---

The insurance policy is the core deliverable for underwriters, and forms the basis for subsequent relationships among clients, brokers, insurers, and third parties. While many elements of insurance processes have been altered by technologies such as the Internet, basic policy production and information storage remains a paper intensive exercise.

Scanning, imaging and workflow solutions have been available for some time, however, the cure is sometimes more painful than the curse, replacing unorganized paper files with un-locateable electronic ones.

Leading technology suppliers are now bringing forward integrated offerings, which seamlessly link data and document systems, promising better access to information and easier control of workflow, as well as reductions in physical documents. In some cases, intelligent implementations have delivered a true paperless environment.

This seminar focuses on current trends in policy document management and production systems and the important inter-relationships with administration systems. Specific topics will include:

• Business drivers in selecting appropriate systems;

• Opportunities and business case elements;

• Workflow and transition issues;

• Leveraging exisiting technology investments; and

• Differences in document management approaches

Our speakers bring experience and expertise in various elements of the policy document process.

Get a better handle on the advanced thinking in this policy and document management area. Attend "Policy and Document Management Systems: Developments and Trends" Thursday May 20, 2004.

Continuing Education Credits for P&C and Life Insurance;
RIBO has approved 3 Credits, in the Management Category

Topics and Speakers

Here is an overview of the agenda for the day with more detail on topic and speaker information available.

8:00 – 8:30: Registration and Coffee

8:30	Welcome; Electronic Document Production and Management: Overview of Developments and Trends: Patrick Vice, Frank Cowan Company Ltd.
	"How easy can Insurance integration be?" James Barber, Client Executive, Information Builders Inc.
	"Time is Money: Implementing Business Process Improvements and Electronic Document Management" Mark Fowler, Principal, Xerox Global Services - Insurance & Financial Services
	break
	"Selecting, Implementing, and Integrating Document Systems" Kris Betkowski, Development Team Leader, Frank Cowan Company Ltd.
	"Embrace Change: Agile Strategies for Managing Commercial Lines" Kevin Campbell, President, Tec4 Systems Inc.
	break
	"Document Integration and Delivery Using a Web Portal" Todd D. Argall, Vice President, Information Systems, Rural Mutual Insurance Company, and Robert Symons, President, Tritech Financial Systems Inc.
	"Electronic Document Management - Current Applications" Ken Clarke, President, PICTECH Peter Morris, Branch Director, CGI Insurance Business Services
	"Planning a Transition from Paper to Digital" Peter James and Franz Gangl, IKON Office Solutions.
12:45	Close: Patrick Vice, Frank Cowan Company Ltd.

For more details on topics and information about speakers.

The session is designed for insurance professionals
No technical experience is required.

Our Seminar Sponsors:

Seminar Details:

The session will be facilitated by Patrick Vice Frank Cowan Company Ltd., insurance professional with extensive experience using the Internet for insurance business.

This half day session will be held Thursday May 20, 2004. Registration (with coffee) will start at 8:00. The session will begin promptly at 8:30 and conclude about 12:30.

Cost for the seminar including handout material and coffee is $275.00 plus G.S.T. ($294.25). Payment is due in advance.

Three ways to register:

• e-mail to doug.grant@insurance-canada.ca your business card information

• print or cut and paste our registration form

• on-line registration

A confirmation and additional details will be returned by e-mail.

Payment details:

Payment is by cheque, made out to Insurance-Canada.ca, and mailed to Insurance-Canada.ca, Attn: Dave Gibbons, 207 Carlton Road, Markham, ON L3R 3L9. Please send by regular mail (do not courier or ICS). Special arrangements can be made for you to bring payment to the seminar, or for us to invoice you.

Seminar Location

The location is central Toronto in the Conference Centre of the Ontario Bar Association at 20 Toronto Street, Suite 200, Toronto (two short blocks east of Yonge Street near Adelaide - King and Yonge being the closest subway stop).

Questions? call Doug Grant 416-921-7756 or email at doug.grant@insurance-canada.ca

See a list of our Previous Seminars.

[ Announcement Flyer | Speakers and Topics | Online Registration | Registration Form ]