Sessions

Established in January 1999, ACT is a part of the Independent Insurance Agents and Brokers of America (IIABA) and provides a candid, action-oriented forum to address the critical workflow and technology issues facing the Independent Agency System. ACT helps participants understand the perspectives of the other stakeholders in the process and provides excellent networking opportunities with the participants who are shaping the future for the industry on these issues.

Learn about the latest initiatives from AUGIE, the progress made so far this year on a range of topics including Commercial Lines Downloads, Real Time, communication initiatives, and their strategic plan and vision for the future. This meeting is open and all are welcome.

Presenter(s): Shane McCullough, ACORD

Presentation(s): mccullough_orlandi_info_model_2.mov; mccullough_orlandi_info_model_2.mp3

This session focuses on version 2.0 of the ACORD Information Model including the content of the model, its design principles and patterns, and how to navigate the content. Then, hear a more detailed perspective focusing on the concepts of “Party” (e.g. persons and organizations) and the concepts involving “Role and Relationship” (e.g. employee and employer roles related via employment). Finally, get the latest updates on mappings to ACORD Standards and the Information Model Working Group.

This continuing education class focuses on the latest updates to ACORD's Life & Annuity Standard. While designed for designees, all are welcome so they can get the latest information on the Standard and begin down the path to attaining their own ACORD Certified Expert designation.

This is your chance to take the ACORD Certified Expert examinations for Life & Annuity, Property & Casualty, and Reinsurance. To take exams on the May 23 or for any questions, contact ace@acord.org.

Presenter(s): Boris Bulanov, Informatica Corporation; Kuldeep Bhat, Tata Consultancy Services

Insurers today face a significant economic challenge: Grow the business while improving profitability. To meet this challenge, carriers must understand customer needs and risk profiles and improve retention of profitable customers and producers. This is further compounded by large portions of the business being conducted through indirect distribution channels. The majority of carriers now believe that the road to these business imperatives lies in being customer-centric across products and geographies and listening closely to the voice of the customer. Join TCS and Informatica in this session as they discuss how ACORD-enabled data management can be leveraged to transform from a policy centric organization to a customer centric one.

This continuing education class focuses on the latest updates to ACORD's Property & Casualty Standard. While designed for designees, all are welcome so they can get the latest information on the Standard and begin down the path to attaining their own ACORD Certified Expert designation.

Presenter(s): Colin Cole, Microsoft Corporation

Presentation(s): cole_saas_azure.pdf

Cloud computing offers a paradigm shift in computing where institutions and ISV’s now have the ability to match technology capacity to business demand. Microsoft will explain the architecture behind its public cloud platform, called Azure, and train attendees on how to begin to leverage a public cloud platform in their software offerings. Microsoft will talk about the relevance to the insurance industry and share examples of impact both in carriers and ISV’s.

Presenter(s): Oliver Koernig, IBM; Edith Pula, IBM

Presentation(s): koenig_pula_ibm_insurance_industry_models.pdf

The session will provide an update on the progress of the IBM industry model/ACORD collaboration, specifically in regard to the Information Model and product domain. Moreover, the session will cover practical examples of how the models and ACORD provide value to real-life business problems, such as Insurance Product Development.

Are you interested in getting your ACORD Certified Expert Designation? A CPCU? Learning more about the P&C industry? Getting a strong P&C information foundation to do your job better? Then join the American Institute for Chartered Property Casualty Underwriters - the CPCU and get the information you need. INS 24 - General Insurance for IT provides you with the overall awareness of the insurance industry needed to be able to knowledgably interact with insurance professionals. It's also a great step ahead to your ACE or CPCU too.

Presenter(s): Stephen Selby, LIMRA; Mike Williams, Socialware

Presentation(s): selby_regulatory_issues_and_solutions_for_social_media.pdf

Social media is an area of major interest and activity today. However, many don't know about the various forms of risk associated with social media use, particularly within the financial services industry. Hear about the current issues and areas you need to be aware of as you use these technologies.

Presenter(s): Gloria Willis, Gloria Willis Consulting; Jason Hoeppner, B. H. Burke & Co., Inc.

Do you want your staff to be better at their jobs, more open to changes, solve chronic and complex problems with real action steps, time tables, demonstrating good morale AND fixing the problems? The POWER of Change method is a MUST for anyone in a leadership role faced with challenging issues that need to be resolved. Attend this hands on interactive session to learn how to dramatically improve internal procedures for efficiency; to train your staff how to think strategically, tactically AND creatively in their daily work; use it to improve morale by providing a method for everyone on the staff to have an input on the most important aspects of the organization; and use it to improve managerial confidence. The POC is a tool that every supervisor and manager should know how to use.

Presenter(s): Cliff Chaney, ACORD

Presentation(s): chaney_component_model.mov; chaney_component_model.mp3; chaney_component_model.pdf

This session will introduce you to the component model that provides a set of reusable components for insurance data services. You'll learn about its basic design, related principles, and current status. Get a first look at the final facet of the ACORD Framework that provides the building blocks for application development, foundation for SOA solutions and core interfaces, and service maps needed to conduct insurance business.

Presenter(s): Jason McDonald, Oracle Insurance

Presentation(s): mcdonald_oracle.pdf

Is there a faster way to implement business intelligence for insurance companies? How do insurance-specific data models help? What is “adaptive data modeling,” and how does it make your BI projects progress faster? Get the answers to these and other BI-related questions from this session, and see a hands-on demonstration of insurance-specific BI applications.

This continuing education class focuses on the latest updates to ACORD's Reinsurance Standard. While designed for designees, all are welcome so they can get the latest information on the Standard and begin down the path to attaining their own ACORD Certified Expert designation.

We’re turning the Registration foyer into a community networking area, with seating and meeting areas designed to help you find others who share your job responsibilities or work in the same line of business. Pull up a chair and get organized. Renew old acquaintances. Make new connections. Scan the program and plan your session schedule. Read the twitter board to see who is doing what. Tweet about issues that are important to you or share your location and invite others to join you. Use our exhibitor guides to quickly find vendors who offer what you need. When the exhibit hall opens, you’ll be right outside the door and ready to go! Or just come and have fun!

Learn more about the ACORD Framework Capability Model that defines a baseline for an insurance company's capabilities and find out about all of the new content added during 2011. Then, hear from a panel representing organizations that have utilized the Capability Model, or have plans to do so and gain their perspectives, uses of the Capability Model, and experiences.

Presenter(s): Joseph Wagle, Hewlett Packard

The cost and complexity of the document processes that drive policy setup and servicing are a real threat to profitability. Demanding customer, agent and regulatory needs threaten to make these processes even more expensive. Competitive pressures around customer on-boarding and retention also threaten to drive up costs. Insurers are addressing these diverse challenges with innovative solutions that streamline the document workflows across policy setup and servicing—from proposal to application to payment. Join HP for a review of key technologies and industry best practices.

Find innovative solutions to support your organization’s business strategy and solve your most challenging problems. View product demos in our Vendor Demo Rooms. Participate in one of the Vendor Exhibit Hall Tours and in the Birds of a Feather Networking Lunch. Join your peers in our Exhibit Hall Networking Area where you can meet the speakers or pick up vendor collateral and media publications. Demonstrate your dexterity and stamina in the Kinect© Arcade or just relax in the reading lounge. Make your plans to take advantage of the great opportunities in our 2011 Exhibit Hall!

Presenter(s): Biz Stone

Biz Stone is an American entrepreneur and author best known for co-founding Twitter. An early social networking and blogging enthusiast, Stone has been developing large scale systems that facilitate the open exchange of information for more than a decade. Having started out as an artist, Stone stresses creativity, learning from mistakes, and celebrating the triumph of humanity over technology. Attend this session to hear Biz share much of what he has learned over the past decade and his vision of the future of social networking and its effect on both individuals and corporations.

Presenter(s): Martina Conlon, Novarica

Presentation(s): conlon_seen_cool.mov; conlon_seen_cool.mp3

"Cool Capabilities" are those specific business abilities, enabled by technologies that stand out for their innovation, simplicity and/or impact on the business. Examples include an iPhone deposit capture application, iPAD adoption, unique billing e-presentment and online payment approaches. Learn about some of these "cool capabilities" and how they are impacting the industry and your business.

Presenter(s): Mark Stender, Prudential Group

Presentation(s): stender_consistency_in_the_contact.pdf

Learn how one carrier used BPM technology to "front" all of its disparate legacy applications to create a single seamless interface and further promote their customer-centric methods.

Presenter(s): Bob Hirsch, Deloitte Consulting LLP

Presentation(s): hirsch_cloud_insurers.mov; hirsch_cloud_insurers.mp3

Cloud computing is often considered a game-changing IT capability. It offers many benefits for those insurers that take the time to understand the strengths and weaknesses of this emerging technology and determine how it best serves the needs of their organization. Learn more about how the Cloud is helping insurance companies and the benefits derived including speed, flexibility, scalability, and cost.

Presenter(s): Stuart Bailey, Unitrin Business Insurance

Presentation(s): bailey_dashboard_predictive_analytics.mov; bailey_dashboard_predictive_analytics.mp3

Ever walked into your office to be overwhelmed by paperwork? It can eat into productivity and cost your company millions. In this session learn how one major multiline provider has accelerated the claims process and lowered expenses by achieving a real and measurable ROI by taking its legal billing process paperless, improving workflow and leveraging custom reports and dashboards to transform data into useful information.

Presenter(s): Lawrence Fortin, Millers Mutual Group; Karen Furtado, Strategy Meets Action

Presentation(s): furtado_policy_admin.pdf; fortin_furtado_policy_admin_selection.mov; fortin_furtado_policy_admin_selection.mp3

What's changed in the world of policy administration systems selection? How can you be sure that the system you choose is the one that will meet the needs of your organization and minimize risk? Why are some systems called modern systems? What are the strategic answers I need to pursue to define my criteria for a new system? Get an insurer's view into the world of policy administration systems and the answers to these and other questions. Find out how this insurer approached the process and how it answered the strategic questions that are often not addressed before pursuing a new administration system.

Presenter(s): Anand Rao, PwC's Diamond Advisory Services; Jamie Yoder, PricewaterhouseCoopers LLP

Presentation(s): rao_yoder_survey_results_social_experience.mov; rao_yoder_survey_results_social_experience.mp3

The power of 'positive' and 'negative' experiences that consumers have at key 'moments-of-truth' (e.g., claims) and their influence on the brand perception, renewal decisions, and social communication was part of a recent survey. Find out what a desired consumer experience is based on these results. You'll also learn about the social experience from different perspectives - consumers, intermediaries, and employees – as well as its purpose, and how to use it effectively. Of special importance is to find out about the specific regulatory and firm-wide policies that need to be employed to ensure compliance and ethical conduct. You'll also learn how insurance carriers should think about their social experience policies, systems, and tools.

Presenter(s): Bruce Zaccanti, Ernst & Young, LLP; Gary Ciardiello, Ernst & Young, LLP

Presentation(s): zaccanti_ciardiello_loop_underwriting_claims.mov; zaccanti_ciardiello_loop_underwriting_claims.mp3

All too often, insurers silo the use of predictive modeling as an aid to determine pricing, product selection and underwriting decisions. At the same time, they also look at their claims operations solely as a cost center, overlooking the opportunities that could be derived by effectively leveraging the vast amounts of data identified and collected through their claims leakage and continuous improvement processes. Industry leaders are now finding ways to strategically utilize claims data to enable predictive modeling tools to help identify the root causes of claims leakage and accelerate organic growth without disrupting ongoing operations. In this session, we will explore a business case that will demonstrate how insurers are accomplishing strategic growth and quality objectives by linking predictive modeling and claims linkage analysis to improve their underwriting, pricing, marketing, risk selection and product decisions.

Presenter(s): Paul Zamora, ICW Group; Gary Lawrence, Allied Property & Casualty Insurance Company; Teresa Addy, EMC Insurance Companies; Marcia Berner, ACORD

Presentation(s): zamora_lawrence_addy_berner_submission_process.mov; zamora_lawrence_addy_berner_submission_process.mp3

The industry is making great strides towards a fully electronic, real-time submission process that can be done directly out of agency management systems and carriers are doing everything in their power to encourage the agent community to adopt more automation. But what can carriers do while waiting for everyone to implement automated systems? Hear how 3 carriers are taking different approaches to getting the idea into their policy rating and underwriting systems.

Don’t wander the hall searching for solutions. Take a guided tour and connect with the right exhibitors to meet your needs. Tours are free to paid Forum attendees. Just be sure to indicate your interest in participating when you register! There are eight Exhibit Hall tours to help attendees connect with specific solutions. • Policy Administration – Life • Policy Administration – P&C • Business Intelligence/Predictive Analytics • Cloud Computing Solutions • Collaboration Tools • Customer Relationship Management • Document Management • Web Portal Development

Presenter(s): Michael Harkins, AEGON/Transamerica Life and Protection Division

"Agility" is an often used and even overused term, these days. It's especially true when it comes to software development methods. Hear about the journey that these companies took in their agile implementation and find out why the benefits are not just in the science and efficiency, but also with improving business and IT collaboration.

Presenter(s): Deborah M. Smallwood, SMA Strategy Meets Action; Jerry Whetnall, StoneRiver, Inc.; Dennis Craig, RBC Insurance

Presentation(s): whetnall_automated_underwriting.pdf; craig_automated_underwriting.pdf; smallwood_whetnall_craig_automted_underwriting.mov; smallwood_whetnall_craig_automted_underwriting.mp3

What are Automated Underwriting Systems (AUSs) and why should carriers be investigating them? Learn the general requirements for AUS including rules engines, workflow, and case management along with interfaces to e-applications and requirements ordering. Hear from a carrier with an AUS system to learn how they calculated their CBA and ROI results and what they've discovered since implementation.

Presenter(s): Patrick J. Hatfield, Locke Lord Bissell & Liddell, LLP; Duncan Hannah, Amica Life Insurance Company; David Rhodes, Allstate Insurance Company

Presentation(s): hatfield_hannah_rhodes_efulfillment.mp3; hatfield_hannah_rhodes_efullfillment.pdf

Ten years after the Electronic Signatures in Global and National Commerce Act came to pass, electronic signatures, delivery, and fulfillment methods have become a standard way to do business. However, danger still lurks on the information superhighway. Without proper preparation and monitoring techniques your e-commerce program could leave you vulnerable. Join us to discuss the current state of e-delivery and e-fulfillment and find out how you can mitigate the risks for your company while maintaining profitability and serving customers.

Presenter(s): Kimberly Harris-Ferrante, Gartner Research; Matthew Josefowicz, Novarica; Craig Weber, Celent, LLC; Alan Bett, Manulife

Is it imperative to innovate or can traditional insurance business practices be successful in the future insurance market? This panel will present research on what leading insurers are doing in regard to innovation and debate if innovation is really a critical success factor for insurers.

Presenter(s): Tom Assenza, Global Aerospace, Inc.

Presentation(s): assenza_cloud_content.pdf; assenza_cloud_workflow_content_mgmt.mov; assenza_cloud_workflow_content_mgmt.mp3

It was a vision – a way to provide a worldwide workflow and content management for claims. By connecting their offices worldwide, global teams would have a complete view into the customers' claim scenario. Learn how a global carrier accomplished this by utilizing Software-as-a-Service (SaaS) and existing technologies to automate the dynamic claims management process from a demand for payment for a covered loss to investigation, analysis, and settlement.

Presenter(s): Lisa Parry Becker, William B. Parry & Sons, LTD Insurance; Frank Neugebauer, Burns & Wilcox; Tod Ashby, Van Gilder Insurance; Jim Scott, The Hartford

Presentation(s): Parry-Becker_neugebauer_ashby_scott_commercial_lines.mov; Parry-Becker_neugebauer_ashby_scott_commercial_lines.mp3

From small commercial and BOP to middle markets and large accounts - one of the biggest challenges of commercial lines business is the number of parties involved in the transaction and the volume of data that must flow among them. Until recently, agencies and brokers were limited in how they could submit Commercial Lines account information to their carrier - an ACORD Application or, for a more complex or larger accounts, a proprietary template. That's now changed. Hear from a panel of agents and brokers about how this workflow has improved the relationship with their customers and improved their business.

Presenter(s): David Jones, Nationwide Insurance

Presentation(s): jones_soa_governance.pdf; jones_soa_governance.mov; jones_soa_governance.mp3

Service Oriented Architecture (SOA) requires governance to be instituted in order to achieve the benefits of SOA. This presentation examines the components of SOA governance, the relationship of SOA governance to other types of governance, and what one insurance company is doing to implement SOA governance.

Presenter(s): Kingston Koser, National Insurance Producer Registry; Stephen Selby, LIMRA; Richard J. Fidei, Colodny, Fass, Talenfeld, Karlinsky & Abate

Presentation(s): selby_loma_licensing.pdf; koser_selby_fidei_licensing_appointments.mov; koser_selby_fidei_licensing_appointments.mp3

Licensing and appointment of producers is a crucial aspect of the insurance business. There are so many players and so many moving parts. From the role of the carrier, the producer, the state insurance departments and NIPR, there is loads of juggling going on. This session is an absolute “must” to learn the rules of the road. First, you will get a good basic understanding of the requirements, process and players. Who has to be licensed and what are the responsibilities of each. What are the “fuzzy” areas and how do you deal with them? Of course, there are multistate issues to address and those are compounded by internet sales. What are the implications of not being in compliance? Hear real life stories, both successes and disasters. And, hear how NIPR’s technology has been streamlining communications with the states for years, and is now adapting ACORD standards.

Presenter(s): Ellen Carney, Forrester Research; Cristy Sora-Leon, Seitlin Insurance; Puru Agrawal, Prospx; Ric Mazon, Assurex Global

Presentation(s): carney_sora-leon_agrawal_mazon_social media.mov; carney_sora-leon_agrawal_mazon_social media.mp3

Presenter(s): Deborah M. Smallwood, SMA Strategy Meets Action; Mark Breading, SMA Strategy Meets Action

Presentation(s): breading_smallwood_customer_communications_content_management.pdf; smallwood_emerging_trends.pdf; smallwood_breading_content_mgmt.mov; smallwood_breading_content_mgmt.mp3

Insurers interact with customers in many ways, including voice, paper, the Web, and mobile devices. Many are beginning to develop enterprise-wide strategies to manage and integrate all interactions. The current environment is one of many-point solutions implemented in different parts of the business and loosely integrated at best. Insurers able to create an integrated, enterprise-wide technology infrastructure that seamlessly manages all ongoing interactions with customers will increase retention, improve opportunities for cross-sell/up-sell, and reduce operational expenses. Hear the latest research on how insurers and agents are utilizing Customer Communications and Content Management (3CM) to achieve their goals.

Presenter(s): Jim Rogers, The Hartford; Gray Nester, BB&T Insurance Services; Lisa Bukowitz, Vertafore; Paul Corriveau, Vertafore

Presentation(s): nester_rogers_huntley_unlocking_identity_management.pdf

Agents need access to networks, carrier websites, applications, and a wide array of systems. This creates an incredible number of usernames and passwords to memorize and use. A single, centralized, secure access point has long been the dream. Today, that solution is here and you can learn how it can streamline your business and improve workflow and customer service while helping agents focus on business, not passwords.

Presenter(s): Mark Dash, The Penn Mutual Life Insurance Company; Shawn D'Souza, The Penn Mutual Life Insurance Company

Presentation(s): dash_dsouza_mdm_soa.pdf; dash_dsouza_agility_soa.mov; dash_dsouza_agility_soa.mp3

Business agility necessitates access to reliable information and the ability to use that information within and across the corporate application suite. It's essential to define primary data domains that constitute the key business information, and expose and manage that data using SOA. Applying enterprise data validation rules in the process is essential. Using ACORD as the underlying structure, hear how one company was able to combine and represent information for optimal business value.

Presenter(s): Stephen J. Byrne, Harleysville Insurance

Regardless of the benefits that many see in the Cloud, the insurance industry, with its unique security and compliance challenges, has been cautious about adoption. Hear directly from a CTO as he shares his first-hand experience, vision, and approach to piloting Cloud initiatives including Evaluation, Business Case, Architecture Principles & Decisions, Governance, and Security & Change Management. Whether you see yourself as a regional jet or a 747, you will learn how your company can take advantage of this technology.

Presenter(s): Karen Pauli, TowerGroup; Michael Meyer, Chubb Group of Insurance Companies

Presentation(s): pauli_meyer_legacy_modernization.pdf

The decision to replace all or part of a system is difficult. Get the latest information on industry trends regarding legacy modernization. You'll hear from a large carrier how they modernized their core premium booking system. Best practices for SOA, rules harvesting and architecture, knowledge management, data stewardship, and collaboration will be covered.

Presenter(s): Matt Parnell, Prudential; Jayme Maitz, Prudential

Presentation(s): parnell_maitz_value_it_planning.mov; parnell_maitz_value_it_planning.mp3; parnell_maitz_strategic_business_relationship.pdf

At one carrier, Enterprise Architecture and Business Relationship Management partnered with their business customers to help drive value. From idea inception and identifying solutions to meet their business needs, these groups are working together to find the optimal solutions for business enablement and they'll help you understand how this collaboration can work for you too.

Presenter(s): Pat Speer, Insurance Networking News; Robert Regis Hyle, Tech Decisions Magazine; Kathy Burger, Insurance & Technology

Presentation(s): burger_speer_hyle_editors.mov; burger_speer_hyle_editors.mp3; burger_speer_hyle_editors.pdf

We all know and read the industry publications. Now it's your turn to ask the editors questions. Attendees can submit their questions prior to the session and we'll ask the editors for their responses. Gain new industry insights. Learn new facets.

Presenter(s): Mark McLaughlin, IBM's Global Insurance Industry; Kathy-Ann Hutson, IBM's Global Insurance

What made IBM's Jeopardy-winning Watson possible? How can its underlying technology enable Smarter Insurance? And how can "incremental transformation" leverage Smarter Insurance to make your competition irrelevant? Pro-active insurers are leveraging the power of new and emerging technologies to anticipate business outcomes, reach new markets faster, establish more meaningful interactions with customers and redefine operational performance. Learn how to harness Watson capabilities, and other Smarter Insurance technologies and business models, to make your company smarter. Join Mark and Kathy as they discuss how insurance companies are applying the smarter insurance framework to their business to drive business results.

Presenter(s): Cynthia Saccocia, Microsoft; Colin Cole, Microsoft Corporation; Kevin Clay, Microsoft

Presentation(s): cole_mobility.pdf

Join Microsoft in this session where they will demonstrate how market disruptive technologies such as cloud computing, slate devices, mobile smartphones, and collaborative technologies can be combined to modernize existing insurance processes. Microsoft will demonstrate the latest devices and collaborative technologies in a secure cloud-based claims solution. Attendees will see how Microsoft's innovations in cloud, mobility, collaboration and CRM can be used to securely modernize insurance processes, attract new customers, and reduce costs.

Presenter(s): Dennis Maroney, Tata Consultancy Services

In the face of spirited competition, carriers are shifting their focus to retention as well as to finding new ways to grow. However, this growth is no longer driven by a static marketplace but by customers who are changing rapidly in their preferences and engagement patterns. Leading insurers are responding by transforming their core operations, improving flexibility and agility to provide better service to increasingly demanding customer. So if you are feeling constrained by legacy systems, manual processes and operational inefficiencies but know you have to transform rapidly to keep up with fast moving competitors this session is for you. Listen to Dennis Maroney, Insurance Domain lead for Tata Consultancy Services North America, discuss how unprecedented economic, marketplace and competitive factors have made the business case for core system transformation stronger than ever.

Presenter(s): Chris O'Brien, ACE Group; Joe Hogan, Alsbridge; John Weber, Cognizant

Presentation(s): obrian_hogan_weber_managing_a_global_sourcing_program.pdf

Do outsourcing partnerships really work? They do, if you select the right strategic partners! Join us for an informative session as one of the leading global P&C insurers, ACE Insurance, begins the global sourcing journey with well-known sourcing advisor, Alsbridge, and one of the world’s largest strategic insurance IT services partners, Cognizant. This session will share the invaluable lessons learned by all three parties as this relationship was initiated: from the key objectives of ACE’s global sourcing strategy to Alsbridge’s sourcing methodology to Cognizant’s experience and flexibility with the global delivery model. In this session, ACE, Alsbridge, and Cognizant executives will partner to share their perspectives and everyday real world experiences on what it takes to make a strategic relationship work to create a win-win-win situation for all members of the partnership.

Presenter(s): Mark Boelens, Hewlett-Packard Company

In today’s economic climate, no insurance company can afford to stand still or be reactive. To survive, insurance companies must proactively address ways in which to incorporate agility into the very core of their strategic planning and execution. Systems and processes must be designed and implanted such that they enable an insurer to rapidly expand into new products, new markets, and meet the increasing demands of clients who are more technologically equipped than ever before. In this presentation, Mark Boelens, General Manager, HP Enterprise Services WW Financial Services, addresses the components of the Agile Insurance Enterprise, including Cloud Computing, model-based system development, and integrated business process frameworks to help insurers transform their business and stay ahead of the competition.

Presenter(s): Chuck Johnston, Oracle Insurance; Lindsay Fassett, Oracle Insurance; Roger Soppe, Oracle Insurance; Phyllis Davidson, Oracle Insurance

Not your ordinary speaking session! This theatrical presentation will tell the story of three different customers with three big problems. Learn how their insurance company helped solve their problems and made them customers for life, using innovative approaches and adaptive, flexible business processes.

Presenter(s): Nick Bilton

Nick Bilton’s work over the past 15 years has weaved through many different fields of storytelling and design including journalism, technology, R&D, documentary film and teaching. He describes what we are currently experiencing as the twenty-first century version of the fear that always takes hold as new technology replaces the old. In fact, as Nick shows, the digital era we are part of is, in all its creative and disruptive forms, the foundation for exciting and engaging experiences not only for business but for society as well. Attend this session to hear Nick’s visionary and practical description of an emerging age, providing the understanding of how a radically changed world is influencing human behavior.

Presenter(s): Ron Boyd, Midwest Family Mutual

Presentation(s): boyd_creating_the_virtual_carrier.pdf; boyd_virtual_carrier.mov; boyd_virtual_carrier.mp3

Learn how one carrier has managed to eliminate more than 80% of its office space by creating a virtual insurance company. By implementing a new, modern Policy Administration platform along with enabling tools, they've managed to maintain their productivity levels. Now, they have a local model where underwriters are close to their agents in the field but stay connected using technology. The result: Cost savings without sacrificing efficiency or service levels. Hear how they did it and how it can help you.

Presenter(s): Ellen Carney, Forrester Research

Presentation(s): carney_great_reset.pdf; carney_great_reset.mov; carney_great_reset.mp3

The insurance industry is in store for big changes in the coming decade. The financial crisis prompted what social scientists are terming the “Great Reset” that will have profound impacts on how we live and work. Regulatory pressures place heavier restrictions on how insurers engage consumers. Couple with that the changes in the customer base, pace of technological change, exciting new engagement channels for customers and an all new workforce. It makes for an exciting discussion!

Presenter(s): Tim Williams, State Farm Insurance Companies

As one carrier focused on increasing its life insurance business, the number of life policies under management grew dramatically. So did pressures on its infrastructure, particularly areas supporting policy servicing, claims management, and underwriting. Learn how they used automation technologies to improve customer service; enhance agent and staff support capabilities for Life products; improve decision-making processes; energize the work environment; empower and motivate associates to continue delivering quality customer service. Hear how they automated 285 process steps giving them a 61% increase in efficiency while dramatically reducing the potential for human error across a range of activities.

Presenter(s): Craig Beattie, Celent; Michael Fitzgerald, Celent

Presentation(s): beatie_fitzgerald_social_networks.pdf

There have been a number of high profile cases where the Judge or Jury has been swayed by information from social networks. Public data in these networks yields rich information about the behaviors, attitudes and interests of people – information that could provide insights for insurers. How can this data be leveraged or indeed should it? Examine the key technical and business issues involved in leveraging this opportunity in this session.

Presenter(s): Ralph Wiest, IBM Global Business Services; Donna Sison, MetLife

Presentation(s): wiest_sison_architecture_planning_delivery.mov; wiest_sison_architecture_planning_delivery.mp3

Business and IT executives continuously struggle with how to effectively begin and maintain a transformation that best positions them to achieve both near-term and long-term strategic objectives. Whether you are already utilizing a leading industry architecture, a proprietary architecture, or none at all, you will want to learn how one carrier leveraged ACORD’s Capability Model along with other industry reference architectures to quickly and pragmatically develop its own customized architecture and to guide and govern demand planning and project delivery decisions.

Presenter(s): Donald King, Security Benefit

Presentation(s): king_d_worst_jobs.pdf; king_worst_job_it.mov; king_worst_job_it.mp3

In today’s distributed systems environment, combined with agile methodologies, system changes and innovations occur at an amazing rate. System controls are typically the last thing on a software engineer’s “to do” list. During this session, Security Benefit will demo a new SaaS-based system designed to be an enterprise solution for system controls, correlation intelligence, and risk management reporting. Session attendees will take away a better understanding of the validity of SaaS-based platforms and the enjoyment of working with leading edge technology – even if the work is system controls and risk management.

Presenter(s): Anne Rannie, Lloyd's of London; Phil Hill, BMS Group

Presentation(s): rannie_hill_quill_tablet.mov; rannie_hill_quill_tablet.mp3; rannie_quill_tablet.pdf

Lloyd's of London is synonymous with wholesale insurance. For over 300 years the former coffeehouse has provided the world with coverage for its most complex risks. As it trades into the 21st Century, the Lloyd's market continues to be at the forefront of world insurance and innovation. This session will update on how the market is looking to innovate using electronic trading initiatives. Learn how seven brokers are piloting the use of iPads to reduce the bundles of paper and improve efficiency and accuracy. Whether you are a primary carrier, agent or broker, whether you deal with specialty lines or auto and home, you will want to hear how Lloyd's is leveraging tablet technology, the Exchange and ACORD standards to support electronic trading.

Presenter(s): Ron Walker, KPMG; Tom Gosnell, KPMG

Recent trends in the insurance and financial sector have indicated a significant number of entities utilizing shared services and/or outsourcing to achieve organizational objectives. The discussion will include specific insights, market data and brief examples where organizations have utilized this approach to accelerate improvement schedules.

Presenter(s): Carl Schlotman, III CPCU, CIC, CAI Insurance Agency, Inc.; Stephen M. Moriyama, Hayward Tilton & Rolapp Insurance Associates, Inc.

Presentation(s): schlotman_moriyama_carrier_of_choice.mov; schlotman_moriyama_carrier_of_choice.mp3; schlotman_moriyama_carrier_choice.pdf

Independent agents and brokers must choose which insurance companies they write business for and which ultimately get the most business and the best risks. Ease of doing business is an essential component of being a carrier of choice. Independent agents are challenged to increase profitability and productivity so learning multiple proprietary systems is an additional burden. Direct carrier connections to perform endorsements, generate quotes, do inquiries, perform submissions among other transactions in real time is the way. Hear from the agents how real-time connectivity makes it easy and cost-effective for agents and carriers to do business and better service their customers and how this impacts becoming a carrier of choice.

Presenter(s): Ned Wilson, FCCI Insurance Group; Stuart Rose, SAS

Presentation(s): wilson_predictive_analytics.pdf; rose_wilson_make_your_data_work.pdf

Technology helps insurers improve profitability and operational efficiency by better understanding and servicing their customers. Hear how one carrier is harvesting valuable information from its data to help underwriters select accounts and price insurance products using predictive analytics.

Presenter(s): Jim Klauer, Fidelity Investments Life Insurance Company

Today’s insurers require unprecedented agility to keep pace with rapid and often unexpected industry changes. In this session, hear how one life carrier implemented an “adaptive” policy administration approach to improve speed to market and take advantage of new opportunities. Along with introducing competitive new products that are successful in the market, they improved their time to market by up to eight months.

Presenter(s): Scott Reed, MassMutual

Presentation(s): reed_driving_product_innovation_through_policy_systems.pdf; reed_innovation_policy_systems.mov; reed_innovation_policy_systems.mp3

Many US insurers are working hard to reduce costs while supporting their business' innovation agenda. Hear how rationalizing and replacing legacy Policy Admin systems reduced IT costs, allowed the business to be more accurate and efficient, and provided IT capabilities that enabled rapid product innovation.

Presenter(s): Laurie Stack, LPL Insurance Associates; Barbara Foster, LPL Financial

Presentation(s): stack_foster_stp.mov; stack_foster_stp.mp3; stack_foster_stp_dream.pdf

Finally, after years of evolution to get there, distributors can quote business, fill necessary forms, include esignature processes, and deliver to the carrier. To close the loop, the industry can finally turn off the paper and have a fully “green” process where the insurance policy and/or annuity contract is delivered electronically to all parties, including reliable, compliant eSignatures. The use of industry standards and the changing consumer environment have made the dream a reality that saves both time and money. Vendors, Carriers, and Distributors will learn how to go from Quote to Policy Delivery, what the benefits are, how you need to change your process to maximize the cost and time savings, what challenges there are and how to overcome them and how the consumers are reacting to the changes!

Presenter(s): Karen Pauli, TowerGroup

Presentation(s): pauli_can_you_hear.pdf

Insurance is complex. Regardless of the amount of straight through processing and self-service that carriers develop, consumers and distributors will always need to talk to a person who can help them. Insurance call centers are growing in importance and can be a challenge to many carriers. Hear the latest insights into technology requirements for call centers that can create competitive advantage as well as outsourcing opportunities.

Presenter(s): Dawnmarie Black, Aon Benfield Fac

Presentation(s): black_web_portal_markets.mov; black_web_portal_markets.mp3

Learn how FAConnect enables Aon Benfield staff and clients to bind new risks and service existing policies via the web and mobile devices and how their methodology can help any business regardless of product. Get an inside look at the project including the challenges Aon faced and the ways it overcame them. FAConnect was a recipient of Business Insurance’s inaugural Innovation Awards and a 2010 ACORD award winner in the Most Compelling Case Study category. You'll also learn how ACORD XML Standards were used to streamline ceding carrier workflow.

Presenter(s): Craig Beattie, Celent

Presentation(s): beattie_mobile_tech_na_insurance.mov; beattie_mobile_tech_na_insurance.mp3

The age of the Internet brought about a fundamentally different insurance market in the UK. Products were commoditized, the population educated, insurance savvy and willing customers were able to cut out brokers to buy direct from the insurers and save. Today, 98% of Americans have a mobile phone and an ever-increasing number of these are smartphones. In this session, you'll find out if this new connected technology could drive similar changes in North America.

Presenter(s): Karlyn Carnahan, Novarica; Bob Khosropur, Narragansett Bay Insurance Company

Some statistics show that claims is one of the top three cost centers for insurance companies today. Modern claims technology can help differentiate your company from the competition and drive bottom line profitability. But, in addition to considering system functionality and responsiveness, you must also consider ease of integration, flexibility, scalability, ROI and TCO. This panel of experts will share their knowledge and experiences as they explain what makes for a modern claims management system.

Presenter(s): Peter Gilbertson, CUNA Mutual Group

Presentation(s): gilbertson_scorecards_analytics.mov; gilbertson_scorecards_analytics.mp3

Presenter(s): Bill Stineman, Aviva

Presentation(s): stineman_collaboration_cloud.pdf; stineman_workers_through_cloud.mov; stineman_workers_through_cloud.mp3

The Cloud is being looked at as a conduit for many things these days. One carrier is using cloud-based solutions to improve employee productivity and engagement. Hear what they learned through the process and learn from their experiences managing a worldwide collaboration platform for 50,000 users.

Presenter(s): Michael Mattix, Swiss Re Americas Corp.; Michael Bibler, Swiss Re; Clara Maingi, Swiss Re

Presentation(s): reed_driving_product_innovation_through_policy_systems.pdf; mattix_bibler_maingi_data_mining.mov; mattix_bibler_maingi_data_mining.mp3

Today, many insurers and reinsurers are investing in B2B exchange connectors. But text mining implementations can also improve operations and help provide another source for fraud detection for smaller as well as large companies. Learn how data mining from internal and external sources has proven valuable to both underwriting and claims and hear about some of the approaches used.

Presenter(s): Tsukasa Makino, Tokio Marine & Nichido Fire Insurance Co, Ltd; Ellen Carney, Forrester Research

Presentation(s): makino_mobile_technologies.pdf; makino_carney_mobile_tech.mov; makino_carney_mobile_tech.mp3

Learn how one company is using mobile technology to sell innovative insurance products, cultivate new markets and better serve the customer. Customers can buy travel, sports injury and golf insurance anytime, anywhere. Using a GPS feature, a mobile phone can make insurance recommendations according to the location. Learn where the industry is going and how you can begin to leverage this technology.

Presenter(s): Kinam Peter Kim, MassMutual; Kevin Kosienski, MassMutual

Starting in 2006, this carrier began a strategic transformation of its business and began implementing its Highly Adaptable Digital Business Platform, a group of applications and services that enable real-time execution of its business value chain. The platform includes SOA, BPM, product calculation rules engine and master data management, facilitating plug and play, cloud computing, and ACORD standards implementation. Hear how they faced and overcame numerous challenges and how you can avoid the same pitfalls.

Presenter(s): Todd Warholic, Westfield Insurance; Mike Theibert, Westfield Insurance

Presentation(s): warholic_theibert_usability.mov; warholic_theibert_usability.mp3

Usability is one of the primary factors that drive a project’s success or failure across all industries. In the independent agency distribution channel, the challenge of delivering highly usable solutions across a diverse set of needs and expectations can be daunting. In this session, gain an overview of the design principles and best practices that one company adopted for creating an exceptional user experience every time.

Presenter(s): Kimberly Harris-Ferrante, Gartner Research

All insurers are under tremendous pressure to evolve and meet regulatory, market, and consumer demands. This means utilizing new technologies, streamlining business processes, leveraging data more effectively, and adopting new business models including new products, channels, and service models. Learn about the "insurance company of the future," and ways innovative companies can and should be making investments for that future.

Presenter(s): Greg Schwem

Greg has been described by the Chicago Tribune as the “king of the hill” in the world of corporate comedy. His program, "Comedy With a Byte," takes a humorous look at the latest technologies and the way business is conducted today; poking fun at those technology tools that we can’t live without. Join us as we chuckle over those things we love to hate; including our smart phone and email addiction, meetings and conference calls, and our “love” of PowerPoint presentations!

By invitation only. To learn more about LOMA Committees, please visit http://www.loma.org and select Professional Communities.

By invitation only. To learn more about the LOMA Project Management Workshop, please visit www.loma.org and select Events or contact Marvin Jones at jonesm@loma.org.

LOMA's One-Day Insurance Immersion program is a hands-on instructor-led learning experience that accelerates the delivery of industry-specific knowledge essential to succeeding in the life insurance and annuities environment. It covers: Industry Overview; Life Insurance Products; Annuity Products; Operations: Underwriting, Customer Service, and Claims; and Operational Performance and Natural Tensions. In this lively, fast-paced program you'll live and breathe insurance through structured group learning activities, discussion, and networking. We cover not only the technical aspects of insurance, but also practical, real-world situations, challenges and solutions. One-Day Insurance Immersion is a fun and effective way to quickly broaden your industry knowledge.

To learn more about the One-Day Insurance Immersion program, please visit www.loma.org and select Events or click here.

By invitation only. To learn more about LOMA Committees, please visit http://www.loma.org and select Professional Communities.