Streamlining Investment Portfolio Management and Control
Download this white paper and find out how a standardized data set and intelligent reporting can help insurance companies remove cost and complexity from managing diverse asset portfolios.
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A Proactive Turnkey Marketing Solution for Insurance Professionals [ Source: Relational SalesPro, LLC ]
August 1996- SALESPRO Opportunity Builder is a proactive turnkey marketing solution designed for the progressive insurance professional. Unlike any CRM, drip-marketing tool or Sales Force Automation, SALESPRO strategically guides the user through the entire marketing life cycle, placing the producer in front of the buyer, when the buyer is ready to buy –- not when the producer is ready to sell. Campaigns show the buyer persistence, attention to detail, a desire to serve and build trust by ...
Winning the Battle for Consumers, Online Interactivity: The Carrier's Secret Weapon [ Source: Priority Data ]
July 2010- Millions of consumers who want to work directly with an agent are still beginning their search for insurance quotes online. They are tech savvy, and expect to find user-friendly, interactive websites that deliver the information they want quickly, without having to pick up the phone or wait for a call. Regional and super-regional carriers have been slow to offer an option to consumers who research online. They have relied on their independent agents entirely. This ...
Competitive Strategies for Managing Customized Forms [ Source: EMC Document Sciences ]
January 2007-
Product customization is a common means by which carriers compete. As a result, most carriers are overrun with the multitude of administrative forms required to sell and service their products. This increases the analytical challenges placed on pricing and underwriting, makes marketing more difficult, and drives up costs.
Based on survey data and interviews with insurance carriers, this Celent report focuses on the impact that a customization strategy has on forms management, and ...
Unitrin Business Insurance Launches Innovative Commercial Package Policy with CSC's BPO Services [ Source: CSC ]
March 2007- Unitrin Inc., one of the top 100 US property and casualty insurance providers, committed to increasing its commercial lines business through its’ Unitrin Business Insurance (UBI) network of 1,000 agents. To make it as easy as possible for these agents to write new business, UBI wanted to be able to push insurance services out to them over the Web. But with a legacy system that could not be easily Web-enabled, management had to look outside the company ...
Tennessee Farmers Mutual Insurance Builds Highly Efficient Business with CSC's Systems, BPO Services [ Source: CSC ]
March 2005- Tennessee Farmers Mutual Insurance needed to extend new business and policy processing technology to 400 agents. The insurer implemented CSC’s Exceed, which gave agents access to back-office services over a Web browser. Using CSC’s systems for 11 lines of business, the carrier maintains an A++ A.M. Best rating, earning it a spot on the Ward’s 50 list for 13 years.
State Auto Expands into New Markets and Keeps Pace with Technology, Fueled by CSC's Software [ Source: CSC ]
March 2006- Over the past decade, State Auto’s growth was fueled by four acquisitions – Milbank, Midwest Security, Farmers Casualty and Meridian insurance companies. The last acquisition, which was migrated to CSC’s Series II system in 2005, pushed State Auto above the million-policy mark, boosting revenues to more than $1 billion in P&C premium. Now more than 3,200 independent agents in 27 states throughout the Midwest and Southwest are doing business with State Auto. The company wanted to simplify ...
Safety Insurance Grows 52 Percent with CSC's Software, IT Outsourcing Services [ Source: CSC ]
March 2006- To stand out in the highly competitive Massachusetts personal auto market, Boston-based Safety Insurance found an innovative way to extend Internet technology to independent agents’ desktops across the state, improving services to independent agents to promote new business and growth. Safety Insurance outsourced IT support of policy administration to CSC and introduced CSC’s Internet software to push insurance services to agents over the Web using Safety’s Agents Virtual Community portal.
Norwich Union Extends Processing to Brokers, Call Operations and Banks [ Source: CSC ]
March 2006- After a series of high-profile mergers, Norwich Union needed to consolidate large books of business on an administration system capable of processing 5 million policies. Rather than cobble together multiple legacy systems, Norwich Union talked to CSC about co-developing a Web browser-based administration system. Collaborating with Norwich Union and three other carriers in the United States, CSC invested three years and $28 million in CSC’s Exceed, an integrated set of software components designed to extend, enhance ...
Speeding Delivery - York Fire maintains competitive edge by adopting iter8's exception-based underwriting technology [ Source: iter8 Inc. ]
September 2007- York Fire and Casualty Insurance Company, a subsidiary of Kingsway Financial Services Inc., recognized that in order to support the company’s rapid growth major changes in underwriting were required. Manual processing needed to be phased out, and a flexible, user-friendly system needed to be brought in. The challenge was to automate underwriting and rating to increase efficiency, improve speed of processing, attract new brokers, and improve policy holder retention. The answer was a partnership ...
Advancing Agent Connectivity: The 5 levels of maturity [ Source: iter8 Inc. ]
June 2008- Excellence in agent connectivity is rarely, if ever achieved. Rather it is a work in progress, one which is in flux as the carrier develops from one level of maturity to the next, always increasing effectiveness and efficiency, and thereby, profitability. Fortunately the cost-benefit ratio of advancing agent connectivity is highly favorable for the carrier, with relatively small investments, wisely deployed, yielding substantial returns in short order. Agent Connectivity is without a doubt the most ...
8 smart reasons to deploy fully automated agent connectivity [ Source: iter8 Inc. ]
November 2007- Insurers that use an independent agent channel to handle all, or a sub-set of their sales efforts do so to leverage market knowledge and on-the-ground readiness, receiving the benefits of a broad-based channel with local presence that can reach into even the smallest geographic centers, while avoiding the direct costs of representatives to staff it. The effectiveness of the channel is dependent on all agencies interacting with the carrier in a seamless manner, so that ...
Excellenece in Insurance Distribution: Not for the Faint of Heart [ Source: Adobe ]
October 2007- Join us to learn about solutions in the marketplace that can overcome the challenges of an ever-increasing time-sensitive distribution landscape.
The Rise of the Tech-Savvy Producer: Insurers Taking an Enterprise Approach to Incentive Compensation Mangement [ Source: CSC ]
July 2007- Insurers Taking an Enterprise Approach to Incentive Compensation Management
Blue Frog Solutions ADMServer Product Profile administration tool [ Source: Blue Frog Solutions ]
October 2007- The ADMServer Product Profile administration tool is a module of the full ADMServer suite. The PPFA Administration Tool is designed to allow Carriers to load and manage all of their product and sales rules (including Product, Fund, Rider, and Commission information) in a single location managed and controlled by your business analysts, not your technical staff. Product Profile Administrator allows you to query the information in the database or update other internal systems automatically; in ...
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INSURANCE: Architecture/Infrastructure, Claims, Customer Insight/Business Intelligence, Distribution, Management Strategies, Policy Administration & Management, Regulation/Financial Systems, Security/Risk Management
BANKING: Architecture/Infrastructure, Channels, Core Systems, Customer Insight/Business Intelligence, Payments & Cards, Regulation/Compliance, Risk Management/Security
ADVANCED TRADING: ATS/ECN/Dark Pool, Algorithmic Trading, Block Trading, Cross Asset Trading, Data Latency, Derivatives, Market Data, OMS/EMS, Trading Infrastructure/Technology, Trading Regulations/Compliance, Trading/Exchanges, Transaction Cost Analysis (TCA)
CAPITAL MARKETS: Asset Management, Compliance, Data Latency, Data Management, Data Security, IT Infrastructure, Operations, Risk Management, Wealth Management

