Information
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for LOMA member company employees only
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Newest Titles!
Address Management, (080704)
Consolidated New Business Applications, (080705)
Electronic Communications with Plan Sponsors and Participants, (080802)
Insurers Help Plan Sponsors with 403(b) Regulations, (080706)
Premium Payment -- Options for Policyowners, (080502)
Producer Appointment and Licensing Practices, (080801)
Time-Off Policies, (080803)
TOPICS:
Look for briefs related to the following subjects.
Administrative Services
Agents
Annuities
Claims Administration
Compliance
Conservation of Business
Customer Service
Disability Insurance
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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next two digits = publication month
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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)
Emergency Evacuation Planning (030403)
Essential (Administrative) Services (040801)
Records Retention (060801)
Security Risks of Copiers (040703)
Workplace Security: Finding a Balance (040903)
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Agents
Keeping Producers Informed of Client and Service Activity (070301)
Producer Appointment and Licensing Practices (080801)
Producers' Online Home-Office Connections (030608)
Productivity Tools for Producers (071005)
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Annuities
Annuities Inside 401(k)s: Providing Guaranteed Income (070502)
Annuitization Practices (080203)
Annuity Processing and Service Structures (080201)
Annuity Providers Focus on Flexibility and Dependability (040611)
Controlling Market Timing in Variable Annuities (040406)
Death Benefits: Changes for VAs? (030701)
Deferred-Annuity Suitability Issues (050704)
Equity Indexed Annuities (030107)
Generating Retirement Income with Payout Annuities and Longevity Insurance (060701)
Medically Underwritten Annuities (070504)
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Claims Administration
Achieving Health/DI Claims Processing Efficiencies (040606)
Beneficiary Procedures and Practices (070801)
Claims Outsourcing (030903)
Death Claim Processing and Practices -- Individual Products (060402)
Express Claims Tactics (071205)
Finding Missing Policyholders and Escheating Funds (071201)
Healthcare Claims Advocates (031101)
Organizing The Claims Function (080406)
Proof-of-Status Documents and Procedures (071103)
Speeding Life/Annuity Claims with Technology (040810)
Voice-Analysis Software for Fraud Detection (040508)
Web-Enabling Property-Casualty Claims (040201)
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Compliance
Applying Sarbanes-Oxley Principles to Mutuals (050805)
Combating Money Laundering in Insurance (051206)
Complying with Sarbanes-Oxley: Integrating Internal-Control Requirements (030302)
Copyright Considerations for the Financial Services Industry (030205)
Do Not Call Registry (031201)
Impact of Adverse Tax Decisions (040804)
Protecting Whistleblowers (040204)
Records Retention (060801)
Sarbanes-Oxley and Ethics Hotlines (031006)
Suitability Regulation (030904)
Trends in Compliance Management (070102)
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Conservation of Business
Conserving Life and Annuity Business (070105)
Retained Asset Accounts (070401)
Surrender Practices and Procedures (070604)
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Customer Service
Beneficiary Procedures and Practices (070801)
Call Centers: Offshoring, Nearshoring, or Home-shoring? (050103)
Call Monitoring and Recording Issues (070804)
Customer Satisfaction Surveys (080702)
Customer Service Coverage: Organization and Availability (070904)
Customer Service Training (070702)
Customer-Focused Technology (070304)
E-Delivering Contract Documents (080101)
Generating Leads Through the Service Center (040909)
Handling Not-in-Good-Order Transactions (070803)
Improving Service Center Productivity: Collected Call Center Surveys (050903)
Keeping Producers Informed of Client and Service Activity (070301)
Life and Health Insurers Respond to Hurricane Katrina (050000)
Online Self-Service (080302)
Plain-Language Communication Initiatives (070203)
Policy Loan Servicing (071002)
Proof-of-Status Documents and Procedures (071103)
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 for Processing and Service Staff (080106)
Service "Focus" Initiatives (080604)
Service Confirmations for Policyholders (080304)
Service Recovery: Turning Complaints Around (050104)
Service Representatives: Career Development (030507)
Servicing Under-Funded Universal Life Policies (061202)
Signature Requirements for Common Transactions (080407)
Streamlining the Customer Service Desktop (040403)
Telephone-Based Service Transactions (070704)
Tiered Service Levels (080204)
Verification/Validation Procedures for Policy Data and Requests (060805)
Virtual Contact Centers (040205)
Virtual Workers (070901)
Workforce Management Tools (070603)
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Disability Insurance
Managing Disability Absences (040612)
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Distribution
Bank Distribution Partners for Life Products (030501)
Career Agency Distribution: An Evolving Model (031104)
Does Cross-Selling Property-Casualty and Life/Investment Products Work? (040109)
Enhancing Broker Performance (040706)
Group/Worksite Technology Support (051103)
Managing Multiple Distribution Channels (030201)
Producer Appointment and Licensing Practices (080801)
Voluntary Benefits: Developments in Products and Administration (031003)
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Education, Training, and Professional Development
Assessing Skills and Training Needs (060401)
Bad Writing = Bad for Business (041001)
Brain Drain: Baby Boomers Leaving the Workforce (050504)
Corporate Universities, Corporate Performance (050901)
Customer Service Training (070702)
Delivering Continuing Education (040607)
E-Learning Delivers for Insurers (050203)
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)
On-Boarding and Leadership Development (050502)
Promoting Young Entrepreneurship and Financial Education (041003)
Securities Licensing for Processing and Service Staff (080106)
Training for Financial-Services Product Expansion (030907)
Tuition Assistance and Education Incentives (060405)
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Financial Management
Credit Derivatives and the Insurance Industry (040101)
Credit Rating Agencies Under Review (040302)
Internal Chargeback Practices (031204)
International Accounting Standards for Insurers (050601)
Life Insurers Securitize Risk (070306)
Longevity Risk Bonds (060202)
Regulation XXX and Reserve Strain (040807)
The Low-Interest-Rate Environment: How It's Affecting Insurers (030307)
Using Captives to Fund Employee Benefits (040301)
Zero-Based Budgeting Revisited (040509)
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Health Insurance
Changing Critical Illness Market (040811)
Complementary and Alternative Medicine Benefits (040904)
Consumer-Directed Health Plans (030804)
Future of the Individual Health Market (040402)
Health Insurers: Incentives for Generics and Other Lower-Cost Services (030906)
Health Savings Accounts (060902)
Healthcare Providers: Pay-for-Quality Incentives (040401)
Long-Term Care Insurance: The Market (051102)
LTC and the Pension Protection Act (061201)
Mental Health Benefits (040410)
Personal Health Records (070503)
Redistributing Health Premiums Based on Salary (041105)
Small-Business Health Market (040404)
Targeting Wellness (040602)
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Human Resources Management
360-Degree Performance Feedback (050801)
Background Checking Practices (051101)
Benefits Flexibility Shifts Focus (040107)
Brain Drain: Baby Boomers Leaving the Workforce (050504)
Competency Modeling (050201)
Corporate Relocations: Insurers on the Move (051202)
Crisis Communications and Awareness (070402)
Culture of Recognition (060702)
Domestic Partner Benefits (040610)
Effective Exit Interviews (040210)
Emotional Intelligence (070103)
Employee Feedback: Successful Survey Strategies (040506)
Executive Coaching (061004)
Executive Pay: Long-Term Incentives (030304)
Executive Succession Plans (051201)
Flexible Work Arrangements (051004)
Fostering Employee Engagement (060204)
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)
Importance of Valid Selection Tests (040208)
Insurers Prepare for Avian Flu (061104)
Is Salary Transparency the Answer? (041102)
IT Recruitment and Retention (071101)
Making the Most of Employee Orientation (061101)
Managing Generational Diversity (060803)
Managing Multinational Employees (030407)
Mentoring (061001)
Military Leave/Reservist Policies (030202)
Ongoing Performance Feedback (040901)
Pension Trends Research: Shifts in Employee Benefits (060502)
Performance Appraisal Methods (050705)
Strategic Importance of Employee Communication (060903)
Strategies for Hiring Call Center Staff (040308)
Talent Management (051104)
Time-Off Policies (080803)
Variable Pay: Plans for Goals, Performance, and Profitability (030203)
Why Use Employee Selection Tests? (040110)
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Information Technology
Agile Development (070601)
Anti-Fraud Technologies: Saving Millions of Dollars (030908)
Approaching Open Source Software (050804)
Audio Mining for Business Intelligence (040702)
Building Technology Support for Independent Producers (040505)
Business Analysts: Connecting IT and the Business (070404)
Business Intelligence Tools (060404)
Business Process Management Technology (080301)
Cloud Computing (080606)
Customer-Focused Technology (070304)
Data Management Solutions (030805)
Data Quality & Master Data Management (070505)
Data Standards: XML and ACORD (030401)
Disaster Recovery Testing (071104)
Distributed Capture: Decentralized Document Scanning (060603)
Document Creation Tools (070905)
E-Apps Streamline New Business (070903)
E-Signature Usage in the Life Insurance Industry (061002)
Enhancing Productivity with Mobile Tech Devices (040105)
Enterprise Content Management (060905)
Grid Computing (050202)
Group/Worksite Technology Support (051103)
ID Management and Access Control Practices (070204)
Illustrations Technology and Support (070305)
Imaging and Workflow (060205)
IT Change Management (080602)
IT Decision Making and Governance (071203)
IT Expense-Control Strategies (030606)
IT Payback: Technology Investment Planning (031202)
IT Performance: Internal Customer Satisfaction (080303)
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)
Monitoring E-mail -- And Its Risks (041203)
Offshoring IT Work (060103)
On-Demand Computing Strategies (040305)
On-Demand Digital Printing (041201)
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)
Securing the Network and Internet Infrastructure (040808)
Security for Mobile Devices (060604)
Server Consolidation and Virtualization (051203)
Service-Oriented Architecture (051002)
Straight-Through Processing (071004)
Tablet PCs: Business and Insurance Use (030706)
Technology Integration: M&A Activity (031206)
Technology Ownership: Who's in Charge? (060602)
Unified Messaging and Communications (080404)
Voice Technologies (071102)
Wealth Management Technology (030103)
Web 2.0 -- Are Insurers Embracing It? (070902)
Wireless Technology Strategies (061003)
Workforce Management Tools (070603)
Workstation Security: Protecting Data at the Desktop (080402)
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International Insurance
Bancassurance in Asia: India, Indonesia, and South Korea (030806)
Bancassurance in Spain and Latin America (050304)
Brazil and Mexico: Life Insurance Market Development (030905)
Chile's Pension Market (030901)
China's Group Insurance/Annuity Market (050402)
China: Opening the Insurance/Retirement Market (030303)
European Pension Reform (040303)
India's Second Wave of Foreign Insurers (060601)
India's Surge in Unit-Linked Insurance Plans (050205)
Indian Insurers Drive Service with Technology (050204)
International Financial Services Distribution: The Post Office Channel (030702)
Microinsurance and Microfinance (070201)
Multinational Pooling for Employee Benefits (040704)
Online Self-Service: U.S., Spanish, and Latin American Insurers (050302)
Opening the Door to ASEAN (041002)
Pan-European Pension (040604)
Signs of Life in the Japanese Market (040705)
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Internet
E-Delivering Contract Documents (080101)
E-mail Spam (030708)
Electronic Communications with Plan Sponsors and Participants (080802)
Health Insurers and the Internet: Consumer Education (040102)
Health Insurers: Online Provider Self-Service (040103)
Instant Messaging: Moving Toward Business Use (030404)
Internet and Print: New Media vs. Old Media (031001)
Online Self-Service (080302)
Portals: The Business Case (060302)
RSS: Really Simple Syndication for Web Content (040307)
Stopping the Phishers: Avoiding Identity Theft (040405)
Taxonomies Simplify Search for Business Data (040806)
Web 2.0 -- Are Insurers Embracing It? (070902)
Web Services: A Revolutionary Change? (030709)
Webinars and Webcasts (040709)
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Investment Products
End of Soft-Dollar Arrangements? (040407)
Exchange-Traded Funds (040710)
Institutionalization of Hedge Funds (040906)
Insurers Help Save For College (050904)
Investment Management Market (040104)
Mutual Fund Fees Examined (040409)
Separately Managed Accounts (030604)
Socially Responsible Investing Goes Global (040907)
Special Needs Trusts (040902)
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Life Insurance
Genetic Testing (070202)
Life Settlements and Nonrecourse Premium Financing (060503)
LTC and the Pension Protection Act (061201)
New CSO Table and Its Implications (030601)
New Life Insurance Caucus (040206)
Products for Older-Age Consumers (070303)
Questions About Charity-Owned Life Insurance (041103)
Servicing Under-Funded Universal Life Policies (061202)
Supporting Variable Life Sales and Service (030106)
Term Life Insurance Practices (051003)
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Management
CIOs in the Boardroom (031008)
Corporate Relocations: Insurers on the Move (051202)
Corporate Sustainability and the Insurance Industry (071001)
Disaster Recovery and Business Continuity (060305)
Executive Coaching (061004)
Executive Health Screening and Disclosure (040510)
Executive Succession Plans (051201)
Insurers Prepare for Avian Flu (061104)
Insurers Think Lean (060106)
Making Meetings Matter (041006)
Management Theories -- Fads or Sound Strategy? (040608)
Management Training and Development (070703)
Managing Change (050503)
Managing Innovation for Competitive Advantage (050401)
MBA Changes with the Marketplace (040908)
On-Boarding and Leadership Development (050502)
Patents for Insurance Business Methods (040603)
Performance Metrics: The Balanced Scorecard (050102)
Protecting Outsourced Intellectual Property (040306)
Restructuring Officer Positions in the Executive Suite (031107)
Root Cause Analysis: Solving Problems (060904)
Separating the CEO and Chairman Posts (030206)
Shareholder Access: Proxy Rules (040106)
Six Sigma (050101)
Strategic Planning: How Is It Changing? (030402)
The Life Insurance Industry's Plans for Responding to a Possible Pandemic (060400)
Value of MBAs in Management Development (040601)
Virtual Workers (070901)
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Marketing
Branding: An Image with Impact (030208)
Expanding Middle-Income Market (030306)
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)
Annuitization Practices (080203)
Changes in Canadian Retirement/Pensions (040501)
Defined Benefit 401(k) Combination Plans: DB(k)s (061103)
Defined Benefit Plans Go Solo (041101)
Electronic Communications with Plan Sponsors and Participants (080802)
Employees Plan for Longer Retirement (040511)
Financial Education in the Workplace (080505)
Financial Gerontology: Focusing on the Mature Market (050803)
Financial Planning Calculators and Toolboxes (040207)
Generating Retirement Income with Payout Annuities and Longevity Insurance (060701)
Inherited IRAs Present Market Opportunities (041106)
Insurers Help Plan Sponsors with 403(b) Regulations (080706)
Investor Attitudes Toward Retirement Saving (060804)
Lifecycle Funds and Automatic Investing (070602)
Lifetime Savings Accounts (040203)
LTC and the Pension Protection Act (061201)
Medically Underwritten Annuities (070504)
Offshore Pension-Plan Market (040708)
Packaging Retirement Services for Individual Investors (050301)
Personalized Advice for Group Retirement Plans (030607)
Promoting Personal Financial Planning and Education (040202)
Reaching Out to Retirement Savers (060105)
Reaching out to the Rollover Market (070403)
Retirement-Plan Fiduciaries Get Help from Insurers (051204)
Retirement/401(k) Sales and Education: Tools for Producers (040408)
Retirement: Educating Advisors and Consumers about Income Distribution (060504)
Reverse Mortgages and Retirement-Income Planning (070501)
Roth 401(k)s (050604)
Section 412(i) Plans (030603)
Serving the Small-Business Retirement Market (040108)
Solo 401(k)s (070101)
Supplemental Executive Retirement Plans (040411)
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Policy Issue and Underwriting
APS and Other Requirements: Technology Improves the Process (050602)
Assignment Processing (080205)
Closing the Sale with Faster Policy Production (040809)
Consolidated New Business Applications (080705)
Contract Delivery Proof and Requirements (080102)
Credit-Based Insurance Scoring Debate (040209)
E-Apps Streamline New Business (070903)
E-Delivering Contract Documents (080101)
Genetic Testing (070202)
Handling Not-in-Good-Order Transactions (070803)
HR Practices for Underwriters (071204)
Illustrations Technology and Support (070305)
Instant Underwriting (061203)
Internet Underwriting Solutions (040503)
NAIC Illustrations with Policy Delivery (080104)
New Business Submission Practices (051001)
New Business: Faster Application Processing and Underwriting (030207)
Obesity's Potential Impact on Life and Health Insurers (050501)
Outsourcing New Business Processing (080105)
Predictive Modeling: Life and Health Insurance Underwriting and Risk Analysis (030801)
Products for Older-Age Consumers (070303)
Quality Reviews -- Transaction Processing in New Business and Underwriting (080504)
Straight-Through Processing (071004)
Teleunderwriting (080202)
Trial Applications (080103)
Underwriting Liberalization for Certain Cancers (060104)
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Policyowner Service
Address Management (080704)
Assignment Processing (080205)
Beneficiary Procedures and Practices (070801)
Closing the Sale with Faster Policy Production (040809)
Finding Missing Policyholders and Escheating Funds (071201)
Policy Loan Servicing (071002)
Policy Replacement and Exchange Procedures (060501)
Processing Service Requests: Organization and Practices (061204)
Proof-of-Status Documents and Procedures (071103)
Quality Review -- Transaction Processing for Policies In Force (080503)
Signature Requirements for Common Transactions (080407)
Surrender Practices and Procedures (070604)
Telephone-Based Service Transactions (070704)
Verification/Validation Procedures for Policy Data and Requests (060805)
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Premium Billing and Collection
Check Processing (071003)
Clients Get A Single View of Product Holdings (040803)
EFTs -- Keeping the Premiums Coming (040802)
Lockbox Processing (080401)
Online Bill Payment (080703)
Premium Billing Modes (070802)
Premium Billing Options (060901)
Premium Payment -- Options for Policyowners (080502)
Renewed Interest in Premium Financing (040304)
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Productivity
Developing Organizational Productivity (040805)
Improving Service Center Productivity: Collected Call Center Surveys (050903)
Insurers Think Lean (060106)
Managing Change (050503)
Optimizing Benchmarking and Competitive Intelligence (030605)
Root Cause Analysis: Solving Problems (060904)
Vendor and TPA Tracking (040711)
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Reinsurance
Life Reinsurance Market Trends (060304)
Reinsurance Ratings Raise Questions (041004)
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