Agenda

Monday, June 2

2:00 – 3:00 p.m.
The Need for Speed: Policy Issue and Customer Service
James R. Huffman, FLMI, ACS, Assistant Vice President, Insurance Operations, LOMA
Customers are opportunities. Serving agents, applicants and policyholders in a timely, efficient and effective manner in the issue process and as an inforce policyholder is the goal of every organization. Electronic submission of life insurance applications and straight through processing meet the need for speed and enhance the sales and issue process. Serving inforce policyholders efficiently and effectively is also important. This session will examine the implications of a timely underwriting and issues process as well as insight into the need for speed when providing effective policyholder service.

3:00 – 4:00 p.m.
Managing Compensation Plans for Performance Improvements in PC and Life Companies
William Weeks, Senior Independent Consultant
The presentation will show participants how simple changes to the Compensation of the sales forces can result in an increase of productivity. The session will focus on companies who are selling Life and Health, P&C or both.

4:00 – 5:00 p.m.
Technology Workshops

ON Base Technology
Extending the Value of your Corporate Information to Improve Efficiency and Outpace the Competition
Ruth Fisk, Industry Manager, International Insurance Solutions, CDIA+, ECM
The ability to effectively deliver Asset Protection Solutions requires effective management of your Corporate information. From distribution to carrier, discover how 
insurance companies, brokers and agencies utilize enterprise content management solutions to improve their speed to market by more effective and efficient 
methods to manage and deliver their products. Hear first hand at how companies are including ECM as part of their current and long-term strategies to reduce 
operating costs, improve productivity levels, diminish handling time and reduce risk associated with compliance requirements to outpace the competition in each 
business area.

Sun Gard
Scott Van Slyck, National Director of Sales, SunGard

Tuesday, June 3

1:45 – 2:45 p.m.
Health Insurance Trends and Opportunities
Eugenio M. Chinchilla, Partner, Redbridge Consulting
Here we will here of the latest trends on the health insurance, we will focus on understanding what forces are driving this product and what companies can by 
facing in a close future. At the same time we will see what those companies that are being successful on this particular line of business are doing. We will look at 
the domestic US market, Asia and other markets. We will hear about the type of products that are being sold and how companies are fixing the back office 
problems

2:45 – 3:45 p.m.
Underwriting
Christian Kunert, Chief Underwriter for Latin American and Caribbean Region, Hanover Re

3:45 – 4:45 p.m.
Changes in Caribbean Regulations and How they Can Affect the Marketplace
Gene Dziadyk, Consulting Actuary, Clico