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About the Emerging Technology Conference
Join us at the 2009 Emerging Technology Conference and hear about the latest technology
trends affecting the insurance industry. Meet with top technology vendors and
learn about their newest products.
Get a firm grip on which emerging technologies are powerful – not just
popular. Learn to create secure technology platforms for e-business. Discover
how to improve process efficiency and increase customer service levels. Find
out how insurers are outperforming others by using the latest technology.
By implementing what
you learn at LOMA's Emerging Technology Conference, you will be able to take
solutions back to your company that will help to increase productivity and
your company's bottom line. Take advantage of this conference opportunity and
find out how to offer faster service and more online resources to your
employees and customers.
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
Wednesday, February
18, 2009
1:00 PM
Registration Opens
Lunch in Hall of Innovation
2:00 PM – 2:45 PM
Beyond e-Signatures 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 – 2:00 PM
Lunch in Hall of Innovation
2:00 PM – 2:50 PM
Concurrent Sessions
UNUM’s Simple Approach to SOA
Tim Durgan, Enterprise Architect, UNUM
Tim Fitzgerald, Assistant Vice President, IT Enterprise Architecture
UNUM
Keith Stackhouse, IT Systems Consultant, IT Enterprise Architecture
UNUM
More than two years in the making, “Simply UNUM” was the largest, most complex and most collaborative project in the company’s history. And IT was at the core. Adopting service-oriented architecture (SOA) and utilizing a number of software packages, UNUM created a benefits solution featuring one path from benefit package design to quoting to enrollment to ongoing billing and administration. It provides more than 28,000 product combinations and significant pricing flexibility. This presentation covers the development of Simply UNUM from project definition through use-case methodology, design and implementation.
Processing Healthcare Claims Using Data Capture and Electronic Data Interchange
Richard Heilbrunn, Director of Operations
International Medical Group, Inc.
Through the utilization of data capture and electronic data interchange, International Medical Group was able to realize significant cost and time savings in the processing of health claims. Hear the details of the solution design and resulting impact on the company’s bottom line through the reduction in administrative costs and the elimination of time delays.
3:00 PM – 3:50 PM
Concurrent Sessions
Large-Scale Agile Software Implementation with a New Team
Bob Bell, Chief information Officer
Armed Forces Benefit Association
Hear how The Armed Forces Benefit Association utilized Agile software methods in concert with Lean process improvement principles to implement a new, mission-critical Policy Administration System designed to simplify infrastructure, automate manual processes and improve customer service. This case study discusses the challenges and successes faced when introducing highly collaborative Agile methods to a team of industry veterans as well as a discussion of improvements in time to market, quality, risk management and stakeholder involvement versus similar projects using waterfall methodologies.
Using Blended Technologies to Deliver Premiere Service
Michael Modiz, Vice President of Operations
Health Management Corporation
Improved productivity, lower costs and higher retention – isn’t that what customer service is all about? Yet many carriers are still using call center paradigms from the 1970’s. By blending new technologies such as Twitter, live chat, instant messaging, predictive delivery, click to talk, auto dialers, warm transfers, real-time conferencing, flexible VoIP integration and voice IVRs, call center performance can be maximized to serve customers on their terms. Many of the nuances and some of the obstacles to implementing blended technologies are covered in this presentation.
3:50 PM – 4:10 PM
Networking Break
Sponsored by
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4:10 PM – 4:50 PM
CONCURRENT SESSIONS
Enhancing Infrastructure and Reducing IT Cost Through Virtualization and Blade Technology
Greg Blatnik, Manager Enterprise Support
Medical Mutual of Ohio
With an aggressive growth plan, Medical Mutual sought to reduce IT costs while providing greater system availability and flexibility. Over a two-year period, the IT team created a dynamic solution utilizing virtualization and blade technology. Hear how infrastructure and environmental costs were reduced while server deployment and availability was enhanced. The result - reduced time to market for user projects.
ECM – The Key to Eliminating Bottlenecks and Achieving Organizational Efficiency
Michelle Beal, Workflow Specialist
Gleaner Life Insurance Society
Hear how Gleaner Life was able to identify revenue-depleting bottlenecks in their electronic claims and underwriting processes and resolve them by successfully deploying enterprise content management (ECM) throughout the organization to manage processes from accounting to underwriting and beyond. As a result, the company was able to cut wait times for customers, pay bills faster and ensure that stringent compliance regulations are met.
5:00 PM – 7:00 PM
Hall of Innovation Open
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Reception Sponsored by
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7:00 PM
Dinner by the Bay
Enjoy the best of San Diego - panoramic views and memorable sunsets
| Dinner sponsored
by: |
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Friday, February 20, 2008
7:45 AM – 8:15 AM
Continental Breakfast
8:15 AM – 9:00 AM
Web 2.0 and Insurance: What’s Real Today
Matthew Josefowicz, Director of Insurance Practice
Novarica
Drawing on research with more than 20 U.S. insurers, Josefowicz cuts through the hype and “potentials” to discuss how and where insurers are actually using Web 2.0 concepts and technology. He discusses where insurers are using blogs, wikis, user-generated content, mash-ups and AJAX in areas like distribution management, underwriting, claims and internal team management and communication. Brief case studies and quantitative survey data are featured.
9:05 AM – 9:50 AM
Platinum Session Sponsored by IBM
The Value of an Asset Intensive Solutions Approach
Danny Lee, Associate Partner/Business Solutions Professional
IBM Global Business Services
In today’s unsettled economy and competitive environment, carriers are challenged to find ways to go beyond traditional process automation to deliver increased sales productivity and improved services - at a lower cost. Lee offers a holistic view of the latest thinking to deliver transaction processing solutions in the key areas of customer care and insight, insurance self-service and insurance operations of the future.
9:50 AM – 10:00 AM
Networking Break
10:00 AM – 11:00 AM
Capturing Knowledge before it Walks out the Door
Murray Jennex, Ph.D., Associate Professor, IDS
San Diego State University
The collective workforce, from the newest employees to those nearing retirement, represents knowledge captured in a corporation. What technologies are available to
help the company capture that knowledge, make it useful and transfer it from the aging workforce to newer employees? Why is a social network important to data collection? How can we find a common language that captures the wisdom of the crowd and apply
it to the workplace? What is the risk of losing that knowledge? Jennex offers some answers.
11:00
AM
Adjourn
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
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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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