Information
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for LOMA member company employees only
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Newest Titles!
Identifying High-Potential Lea, (080405)
Lockbox Processing, (080401)
Organizing The Claims Function, (080406)
Project Estimation, (080501)
Requirements Gathering: Ensuri, (080403)
Signature Requirements for Com, (080407)
Unified Messaging and Communic, (080404)
Workstation Security: Protecti, (080402)
TOPICS:
Look for briefs related to the following subjects.
Administrative Services
Agents
Annuities
Claims Administration
Compliance
Conservation of Business
Customer Service
Disability Insurance
Distribution
Education, Training, and Professional Development
Financial Management
Health Insurance
Human Resources Management
Information Technology
International Insurance
Internet
Investment Products
Life Insurance
Management
Marketing
Pensions and Retirement
Policy Issue and Underwriting
Policyowner Service
Premium Billing and Collection
Productivity
Reinsurance
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The supporting documents listed in the bibliographies of the briefs are
available upon request -- contact the Information Center (infoctr@loma.org)
to ask for these materials.
Administrative Services
Document Creation Tools (070905)
Emergency Evacuation Planning< (030403)
Essential (Administrative) Ser (040801)
Records Retention (060801)
Security Risks of Copiers (040703)
Workplace Security: Finding a< (040903)
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Agents
Expediting Producer Licensing< (050701)
Keeping Producers Informed of< (070301)
Producers' Online Home-Office< (030608)
Productivity Tools for Produce (071005)
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Annuities
Annuities Inside 401(k)s: Prov (070502)
Annuitization Practices (080203)
Annuity Processing and Service (080201)
Annuity Providers Focus on Fle (040611)
Controlling Market Timing in V (040406)
Death Benefits: Changes for VA (030701)
Deferred-Annuity Suitability I (050704)
Equity Indexed Annuities (030107)
Generating Retirement Income w (060701)
Medically Underwritten Annuiti (070504)
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Claims Administration
Achieving Health/DI Claims Pro (040606)
Beneficiary Procedures and Pra (070801)
Claims Outsourcing (030903)
Death Claim Processing and Pra (060402)
Express Claims Tactics (071205)
Finding Missing Policyholders< (071201)
Healthcare Claims Advocates (031101)
Organizing The Claims Function (080406)
Proof-of-Status Documents and< (071103)
Speeding Life/Annuity Claims w (040810)
Voice-Analysis Software for Fr (040508)
Web-Enabling Property-Casualty (040201)
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Compliance
Applying Sarbanes-Oxley Princi (050805)
Combating Money Laundering in< (051206)
Complying with Sarbanes-Oxley: (030302)
Copyright Considerations for t (030205)
Do Not Call Registry (031201)
Impact of Adverse Tax Decision (040804)
Protecting Whistleblowers (040204)
Records Retention (060801)
Sarbanes-Oxley and Ethics Hotl (031006)
Suitability Regulation (030904)
Trends in Compliance Managemen (070102)
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Conservation of Business
Conserving Life and Annuity Bu (070105)
Retained Asset Accounts (070401)
Surrender Practices and Proced (070604)
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Customer Service
Beneficiary Procedures and Pra (070801)
Call Centers: Offshoring, Near (050103)
Call Monitoring and Recording< (070804)
Customer Service Coverage: Org (070904)
Customer Service Training (070702)
Customer-Focused Technology (070304)
E-Delivering Contract Document (080101)
Generating Leads Through the S (040909)
Handling Not-in-Good-Order Tra (070803)
Improving Service Center Produ (050903)
Keeping Producers Informed of< (070301)
Life and Health Insurers Respo (050000)
Online Self-Service (080302)
Plain-Language Communication I (070203)
Policy Loan Servicing (071002)
Proof-of-Status Documents and< (071103)
Quality Assurance Practices (060303)
Rewarding Service Staff and En (050105)
Securities Licensing for Proce (080106)
Service Confirmations for Poli (080304)
Service Recovery: Turning Comp (050104)
Service Representatives: Caree (030507)
Servicing Under-Funded Univers (061202)
Signature Requirements for Com (080407)
Streamlining the Customer Serv (040403)
Surveying Customer Satisfactio (041008)
Telephone-Based Service Transa (070704)
Tiered Service Levels (080204)
Verification/Validation Proced (060805)
Virtual Contact Centers (040205)
Virtual Workers (070901)
Workforce Management Tools (070603)
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Disability Insurance
Managing Disability Absences (040612)
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Distribution
Bank Distribution Partners for (030501)
Career Agency Distribution: An (031104)
Does Cross-Selling Property-Ca (040109)
Enhancing Broker Performance (040706)
Group/Worksite Technology Supp (051103)
Managing Multiple Distribution (030201)
Voluntary Benefits: Developmen (031003)
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Education, Training, and Professional Development
Assessing Skills and Training< (060401)
Bad Writing = Bad for Business (041001)
Brain Drain: Baby Boomers Leav (050504)
Corporate Universities, Corpor (050901)
Customer Service Training (070702)
Delivering Continuing Educatio (040607)
E-Learning Delivers for Insure (050203)
Financial Education Emerges as (050902)
Fostering Learning Agility to< (070705)
Future of Knowledge Workers (070701)
Identifying High-Potential Lea (080405)
Making the Most of Employee Or (061101)
Management Training and Develo (070703)
On-Boarding and Leadership Dev (050502)
Promoting Young Entrepreneursh (041003)
Securities Licensing for Proce (080106)
Training for Financial-Service (030907)
Tuition Assistance and Educati (060405)
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Financial Management
Credit Derivatives and the Ins (040101)
Credit Rating Agencies Under R (040302)
Internal Chargeback Practices< (031204)
International Accounting Stand (050601)
Life Insurers Securitize Risk< (070306)
Longevity Risk Bonds (060202)
Regulation XXX and Reserve Str (040807)
The Low-Interest-Rate Environm (030307)
Using Captives to Fund Employe (040301)
Zero-Based Budgeting Revisited (040509)
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Health Insurance
Changing Critical Illness Mark (040811)
Complementary and Alternative< (040904)
Consumer-Directed Health Plans (030804)
Future of the Individual Healt (040402)
Health Insurers: Incentives fo (030906)
Health Savings Accounts (060902)
Healthcare Providers: Pay-for- (040401)
Long-Term Care Insurance: The< (051102)
LTC and the Pension Protection (061201)
Mental Health Benefits (040410)
Personal Health Records (070503)
Redistributing Health Premiums (041105)
Small-Business Health Market (040404)
Targeting Wellness (040602)
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Human Resources Management
360-Degree Performance Feedbac (050801)
Background Checking Practices< (051101)
Benefits Flexibility Shifts Fo (040107)
Brain Drain: Baby Boomers Leav (050504)
Competency Modeling (050201)
Corporate Relocations: Insurer (051202)
Crisis Communications and Awar (070402)
Culture of Recognition (060702)
Domestic Partner Benefits (040610)
Effective Exit Interviews (040210)
Emotional Intelligence (070103)
Employee Feedback: Successful< (040506)
Executive Coaching (061004)
Executive Pay: Long-Term Incen (030304)
Executive Succession Plans (051201)
Flexible Work Arrangements (051004)
Fostering Employee Engagement< (060204)
Fostering Learning Agility to< (070705)
Future of Knowledge Workers (070701)
HR Practices for Underwriters< (071204)
Human Capital Metrics (060704)
Identifying High-Potential Lea (080405)
Importance of Valid Selection< (040208)
Insurers Prepare for Avian Flu (061104)
Is Salary Transparency the Ans (041102)
IT Recruitment and Retention (071101)
Making the Most of Employee Or (061101)
Managing Generational Diversit (060803)
Managing Multinational Employe (030407)
Mentoring (061001)
Military Leave/Reservist Polic (030202)
Ongoing Performance Feedback (040901)
Pension Trends Research: Shift (060502)
Performance Appraisal Methods< (050705)
Strategic Importance of Employ (060903)
Strategies for Hiring Call Cen (040308)
Talent Management (051104)
Time-Off Policies (051205)
Variable Pay: Plans for Goals, (030203)
Why Use Employee Selection Tes (040110)
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Information Technology
Agile Development (070601)
Anti-Fraud Technologies: Savin (030908)
Approaching Open Source Softwa (050804)
Audio Mining for Business Inte (040702)
Building Technology Support fo (040505)
Business Analysts: Connecting< (070404)
Business Intelligence Tools (060404)
Business Process Management Te (080301)
Customer-Focused Technology (070304)
Data Management Solutions (030805)
Data Quality & Master Data Man (070505)
Data Standards: XML and ACORD< (030401)
Disaster Recovery Testing (071104)
Distributed Capture: Decentral (060603)
Document Creation Tools (070905)
E-Apps Streamline New Business (070903)
E-Signature Usage in the Life< (061002)
Enhancing Productivity with Mo (040105)
Enterprise Content Management< (060905)
Grid Computing (050202)
Group/Worksite Technology Supp (051103)
ID Management and Access Contr (070204)
Illustrations Technology and S (070305)
Imaging and Workflow (060205)
IT Decision Making and Governa (071203)
IT Expense-Control Strategies< (030606)
IT Payback: Technology Investm (031202)
IT Performance: Internal Custo (080303)
IT Recruitment and Retention (071101)
Legacy Administration System S (050603)
Managing IT Projects (050802)
Marketing IT Services Internal (061102)
Monitoring E-mail -- And Its R (041203)
Offshoring IT Work (060103)
On-Demand Computing Strategies (040305)
On-Demand Digital Printing (041201)
Policy Administration User Int (070302)
Product Development: Process a (060505)
Productivity Tools for Produce (071005)
Project Estimation (080501)
Requirements Gathering: Ensuri (080403)
Secure Messaging (071202)
Securing the Network and Inter (040808)
Security for Mobile Devices (060604)
Server Consolidation and Virtu (051203)
Service-Oriented Architecture< (051002)
Straight-Through Processing (071004)
Tablet PCs: Business and Insur (030706)
Technology Integration: M&A Ac (031206)
Technology Ownership: Who's in (060602)
Unified Messaging and Communic (080404)
Voice Technologies (071102)
Wealth Management Technology (030103)
Web 2.0 -- Are Insurers Embrac (070902)
Wireless Technology Strategies (061003)
Workforce Management Tools (070603)
Workstation Security: Protecti (080402)
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International Insurance
Bancassurance in Asia: India,< (030806)
Bancassurance in Spain and Lat (050304)
Brazil and Mexico: Life Insura (030905)
Chile's Pension Market (030901)
China's Group Insurance/Annuit (050402)
China: Opening the Insurance/R (030303)
European Pension Reform (040303)
India's Second Wave of Foreign (060601)
India's Surge in Unit-Linked I (050205)
Indian Insurers Drive Service< (050204)
International Financial Servic (030702)
Microinsurance and Microfinanc (070201)
Multinational Pooling for Empl (040704)
Online Self-Service: U.S., Spa (050302)
Opening the Door to ASEAN (041002)
Pan-European Pension (040604)
Signs of Life in the Japanese< (040705)
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Internet
E-Delivering Contract Document (080101)
E-mail Spam (030708)
Health Insurers and the Intern (040102)
Health Insurers: Online Provid (040103)
Instant Messaging: Moving Towa (030404)
Internet and Print: New Media< (031001)
Online Self-Service (080302)
Portals: The Business Case (060302)
RSS: Really Simple Syndication (040307)
Stopping the Phishers: Avoidin (040405)
Taxonomies Simplify Search for (040806)
Web 2.0 -- Are Insurers Embrac (070902)
Web Services: A Revolutionary< (030709)
Webinars and Webcasts (040709)
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Investment Products
End of Soft-Dollar Arrangement (040407)
Exchange-Traded Funds (040710)
Institutionalization of Hedge< (040906)
Insurers Help Save For College (050904)
Investment Management Market (040104)
Mutual Fund Fees Examined (040409)
Separately Managed Accounts (030604)
Socially Responsible Investing (040907)
Special Needs Trusts (040902)
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Life Insurance
Genetic Testing (070202)
Life Settlements and Nonrecour (060503)
LTC and the Pension Protection (061201)
New CSO Table and Its Implicat (030601)
New Life Insurance Caucus (040206)
Products for Older-Age Consume (070303)
Questions About Charity-Owned< (041103)
Servicing Under-Funded Univers (061202)
Supporting Variable Life Sales (030106)
Term Life Insurance Practices< (051003)
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Management
CIOs in the Boardroom (031008)
Corporate Relocations: Insurer (051202)
Corporate Sustainability and t (071001)
Disaster Recovery and Business (060305)
Executive Coaching (061004)
Executive Health Screening and (040510)
Executive Succession Plans (051201)
Insurers Prepare for Avian Flu (061104)
Insurers Think Lean (060106)
Making Meetings Matter (041006)
Management Theories -- Fads or (040608)
Management Training and Develo (070703)
Managing Change (050503)
Managing Innovation for Compet (050401)
MBA Changes with the Marketpla (040908)
On-Boarding and Leadership Dev (050502)
Patents for Insurance Business (040603)
Performance Metrics: The Balan (050102)
Protecting Outsourced Intellec (040306)
Restructuring Officer Position (031107)
Root Cause Analysis: Solving P (060904)
Separating the CEO and Chairma (030206)
Shareholder Access: Proxy Rule (040106)
Six Sigma (050101)
Strategic Planning: How Is It< (030402)
The Life Insurance Industry's< (060400)
Value of MBAs in Management De (040601)
Virtual Workers (070901)
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Marketing
Branding: An Image with Impact (030208)
Expanding Middle-Income Market (030306)
Illustrations Technology and S (070305)
Product Development: Process a (060505)
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Pensions and Retirement
Annuities Inside 401(k)s: Prov (070502)
Annuitization Practices (080203)
Changes in Canadian Retirement (040501)
Defined Benefit 401(k) Combina (061103)
Defined Benefit Plans Go Solo< (041101)
Employees Plan for Longer Reti (040511)
Financial Education Emerges as (050902)
Financial Gerontology: Focusin (050803)
Financial Planning Calculators (040207)
Generating Retirement Income w (060701)
Inherited IRAs Present Market< (041106)
Investor Attitudes Toward Reti (060804)
Lifecycle Funds and Automatic< (070602)
Lifetime Savings Accounts (040203)
LTC and the Pension Protection (061201)
Medically Underwritten Annuiti (070504)
Offshore Pension-Plan Market (040708)
Packaging Retirement Services< (050301)
Personalized Advice for Group< (030607)
Promoting Personal Financial P (040202)
Reaching Out to Retirement Sav (060105)
Reaching out to the Rollover M (070403)
Retirement-Plan Fiduciaries Ge (051204)
Retirement/401(k) Sales and Ed (040408)
Retirement: Educating Advisors (060504)
Reverse Mortgages and Retireme (070501)
Roth 401(k)s (050604)
Section 412(i) Plans (030603)
Serving the Small-Business Ret (040108)
Solo 401(k)s (070101)
Supplemental Executive Retirem (040411)
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Policy Issue and Underwriting
APS and Other Requirements: Te (050602)
Assignment Processing (080205)
Closing the Sale with Faster P (040809)
Contract Delivery Proof and Re (080102)
Credit-Based Insurance Scoring (040209)
E-Apps Streamline New Business (070903)
E-Delivering Contract Document (080101)
Genetic Testing (070202)
Handling Not-in-Good-Order Tra (070803)
HR Practices for Underwriters< (071204)
Illustrations Technology and S (070305)
Instant Underwriting (061203)
Internet Underwriting Solution (040503)
NAIC Illustrations with Policy (080104)
New Business Submission Practi (051001)
New Business: Faster Applicati (030207)
Obesity's Potential Impact on< (050501)
Outsourcing New Business Proce (080105)
Predictive Modeling: Life and< (030801)
Products for Older-Age Consume (070303)
Straight-Through Processing (071004)
Teleunderwriting (080202)
Trial Applications (080103)
Underwriting Liberalization fo (060104)
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Policyowner Service
Assignment Processing (080205)
Beneficiary Procedures and Pra (070801)
Closing the Sale with Faster P (040809)
Finding Missing Policyholders< (071201)
Policy Loan Servicing (071002)
Policy Replacement and Exchang (060501)
Processing Service Requests: O (061204)
Proof-of-Status Documents and< (071103)
Signature Requirements for Com (080407)
Surrender Practices and Proced (070604)
Telephone-Based Service Transa (070704)
Verification/Validation Proced (060805)
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Premium Billing and Collection
Check Processing (071003)
Clients Get A Single View of P (040803)
EFTs -- Keeping the Premiums C (040802)
Electronic Bill Presentment an (030104)
Lockbox Processing (080401)
Premium Billing Modes (070802)
Premium Billing Options (060901)
Renewed Interest in Premium Fi (040304)
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Productivity
Developing Organizational Prod (040805)
Improving Service Center Produ (050903)
Insurers Think Lean (060106)
Managing Change (050503)
Optimizing Benchmarking and Co (030605)
Root Cause Analysis: Solving P (060904)
Vendor and TPA Tracking (040711)
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Reinsurance
Life Reinsurance Market Trends (060304)
Reinsurance Ratings Raise Ques (041004)
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