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Emerging Technology Conference

February 18-20, 2009
Hyatt Regency Mission Bay Spa and Marina
San Diego, California

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Program Details

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Exhibitor / Sponsor information

Distribution Technology Conference

 

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:

  • C-Level Executives (CEOs, CIOs, CTOs, CFOs, COOs, etc.)

  • Senior Management in Business, Technology and Financial Services

  • Line-of-Business Executives and Managers

  • IT and Business Staff

  • Anyone who uses technology to achieve their business objectives

See the list of 2008 attendees.


Program Details

Some program details are currently being finalized. Please check back for updates.

Wednesday, February 18, 2009

1:00 PM
Registration Opens


2:00 PM – 2:50 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.

3:00 PM – 3:50 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.

3:50 PM – 4:10 PM
Networking Break


4:10 PM – 4:50 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

Reception Sponsored by

 


Thursday, February 19, 2009

8:00 AM – 8:30 AM
Registration and Continental Breakfast


8:30 AM – 9:15 AM
Social Networking and Technologies

Speaker TBA

It seems that every day there is a new social networking tool that facilitates the exchange of information and helps connect people with expertise. Whether it’s blogs, wikis, Facebook, LinkedIn or another, newer networking vehicle, developing a social technology strategy is critical when it comes to staying current and getting ahead.

9:20 AM – 10:05 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 emergence of vigorous new markets and brash new competitors sees the old economic order being replaced by a more globalized multi-polar economy. To survive and 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. Hear how Spanish insurance group Mapfre built a high performance business model that allows them to grow - notwithstanding difficult market conditions.

10:05 AM – 10:25 AM
Networking Break


10:25 AM – 11:10 AM
Generations

Speaker TBA

Everyone is looking for ways to reach Millennials – “Generation Y,” the “Net Generation.” But is now the time to invest in the technology to reach this demographic group or is a “wait and see” approach the more prudent course of action?

 

11:15 AM – 12:00 Noon
CSC Platinum Session: Going Green at CSC

John Albanese, Vice President, CSC 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 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

 

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
Debra K. Keller, IT Director
Gleaner Life Insurance

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

Reception Sponsored by



7:00 PM
Dinner by the Bay -- Sponsored by IBM


Enjoy the best of San Diego - panoramic views and memorable sunsets


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
IBM Platinum Session: 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 Online Now!

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Maximize your travel dollars...

Gain even more knowledge and ideas...

Register for both Distribution Technology and Emerging Technology!


Hotel

Hyatt Regency Mission Bay Spa and Marina
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.

 

 

Thank You to Our 2009 Sponsors and Exhibitors!

 

Double Platinum Sponsor

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

Platinum Sponsor
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. www.csc-fs.com
Gold Sponsors

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

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
Bronze Sponsor
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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