A complimentary forum for insurance executives
Co-Produced by and

The Future of Claims: Finding Strategic Value
Tuesday, June 12, 2007
The Westin North Michigan Avenue, Chicago

The claim is the ultimate "moment of truth" in the insurer/policyholder relationship. Everything from service to customer retention to regulatory compliance to carrier profitability is encompassed by the claims transaction. But it's not just about processing a transaction. More than 80 percent of carrier revenues go through the claims process. And, as the political fallout post-Hurricane Katrina demonstrates, an insurer's reputation, not to mention its ability to conduct business, can be dramatically affected by how it administers claims.

That's why savvy companies are starting to take a more strategic, forward-looking approach to claims, implementing an array of leading edge technologies and processes that can reduce leakage, improve fraud detection, enhance underwriting and regulatory reporting, and upgrade service and performance.

Gain insights into the technologies, tools and solutions providers that are now enabling insurance enterprises to revamp their claims operations to not only gain efficiencies but also to improve retention, image and overall competitive advantage.

Critical topics, to include:

• How mobility is transforming claims operations.
• Leveraging legacy claims systems with SOA.
• Mining claims data for improved customer insight, fraud detection and compliance.
• The economics of claims administration — calculating the benefits of systems upgrades.
• Preparing for disaster — meeting the claims requirements of tomorrow.
• Collaboration and integration — advancing the claims value chain.

Who Should Attend? This event is an exclusive, invitation-only event for senior-level insurance company executives with technology buying responsibilities. It is a complimentary event for qualified attendees and guests (transportation and/or hotel accommodations not provided).

APPLY TO REGISTER NOW- SPACE IS LIMITED!!
All requests for invitations
are reviewed and granted at the sole discretion
of Insurance & Technology.

This event is open to executives from insurance institutions only. Each applicant will be reviewed and qualified registrants will be forwarded a confirmation notice, which is needed to enter the event. Participation for all qualified attendees is complimentary and includes Breakfast and Lunch.



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Please see below links for Speaker Presentations from the Forum.

PARTICIPANTS INCLUDE: (Please click on the photo to read speaker biographies)

Michael Donnelly Senior Manager Accenture Michael Donnelly is an executive in Accenture's Insurance practice specializing in the property and casualty industry. He has work for Accenture for 11 years, specializing in claims solutions and serving in a variety of roles, including delivery, solutions architecture and change management. Michael has played a lead role in integrating the Accenture Claim Components Solution to meet client business requirements while managing change impacts from systems integrations. Michael is from Accenture's St. Louis office and graduated from Bradley University. James D. Engel Chief Claim Officer and Executive Vice President of Customer Services Zurich North America Corporate Mr. Engel is responsible for Zurich North America's claims, premium audit and risk engineering organizations. Mr. Engel brought 32 years of broad-based insurance and business experience to the Zurich organization upon his arrival in September 2002. He came to Zurich from ACE, where he served as chief claims officer of various entities, including president of Brandywine Holdings and executive vice president and chief claims officer of ACE USA. Prior to ACE, Mr. Engel spent 14 years as CIGNA's senior vice president and chief claims officer, where he was instrumental in building successful managed care and TPA functions. Mr. Engel graduated from Gannon University with a bachelor's degree in Corporate Finance. He also completed an advanced executive education program at the Wharton School of the University of Pennsylvania. Mr. Engel is a member of the International Association of Defense Counsel and the Defense Research Institute and is a former director of the National Insurance Crime Bureau, Insurance Crime Prevention Institute and the National Automobile Theft Bureau. Bill Hartnett General Manager, Microsoft, US Insurance Solutions Group Download Presentation Bill Hartnett is Microsoft's U.S. industry solutions director of insurance for Microsoft's Financial Services Group, responsible for developing the company's sales and strategy for insurance. Bill joined Microsoft in 1994 as worldwide insurance industry manager, and in 1997, he assumed leadership of Microsoft's Financial Services Strategy Group. In 1998, he was named one of the "People to Watch in the Coming Year" in by Best's Review, and in 2003 and 2004, he was cited as the No. 4 most influential person in Institutional Investor's "eFinance Top 40." A former insurance executive, Bill served on the boards of ACORD and the National Association of Professional Insurance Agents. He has lobbied on state and federal levels, and was a candidate for state senate in Rhode Island. A graduate of Tufts University, he is an avid sailor and won a bronze medal in yachting at the 1979 Pan American Games. Jim Hatch Vice President, Chief Tactical Officer, Insurity Download Presentation Mr. Hatch is responsible for identifying and deploying advanced delivery methods for Insurity's commercial software products as well as the company's process certification and audit functions. With almost 30 years of experience in the insurance and insurance software industries, nearly half in large property casualty insurers; Mr. Hatch brings a unique perspective to the technology sector focused on what is doable today, rather than simply focusing on the promises of future technology. A business generalist, he finds holistic solutions to fill the gap between today's business reality and tomorrow's strategy. Before joining Insurity, Mr. Hatch was COO and CTO of software vendors Pyramid Services and IDI bringing claim applications to the commercial property casualty market. Before that, he was CIO of insurance carriers EBI and Nations' Care as well as responsible for business and technology strategy for Aetna's personal lines division. He spent his early business years developing policy and claim applications for Aetna's personal and commercial casualty operations. Although coming from Clarkson College's Electrical & Computer Engineering program, Mr. Hatch went directly into software development in the insurance industry rather than spend his career chasing electrons on silicon. Most recently Jim was appointed by the Director of the National Institute of Standards and Technology (NIST) to the 2007 Board of Examiners for the Malcolm Baldrige National Quality Award. Donald Light Senior Analyst, Celent Download Presentation Donald Light, based in Celent's San Francisco office, is a Senior Analyst in the firm's insurance group. Mr. Light's research focuses on claims, accounting, speed to market, process and decision enterprise solutions, and network infrastructure. He is the author of reports on claims technology, product development and technology, insurance accounting solutions, fraud mitigation technology, business rules, and business process management. His recent consulting work includes developing a strategic IT plan for a specialty insurer, and assisting in several vendor selection processes. Mr. Light has been widely quoted in the press and media, including The Wall Street Journal, Financial Times, NBC Evening News, CNBC, National Public Radio, Report on Business (Canada), USA Today, MarketWatch, Reuters, AP, CNNMoney, Dow Jones, and Best's Wire. He has written columns for Insurance Networking News and Insurance & Technology. He is a frequent presenter at industry conferences including those sponsored by ACORD LOMA, IASA, and ISOTech. Prior to joining Celent, Mr. Light was a consultant with Sapient and for his own firm Donald Light Consulting, where he advised senior managers at major insurers and other financial institutions. He has also worked at the Allstate Insurance Research and Planning Center. Mr. Light has a BA cum laude in economics from Princeton University and an MBA from the University of California, Berkeley. He is a CPCU and has served as Chair of the National Society's Research Committee. Adam Kornak Enterprise Mobility Manager, Financial Services Group, Microsoft Download Presentation Adam Kornak is the Lead Mobility Strategist for Microsoft's Financial Services Group, specializing in wireless and mobile solutions in the financial services industry. He has over 16 years of experience in the field of information technology, business process re-engineering, and business strategy. His current role within Microsoft is managing the mobility business for the financial services group. Adam has written a number of books and articles. He is the lead author of "The Enterprise Guide to Gaining Business Value from Mobile Technologies" and "Cap Gemini Ernst &Young's Guide to Wireless Enterprise Application Architecture", published by John Wiley & Sons (www.amazon.com/kornak). He has also been interviewed on NBC News discussing the state of Microsoft's strategy in mobility and financial services: microsoft.com/industry/financialservices/default.mspx Prior to joining Microsoft, Adam spent several years with Ernst and Young's (Cap Gemini Ernst and Young) management consulting practice in the areas of Business Process Re-engineering and Business/IT Strategy. Russell Opferkuch CPCU, ARM, CSP, Aon Horizon Consultants Download Presentation Russ is Executive Vice President of Aon Horizon Consultants, Inc. Aon Horizon specializes in property and business interruption claims consulting, solely representing the interests of the policyholder. Professional staff includes claim consultants, forensic accountants, risk managers, estimators and engineers. Russ manages Aon Horizon's largest and most technically complex assignments, in addition to being responsible for operational aspects of Aon's Rapid Response program. Prior to joining Horizon, Russ was Principal and Risk Manager of Bankers Trust / Deutsche Bank, where he was responsible for global risk management and insurance operations. In this role he also served as President of Bankers Trust's Bermuda based captive, Long Tail Risk Insurers, Ltd. Prior to joining Bankers Trust he was a Senior Risk Management Consultant for Coopers & Lybrand (now PriceWaterhouse Coopers), and held various risk management/ insurance related functions at Seagrams and Improved Risk Mutuals. Russ holds a Bachelor of Science Degree in Engineering from the State University of New York at Stony Brook and an MBA in Professional Management (with distinction) from Pace University. He holds the Associate in Risk Management, Chartered Property and Casualty Underwriter and Certified Safety Professional designations. Russ has been a guest speaker at numerous local and national risk management, insurance and risk control related seminars. He has been a long-time instructor of the Associate in Risk Management program on behalf of the New York Chapter of RIMS, and has been selected by RIMS National as its instructor for the ARM program at its annual conference. Russ was appointed by the Insurance Institute of America to its Registry of Outstanding Course Leaders. He has been active in RIMS both nationally and at the local level, having served as a director of RIMS National as well as President of the New York Chapter, in addition to holding other offices. He received the Matt Lenz Risk Management Award from the Society of CPCU for excellence in risk management in the tri-state NY area. Russ was appointed by the Insurance Institute of America to its registry of Outstanding Course Leaders. He also was selected by Business Insurance as its 1997 Risk Management Honor Roll designee for financial institutions. Katherine Burger Editorial Director, Insurance & Technology Download Presentation Katherine Burger is Editorial Director of Insurance & Technology and Bank Systems & Technology, members of the InformationWeek Media Network (part of CMP Media). She has led Insurance & Technology since 1991, and assumed leadership of Bank Systems & Technology in 2003. At Insurance & Technology, in addition to directing the editorial strategy, Kathy has been directly involved in the development of new products, supplements and publications on topics including standards, e-commerce, budgets/ROI, globalization, security, convergence, CRM, standards, privacy, outsourcing, health insurance, and financial management. She also oversees Insurance & Technology News, I&T's e-mail newsletter, and I&T's Web site (www.insurancetech.com). Kathy is a frequent speaker/participant at industry/association/sponsored conferences and events, including IASA, ACORD, ACLI, IVANS and Insurance Services Office (ISO). She is a member of the IASA Interpreter Steering Committee. Welcome & Introduction by Katherine Burger The State of Claims Today by Donald Light The Future of Claims: Transforming Technologies by Bill Hartnett The Future of Claims: Transforming Technologies by Adam Kornak Achieving Claims Excellence by Jim Hatch Achieving Claims Excellence by Russell Opferkuch

The State of Claims Today
What are the critical issues, challenges and opportunities insurers are facing as they strive to run their claims operations more accurately, securely and efficiently? What's the outlook on the catastrophe/risk front — what should the industry be anticipating? How is claims performance affecting customer retention and loyalty? What kinds of investments will carriers need to make — not only in technology, but also in staff and partners — to transform claims into a strategic business builder, rather than strictly a cost center?

Speakers:	James D. Engel, Chief Claim Officer and Executive Vice President of Customer Services, Zurich North America Corporate
	Donald Light, Senior Analyst, Celent

The Future of Claims: Transforming Technologies
Today's claims adjusters have an arsenal of advanced technologies — incorporating sophisticated mobile and collaboration capabilities — at their disposal, to make them more responsive and effective. But to really improve claims operations, insurers are going to have to take that technology commitment to the next level. Learn about the next generation of collaborative technologies that are going to truly transform claims administration.

Speakers:	Bill Hartnett, General Manager, Microsoft, US Insurance Solutions Group
	Adam Kornak, Enterprise Mobility Manager, Financial Services Group, Microsoft

Achieving Claims Excellence
It's easy to identify potential best practices in claims administrations, but much more difficult for carriers to bring together the right mix of technology expertise, human resources, service orientation, operational proficiency and leadership to truly achieve claims excellence. Find out how it's done at one innovative organization — success factors, lessons learned and plans for the future.

Speakers:	Michael Donnelly, Senior Manager, Accenture
	Jim Hatch, Vice President, Chief Tactical Officer, Insurity
	Russell Opferkuch, Senior Vice President, Aon Horizon

Panel Discussion: Competing on Claims
Claims transformation isn't only about gaining efficiencies and reducing fraud — increasingly, carriers are finding ways to leverage their investments in leading-edge claims-related technologies to gain competitive advantage and build market share. In fact, claims proficiency has become the focus of a number of insurers' advertising campaigns. Are the investments (both technology and marketing) paying off? A panel of industry experts debates what truly represents best practices in claims, where claims technology is going, and what's going to be required to excel in this space in an increasingly risky world.

• Leveraging legacy claims systems: Preserve, migrate cautiously or replace?
• End-to-end solutions — do they deliver?
• Claims and Business Intelligence — reality or rhetoric?
• Are insurers ready for the risks/catastrophes of tomorrow?
• Do insurers have the claims talent/professionals needed to respond?

Panelists:	Michael Donnelly, Senior Manager, Accenture
	James D. Engel, Chief Claim Officer and Executive Vice President of Customer Services, Zurich North America Corporate
	Bill Hartnett, General Manager, Microsoft, US Insurance Solutions Group
	Donald Light, Senior Analyst, Celent
	Russell Opferkuch, Senior Vice President, Aon Horizon

Thank you to our partners that have contributed to the success of this Forum!!


Accenture's Insurance practice clients include 44 of the world's top 50 insurance companies. Accenture's Financial Services group serves 96 percent of the financial institutions ranked in the Fortune Global 100 and 89 percent of financial institutions in the Fortune Global 500.
Accenture is a global management consulting, technology services and outsourcing company. Committed to delivering innovation, Accenture collaborates with its clients to help them become high-performance businesses and governments. With deep industry and business process expertise, broad global resources and a proven track record, Accenture can mobilize the right people, skills and technologies to help clients improve their performance. With more than 152,000 people in 49 countries, the company generated net revenues of US$16.65 billion for the fiscal year ended Aug. 31, 2006. Its home page is www.accenture.com.




CCC Information Services Inc. provides leading automotive claims and repair solutions that drive efficiencies and enable its clients to make smarter decisions in every step of the process. CCC delivers integrated products and deep industry insight to clients through its comprehensive network of insurers, repair facilities and information providers. CCC's network includes 350 insurance carriers, in excess of 22,000 repair facilities and information from more than 30 data providers that has resulted in the industry's most comprehensive data warehouse of claims file information. For more information about CCC Information Services Inc., visit our Web site at www.cccis.com.




High Tech Computer Corp. (HTC) designs, manufactures and markets innovative and feature-rich mobile devices with the leading mobile operators in the US and around the world. As the leading manufacturer of Windows Mobile devices globally, HTC is one of the fastest growing companies in the mobile device industry. For more information on HTC, please visit www.htc.com.




Injury Sciences specializes in engineering-based claim technologies used to objectively identify injury causation potential in automobile accidents and provide accurate liability assessment for use in defense preparation and subrogation matters.

Injury Sciences' suite of offerings is web-based and was developed using the Microsoft.Net technology. These offerings include:

1. WrExpert® - used in evaluating injury causality and severity,
2. Claim Severity ScoringTM - assists in predicting impact severity related injury outcomes
3. EDR InSight® - facilitates the collection and evaluation of event data recorder (EDR) information.

Insurance carriers use these solutions to objectively and consistently resolve claims "early in the cycle" resulting in:

1. More consistent identification of claims for low velocity handling,
2. Improved reserving accuracy at all points during the claims handling process
3. An earlier identification of opportunistic and potentially fraudulent claims.

Injury Sciences offerings are easily integrated with other "best of breed" claims applications, and have been pre-integrated with other Microsoft IVC members such as Process Claims.




Insurity offers end-to-end software solutions and services for property and casualty policy administration, claims, business analytics, and reporting. These solutions are used by more than 125 insurance and financial services companies, including over half the nation's top 20 carriers. The Insurity suite of integrated solutions use Microsoft technologies such as Visual Basic, Microsoft Active Server Pages (ASP), Microsoft Message Queuing (MSMQ), and SQL Server.




Scalepoint is a leading provider of claims management services to large insurance companies in Europe and the U.S. Through own-developed software Scalepoint provides a web-based claims workflow application with instant access to product/service data and direct interaction with carefully selected networks of content, property and automotive repairers and replacement companies.

Overall, Scalepoint helps insurance companies achieve

• Higher customer satisfaction from transparent, fast and convenient claims services
• Savings on claims payouts from volume aggregation to selected partners and vendors
• Expense reductions from claims processing improvements
• Means of differentiation in an increasingly commoditized market place

Presently, Scalepoint is servicing more than 25 installations with large insurance companies in Europe and the U.S. including Allianz, AXA, Interpolis, Royal and Sun Alliance and Winterthur.

Scalepoint is an associated company within the industrial conglomerate Maersk Group, a Fortune Top-150 company and has extensive partnerships with Accenture, Microsoft and IBM.




Scene Genesis provides Web-based workflow and connectivity solutions to property and casualty carriers to help automate insurance business processes and improve management control and visibility. Scene Genesis solutions assist in managing claims, underwriting and premium audit operations. Whether you are looking to digitalize your assignment dispatching, speed settlement, or connect electronically with partners, our SaaS solutions are a cost effective way for you to achieve these goals. Workflow tools improve the flow of information throughout an entire operation and connection services establish a single link between carriers and outside partners, both contributing to a more efficient overall process. The SaaS Scene Genesis solution can be fully integrated into your current enterprise or utilized as a standalone portal. Visit www.scenegenesis.com for more information.




Symbility's award-winning mobile claims revolution means claims adjusters and restoration contractors can now process claims on-site. We don't mean in a van parked at the site—we mean in each room, right where the damage is. Symbility is used while moving around the site, so as you inspect the loss, you capture the data directly into the software and build a complete estimate. This eliminates the need to make notes on paper and then transcribe the notes into traditional estimating software out in a van or back at your office.

Symbility is the only claims system designed specifically for pen-based, wireless computers. It results in claims settled up to six times faster and more accurately—reducing adjusting expenses and lowering indemnity.

Program Contact:
Kathy Burger, (212) 600-3062, Editorial Director, Insurance & Technology

Event & Marketing Contacts:
Jennifer Iannucci, (212) 600-3104, Director of Events
Junia Ziblay, (415) 947-6201, Events Marketing Manager

Hotel:
The Westin North Michigan Avenue
909 North Michigan Avenue
Chicago, IL 60611
312-943-7200
www.starwoodhotels.com...