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Agenda and Sessions

The agenda below provides an outline of the conference, which featured a multitude of knowledgeable speakers who discussed how they met technology challenges to advance the business of insurance within their organization. If you would like to be on our mailing list for next year's brochure, please complete our online request.

Note: Conference presentations are password protected and are available to attendees only. If you are an attendee but have not received your password, please contact Lee McDonald. Otherwise please login to view this page with links to the PowerPoint presentations from the conference.

Sunday, Sept. 28
7:15 p.m.
Hot Buttons, Hot Topics, Hot Coffee: A special interactive town hall-style meeting in which speakers and attendees share insights, challenges, best practices and lessons from the front lines of insurance technology.
Paul C. Tinnirello,Executive Vice President/CIO,A.M. Best Co.
Lee McDonald, Vice President, A.M. Best Co.
 


Monday, Sept. 29
7:45 a.m.
Insurance-Driven Technology: A.M. Best's CIO provides observations on technology and the role of the insurance-based CIO.
Paul C. Tinnirello, Executive Vice President/CIO, A.M. Best Co.

8 a.m.
Building on a Legacy: How Northwestern Mutual Life Insurance Co. uses technology to stay ahead in the high-stakes, high-touch market in which it competes.
Barbara Piehler,
CIO and Senior Vice President, The Northwestern Mutual Life Insurance Co.

9 a.m.
Breaking the Speed Limit: Released from the restrictions of its mainframe, annuity producer Security Benefits Group picked up the pace with faster product development and millions in increased sales. An added bonus is the new ability to analyze the cost/benefit of product changes.
Dave Keith,
Senior Vice President and CIO of IT, Security Benefit Group

OutReach: The Latest Thinking on Insurance Marketing and Online Selling: OK, we've been at this a while. What have we learned? What mistakes are still being made? What's the cutting edge?
Donald R. Jackson, Principal, Jackson Consulting Group Ltd.

10 a.m.
Balancing Act: How Ace is managing IT on a global scale in a rapidly growing company---maintaining the right balance between centralized and decentralized models---and never losing sight of key priorities.
William M. Siegle, CIO, Ace-INA Holdings

Security Matters: The Latest Developments in Regulation, Legislation and Litigation: New laws, regulations and court cases. Who's doing what? What has failed? What works? The focus is on securing personal information, liability for privacy theft.
Thomas J. Smedinghoff, Partner (attorney), Baker & McKenzie
Jane Koppenheffer, CIO and Vice President, Information Technology, Penn National Insurance

11 a.m.
Deconstructing an Agent Interface: How Atlantic Mutual created a cost-saving convenient ecosystem where agents can easily manage the life cycle of each account.
Dennis Sellers, Vice President, Business Information Technology, Atlantic Mutual

Take Two Tablets and Instant-Message the Home Office in the Morning: How new technologies---tablet computers, wireless, instant-messaging, global positioning systems and more---are already changing the industry. Find out where they're having an impact and where the jury is still out.
Terry W. Lilly,
President, Data Conversion Specialists Inc.
Tom Kirkpatrick, President, ASAP Adjustment Co.

1 p.m.
E-Sign Here: Prudential Financial is one of the first insurers to enable clients to electronically sign forms and applications. Find out how the initiative came about and where it is taking the company.
William D. Friel,
Senior Vice President and CIO, Prudential Financial Inc.

2 p.m.
Selective Insurance: Translating the Vision: How Selective Insurance Group put its strategy of pursuing Main Street and mid-size commercial accounts into practice by leveraging its strong agency relationships through Web-enabled technology.
Richard Connell, CIO, Selective Insurance

Protecting Your Reputation Online: Insurers are finding new ways to use the Web to defend their image, combat negative rumors and build stakeholder support. Innovators are courting "e-fluentials," the tech-savvy, opinionated info-spreaders who are today's town criers.
Idil Cakim,
Director of Knowledge Development, Burson-Marsteller

3 p.m.
E-Fusion Award Presentations: Five Cutting-Edge Projects Explored:

  • PersonalPlans from Marsh@WorkSolutions offers multiple product information and facilitates voluntary benefit plan enrollment.
  • AnnuiTRAC from The Integrity Companies is a portal site that acts as a producer extranet for financial professionals.
  • Wildnet Insurance Platform for Global Aerospace is an Internet-based insurance trading and processing platform.
  • General Fire & Casualty Co.'s Geographic Information Systems Integration Project ties the company's Geographic Information System to its policy rating system.
  • Availity @ Gateway, from Availity LLC, is a joint venture between two health insurance competitors and is open to other local competitors.

6 p.m.
Monday Night Social: An evening get-together on the upper deck of the Moshulu, a four-masted clipper ship now anchored in the Delaware River.


Tuesday, Sept. 30
7 a.m.
Exploring www.ambest.com: How the industry's most-visited site is developed and maintained, what services and products are available now and what's coming, and how to better use our insurance information.
Paul C. Tinnirello, Executive VP/CIO, A.M. Best Co.
James Snee,
Vice President, A.M. Best Co.

8 a.m.
St. Paul Reaches Out to the Small Commercial Market: The story behind St. Paul's ramping up of its small-business outreach, an effort that depends as much on technology as it does on people.
Marc E. Schmittlein,
President and Chief Executive Officer, St. Paul Cos. Small Commercial Division

9 a.m.
Living in the .NET World: Microsoft's Web application products have secured a huge base because they're easy to implement, but are often perceived as being for smaller, limited-scale operations. Not so, says Microsoft. Here's an inside look at how the .NET environment is being deployed in the real world, with insights from real-world insurance implementations.
Daniel Kasun,
Net Architect Evangelist (ISG), Microsoft Corp.

Truth or Friction: Meaningful ROI Measurement for Insurance IT Deployment: It's not just about money; it's about project success. How insurers are measuring return on investment, why it matters and how to make it work on behalf of insurance-technology investments.
Jack Keen,
President and Co-founder, The Deciding Factor Inc.

10 a.m.
Living in the WebSphere World: IBM has been a long-time player in the insurance space, and its WebSphere platform was designed for high-capacity, low-failure environments. What makes it different from other platforms, and what are its strengths and weaknesses for insurance application developers?
Richard Hoehne, Program Manager for E-Infrastructure, IBM Financial Services
Mitch Carlander, Director of Architecture, Allstate Insurance Company

Earth to Agents: Connecting With Producers on Their Terms: Agency systems vs. portals. SEMCI vs. open standards. Extranets vs. dedicated systems. Carriers' technology demands vs. producers' budgets. Can't we all just get along?
Todd Silverhart, Assistant Vice President and Head of Technology, Marketing and Distribution for Limra

11 a.m.
Living in the J2EE World: A tech provider and its insurance partner demonstrate what works about the J2EE environment and what you really need to know to succeed there.
Ritza Vaughn, VP, Strategic Accounts, Valley Oak Systems
Randy Wheeler,
CEO, Valley Oak Systems

Building a New Platform: CSC and a major player team up on an unusual project.
Progress Q.T. Mtshali, Systems Architect, Computer Sciences Corp.
John T. Sargent, Corporate Manager, Metropolitan Property & Casualty Insurance Co.

1 p.m.
Information Economics: Supporting the High-End Brokerage: How Arthur J. Gallagher & Co. is using technology to stay ahead in the fast-changing world of multinational insurance.
Peggy Patterson, Managing Director, Gallagher Wrapup Division, Arthur J. Gallagher & Co.

2 p.m.
Insurance 2.0: An interactive panel in which key presenters explore the direction of insurance technology.
Moderator: Paul C. Tinnirello, Executive VP/CIO, A.M. Best Co.   
John Cashin,
Stroock & Stroock & Lavan LLP
William B. Jenkins, Managing Partner, SolvIT Consulting Group LLC
Plus other panel members

3 p.m.
E-Fusion Award Announcement


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