PLEASE CLICK ON THE SPEAKER TAB FOR LINKS TO THE SPEAKER PRESENTATIONS FROM THE FORUM
Intentional Excellence:
Operational Design for Performance & Profitability
A complimentary forum for insurance executives
Produced by Insurance & Technology and Microsoft
In today's complex and highly regulated insurance environment, operation means more than running the machinery of the back office. The concept of operational proficiency has broadened dramatically to include the strategic decisions and actions that have long-term impact on behalf of shareholders, employees and customers.
OPERATIONAL EXCELLENCE IS A MANDATE FOR ALL SENIOR EXECUTIVES!
CHALLENGES:
 |
Improving visibility and control of assets such as people, funds, opportunities, infrastructure and applications. |
|
Gaining control of their organizations' exposure to and management of risks to all corporate assets, including clients, employees and resources. |
|
Produce timely and accurate reporting on the status and performance of those assets and risks. |
FORUM TOPICS WILL ADDRESS:
| Seeing your business in real-time. |
| Making decisions based on actual current-states and desired future-states. |
| Enhancing financial and risk management capabilities. |
| Achieving ROI on discretionary and non-discretionary investments. |
| Adopting a more strategic, rational approach to regulatory compliance, governance and corporate responsibility. |
| Business process innovation and management |
| Building a better compensation model. |
| Gaining real business intelligence about corporate and financial performance. |
Gain insights into much-needed technologies, tools and solutions that are now enabling insurance enterprises to leverage existing IT and make strategic technology investments in order to improve operations, advance compliance-related processes and gain more control over financial management.
Who Should Attend?
This forum is an invitation-only event for Insurance executives with line-of-business, management and technology purchasing/recommending responsibilities. It is a complimentary event for qualified attendees. IT industry vendors or IT consultant organizations are NOT considered insurance company/carrier organizations and will not be accepted to attend the experience Insurance Forum unless they are an exhibiting partner. (transportation and/or hotel accommodations not provided).
|
|
|
APPLY TO REGISTER NOW- SPACE IS LIMITED!!
All requests for invitations
are reviewed and granted at the sole discretion
of Insurance & Technology.
Intentional Excellence:
Operational Design for Performance & Profitability
Produced by Insurance & Technology and Microsoft
Wednesday, September, 21, 2005
Hilton Boston Back Bay
40 Dalton Street
Boston, MA 02115
617-236-1100
8:00 am-2:00 pm
This Event Is Complimentary
Please Note: This event is open to executives from insurance institutions only. Each applicant will be reviewed and qualified registrants will be e-mailed a confirmation notice.
PARTICIPANTS INCLUDE:
(Please click on the photo to read speaker biographies) |
|
John Hosbein
Vice President, Distribution Services
Fireman's Fund insurance Company
 Download Presentation (ppt)
|
Paul H. McDonnell
Senior Vice President & Managing Director
BearingPoint
 Download Presentation (pdf)
Paul McDonnell serves as Senior Vice President, Managing Director, and Insurance Segment Leader for BearingPoint. He has over twenty years of experience in the financial services industry, both domestically and internationally.
He specializes in assembling and managing high performance teams to assist financial services clients in transforming their business operations and maximizing the benefits of information technology investments. Has a broad range of experience with clients in the property and casualty, life and health insurance industries. Has an in-depth knowledge of insurance company operations as well as the information technologies required to run these businesses. And has played a leading role in helping to transform the I/T functions of major insurance companies.
McDonnell holds a BS in Mechanical Engineering from Bucknell University and an MBA in Finance from the Columbia University Graduate School of Business. He has also received the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) professional designations.
|
Stuart McGuigan
Senior Vice President and CIO, Liberty Mutual Insurance Group
Download Presentation (ppt)
Stuart McGuigan, currently the Senior Vice President and CIO for Liberty Mutual Insurance Group, is responsible for the Company's Information Systems and Technology Operations, including application development, infrastructure, and printing services. Stuart joined Liberty Mutual in February of 2004.
Prior to that, Stuart was part of Medco Health Solutions, where he founded a Data Warehousing group, which developed the Company's first enterprise data model, established a product planning and development process, and launched the Company's Enterprise Information Warehouse. Since then, Stuart has held positions of increasing responsibility for technology and operations, including Senior Vice President, Information Services, where he was responsible for Medco's core IT functions.
Previously, Stuart held the position of Director of Information Planning at Merck where he was responsible for developing the U.S. Pharmaceutical Division's first Information Strategy Plan. Before he joined Merck in 1988, he held positions in a number of technology business areas, including business systems research, marketing research and product management. During that time, Stuart was an Associate Research Scientist at Honeywell's Systems and Research Center, where he led Expert systems, Human Factors, and Intelligent Computer Assisted Instruction (ICAI) projects.
Stuart holds a BA in Psychology from Fairfield University and received Masters Degrees in both Science and Philosophy while participating in the Cognitive Science Program at Yale University.
|
Kevin Kelly
Managing Director, U.S. Insurance Industry, Microsoft Financial Services Group
Download Presentation (ppt)
Kevin has had a career spanning some 25 years in strategic planning, hardware/software development, marketing and sales initiatives, focused on technology.
Joining Microsoft's financial services vertical in 1998, his insurance industry responsibilities are to provide vision, executive relations, communications and partnering out-reach to Independent Software Vendors and Enterprise Customers utilizing Microsoft's platforms, development tools and applications.
An inspiring and entertaining presenter on a number of technology topics, Kevin has spent the bulk of his professional career as a change agent, using technology as a specialized discipline.
|
Katherine Burger
Editorial Director, Insurance & Technology
Download Presentation (ppt)
Katherine Burger is Editorial Director of Insurance & Technology and Bank Systems & Technology, members of the InformationWeek Media Network (part of CMP Media). She has led Insurance & Technology since 1991, and assumed leadership of Bank Systems & Technology in 2003.
At Insurance & Technology, in addition to directing the editorial strategy, Kathy has been directly involved in the development of new products, supplements and publications on topics including standards, e-commerce, budgets/ROI, globalization, security, convergence, CRM, standards, privacy, outsourcing, health insurance, and financial management. She also oversees Insurance & Technology News, I&T's e-mail newsletter, and I&T's Web site (www.insurancetech.com).
Kathy is a frequent speaker/participant at industry/association/sponsored conferences and events, including IASA, ACORD, ACLI, IVANS and Insurance Services Office (ISO). She is a member of the IASA Interpreter Steering Committee.
|
Intentional Excellence:
Operational Design for Performance & Profitability
A complimentary forum for insurance executives
Produced by Insurance & Technology and Microsoft
Hilton Boston Back Bay
40 Dalton Street
Boston, MA 02115
617-236-1100
Hotel Information
Preferred rates have been arranged for Experience IVC ("Experience IVC" (or Microsoft/ Insurance & Tech. forum) attendees at the Hilton Boston Back Bay.
In the event that you require overnight lodging while in Boston, rooms have been blocked at the Hilton Boston Back Bay, Boston, MA. The preferred rate is $259.00 + applicable taxes and will be in effect until Wednesday, August 31, 2005.
RESERVATIONS BY PHONE:
Please contact The Hilton directly at 1-800-HILTONS and mention "Experience IVC" (or Microsoft/ Insurance & Tech. forum).
RESERVATIONS ONLINE:
- Visit www.hilton.com
- Select Boston
- Then specify Hilton Boston Back Bay
- Select book a room
- Enter arrival and departure dates
- Enter the 3-letter event code: CMI, as this will ensure you receive the discounted rate.
If you have any special needs or would like further assistance, contact Diana Milbert, event operations manager, at 415-947-6754 or dmilbert@cmp.com.
Please click on each logo to reveal company profile.
Microsoft is a leading provider of software products and technology to the financial services industry. Working with its partners, Microsoft develops integrated, reliable and scalable solutions that meet the needs of banks, insurance companies, and capital markets firms worldwide. Through Microsoft .NET, Microsoft helps customers act on information anytime, anyplace and from any smart device.
Collaborating with leading software vendors and systems integrators, Microsoft supports financial institutions in re-engineering core business operations, achieving straight-through processing (STP), better managing all aspects of risk and capital adequacy, increasing efficiency in branch banking operations, and establishing a new generation of telephone- and Internet-based financial services channels.
Microsoft-based solutions help change the customer, employee and operations experience, differentiating an institution's brand, providing insight into its data and lowering costs. Microsoft helps the financial services industry find new value in existing systems, explore more market opportunities, and leverage previous technology investments.
Presents to you
The following partners to be exhibiting at the forum
|
Since 1964, The Bluebook International has been a leading provider of data solutions to the Property & Casualty Insurance industry. Bluebook's underwriting, claims and pricing solutions support our clients' businesses utilizing Bluebook's proven cost saving data, best practices and industry standards to assess risks and to adjudicate claims costs.
Bluebook's highly available, centralized solutions are efficient, full featured and readily integrate with client systems. The solutions leverage the latest in secure Web Services technology built to reduce cycle time, enhance productivity and mitigate risk. Our clients' return on investment begins day one.
www.bluebook.net
|
BlueSun was created by Toronto-based Transact One, a leader in sales and marketing technology and services for the insurance industry.
BlueSun is a technology application built specifically for insurance organisations. BlueSun provides solutions across the entire sales and marketing process, including :
- large scale direct marketing
- wholesaler management
- face-to-face selling
- data mining and customer segmentation
BlueSun helps insurance organisations mine the untapped potential of their policyholder base, drive new revenue and increase customer retention. It also maximizes the effectiveness of indirect sales channels.
www.transact-one.com
|
DSPA Software is a major supplier of sales compensation software to the insurance industry. DSPA's flagship products, FASAT, and FASATWeb, provide an integrated compensation solution to help clients manage evolving distribution channels, support growing product lines, and improve their operational efficiencies. FASAT includes contracting, licensing and appointments, complex relationship management, compliance, compensation calculation with sophisticated payment options, and integrated management reporting. Its user-defined rules based parameters allow business users to configure the system and minimize dependence on IT developers. FASATWeb provides management and producers with Web access to compensation and production information.
www.dspasoftware.com
|
GlobeNet Technologies, Inc. based in Scottsdale, AZ, is a leader in providing Enterprise Incentive Management solutions to the Financial Services and Insurance sectors. GlobeNet's .NET /Web Services solutions address the functional areas of: 1) Agency /Producer Administration, 2) Contract Document Management, 3) Compensation Processing, 4) Payment Accounting and Distribution, and 5) the Producer Portal. GlobeNet's FireStorm product suite provides an end-to-end enterprise solution, designed to eliminate custom code associated with marketing, channel and compensation plan changes and product evolution. GlobeNet has served over a hundred clients in numerous verticals and is recognize by industry leaders as a most innovative and cost effective solution.
www.globenettech.com
|
GRT Corporation is a consulting and IT services company leveraging business knowledge and innovative technologies to help companies extract the maximum business value from their information assets. Our team of experts designs and builds Business Intelligence solutions for Fortune 1000 clients in data-driven industries, including financial services, insurance, life sciences, manufacturing, telecommunications, consumer products, energy and utilities.
GRT utilizes a flexible delivery model with core competencies in business performance management, data warehousing, data mining, data integration and project management. Our solutions give clients the insight they need to improve efficiency, enhance customer service and boost profits in an increasingly competitive marketplace.
Headquartered in Stamford, Connecticut, GRT is a Microsoft Gold Partner and was rated one of the fastest-growing private firms in the country by Inc Magazine. For more information, visit our web site at www.grtcorp.com
|
Infosys Technologies Limited (NASDAQ: INFY) partners with its clients to define, design and deliver IT-enabled business solutions and capabilities, which offer strategic differentiation and operational superiority, thereby increasing competitiveness. Infosys clients are assured of a transparent business partner, business-IT alignment, world-class processes, rapid execution and the power to optimize the value derived from IT budgets through leveraging the Global Delivery Model.
Infosys' Insurance Practice works collaboratively with clients to make them more competitive through leveraging technology and process innovations to improve operational efficiency, customer relationship effectiveness, compliance, and risk management. Infosys' business consulting and technology implementation services focus on business process innovation, solution architectures definition, application development, maintenance and support; testing, infrastructure management, package software implementation and business process management.
www.infosys.com
|
About ISO Insurance Technology Solutions (ISO-ITS)
ISO Insurance Technology Solutions features ISO Rating Service™ and the AscendantOne® Policy Management Suite. ISO-ITS delivers a comprehensive rate-quote-issuance, underwriting and policy-administration system for property/casualty insurers. As an ISO business, ISO-ITS integrates pre-validated ISO advisory content with browser-based AscendantOne technology in a scalable, tool-based platform to help insurers:
- Cost-effectively build company-specific insurance programs
- Manage rates in an automated environment
- Conduct rules-based underwriting
- Quote policies online
- Administer full policy lifecycles
The XML-driven, web services architecture and toolset of ISO-ITS complements carriers' existing IT infrastructures, and provides measurable economic value for any P/C distributor or policyholder.
For more information, visit www.ISO-ITS.com.
|
Micro Focus-Unlocking the Value of Legacy(tm)
Lift and Shift (tm) is a migration methodology that dramatically reduces hardware and software costs by lowering the migration risk of business applications to modern, open and extensible platforms such as Windows and .NET. Through our world-class partners, we deliver a modernization solution permitting businesses to exploit legacy applications by exposing them to Web services and XML.
www.microfocus.comsolutions/liftandshift/
|
Vertafore is a leading provider of specialized software, services, and information for the property and casualty insurance industry. Throughout their 30-year history, they have become the management system and information source to more than 15,000 independent insurance agencies, 120,000 end-users, and 300 insurance carriers. Its principal operating entities include AMS Services, SilverPlume, and AMS Rackley, and they provide solutions for risk analysis and underwriting support, rating, point-of-sale new-business, policy administration systems, web-based workflow management systems, and more.
www.vertafore.com/products.html
|
Visibillity is the insurance industry’s only collaborative litigation management solution that strengthens the partnership between claims professionals and their law firms. The result is a significant decrease in litigation expenses and a dramatic reduction of total claim outcomes. The Microsoft-based ASP and supporting consulting services offer a complete solution for effectively managing litigated claims.
www.visibillity.com
|
XDimensional® Technologies, Inc. develops and markets Nexsure®- The Council endorsed Internet insurance agency management solution. Nexsure delivers superior business production, unsurpassed customer service, insightful business management and strategic value throughout the enterprise. Nexsure speeds business by connecting agents, carriers, brokers, policyholders, and third parties. Nexsure runs any line of business, operates and reports across multiple offices, and automates the entire client life cycle from opportunity management to servicing, accounting, and analysis.
www.xdimensional.com
|
|
|
|
|
8:00am-8:45am Registration & Networking Breakfast
8:45-9:00 Introduction
Katherine Burger, Editorial Director, Insurance & Technology
9:00-9:45 Keynote: Intention vs. Accident: A New Vision for Operational Excellence
Insurers that strive to meet the challenges of addressing the complex, costly and fast-changing requirements of today's business will benefit in terms of effective use of resources, faster and more reliable transaction processing, and an improved ability to identify and manage risks and financial activity. What it will take to operate a quality insurance enterprise?
Speaker: Stuart McGuigan, Senior Vice President and CIO, Liberty Mutual Insurance Group
9:45 -10:30 Future State: What Will the Insurance Industry Look Like and How Should You Prepare for the Changes?
The global demand for insurance products is on the verge of an explosion. Deregulation and technologies that lead to integration, automation and customer-centricity are enabling fierce competition for a share of the retiring West and the emerging East markets. New BearingPoint and Datamonitor research provides a peek at the strategies and highlights of some of the largest global firms and what a successful “21st century” insurance company might look like.
Speaker: Paul McDonnell, Senior Vice President, Managing Director, and Insurance Segment Leader, BearingPoint
10:30-11:00 Networking break with Insurance Value Chain Partners
11:00-11:45 experience Insurance: Process Innovation through Application Services
Key to achieving operational excellence is business process innovation and a service-oriented approach to applications. Learn about a new approach to operations that can maximize insurance company performance, and how this will forever change the way we "experience Insurance."
Speaker: Kevin Kelly, Managing Director, U.S. Insurance Industry, Financial Services, Microsoft Corp.
11:45-12:30 Examining the Work: Real World Excellence
Through exclusive case studies, hear how leading carriers are solving problems and taking operations to a new, more competitive level through savvy IT strategies and visionary management perspectives. Learn about the decision-making process, key benchmarks and deliverables, and results, as well as implementation challenges.
Creating an Agency Hub at Fireman's Fund:
Speaker: John Hosbein, Vice President, Distribution Services, Fireman's Fund insurance Company
Mainframe Migration Mitigates Risk, Improves Service & Underwriting, at Lombard Canada
Speaker: Peter Howling, Vice President IT, Lombard Canada
12:30-2:00 Networking Lunch with Insurance Value Chain Partners
|
|
 |
|
