allstate Financial
Allstate Financial is five years into its SOA implementation which includes internally developed components as well as purchased components. Find out what they learned as they implemented services, including experiences in adopting, aligning to and anticipating ACORD standards.
2:15 PM - 3:00 PM
Dynamic Document Composition Accelerates New Product Time-to-Market
Presenter(s): Kathy Biwer, MTL Insurance Company
Learn from the experiences of MTL Insurance Company when they were faced with making the decision to invest in dynamic document composition. Find out what factors they considered as they looked to consolidate multiple systems that spanned automated policy production to interactive, on-demand letter generation and how this resulted in the accelerated delivery of new products to market by over 60 percent.
2:15 PM - 3:00 PM
ITIL Standards: Running IT Like a Business
Presenter(s): David Wile, Liberty Mutual Group
Presentation(s): wile.pdf
Learn how Liberty Mutual used a deliberate strategy to implement an IT Infrastructure Library (ITIL) to make significant progress within the first year, including entrenching key ITIL basics. Find out how rather than building an overall ITIL "infrastructure", they began by jumping into the middle of the system and fixing the most broken processes first - those with the highest "customer touch".
2:15 PM - 3:00 PM
Using ACORD Forms and ACORD XML Standards to Streamline Insurance Processes with Intelligent Document Solutions
Presenter(s): Roger Barbe, Ohio Casualty Group; Ron Dudley, ACORD
Presentation(s): barbe.pdf
Next generation full scale mission-critical document solutions will help insurance providers simplify paper and electronic form processes that require platform and device independence, advanced document security and offline or remote workflow. Hear how Ohio Casualty Group is embracing automated forms solutions to streamline insurance application, processing and fulfillment while reducing administrative costs and eliminating time delays and data re-entry errors inherent in paper-based processes.
2:15 PM - 3:00 PM
Insurance Technologies: Enabling Innovation
Presenter(s): Kimberly Harris-Ferrante, Gartner, Inc.
Get an overview of the major technology evolution within the property and casualty and life insurance sectors and learn how new and emerging technologies can support innovation. Insurers must develop new business strategies to manage risk, comply with new regulations, improve customer service and grow profitability.
2:15 PM - 3:00 PM
Rating Case Studies
Presenter(s): Craig Weber, Celent, LLC; David Taylor, The Combined Group; Robert Golden, Insurance House
Presentation(s): weber.pdf
Rating and underwriting technology should be the center of an insurance company's operations as a means of differentiation and innovation. Hear tips on how technology can improve underwriting accuracy, ensure adherence to ACORD-driven processes and enhance overall customer satisfaction as well as learning the benefits of adapting rating systems to drive business, scale to growth, and increase speed to market.
2:15 PM - 3:00 PM
Motor Vehicle Reporting - Why Should Consumers, Carriers and Intermediaries Care?
Presenter(s): T.N. Prakash, Department of Highway Safety and Motor Vehicles, State of Florida; Loren D. McGlade, IICMVA
Presentation(s): prakash_mcglade.pdf
Mandatory liability insurance laws exist in 47 of the 50 states and Auto Liability Insurance Reporting systems are designed to enforce compulsory insurance laws in 28 states. The Insurance Industry Committee on Motor Vehicle Administration (IICMVA) believes Web service technology may be a solution to address auto insurance verification needs. Learn about this issue and hear first hand about a pilot program being developed with the State of Florida that is currently being tested.
2:15 PM - 3:00 PM
Partnering with Agents When Developing Agency-Facing Systems
Presenter(s): Steve Yacik, Chubb Personal Insurance
Presentation(s): yacik.pdf
How can carriers most effectively develop agency-facing
systems that agents will like and use? How can carriers define and
respond to what agents want, when different agents may want very different
things? Learn a variety of practical
strategies for meeting these challenges.
2:15 PM - 3:00 PM
View from the Top: Technology's Role in Driving Profitable Growth
Presenter(s): Larry S. Illion, CNA; Roger Bevan, OneBeacon Personal Lines; Bill Tedrick, NxTech Inc; Gray Nester, BB&T Insurance Services; Charles T. Brooks, Travelers, Personal Insurance
Business and IT professionals responsible for developing and implementing strategies and tactics need to see the "big picture". Learn what drives executive thinking and decisions; how their involvement in agent-based, industry-wide initiatives is driving broader change; and how implementers can build on this knowledge and industry work to deploy technologies that improve front-line growth and profitable business acquisition through agents and brokers.
2:15 PM - 3:00 PM
Crossing Industries and Crossing Borders
Presenter(s): David Connelly, Open Applications Group, Inc.; Patsy E. Snack, Automotive Industry Action Group; Chuck Allen, HR-XML
Presentation(s): connelly.pdf; allen.pdf
Crossing industries, as well as borders, these global organizations are working to achieve interoperability and reduce duplication of work in standards development. Learn about the latest developments and trends in this area including UN/CEFACT Core components.
3:15 PM - 4:00 PM
Enabling Sales Effectiveness
Presenter(s): Doug Turk, Aon
Aon operates in more than 120 countries around the globe with more than 500 offices. Over the years, many countries developed their own sales management systems on various platforms with disparate requirements to support country specific sales processes. As a result, Aon Senior Leadership did not have the transparency into the global sales pipeline that it needed. Find out how Aon was able to resolve this issue by implementing a common sales pipeline.
3:15 PM - 4:00 PM
Implementing an Automated Claims and Premium Fraud Detection System
Presenter(s): Ned Wilson, FCCI Insurance Group
Presentation(s): wilson_n.pdf
The financial impact of workers compensation claims and premium insurance fraud on insurers and their customers is immeasurable. Insurers may not agree on the dollars paid to criminals, but most will agree there is a significant problem and a variety of attempts made to thwart criminals. Hear how FCCI aggressively pursues fraud prevention through a well-designed data warehouse, a home-grown rules engine and talented claims and special investigation unit staff.
3:15 PM - 4:00 PM
Jumpstarting Performance Management with Standards
Presenter(s): Pat Saporito, Business Objects; Cindy Maike, Maike Consulting; Al Hoffman, MetLife
Presentation(s): saporito.pdf; maike.pdf
Insurers are looking to Enterprise Performance Management (EPM) to optimize business performance in light of competition, profitability and productivity pressures increasing the need for more timely, relevant and actionable analysis. EPM connects metrics, methodologies, processes and systems used to plan, manage and monitor the performance of an enterprise linking strategy and execution. Learn about the evolution of Performance Management and its relationship to both overall business strategy and information management strategy as well as the importance of metrics and the challenges in defining metrics and leading performance indicators.
3:15 PM - 4:00 PM
How to Fast Forward Sales Performance & Cycles
Presenter(s): Mark Coleman, Thrivent Financial
Thrivent Financial took bold steps and transformed the way it pays its sales forces. Hear about the process from the initial RFP to overcoming traditional resistance and fear factors associated with big technology implementation decisions and the goal -- achieving substantial savings and increased sales performance success by deploying the right EIM solutions.
3:15 PM - 4:00 PM
Policy Administration System Replacement: Making the Business Case
Presenter(s): Chad Hersh, Celent, LLC
Recent Celent research and projects indicate that replacement of policy administration systems continues to be a major focus for carriers. Get an overview of the drivers for Policy Administration System replacement, as well trends and issues in policy administration. Also hear about the latest estimates from the 2007 version of the well-known Celent reports on this topic.
3:15 PM - 4:00 PM
Lessons Learned on the Road to Straight Through Processing
Presenter(s): Ciaran Brady, Fidelity Life Association
Today's STP new business technologies make it possible to sell term life in one phone call. Learn how a direct marketer of life insurance successfully implemented STP in a call center, the challenges they overcame, and the successes they achieved. Also hear how they've opened up opportunities to sell lower-face term policies in the underserved middle market.
3:15 PM - 4:00 PM
Technology & Standards: Shaping the Future of Distribution
Presenter(s): Grant Andrew, Prudential Financial
Presentation(s): andrew.pdf
The industry and the insurance marketplace itself are constantly changing due to any number of factors ... all ultimately impacting distribution technology. It's essential that the industry adapt to these new needs and changes. Hear how standards are playing a vital role in creating solutions to fulfill distribution needs and how successful implementations of standards are changing distribution not only today and but into the future.
3:15 PM - 4:00 PM
Roadmaps to Success for Reinsurance and Large Commercial
Presenter(s): Ian Summers, Aon Re Global (UK); Thomas Krapf, Swiss Re; Richard Lester, Guy Carpenter & Company Ltd.; Monique Hesseling, ACE Group; Puneet Bharal, ACORD
Presentation(s): roadmaps.pdf
For Reinsurance and Large Commercial businesses, the road is long, stretching around the globe and interacting with partners near and far. Hear from leading reinsurers about the industry today and what lies ahead.
3:15 PM - 4:00 PM
Workers Compensation: Tapping Into the Power of XML
Presenter(s): David Sprick, IAIABC; Robbie Tanner, ISO; Alan Stitzer, ACORD; Steve Bourdeau, Workers' Compensation Insurance Rating Bureau (WCIRB) of California
Presentation(s): workers_comp.pdf
The WCIO EDI and IAIABC EDI organizations are extending their capabilities by working with ACORD to develop and offer Workers Compensation XML standards in addition to the current WCIO EDI and IAIABC EDI flat file standards. Supporting this effort is a task group comprised of IAIABC EDI and WCIO EDI Committees, along with ACORD. Learn more about the development plans for Implementation Guides and the XML Translator.
3:15 PM - 4:00 PM
Service Oriented Architecture for Agent Endorsement Processing
Presenter(s): Andy Edwardson, Farmers Alliance Insurance Companies; Todd Strawn, Farmers Alliance Companies
Farmers Alliance Companies' (FAMI) goal was to reduce operational cost and improve agent satisfaction by enabling agency transactions via the web. Learn about their technical vision for this project -- to have in place a SOA based infrastructure that is robust, flexible and standards based to meet current and future needs and interface with existing backend system as well as new and external systems.
4:15 PM - 5:05 PM
IBM Platinum Sponsor Session: Making Innovation Real for Your Business
Presenter(s): James Bisker, IBM; Mark McLaughlin, IBM
New technology is often a catalyst that sparks innovation within an organization. But the relationship between technology and innovation is not always clear and is therefore an important relationship to understand. Some of the challenges that face the insurance industry are a result of technology being used as a key driver behind the deployment of point solutions. To make truly strategic changes for your business requires understanding when innovation will produce better outcomes over simple optimization, and when new technology supports consistent outcomes or simply muddies the field. As more and more powerful technologies are made available, carriers will need to make a conscious decision to select innovative approaches to persistent challenges within their industry.
4:15 PM - 5:05 PM
EDS Platinum Sponsor Session: Coexist, Leverage and Extend: Building Adaptive Systems
TBA
4:15 PM - 5:05 PM
Capgemini Platinum Sponsor Session: Testing - Moving to a Next-Generation Insurance Testing Organization
Presenter(s): Dave Smith, Capgemini; Yvonne Lorch, 21st Century Insurance Group
To support rapidly evolving business needs and quality requirements, insurers require testing processes and tools that can sustain aggressive IT development. How can insurers move from an ad-hoc testing environment towards a next-generation model that provides repeatable, low-cost, automated processes that are fully integrated with the overall development process? Learn how 21st Century Insurance Company and Capgemini worked together to custom-develop a reusable solution that dramatically evolved 21st Century's testing organization.
4:15 PM - 5:05 PM
Robert E. Nolan Platinum Sponsor Session: Shifting Priorities in the Life & Annuity Business: An Industry Report
Presenter(s): Ben DiSylvester, Robert E. Nolan Company
Presentation(s): disylvester.pdf
Ben DiSylvester, Chairman of the Robert E. Nolan Company, will share in-depth analysis and explore the industry implications of findings from Nolan's recent life and annuity industry survey. Join us for this interactive session titled "Shifting Priorities in the Life and Annuity Business: An Industry Report". The presentation and discussion will cover five strategically significant trends that stand out as key differentiators for prioritizing and allocating limited resources. Session attendees will receive a copy of the complete survey report document.
4:15 PM - 5:05 PM
Guidewire Platinum Sponsor Session: Amica Case Study: Supporting Superior Claims Service via Modern Claims Software
Presenter(s): Jill Rasmussen, Amica Mutual Group; Mike Mahoney, Guidewire Software
Amica's modern claims system supports Amica's requirement to provide truly exceptional claims service while maintaining financial strength, supporting sound business practices and aggressively pursuing efficient operations. Outstanding claims service means rapid, accurate, fair and consistent loss handling as well as exemplary communications with claimants. This session will outline the steps Amica took in designing and achieving their vision of a highly service-sensitive claims adjusting organization supported by a modern, highly flexible, Web based claims system.
5:15 PM - 7:15 PM
>>> Exhibit Hall Open <<<
6:15 PM - 7:15 PM
>>> Exhibit Hall Reception <<<
Havana Nights Party
Sponsored by Guidewire
While you tour the exhibit hall, enjoy the fun and food of a hot night in Havana at this special reception sponsored by Guidewire. Feel the rhythms and experience the culture while you visit this year's many exhibitors.
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