2009 Sessions

AUGIE meetings focus on ways that help you and your business improve: processes; customer service; workflows; communication across the industry; and much more. Learn more online at www.acord.org/augie

Learn the principles of mapping, how to transform data to the standard format including element to element transformation and data relationships. Learn which tools and processes you need to accomplish the task including XSLT and XPath notations.

Learn about ACORD's processes and procedures and how you can get the most out of it. Find out how ACORD facilitates standards development, the vital role that members play in the process, and ACORD's governance structure and procedures. Gain in-depth knowledge of how the standards evolve with industry participation. Understand how changes are made from an initial request to member voting. All of this and more will help you make the most of your involvement.

The ACORD Standards Framework consists of five related facets: 1) a Business Dictionary representing terms used in our industry; 2) an Insurance Capability and model; 3) an Information Model (Object Model) representing data elements for the entire insurance industry; 4) a logical Data Model built from the Information Model, and 5) a Component and Services model. This session will explain the facets and the current state of development for the entire Framework. You'll also learn how the ACORD Standards Framework will be used to generate standards globally as well as hear some of the many other benefits it could bring to the industry.

Once you're up to speed on mapping techniques and best practices, drill down by touching on unique issues inherent in the Property Casualty and Surety standards. Utilize real life examples of mapping exercises to apply the principles to your domain of interest or expertise.

You're ready to start an implementation. You go to the ACORD website and open the specification and schema. Where do you go from here? What are the specific messages that you want to implement relating to your data exchange project? What tools do you need? How do you acquire them? What research do you need to complete? These questions and more will be answered in this getting started with ACORD Implementation session.

This class will go into depth on many of the 17 different components of the Insurance Information Model. It goes beyond the basics of what the ACORD Information Model is, showing you the details.

You're ready to start an implementation. You go to the ACORD website and open the specification and schema. Where do you go from here? What are the specific messages that you want to implement relating to your data exchange project? What tools do you need? How do you acquire them? What research do you need to complete? These questions and more will be answered in this getting started with ACORD Implementation session.

Certification is the process by which ACORD tests and validates data streams for compliance with the respective ACORD standard. Once you've learned how to do mapping, learn how to certify the data streams that will be created by your mappings. You'll also find out how to identify the errors and go back to your mappings and correct them and how to utilize The ACORD Testing and Certification Facility (TCF).

The ACORD Product Schema is a way to generically define insurance products in XML messages. This forthcoming ACORD standard is more than a schema; it also includes a product diagramming technique business analysts can use to gather requirements and design products. This session will explain the notion of “product diagramming” and show how those products can be expressed in XML.

Whether you’re directly or indirectly involved with reinsurance, it’s essential that you understand the process and how ACORD’s Reinsurance & Large Commercial standard function. The RLC Standard support, for example, placement and accounting of cross border business. This session helps you understand the scope and breadth of RLC standard and how it works with other ACORD standards.

The ACORD Messaging Library is a set of business messages based on a common architecture across all of ACORD's business domains. In this session, we will touch on how the standard is organized and the messages are defined using common design rules including examples of core business entities such as Party, Policy, and Coverage. We will also address the messaging model and how it handles things like message status and error handling.

This class will go into depth on the upcoming release of the Capability Model. It will explain what the model is, what has changed, and how it can be used within the industry.

Once you're up to speed on mapping techniques and best practices, drill down by touching on unique issues inherent in the Life, Annuity & Health standard. Utilize real life examples of mapping exercises to apply the principles to your domain of interest or expertise.

As technology trends evolve and advance, ACORD's objective is to align with current and emerging industry standards. A core set of cross-domain standards, guidelines, and best practices are available from ACORD that assure compliance with relevant technology standards. Find out how ACORD monitors technology advancements and provides you with the tools and techniques you need to stay ahead of the curve. The ACORD Web Services Profile and ACORD Messaging Service standards are among the specifications to be covered in this session.

On the surface, eForms appear identical to current ACORD forms. On the inside, eForms’ capabilities take ACORD Forms the next step into the future. This one hour session will teach you what you can do with eForms: how to access them, when it makes sense to use them, what the components of an eForm are, what are eLabels, why are they necessary, and how do you deal with them?

As an IT, operations, or business analysis professional, decisions you make everyday impact on compliance. This session will provide you with information about data implementation of regulatory requirements. Topics include: compliance requirements for updating forms and standards; the importance of mapping regulatory requirements properly and consistently; and implementation challenges between the business and technology communities.

See The McLaughlin Group live! For more than three decades, this TV series has been a "must see" political roundtable featuring leading journalists discussing the hottest topics.

Competition and market dynamics are changing in the insurance industry. It is critical to keep up with these changes as well as have a keen understanding of your competitors. This presentation will identify the leading trends within the industry, including the hottest business strategies and technologies. Data will be presented on adoption rates and investment to allow attendees to benchmark their company against their peers.

The claims ecosystem encompasses a variety of constituents, customer service representatives, insurance claims adjusters and managers, insurance agents and brokers, claims partners such as repair shops insured parties and third-party claimants. To introduce automation insurers must provide a “single source of truth” for claims information, claims activity plans and claim adjusting performance. Web-based claims, rules engines and SOA-enabled systems can help support straight-through processing, efficiency, lower costs and improved customer satisfaction.

Fidelity Security embarked on a long-term operations and technology program to renew major application systems and reengineer core processes. They began with the development of a strategic operations and technology road map which encompasses the priorities, requirements, timeframes, costs, benefits, and change management aspects of the program. Learn how to prioritize steps for undertaking a comprehensive systems renewal and replacement plan and understand the dynamics involved in an operations and technology road mapping project.

Nothing will revolutionize auto insurance quite like Pay-As-You-Drive insurance. Low mileage motorists want it so they can save on premiums. Others want it for environmental reasons – it’s a green product that creates a significant incentive to drive less, producing less pollution. Yet U.S. insurers are slow to offer the product. This 2009 Celent Model Carrier implemented the first PAYD product without a monitoring device – alleviating privacy concerns. Plan your company’s next steps toward a fast emerging auto insurance product.

Conseco is committed to a paperless environment. During the last few years, they standardized workflow and imaging systems across all locations, enabling better management of the work, processes and people. The newly integrated IT and operations group expects to optimize performance enhancements capitalizing on the synergies created by melding technological and operational expertise resulting in positive and measurable results.

Hear about the latest developments in China's insurance industry and at China Life Insurance Company Ltd. as they drive to unify their IT and business processes. Learn about the significance of standardization in the market and the standardization work being done. You'll also hear about China Life's activities with ACORD and their suggestions for standardization.

Whether companies have a strong on-line presence, are building a business case or are looking to define direction and maximize planned investment in an on-line channel, there is much they can learn from customers, the competition in financial markets, and successful on-line players across industries. Will the on-line imperative change the insurance agency model? What do on-line customers really want? How can insurers assure that their investment in the Web channel drives value?

Data Management is a profession that has grown to include many areas such as meta data management, data analysis, data warehousing, business intelligence, data governance, and data modeling. This two-part session offers an overview of Insurance Data Management - its evolution and importance to the insurance industry and where the IDMA (Insurance Data Management Association) fits in. These sessions are designed for a broad audience including IT personnel who want to broaden their knowledge of the business side of insurance data management as well as anyone who manages or uses data in the industry from actuaries to underwriters.

In this user panel, several practitioners will look at the links, synergies and dependencies between service-oriented architecture (SOA) and the insurance industry. How does SOA fit into the picture? How can it become more valuable? Does SOA need to be part of a broader scope? Hear firsthand experience and lessons learned from the panelists.

Munich Reinsurance Canada is leveraging the accomplishments they've made in improving data sharing with groups such as the London Market to expand their efforts with a diverse group of wholesalers and distributors. Hear how they are utilizing their implementation of ACORD Messaging Library (AML) and ACORD Standards to work with MGAs and others handling large complex commercial risks.

IT executives struggle with how to pragmatically get started on an IT transformation to better align their organization and resources with business objectives and changing needs. Prudential's Annuities defined and documented the required business objectives and capabilities, common enterprise-wide target architecture, a roadmap for transformation, and a governance model for enabling execution. Learn how to keep the approach practical, enable stronger business alignment, and drive immediate business and IT benefits.

How do you create a synergy between your compliance presentation standards and your data standards? This session will examine the issue of required regulatory changes and meeting the technical data standard application.

Data Management is a profession that has grown to include many areas such as meta data management, data analysis, data warehousing, business intelligence, data governance, and data modeling. This two-part session offers an overview of Insurance Data Management - its evolution and importance to the insurance industry and where the IDMA (Insurance Data Management Association) fits in. These sessions are designed for a broad audience including IT personnel who want to broaden their knowledge of the business side of insurance data management as well as anyone who manages or uses data in the industry from actuaries to underwriters.

The Armed Forces Benefit Association utilized Agile software methods in concert with Lean process improvement principles to implement a new, mission-critical Policy Administration System designed to simplify infrastructure, automate manual processes and improve customer service. This case study discusses challenges and successes faced when introducing highly collaborative Agile methods to a team of industry veterans, and improvements in time to market, quality, risk management and stakeholder involvement versus similar projects using waterfall methodologies.

There are countless stories of transformation strategies that fail to deliver expected results. For some companies, the transformation timeframe is so long that a change in technology, architecture or corporate priorities is inevitable. This session will focus on a successful IT transformation and provide insight into how an IT transformation process can provide benefits well beyond original expectations including: Alignment of the IT Transformation Strategy/Model to the Business Strategy/Model, Transformation of IT Resources, Incremental “Agile” Development Advantages and the CIO’s Role – Vision, Marketing, Motivate & Communicate

Systems that provide data for verification of Financial Responsibility for Autos and Drivers to state DMVs frequently reflect poor data quality and bad matching criteria. Technology now allows insurers to maintain the data and allow state troopers to query it and confirm evidence of insurance at any event or traffic stop on the highway helping to promote highway safety and reduce the number of uninsured drivers, accidents and fatalities.

ACORD RLC Standards are allowing business partners to exchange reinsurance data globally. XML Messaging is gaining more momentum in North America as a result of existing US implementations and a series of implementation focus group meetings taking place. Hear about current issues and plans for future North American meetings and activities. Talk to implementers, hear about the benefits of standards and ask questions about how to get started with messaging.

Safeco's Reference Data Model team was charged with building out the infrastructure to support a reference data model; installing an industry standard model; and refining the model while supporting funded roadmap projects. The model was to be ACORD compliant and generate data schemas for their development teams. Hear how they accomplished this feat and what they learned along the way.

The enhanced usability and collaborative nature of second generation websites has rendered the traditional agency portal an endangered species. Learn how to leverage the latest interactive technologies combined with an agile and iterative development approach called SCRUM to help focus portal redevelopment efforts to provide the optimum bang for the buck. The result? Improved agent loyalty leading to premium growth and increased operational efficiency.

Review investments in SOA, three reasons for adopting SOA and how it fits a company’s business strategy. Consider the type and scope of SOA projects and the functional departments involved. Discuss the level of agreement about business benefits derived vs. the challenges of implementation. Information for this presentation is derived from a survey of clients of Financial Insights and subscribers of Tech Decisions (a National Underwriter Company) in January 2009.

Commercial Download involves many lines of business from Agricultural, BOP (Business Owners Policy), and Business to Auto, CGL (Commercial General Liability) just to name a few. Hear how the implementation of this ACORD Commercial Download technology made them more efficient and competitive. Be sure to attend a follow up session: Commercial Lines: Process Improvement Increase Sales and Retention

Many of today's insurers and reinsurers play a broader field with international operations as well as international business partners. This comes with both benefits and challenges as the companies work to improve efficiencies and operations. Hear from this international panel on how they work across borders internally and externally, face technological challenges, and find new and increased opportunities.

Whether you build and maintain IT systems or manage those who do, you must understand the P-C industry. Superior IT skills are no longer enough. In today’s competitive marketplace, you must know how the industry works, the products it sells and how the pieces fit together. This two-part course by the American Institute for CPCU/Insurance Institute of America will help get started, including understanding what you need to know and helping you build the business case for insurance professional development in your IT department.

While there's much talk about ACORD XML standards for P&C, Life Insurance and Reinsurance, there's also a strong set of Surety messages in the current ACORD XML standards. Learn what has been implemented, how it works and the benefits to the insurance industry as a whole. Also, hear from both the surety/carrier and agency/broker perspectives.

Increasing the speed of a business, uniting a business and its processes, and decreasing time-to-market all contribute to enhanced customer service, customer satisfaction and premium growth. This session will detail the SOA initiative used to achieve these goals from vendor selection through implementation; explain the importance of ACORD standards, a data interoperability tool and service reuse; and define the benefits and return on investment of an SOA.

By leveraging the knowledge management and collaboration capabilities of content management, insurance companies can conquer the limitations of time and space. Content management allows information sharing regardless of physical presence or time zone, and better collaboration through unified processes. Plus, when combined with Web Services, content management enables home office and remote workers to manage files, documents, images and workflow electronically, while offering secure, controlled access to documents, workflow tasks and distribution.

In today's turbulent financial environment, industry leaders aim to streamline administration systems to reduce costs and better position themselves for future opportunities. Wilton Re is one such pioneer. With a unique strategic partner approach to doing business with life and annuity providers and a philosophy of openness, this growing reinsurer leveraged global resources to accomplish an efficient, value-driven consolidation of multiple policy admin systems, resulting in an environment well-positioned to support acquisitions, satisfy clients, and facilitate business process transformation.

During soft markets, insurers take risks to stay profitable in the short-term. Taking risks might mean looking outside the organization for expertise to emerge as a market leader. This panel of leading carriers in the US, Canada, Europe and Asia Pacific shares how technology and BPO enabled new and innovative products, services, and business practices.

This panel will continue a discussion on the importance of commercial download and its value to companies and the overall industry. Hear how this completes the round trip of the data, allowing the agent to have more time to service and sell. Learn what they had to do to reach this level of success and process improvement.

Whether you build and maintain IT systems or manage those who do, you must understand the P-C industry. Superior IT skills are no longer enough. In today’s competitive marketplace, you must know how the industry works, the products it sells and how the pieces fit together. This two-part course by the American Institute for CPCU/Insurance Institute of America will help get started, including understanding what you need to know and helping you build the business case for insurance professional development in your IT department.

Billing is not often mentioned as a key differentiator when insurance executives are scrutinizing their operations, yet it is a frequent customer touch point. A poor experience can both damage a carrier’s reputation and negatively impact customer retention. In this session, we will explore the benefits carriers can obtain throughout the financial supply chain by redesigning their billing processes and replacing their billing systems with modern technology and vendor based package solutions.

Insurers today are caught between the realities of the current economy and the need to capture "the customer of the future", whether that customer is a social network designer in San Francisco or a tea farmer in Fujian Province in China. While capital adequacy is the hot topic today, there is convincing evidence that premium growth is the long-term driver of insurer value. Earning that growth in the future will require customized products, the ability to communicate through multiple channels, new methods of customer segmentation, and a new appreciation for the global insurance markets and competition. Building these capabilities while holding the line on expenses will tax insurance ingenuity to the utmost. Join us as we review IBM Institute for Business Value studies and IBM customer surveys that shed light on how to move from surviving to thriving in a turbulent environment.

Technology is a rapidly-changing industry filled with innovation and creativity. New entrants such as cloud computing, Web 2.0 and social networking mixing with more established technologies such as SOA, make it difficult to decipher fads from next-generation software. Also, just as how do these technologies apply to the insurance industry? Learn about the new Insurance Technology platform and how the emergence of social CRM and Web 2.0 can take the insurance industry from now to wow. Additionally, hear how you can gain value by aligning systems with key business processes and the role integration plays with new and existing applications.

Today’s insurance carriers face a variety of challenges, including rising customer expectations, a heightened focus on underwriting profitability, market consolidation, and increased competition. To succeed in this complex and dynamic industry landscape, leading insurance companies are looking for solutions that can increase sales, effortlessly leverage legacy systems, meet regulatory requirements, and above all, strengthen policyholder and agent relationships. Through an understanding of the Insurance Industry, Hewlett Packard is able to apply its leading portfolio of services and products to meet the challenges of today's marketplace. In this session Hewlett Packard will share examples of customer successes, from around the world, that have led to better business outcomes.

As consolidation and competition continue to reign in the Insurance Industry, maintaining solid customer relationships remains at the forefront of staying ahead in the market. Technology allows you to extend your workplace to provide the same level of service and knowledge to customers from anywhere at anytime. In a recent Economic Intelligence survey, 40% of senior executives indicated that how their company interacts with its customers will be the aspect of the business which will undergo the most dramatic change over the next 5 years. Learn how mobility solutions can increase your productivity and set you apart from your competition. Are you ready for your customers?

Hear from renowned futurist, David Smith, who will offer his expert advice on surviving this unprecedented downturn and how to prepare for what's to come.

Insurers need to penetrate and retain existing customer bases while attracting new emerging markets. Consumers have a choice and want to be recognized and appreciated whether calling in for a question about their insurance policy or signing onto the web. They want quick and easy solutions and technology makes it easier, right? According to Gartner, the Customer Relationship Management (CRM) market exhibited record growth in 2007, but then the real work begins integration into the contact center.

Learn how the industry came together to develop the first download via XML — Claims Download. Since its release, agents and carriers have been embracing this new more efficient way of completing the full round trip claims process. Hear from agents and carriers about this improved workflow and how all the various Claims XML Transactions now work together using the new Claims Implementation Guide.

Legacy policy administration systems can slow the pace of an insurer’s business and hamper growth. While there are risks associated with legacy migration, the insurance industry has demonstrated that proven best practices can effectively mitigate this risk. This panel will discuss how to effectively migrate away from legacy policy administration systems, including "try before you buy" practices, phased implementations and the value of leveraging modern technology and business rules driven systems.

Drawing on the experiences of insurers and on Celent research, this session will highlight the unique demands that specialty, excess and surplus lines place on policy administration systems. These demands include product configuration, layers and attachment points, aggregates and multi-year policies. Celent will provide an overview of available solutions and insurance IT and business staff will describe their own lessons learned.

Customers and producers are vocal about expectations for quality, responsive service conditioned by today’s 24 x 7 connected world. Insurers can no longer defer addressing the crippling limitations in their legacy systems that prevent them from executing on key business strategies. These are no longer uncharted waters: others have navigated the treacherous waters. Learn from their setbacks and successes and gauge what new system and delivery team will be a good fit for your organization.

The Nationwide-Allied merger resulted in a simplified lower cost commercial lines operating model consisting of a consolidated technology platform supporting a single set of products and processes. Hear how their commercial lines post-merger integration program achieved results and the key factors that contributed to their success and the difficulties they faced.

This session will provide a broad overview of the basic types and features of life insurance products. Participants will also learn about recent sales trends for each product type and will engage in an interactive exercise to explore the various personal and business needs met by these products.

Insurers tend to look to their direct peers when benchmarking IT initiatives and looking for strategic inspiration. This session explores the possibilities when large companies learn from their smaller, more specialized, more nimble peers, while small companies learn from their larger, more structured and complex peers.

Customers want prompt and accurate service. When information is produced from multiple systems, stored in multiple databases, and processed on different platforms, it is often very difficult to streamline the process to deliver timely and accurate information for the customer. This session reviews issues with integration of multiple systems and successfully integrated bi-directional communications.

To grow, Safeco Insurance (now Liberty Agency Markets) needed to become more agile, improve its ability to respond to a commoditized P&C market, and develop innovative products rapidly. Constraints included aging and unwieldy underwriting and policy systems. Opting for a component approach that offered advanced product configuration and integration with rules and rating engines improved Safeco’s capabilities for product definition, rule and rate testing, and product deployment – laying the foundation for a more agile, efficient and competitive organization.

ACORD standards are being implemented around the world meeting specific regional needs while maintaining consistency across borders. Hear from those currently using the standards in different geographies and how their companies are benefiting from their implementation.

Protective Life is using the ACORD Software Factory internally to build ACORD XML aware software to link assets within the enterprise. The presentation will talk about the Software Factory released to the open source community CodePlex and the start of a community based project. They are applying real life best practices and learning back into the community asset and will share these with the audience. The session will be technical and show some code.

The three finalists for the 2009 “National Underwriter Agency Technology Achievement Award,” run in partnership with ACORD and LOMA, share the secrets of their success and discuss how technology and standards can boost an agency’s productivity and profits. The panel discussion will focus on how the innovative and effective use of technology streamlines business processes, cuts expenses and improves customer retention. They will also point out how real-time transactions and other cutting-edge approaches impact the bottom line in this competitive market.

In this session participants will learn about the major functions performed by key operational areas in life insurance companies. The session includes a hands-on activity that teaches annuity “suitability” requirements by putting participants in the role of decision-maker in several brief case studies.

Utilizing predictive analytics for fraud detection is well known. Significant improvement is also obtained when utilizing predictive analytics for claimant management, vendor performance management, subrogation, litigation and reserve management, and catastrophe response. These issues and a workflow model, utilizing predictive analytics to facilitate straight through processing and fast track claims will be discussed. Predictive analytics in claims operational areas can assist with expertise loss due to retiring baby boomers and assist in attracting millennial workers.

The annuity industry has implemented its first XML clearing house solution through DTCC, the first of many solutions to leverage ACORD standards and DTCC clearing services core competencies. Attendees will be briefed on the implementation of the Fund Transfers service, obstacles overcome, and strategies for future implementations.

Launching a multiple personal lines product on a new platform is daunting. Include “white glove” customer service and rapid implementation, and the pressure is on. Learn about the business drivers and technical specifications used in selecting an integrated solution for policy administration, claims, billing and customer service. Understand the implementation and risk management strategy, and how ACORD data standards, an open standards-based SOA, and BPM- and BAM-capabilities were necessary.

Organizations are now more efficient and competitive because they use everything from ACORD Forms to messaging standards for rating. Hear how Property & Casualty carriers have followed the road map to success. Be sure to see Part II: Ease of Doing Business Equals Improved Processes

To improve service, obtain current technology and speed product delivery MetLife used IT and application outsourcing. By placing the financial infrastructure in state-of-the-art datacenters in the Americas they could offer data services for disaster recovery and field services for desktops and laptops, help desk, Voice, LAN, and WAN services. Using best practices and reduction of defects for stabilization of applications allows reallocation of funds for application alignment to business strategies rather than problematic applications.

Learn about the new ACORD Certified Expert (ACE) designation currently being developed. Hear what it takes to become an ACE, get answers to many frequently asked questions, and find out how an ACE helps both you and your company.

The new Lloyd’s Exchange has been in the news the past few months. Learn how they are using ACORD standards at the heart of their market through the new Exchange. This implementation will make the whole of the Lloyd’s market available electronically and will enable London companies to participate more easily. It’s also a stepping stone to electronic trading that will help with the placing and processing of surplus lines and other delegated business.

Fraud accounts for an estimated 10 cents of every dollar paid in claims. Insurers must weigh the benefits of new tools and practices against the cost and complexity of introducing them into the claims handling process. By automating the process, fraud detection becomes a consistent practice without additional pressure on adjusters to detect suspicious activity, and special investigative units (SIUs) are able to handle more cases and reduce fraud losses.

Optimizing underwriting processes through automation can improve the accuracy of quotes, decrease policy production time, and enhance distribution channel relationships. Modernization like this will allow underwriters to pre-qualify agent submissions quickly, thereby enabling greater focus on the best risks and potential profitable new markets. Implementing an underwriting management system can give your company greater control over costs, eliminate manual touch points in the underwriting process, and significantly improve your quote-to-bind ratios and speed of delivery.

Hear from agents who have worked with P&C carriers that have already implemented the Road Map. Learn how their workflows are now more efficient and how that efficiency translated into increased profits for both the agency and carrier.

The growth of social networking, (MySpace, Facebook, Twitter, and LinkedIn) has exploded over the past few years. It is migrating from purely a consumer diversion to part of everyday life as well as a tool for business. However, like all technical innovations, it brings about some challenges, especially in an enterprise environment. This session will explore the range of issues as well as potential remedies, as social networking embeds itself in the corporate world.

Learn about the new ACORD Certified Expert (ACE) designation currently being developed. Hear what it takes to become an ACE, get answers to many frequently asked questions, and find out how an ACE helps both you and your company.

Arch Re Facultative needed an agile, user-friendly and customizable, Self-Service portal to support their growing program business. The solution they implemented was developed quickly and painlessly using Model-driven development. The Program Portal positions Arch Re Facultative positively in the competitive landscape. It can accommodate the spectrum from Arch Re Fac’s simplest, most homogeneous programs to their most complex agreements. Hear how model driven development helped ARF implement a better solution quicker and learn how Model-driven development can work for you.

In today’s volatile market, insurers must broaden current distribution channels. This requires fast and consistent communication, ease of use, and broad-based Web enablement. Additionally, distribution channels are eager for single-entry, multi-carrier compatible systems. Hear how to Web-enable distribution functions such as submitting new business, requesting quotes, processing endorsement changes, and making policy, billing and claims inquiries. Changing a distribution strategy can not only improve revenues, but provide better communication with channels.

Enterprise content management automates processes creating a competitive advantage with superior customer service and full control of information. This presentation will cover how to overcome inefficient paper-intensive processes, improve business process efficiencies, lower costs and improves service levels with fast and accurate access to information. Learn how to create a ‘view across the horizon’ of business processes and facilitate organizational collaboration develop strategies to increase sales and policyholder trust by improving information distribution channels.

Information Security and related risk management practices often have a hard time demonstrating their effectiveness to management accustomed to using financial measures. Activities such as Information Security that don't directly generate revenue can't be measured at a glance. The "Balanced Scorecard" introduced by Kaplan and Norton can be used to develop a succinct and consistent representation laying out the goals of an information security program, and measuring progress against those goals. A balanced scorecard developed for this purpose at AXA Equitable is presented.

By invitation only. To learn more about LOMA Committees, please visit http://www.loma.org/Indexpage-committees.asp or contact Ann Purr at purr@loma.org.

By invitation only. To learn more about LOMA Committees, please visit http://www.loma.org/Indexpage-committees.asp or contact Ann Purr at purr@loma.org.

By invitation only. To learn more about LOMA Committees, please visit http://www.loma.org/Indexpage-committees.asp or contact Ann Purr at purr@loma.org.

By invitation only. To learn more about LOMA Committees, please visit http://www.loma.org/Indexpage-committees.asp or contact Ann Purr at purr@loma.org.