Information
Center Briefs
for LOMA member company employees only
| Note:
All Information Center Briefs are now available for online access
and downloading in an electronic format in the Knowledgebase Section of LOMA's Members Only
Section. Registered employees of
LOMA member companies may download these electronic copies free of charge. These documents are exclusively for LOMA
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Newest Titles!
Annuity New Business Practices, (091204)
Beneficiary Documentation and Designation Practices, (100201)
New Business "Ticket" Models, (091203)
New Business and Underwriting Structure, (100102)
Product Development Support and Frameworks, (091202)
Pushing Policyholders Toward Paperless?, (091201)
Securities Licensing Practices for Service and Processing Staff, (100202)
Social Computing and Insurers' Internal Policies, (100101)
Workforce Preparedness: Assessing Skills and Development Needs, (100103)
TOPICS:
Look for briefs related to the following subjects.
Administrative Services
Agents
Annuities
Claims Administration
Compliance
Conservation of Business
Customer Service
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)
Records Retention (060801)
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Agents
Keeping Producers Informed of Client and Service Activity (070301)
Producer Appointment and Licensing Practices (080801)
Productivity Tools for Producers (071005)
Providing Client Documentation to Agents (090304)
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Annuities
Annuities Inside 401(k)s: Providing Guaranteed Income (070502)
Annuitization Practices (090404)
Annuity New Business Practices (091204)
Annuity Processing and Service Structures (080201)
Deferred-Annuity Suitability Issues (050704)
Generating Retirement Income with Payout Annuities and Longevity Insurance (060701)
Medically Underwritten Annuities (070504)
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Claims Administration
Death Claim Processing -- Individual Products (090201)
Express Claims Processing (090202)
Finding Missing Policyholders and Escheating Funds (071201)
Measuring Processing Productivity (090802)
Organizing The Claims Function (080406)
Proof-of-Status Documents and Procedures (071103)
Retained Asset Accounts for Beneficiaries (091003)
Supporting Beneficiaries (090401)
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Compliance
Applying Sarbanes-Oxley Principles to Mutuals (050805)
Combating Money Laundering in Insurance (051206)
Records Retention (060801)
Trends in Compliance Management (070102)
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Conservation of Business
Conservation of Life and Annuity Business (090205)
Contract Reinstatement Practices (080903)
Providing Service to Orphaned Clients (090803)
Retained Asset Accounts for Beneficiaries (091003)
Surrender Processing (090704)
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Customer Service
Beneficiary Documentation and Designation Practices (100201)
Call Centers: Offshoring, Nearshoring, or Home-shoring? (050103)
Call Monitoring and Recording Issues (070804)
Client Onboarding and Communication (090302)
Contact Centers: Service and Sales? (091004)
Customer Experience Management (090503)
Customer Satisfaction Surveys (080702)
Customer Service Coverage: Organization and Availability (070904)
Customer Service Training (070702)
Customer-Focused Technology (070304)
Express Service Delivery: Putting a Rush on It (090902)
First-Call Resolution -- Once and Done (091102)
Group Insurance -- Online Servicing (081102)
Improving Service Center Productivity: Collected Call Center Surveys (050903)
Keeping Producers Informed of Client and Service Activity (070301)
Maintaining Customer Service in a Rough Economy (090901)
Measuring Processing Productivity (090802)
New Business Telephone Service (090501)
Online Self-Service (080302)
Original Documentation Requirements for New Business and Service (090804)
Plain-Language Communication Initiatives (070203)
Policy Loan Servicing (071002)
Policy Replacement and Exchange Procedures (090301)
Proof-of-Status Documents and Procedures (071103)
Providing Service to Orphaned Clients (090803)
Pushing Policyholders Toward Paperless? (091201)
Quality Assurance Practices (060303)
Quality Review -- Transaction Processing for Policies In Force (080503)
Quality Reviews -- Transaction Processing in New Business and Underwriting (080504)
Rewarding Service Staff and Enhancing Morale (050105)
Securities Licensing Practices for Service and Processing Staff (100202)
Service "Focus" Initiatives (080604)
Service Confirmations for Policyholders (080304)
Service Recovery: Turning Complaints Around (081203)
Servicing Under-Funded Universal Life Policies (061202)
Signature Requirements for Common Transactions (080407)
Statement Generation and Distribution Practices (081005)
Supporting Beneficiaries (090401)
Telephone-Based Service Transactions (090904)
Tiered Service Levels (080204)
Who's Asking? Authenticating Clients and Third Parties for Service Requests (090903)
Workforce Management Tools (070603)
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Distribution
Group/Worksite Technology Support (051103)
Producer Appointment and Licensing Practices (080801)
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Education, Training, and Professional Development
Assessing Skills and Training Needs (060401)
Corporate Universities, Corporate Performance (050901)
Customer Service Training (070702)
Developing Business and Company Knowledge (090502)
Developing Leaders (081202)
E-Learning Delivers for Insurers (050203)
Education Assistance Benefits (091002)
Financial Education in the Workplace (080505)
Fostering Learning Agility to Improve Performance (070705)
Future of Knowledge Workers (070701)
Identifying High-Potential Leaders (080405)
Making the Most of Employee Orientation (061101)
Management Training and Development (070703)
Securities Licensing Practices for Service and Processing Staff (100202)
Talent Management Strategies (090103)
Workforce Preparedness: Assessing Skills and Development Needs (100103)
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Financial Management
Disbursement Practices (091001)
International Accounting Standards for Insurers (050601)
Life Insurers Securitize Risk (070306)
Longevity Risk Bonds (060202)
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Health Insurance
Health Savings Accounts (060902)
Long-Term Care Insurance: The Market (051102)
LTC and the Pension Protection Act (061201)
Personal Health Records (070503)
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Human Resources Management
360-Degree Performance Feedback (050801)
Background Checking Practices (051101)
Competency Modeling (050201)
Corporate Relocations: Insurers on the Move (051202)
Crisis Communications and Awareness (070402)
Education Assistance Benefits (091002)
Emotional Intelligence (070103)
Employee Benefits and Generational Differences (081001)
Executive Coaching (061004)
Executive Succession Plans (051201)
Flexible Work Arrangements (090305)
Fostering Employee Engagement (090405)
Fostering Learning Agility to Improve Performance (070705)
Future of Knowledge Workers (070701)
Gasoline Cost: The Impact on HR Policies (080605)
HR Practices for Underwriters (071204)
Human Capital Metrics (060704)
Identifying High-Potential Leaders (080405)
Insurers' Pandemic Preparations (091104)
IT Prepares for the Next Generation (090104)
IT Recruitment and Retention (071101)
Making the Most of Employee Orientation (061101)
Managing Generational Diversity (060803)
Managing Performance Reviews (090801)
Mentoring (061001)
Onboarding New Leaders and Staff (081201)
Pension Trends Research: Shifts in Employee Benefits (060502)
Rewarding Results: Employee Incentives (090703)
Social Computing and Insurers' Internal Policies (100101)
Strategic Importance of Employee Communication (060903)
The Aging Workforce and Brain Drain (080904)
Time-Off Policies (080803)
Virtual Workers (090602)
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Information Technology
Agile Development (070601)
Approaching Open Source Software (050804)
Business Analysts: Connecting IT and the Business (080901)
Business App Support for Mobile Devices (090701)
Business Architecture: Insurers' Viewpoints (091101)
Business Intelligence Tools (060404)
Business Process Management Technology (080301)
Cloud Computing (091105)
Customer-Focused Technology (070304)
Desktop Virtualization (090604)
Disaster Recovery Testing (071104)
Disruptive IT -- Technology Innovation (091006)
Distributed Capture: Decentralized Document Scanning (060603)
Document Creation Tools (070905)
E-Apps Streamline New Business (070903)
Electronic Signature Usage (081101)
Enterprise Content Management (060905)
Green IT Initiatives (091103)
Grid Computing (050202)
Group/Worksite Technology Support (051103)
ID Management and Access Control Practices (070204)
Illustrations Technology and Support (070305)
IT Change Management (080602)
IT Consumerization: Bring Your Own Computer (090601)
IT Decision Making and Governance (071203)
IT Performance: Internal Customer Satisfaction (080303)
IT Prepares for the Next Generation (090104)
IT Recruitment and Retention (071101)
IT Testing Approaches and Organization (080601)
Legacy Administration System Strategies (050603)
Managing IT Projects (050802)
Marketing IT Services Internally (061102)
Master Data Management (091007)
Offshoring IT Activity (081104)
Policy Administration System Plans (080603)
Policy Administration User Interfaces (070302)
Product Development: Process and IT Involvement (060505)
Productivity Tools for Producers (071005)
Project Estimation (080501)
Project Portfolio Management Tools (080701)
Requirements Gathering: Ensuring Project Success (080403)
Secure Messaging (071202)
Security for Mobile Devices (060604)
Server Consolidation and Virtualization (051203)
Service-Oriented Architecture and Insurers (090105)
Social Computing and Insurers' Internal Policies (100101)
Software Release Management: Balancing the Needs of IT and the Business (090702)
Straight-Through Processing (071004)
System Modernization Plans (091106)
Technology Ownership: Who's in Charge? (060602)
Unified Messaging and Communications (080404)
Using Technology to Streamline APS and Other Underwriting Requirements (080902)
Voice Technologies (071102)
Wireless Technology Strategies (061003)
Workflow and Imaging Practices (091005)
Workforce Management Tools (070603)
Workstation Security: Protecting Data at the Desktop (080402)
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International Insurance
Bancassurance in Spain and Latin America (050304)
China's Group Insurance/Annuity Market (050402)
India's Second Wave of Foreign Insurers (060601)
India's Surge in Unit-Linked Insurance Plans (050205)
Indian Insurers Drive Service with Technology (050204)
Microinsurance and Microfinance (070201)
Online Self-Service: U.S., Spanish, and Latin American Insurers (050302)
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Internet
E-Delivering Contract Documents (090905)
Electronic Communications with Plan Sponsors and Participants (080802)
Group Insurance -- Online Servicing (081102)
Online Self-Service (080302)
Portals: The Business Case (060302)
Pushing Policyholders Toward Paperless? (091201)
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Investment Products
Insurers Help Save For College (050904)
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Life Insurance
Genetic Testing (070202)
Helping Clients through Turbulent Times (081204)
Life Settlements and Nonrecourse Premium Financing (060503)
LTC and the Pension Protection Act (061201)
Product Development Support and Frameworks (091202)
Products for Older-Age Consumers (070303)
Servicing Under-Funded Universal Life Policies (061202)
Term Life Insurance Practices (051003)
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Management
Corporate Relocations: Insurers on the Move (051202)
Corporate Sustainability and the Insurance Industry (071001)
Developing Leaders (081202)
Disaster Recovery and Business Continuity (060305)
Executive Coaching (061004)
Executive Succession Plans (051201)
Innovation Management (090402)
Insurers Think Lean: Applying Lean Principles to the Service Industry (081103)
Insurers' Pandemic Preparations (091104)
Making Meetings Meaningful (090705)
Management Training and Development (070703)
Managing Change (050503)
Performance Metrics: The Balanced Scorecard (050102)
Root Cause Analysis: Solving Problems (060904)
Six Sigma (050101)
The Aging Workforce and Brain Drain (080904)
The Life Insurance Industry's Plans for Responding to a Possible Pandemic (060400)
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Marketing
Contact Centers: Service and Sales? (091004)
Illustrations Technology and Support (070305)
Product Development: Process and IT Involvement (060505)
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Pensions and Retirement
Annuities Inside 401(k)s: Providing Guaranteed Income (070502)
Defined Benefit 401(k) Combination Plans: DB(k)s (061103)
Electronic Communications with Plan Sponsors and Participants (080802)
ETFs in 401(k)s (090605)
Financial Education in the Workplace (080505)
Financial Gerontology: Focusing on the Mature Market (050803)
Generating Retirement Income with Payout Annuities and Longevity Insurance (060701)
Helping Clients through Turbulent Times (081204)
Investor Attitudes Toward Retirement Saving (060804)
Lifecycle Funds and Automatic Investing (070602)
LTC and the Pension Protection Act (061201)
Medically Underwritten Annuities (070504)
Packaging Retirement Services for Individual Investors (050301)
Reaching Out to Retirement Savers (060105)
Reaching out to the Rollover Market (070403)
Retirement-Plan Fiduciaries Get Help from Insurers (051204)
Retirement: Educating Advisors and Consumers about Income Distribution (090204)
Reverse Mortgages and Retirement-Income Planning (070501)
Roth 401(k)s (050604)
Solo 401(k)s (070101)
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Policy Issue and Underwriting
Annuity New Business Practices (091204)
Assignment Processing (080205)
Case Managers: New Business and Underwriting (090403)
Consolidated New Business Applications (080705)
Contract Delivery Proof and Requirements (080102)
Contract Reinstatement Practices (080903)
E-Apps Streamline New Business (070903)
Electronic Signature Usage (081101)
Genetic Testing (070202)
Handling Not-in-Good-Order Transactions (090505)
HR Practices for Underwriters (071204)
Illustrations Technology and Support (070305)
Instant Underwriting (061203)
Measuring Processing Productivity (090802)
NAIC Illustrations with Policy Delivery (080104)
New Business "Ticket" Models (091203)
New Business and Underwriting Structure (100102)
New Business Submission Practices (090101)
New Business Telephone Service (090501)
Obesity's Potential Impact on Life and Health Insurers (050501)
Outsourcing New Business Processing (080105)
Pharmaceutical Database Usage in Underwriting (090603)
Policy Replacement and Exchange Procedures (090301)
Products for Older-Age Consumers (070303)
Quality Reviews -- Transaction Processing in New Business and Underwriting (080504)
Straight-Through Processing (071004)
Teleunderwriting (090303)
Trial Applications (080103)
Underwriting Liberalization for Certain Cancers (060104)
Using Technology to Streamline APS and Other Underwriting Requirements (080902)
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Policyowner Service
Address Management (080704)
Assignment Processing (080205)
Beneficiary Documentation and Designation Practices (100201)
Client Onboarding and Communication (090302)
Contract Reinstatement Practices (080903)
E-Delivering Contract Documents (090905)
Finding Missing Policyholders and Escheating Funds (071201)
Original Documentation Requirements for New Business and Service (090804)
Payment Variance Practices (081003)
Policy Loan Servicing (071002)
Policy Replacement and Exchange Procedures (090301)
Processing Service Requests: Organization and Practices (061204)
Proof-of-Status Documents and Procedures (071103)
Providing Client Documentation to Agents (090304)
Pushing Policyholders Toward Paperless? (091201)
Quality Review -- Transaction Processing for Policies In Force (080503)
Reminder Notices for Policyowners and Agents (080804)
Securities Licensing Practices for Service and Processing Staff (100202)
Signature Requirements for Common Transactions (080407)
Statement Generation and Distribution Practices (081005)
Surrender Processing (090704)
Telephone-Based Service Transactions (090904)
Who's Asking? Authenticating Clients and Third Parties for Service Requests (090903)
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Premium Billing and Collection
Grace Periods and Late-Payment Processing (090203)
Lockbox Processing (080401)
Online Bill Payment (080703)
Payment Variance Practices (081003)
Premium Billing Modes (070802)
Premium Billing Options (060901)
Premium Payment -- Options for Policyowners (080502)
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Productivity
Improving Service Center Productivity: Collected Call Center Surveys (050903)
Making Meetings Meaningful (090705)
Managing Change (050503)
Measuring Processing Productivity (090802)
Product Development Support and Frameworks (091202)
Root Cause Analysis: Solving Problems (060904)
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Reinsurance
Life Reinsurance Market Trends (060304)
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