“Business Results Through Informed Action”
2011 Insurance-Canada.ca Technology Conference
Sheraton Centre Hotel (Toronto) - Monday, February 28th, 2011
Conference Topics and Speakers - Details by Time
10:40 - Focus Sessions (Set 1)
"Broker Technologies: The Road to Better Broker-Carrier Collaboration"
- Gordon Alexander, Insurance Industry Architect, IBM Canada
The business of insurance in Canada is changing. Brokers are facing increased competition, new industry regulations and higher expectations from policyholders are contributing to the rising pressures on collaboration between brokers and carriers. But are brokers and carriers willing to invest in changing the status quo and bring the innovation that needs to be made?
IBM, together with Canadian Insurance Top Broker magazine, engaged over a hundred industry participants including; carriers, brokers, and industry association members through survey and roundtable discussions to evaluate the perception of technologies used today and understand the impact of these challenges in creating business workflow efficiencies for the future.
In this session you will hear IBM's point of view on how the Canadian insurance industry can embody creative leadership, build operational dexterity and reinvent customer relationships. This will redefine how brokers and carriers collaborate to deliver insurance products by leveraging technology for real business benefits and help introduce new value-added services.
Gordon Alexander, Insurance Industry Architect, IBM Canada
Gordon Alexander is an Industry Architect for Insurance within IBM Canada based out of Waterloo, Ontario. He has over 22 years of experience in the IT industry (12 years with IBM, 10 years working in IT for insurance and financial services). Gordon acts as a trusted advisor to his insurance clients by providing innovative thought leadership in the selection, architecture, development and recommendation of technology solutions and strategies to address business opportunities and challenges within the industry.
As an Industry Architect, he also authors Points of View on trends and directions that he sees among his various clients and areas of innovation for insurance. Gordon specializes in infrastructure architecture with a focus on the discipline of systems engineering and integration.
"Developing a P&C Analytics Framework: How Insurers Around the World are Applying Analytics to Solve Business Challenges"
- David Hartley, Director of Insurance Solutions, SAS
David will share best practices in developing a P&C analytics framework based on his 25 years of experience advising insurance companies around the world and running business analytical teams with P&C insurers in the UK. This presentation will discuss how insurers are harnessing their data assets in order to perform advanced analytics that enable fact-based decisions.
David Hartley, Director of Insurance Solutions, SAS
David Hartley is the Director of Insurance Solutions for SAS based in the UK but working for the SAS HQ in Cary, North Carolina, USA and has been with SAS for over nine years. Hartley is responsible for the direction and development of industry specific solutions for the insurance industry which includes pre defined packaged analytical applications suites and business intelligence architecture. The SAS Insurance Intelligence Solutions were launched in 2003 and now include solutions for customer intelligence, fraud detection and risk management solution as well as supporting actuarial and ratemaking operations. SAS now has customers for this business intelligence architecture and solutions in countries around the globe and with over 60 customers.
Hartley brings over 20 years of insurance experience to SAS. He was part of a small team that established LloydsTSB as the largest bancassurer in the UK. Prior to this he spent 7 years at Eagle Star (now part of Zurich Insurance) working on both central data repositories, the application of data intelligence (including customer intelligence, rate making and fraud detection) and running marketing teams, and was part of the management team that established their successful personal lines direct writer. In addition Hartley has worked as a consultant to over 70 financial services companies worldwide.
Hartley is a graduate in Business Studies from the University of Aston In Birmingham, England and is an Associate of the Chartered Insurance Institute of the UK, a Fellow of the Institute of Direct Marketing and also holds Diplomas from the UK’s Chartered Institute of Marketing and Marketing Research Society.
"Your growth needs to be organic; shouldn’t your CRM be organic, too? Leveraging Cloud to Grow your Business."
- Tony Jacob, Director, Industry Solutions, Insurance, Worldwide Financial Services, Enterprise & Partner Group, Microsoft Corporation
Do you buy a CRM system that’s defined for you? Or, do you buy one that works that way you work? When asked whether you want your CRM tailored, supported by data that you control, offered through the cloud, capable of supporting a mobile workforce on or off the road, or capable of delivering business insights, do you answer "all of the above?"
You want a CRM system that can help your producers deliver organic growth to your organization. It should look and feel like an insurance application, integrate into your existing systems, and deliver insights that read like an agent, broker, or adjuster speaks.
In soft market conditions, you need to maximize your opportunities for organic growth. You need to help your producers improve sales behaviors and service levels. You need improved customer insight. And you need a system your folks will use.
This session will highlight demos and customer stories from insurance companies that have turned CRM from a horizontal application into a vertical solution that fits their business and their business needs by leveraging Cloud computing. Learn how CRM is easy to adopt for agents, brokers and a mobile workforce; can be tailored with embedded insurance-specific workflows for broker relationship management, policy origination and renewal, and claims servicing; and can provide a 360 degree view of the customer, improved marketing campaign execution, and business intelligence for performance management. And, it can be deployed on premises, delivered from the cloud, or both.
Tony Jacob, Director, Industry Solutions, Insurance, Worldwide Financial Services, Enterprise & Partner Group, Microsoft Corporation
Tony Jacob, a veteran business development and marketing executive, is the director of industry solutions on the worldwide insurance industry team at Microsoft. Tony’s role includes working with key Microsoft product teams to help make those products more relevant to insurance customers, interacting directly with customers and partners to discuss Microsoft-based solutions to address market and technology trends in the insurance industry, researching new solutions opportunities, and advocating Microsoft products and technologies with external audiences. Tony’s specific focus areas include policy administration systems, underwriting workflow, CRM for call centers, agents and brokers, and claims servicing solutions for both property and casualty and life and annuity insurance carriers.
Prior to becoming an industry solutions director, Tony was a business development director guiding the relationships with a number of the larger independent solutions vendors in the insurance industry, and also the global industry marketing director for the financial services team, driving the global marketing strategy across the banking, insurance, and capital markets/ securities. He has worked with many key technology providers in the insurance industry including Accenture, Avanade, CGI, CSC, MajescoMastek, SunGard and many others.
Prior to joining Microsoft, Tony worked as a consultant specializing in research, market planning, and analyst relations. Past positions also include vice president for Microsoft accounts at communications firm, SS+K; and group director at Weber Shandwick. Before that, Tony served as a senior marketing specialist supporting NASA and Lockheed Martin. Tony holds a bachelor’s degree in journalism and a master’s degree in business administration.
"IT Benchmarking and Accountability"
- Rob Garmaise, VP - Research and Product Strategy, Info-Tech Research Group Inc.
Rob will be speaking about IT Budget & Staffing Trends in the Financial Services Industry. In this session, he will be examining how the recession and recent recovery have impacted IT budgets and cost reduction efforts. The focus will be on the Financial Services Industry at large, with trends for the Insurance Sector in particular.
Rob Garmaise, VP - Research and Product Strategy, Info-Tech Research Group Inc.
Rob is Senior Vice-President of Research and Product Strategy with Info-Tech. He brings over 10 years of experience in business consulting and HR Technology.
Previous to Info-Tech, Rob led change programs for Fortune 500 clients while serving as an Associate for McKinsey & Company. This work spanned a variety of industries, including Retail, Financial Services, Manufacturing, and Utilities.