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About the Distribution Technology Conference
Join us at the 2009 Distribution Technology Conference and hear about the latest technology trends affecting the insurance industry. Meet with top technology vendors and learn about their newest products.
Attend the number one Distribution Event in the industry. Explore new ways to increase your company’s bottom line. Learn how to develop effective distribution technology strategies. Discover how to make the Internet a key priority for channel investment. Listen to how others create integrated service networks – the right way. Attendees will also have the opportunity to speak peer-to-peer about solutions, trouble spots and success stories in interactive sessions.
Who
Should Attend?
The
Winter Technology Conferences attract decision makers and influencers from a
wide array of financial services companies, including many of the world's
largest insurers. Seventy-five percent of last year's attendees were director
level or above in their companies. The programs are ideal for:
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C-Level
Executives (CEOs, CIOs,
CTOs, CFOs, COOs, etc.)
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Senior
Management in Business,
Technology and Financial Services
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Line-of-Business Executives
and Managers
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IT and Business Staff
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Anyone
who uses technology to achieve their business objectives
See
the list of 2008 attendees.
Program Details
Tuesday, February 17, 2009
12:00 Noon
Registration Opens
1:00 PM – 1:40 PM
Introducing New Technology to Life Agents
Steve Leigh, Principal Analyst, Insurance Advisory Services – Insurance
Gartner
Companies are tired of wasting money because new technologies are not being adopted by the intended audience – the agent. Leigh shares research and strategies to roll-out software so that adoption is assured and value is maximized.
1:45 PM – 2:30 PM
How Web 2.0 Can Help Design the Insurance Products of Tomorrow
Murray Jennex, Ph.D., Associate Professor, IDS
San Diego State University
Today, individuals have the ability to pull information onto their home pages in order to make better informed decisions. These decision support tools can help an individual determine what product to buy or locate one that is tailored to their needs. In light of this, will it be necessary for agents to use a wiki or blog to engage their customers in a dialog to design products they want or need, perhaps in a Second Life-type of interview? Will we be using social networking to sell insurance online? Come listen to the possibilities.
2:30 PM – 2:40 PM
Networking Break
2:40 PM – 3:25PM
Independents’ Day: How Data Exchange Enabled MetLife’s Expansion into New Distribution Channels
Andrew Falvey, CLU, ChFC, Director, Firm Automation, Service Solutions and Technology Delivery
MetLife
Get the inside story on how MetLife utilized data exchange to expand into the independent producer channel and become a carrier of choice. Learn how they gave independents the ability to conduct business by implementing straight-through processing and faster policy issuance. Falvey will also share some thoughts on how to gain business efficiency by using readily available technologies, bypassing the need to implement expensive, high-maintenance development projects.
3:30 PM – 4:15 PM
Optimizing Multichannel Strategies to Enhance Insurance Marketing Results
Linh DePledge, VP Sales & Marketing
DTRIC
In a competitive world, maximizing the impact of marketing dollars is more critical than ever. Staying ahead means examining every channel and every method of distribution, then creating an integrated multichannel marketing strategy that drives cost-effective incremental leads and sales. Bringing theory to life, this session features a case study of how DTRIC applied advanced data practices to drive down the cost of customer acquisition and retention – without increasing its marketing budget.
4:20 PM – 5:05
PM
How One Company Simplified the Term Life Buying Process
Dave Wickersham, Board Member
Capitas Financial
Isn’t everyone looking for a new business processing system that is quicker, more profitable, meets consumer expectations, expedites commission payments and reduces the time and cost of distribution? Hear a case study of how Capitas Financial implemented a term life processing system that meets the needs of the carrier, their financial services advisors and consumers alike.
5:30 PM – 7:00 PM
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Reception Sponsored by
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Wednesday, February 18, 2009
8:00 AM – 8:50 AM
Continental Breakfast
9:00 AM – 10:00 AM
Insurance and the Internet – Who’s Visiting, Who’s Buying?
Chad Hersh, Principal, Insurance
NOVARICA
Brian J. Schlessinger, Vice President/Practice Leader - Financial Service
Nielsen Online
While property and casualty companies are leading the way when it comes to the online marketing of insurance products, life and health carriers have been slow to take advantage of this growing marketing
channel. Backed by a wealth of statistics developed by Nielsen Online, Hersh and Schlessinger share some astounding numbers about online insurance purchases and shopping trends. Find out who is visiting, who is buying and
the value of the web as a part of your distribution strategy.
10:00 - 10:20
Networking Break
10:20 AM – 11:05 AM
How End-to-End New Business Automation Improves POS and Provides Quick ROI
Ron Pizur, Senior Vice President, Information Technology
Allstate Workplace Division
Efficient implementation, fast deployment and immediate ROI are the critical keys to introducing solutions in our fast-paced business environment. Hear how Allstate’s scalable, web-based solution for new business streamlines workflow, automates underwriting and manages the entire new business process for carriers and their distribution channels. The result is faster turnaround times on applications and an improvement in customer service levels. Hear too how Allstate rolled out the project to their agents and facilitated user acceptance.
11:10 AM – 12:00 Noon
Platinum Session Sponsored by IBM
Gaining a Competitive Edge through Trust, Transparency and Technology
Andrea Eichhorn, Customer Focused Strategy, Associate Partner
IBM Global Business Services
From thought leadership work that is concluding in late 2008, Eichhorn shares perspectives on the importance of driving customer advocacy with US insurance customers. Insurers who focus on what is important to their customers and prospects, including the varied attitudes, values and resulting actions found in today’s markets, will have an edge in reaching, retaining and driving growth with tomorrow’s customers. To achieve this, insurers and agents will need to work together to deliver trust, transparency and technology.
12:00 Noon – 2:00 PM
Lunch in Hall of Innovation
2:00 PM – 2:45 PM
Beyond e-Signature 101
Gregory T. Casamento, Partner
Locke Lord Bissell & Liddell LLP
Patrick J. Hatfield, Partner
Locke Lord Bissell & Liddell LLP
When speed is critical, e- and voice signatures can mean the difference between a closed sale and just a possibility. They reduce costs, increase efficiencies and improve customer satisfaction. But e-signatures are not without potential pitfalls. This session discusses the opportunities and differences among e-signatures, voice signatures and the complete process required for legal compliance. Hear how companies can assure that their records management process holds up in the event of a challenge. And learn how to ensure that what the client read or heard is the same as what they are agreeing to. In short, it’s the information you need to implement e-signatures in any organization.
2:50 PM –
3:30 PM
Technology Solutions that are Cost-Effective and Offer Speed to Market – They do Exist
Brent Littleton, Chief Technology Officer
Security Benefit
When regulatory requirements necessitated a swift, cost-effective solution, Security Benefit leveraged methodology and technology to quickly meet the business need. The use of the Agile process Scrum allowed the team to work closely with the project’s primary customers in setting priorities even prior to finalization of the IRS 403(b) regulation changes. The system allows the customer service and
administration areas to access only one screen for service calls instead of multiple interfaces providing a reduction in service costs. This presentation features a discussion of how Security Benefit implemented an administrative system that mitigates compliance risk for the insurer and account holders, improves service and demonstrates the company’s commitment to its stakeholders.
3:35 PM – 4:15 PM
Building Increased Customer Engagement through Personalized Communications
Chris Nicholson, Director – Strategic Communications
Humana
With industry-specific terminology, the wide variety of plans and confusing coverage options, it’s no wonder that health insurance is poorly understood by consumers. Hear how Humana has gone to great lengths to develop personalized, consumer-directed statements using tables, charts and dynamic messaging to present complex information clearly and relevantly, thereby reducing marketing and administrative costs. Humana is uniquely positioned to discuss best practices and how an effective document strategy can drive service improvements, customer satisfaction and deliver a significant ROI.
4:20 PM – 5:00 PM
Cloud Computing
Dave Sewell, Chief Technology Officer
Strongwood Insurance Holdings Corporation
Where does cloud computing fit with company needs and objectives? As it evolves and creates more opportunities to be more cost-effective and agile, companies need to develop a roadmap to ensure that they adopt the cloud computing technologies that are right for them while avoiding the roadblocks and risks. This session helps chart a course to implement this exciting new technology and develop an ROI model.
5:00 PM – 7:00 PM
Hall of Innovation Open
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Reception Sponsored by
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Thursday, February 19, 2009
8:00 AM – 8:50 AM
Breakfast Sponsored by
9:00 AM – 10:15 AM
Keynote
Speaker
Sponsored
by
Rob Salkowitz,
Author, “Generation Blend – Managing Across the Technology Age Gap”
Sixty percent of the insurance industry workforce in the United States is over age 47. Each year, insurers face waves of retirement that carry off their most experienced, knowledgeable professionals, while having to compete with dynamic new businesses for the best and brightest of the next generation. Web 2.0 technologies like
blogs, wikis, instant communication and social networks can help transfer and preserve critical business knowledge, increase the productivity of a shrinking workforce, and send a strong message about your company to talented younger workers, but only if everyone feels comfortable using new tools and embracing new practices. Salkowitz explores the challenges of managing collaborative technologies in a multi-generational workplace: How do different generations learn and use technology differently? How can insurers balance compliance and governance requirements with the demands of Millennial-age workers? And how can companies facilitate knowledge transfer across the generational divide before it is lost for good?
Rob Salkowitz is a writer and consultant specializing in the social implications of new technology. He is the author of Generation Blend: Managing Across the Technology Age Gap (Wiley & Sons, 2008) and co-author, with Daniel W.
Rasmus, of Listening to the Future: Why It’s Everybody’s Business (Wiley & Sons, 2008). He has worked with leaders in the IT industry, including Microsoft, HP, and
nGenera, to forecast social and technology trends, formulate market strategy and articulate business goals. He also writes a popular weekly column for the website Internet Evolution.
An entrepreneur and small business owner, Rob has helped start seven companies since 1994 and is a partner in the Seattle-based communications firm MediaPlant, LCC. He serves on the board of Older Adults Technology Services, a New York-based non-profit that does technology training and workforce development for people over 50. His next book, Generation X-ecutive: How the Generation That Broke All the Rules is Changing the Game, is due out in 2009. Rob earned a BA in Political Science/International Relations from Columbia University in New York, and lives and works in Seattle, Washington.
10:15 AM – 10:30 AM
Networking Break
10:30 AM – 11:15 AM
Results from the Multi-Polar World Survey
Michael Costonis, North America Insurance Lead
Accenture
Traditional business and operating models no longer equip insurers for success in a volatile new environment. The global economic crisis has come hot on the heels of the opening up of vigorous new markets and the advent of brash new competitors, which aren't going to go away. The old economic order is not only under pressure – it's also being replaced by a more globalized multi-polar economy. To survive the downturn, and to grow over the long term, carriers will have to fundamentally review their strategies and their operational capabilities, revamping them where necessary to produce step-increases in competitiveness and performance.
11:15 AM – 12:00 Noon
Going Green
John Albanese, Vice President, Financial Services Solutions
CSC
Green IT initiatives are now the rule rather than the exception. Insurance carriers are concerned with data security, infrastructure flexibility and cost-savings through eco-friendly measures. Likewise, green IT initiatives are top priorities at CSC. One solution is a next-generation virtual, portable and secure insurance work space on a smart card. Albanese shares details of the implementation in CSC’s BPO and the benefits derived from this eco-responsible desktop virtualization solution.
12:00 Noon
Lunch in Hall of Innovation
Registration Fee
By January
23, 2009 - Save $100 by registering early! Best value:
register for both conferences!
| Distribution Technology |
Emerging Technology |
Both
Conferences |
| US $745 LOMA Members |
US $745 LOMA Members |
US $1045 LOMA Members |
| US $1115 Non-members |
US $1115 Non-members |
US $1565 Non-members |
| US $930 LIMRA members |
US $930 LIMRA members |
US $1305 LIMRA members |
After January 23, 2009
| Distribution Technology |
Emerging Technology |
Both
Conferences |
| US $845 LOMA Members |
US $845 LOMA Members |
US $1145 LOMA Members |
| US $1215 Non-members |
US $1215 Non-members |
US $1665 Non-members |
| US $1030 LIMRA
members |
US $1030 LIMRA
members |
US $1405 LIMRA
members |
Register
Online Now!
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Registration Form
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your travel dollars...
Gain
even more knowledge and ideas...
Register for both Distribution Technology and Emerging Technology!
Hotel
Hyatt Regency Mission Bay
1441 Quivira Road
San Diego, California
92109 USA
Tel: 619 224 1234
Toll free: 800 233 1234
Fax: 619 224 0348
To make a reservation, call the hotel
or Click
Here.
Mention the LOMA meeting to receive the discount group rate.
Group rate: $195 (single/double) plus taxes. Hotel reservation cutoff date is January 21, 2009. |
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Thank You to Our 2009 Sponsors and Exhibitors!
| Double
Platinum Sponsor
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IBM
is the world's largest information technology company, with over 80 years of
leadership in helping financial institutions innovate. IBM and its Business
Partners take their breadth and depth of insight on insurance industry issues
and apply their services and technology expertise to help solve the most
critical business problems. www.ibm.com/insurance
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Gold Sponsors
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ImageRight built the ImageRight document management system specifically for insurance – working with our clients’ IT executives, adjusters, claims managers, and underwriters. ImageRight installs with minimal customization and uses no proprietary interfaces. ImageRight’s Web services provide global access to the system’s functionally and content, improving portability, efficiency and customer service.
www.imageright.com
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Resource Magazine, published monthly
by LOMA, provides readers with information about developments in life
insurance company management. Topics covered include industry trends,
technology, customer service, human resources, financial management, education
and training. Resource keeps readers informed about industry management
through staff by-lined articles, case studies, contributions by industry
officials and LOMA research. www.loma.org/Resource.asp |
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Microsoft Financial Services provides software that helps financial firms transform the customer, employee and operations experience so they can maximize opportunities for increased market share and profitability. Microsoft software helps empower people and IT staff within financial firms — and across key focus areas such as the insurance value chain solutions, advisor platforms, channel renewal, enterprise risk management and compliance, and payments. Through a combination of Microsoft- and partner-provided solutions, customers enable their employees to turn data into insight, transform ideas into action and turn change into opportunity.
www.microsoft.com/financialservices |
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Oracle Insurance provides a modern, end-to-end insurance software solution to help insurance companies solve key business challenges. The combination of best-in-class, insurance-specific applications with Oracle’s technical and business infrastructure enables the company’s insurance clients to manage the entire insurance enterprise – from sales to administration.
www.oracle.com |
| Silver
Sponsor |
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Silanis Technology is the leading provider of e-signature process management solutions. Some of the world’s largest insurance and financial services companies depend on Silanis to accelerate business transactions and reduce costs. Silanis’ ApproveIt® is an enterprise-class e-signature process management solution that transforms paper-based business transactions to all-electronic, web-based processes for e-commerce.
www.silanis.com |
| Bronze
Sponsors |
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BlueAlly’s Insurance
Practice combines industry, innovation and technology experience to deliver a range services and solutions to clients. Our services include: Application Development to help clients build market leading solutions efficiently; Application Maintenance and Infrastructure Management for a reliable experience; and Consulting & Advisory Services to plan and evolve for the future.
www.blueally.com/insurance.
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MRS
combines over 20 years of experience in the life and health insurance
industry with leading edge technology solutions to meet one goal for our
clients: make better informed decisions on risk assessment and claims
management. www.mrswi.com |
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The Robert E. Nolan Company is an operations and technology consulting firm specializing in the insurance industry. For 35 years, we have helped companies redesign processes and apply technology to improve service, quality, productivity, and costs. Please visit
www.renolan.com to view original articles, case studies, and industry research. |
Exhibitors
IBM is a registered trademark of International Business Machines Corporation
For More Information
Contact
LOMA's Information Management Division
770-984-3733
infoman@loma.org
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