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If you would like to receive conference information as it becomes available, please send a request for e- or print communications to insops@loma.org

 

Register Now!

We're now accepting speaker proposals for the 2009 event!  If you would like to suggest a topic, or if you can recommend a dynamic speaker, please contact us!

 

Quick Reference

Hotel Information

Exhibitor and Sponsor Information

 

LOMA’s Customer Service Conference 2009 is the only venue that brings together service experts of leading financial services companies for a day and a half of learning about the latest issues unique to this segment. It provides you the opportunity to network with peers and professionals who face – and solve – the same challenges you see every day. This conference is for you if you work in:
  • Customer Service
  • Marketing
  • New Business
  • Sales
  • Operations
  • IT
  • Claims

 

 

Featured Sessions

Customer Service, Leadership, and Communication:
The Magic of Exceptional Customer Service
Doug Lipp

Don't miss Doug Lipp, the former head of training at Walt Disney as he speaks at the 2009 LOMA Customer Service Conference. Lipp's stories, unique insights and lessons hold immense value for today's customer service professionals.

 

Reflecting on his years at Disney, Lipp will teach you the skills, attitudes and behaviors that contribute to exceptional performance, helping you to build, win, and keep market share. Lipp's presentation includes an overview of his R.A.P.S. active listening model, and a discussion on equating great leadership with outstanding customer service.

Watch a preview of the presentation by clicking here!
(Please be patient. The video may take a few moments to load.)

 

Doug Lipp, the former head of training at Walt Disney University, is an internationally-acclaimed expert on customer service, leadership, and diversity. He is the author of six books, including his most recent, The Changing Face of Today’s Customer, which proclaims the use of “cultural sense” in addition to common sense.  Lipp’s presentation reflects on his years at Disney and examines how the corporate culture there evolved from arrogant and self-satisfied to bold and innovative. A former instructor of Disney’s highly regarded “Traditions” orientation program, he explains how to equate great leadership with great customer service and advises companies to think globally.  

LOMA is pleased Doug Lipp is speaking again at this event.  The attendees of LOMA’s 2005 Customer Service Conference rated him at 3.9 out of a possible perfect rating of 4.0 on the speaker evaluations!

 

 

Leadership Lessons from the Dog
U.S. Navy, Commander Mary Kelly (Ret), Ph.D.

With over twenty years of leadership experience in the U.S. Navy, Commander Mary Kelly developed a business model for hiring, training and retention that was adopted globally by the Navy.  She transformed the service branch’s largest pay and personnel organization from being the lowest in customer satisfaction to the highest in the nation in 18 months – with 23% fewer employees.

Don’t miss Commander Kelly as she demonstrates how everyone benefits when three critical leadership lessons are applied. The lessons work for employees, on your boss, with your home life, and of course, with the dog. She will provide small but powerful examples of how you can affect change in your morale development and time management abilities. Join us and learn how to achieve higher productivity and greater satisfaction with education from a master. 

We've hosted Commander Kelly in the past as a speaker, and the audiences have raved over her presentation.  You won't want to miss it!

Register Now!

 

Outstanding Venue

Hyatt Regency San Antonio
123 Losoya

San Antonio, Texas, USA 78205

Tel: 210-222-1234
Fax:
210-227-4925

Reservations: 800-233-1234.

 

Mention the LOMA meeting to receive the discount group rate. Group rate: $199 plus taxes. Discounted conference registration and hotel reservation cutoff date is Friday, February 13, 2009.

 
Registration Information

By February 13, 2009
LOMA Member:  $925
LOMA Non-Member:  $1,385
PCS Designee:  $825
LIMRA Member not LOMA Member:  $1,155


After February 13, 2009

LOMA Member:  $1,025
LOMA Non-Member:  $1,485
PCS Designee:  $925
LIMRA Member not LOMA Member:  $1,255

 


Thank You to Our 2008 Sponsors and Exhibitors!

 

ACCENT is an international provider of integrated marketing solutions.  We partner with world-class companies to help them acquire, support, retain, and grow their customers at every stage in the customer lifecycle. ACCENT offers an integrated suite of customer care, data modeling, direct marketing, and fulfillment solutions.
CSC leads the industry in helping insurers reach their business goals by providing a single source for technology that addresses every facet of the insurance enterprise. Our comprehensive portfolio of function-rich software and integrated solutions is designed to help you achieve competitive differentiation and stay ahead of emerging trends in the areas of new business/underwriting, claims, business process management, customer service, distribution, product development, policy administration and more. Visit www.csc.com/lifeannuity
Fiserv delivers integrated solutions that span the entire insurance value chain including e-app and point of sale solutions, automated underwriting and case management, end-to-end policy and claims administration, business process management, and a comprehensive suite of regulatory compliance solutions.

IBM and Genesys provide innovative customer service solutions that reduce customer service costs and create competitive advantage.  Genesys is the leader in software for real-time intelligent routing, proactive notification, management reporting and integration of web/email/phone.  IBM adds services expertise, software and server infrastructure to provide a complete and reliable solution.

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.

Nuance is the leader in speech and imaging solutions for businesses and consumers around the world. Its technologies, applications and services make the user experience more compelling by transforming the way people interact and how they create, share and use documents. Every day, millions of users experience Nuance’s proven applications and services.

Hyland Software is a leading provider of document management solutions to the insurance industry. Hyland develops OnBase, enterprise-class software that combines the full spectrum of document management technologies in a single, web-enabled application. OnBase Insurance Solutions enable organizations to reduce costs and streamline processes associated with new business, underwriting, claims and customer service, as well as general business office functions.

Top Down Systems is the developer of Client Letter®, a single comprehensive correspondence and document automation solution that enables organizations to manage their document lifecycle of customer communications through intelligent document creation, production, delivery and storage.  We enable organizations to improve customer service, increase productivity, and reduce production costs. www.topdownsystems.com  

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Refund Policy
LOMA requires all cancellations or refund requests be received in writing. These requests carry a $75.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than three business days before the meeting start date. No refunds will be granted if the request is received within three business days of the meeting. If for any reason a meeting is cancelled, LOMA will refund the total registration fee. However, LOMA will not be responsible for any travel, hotel accommodations or other costs incurred.


For More Information
Call 770-984-6446
E-mail insops@loma.org 


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