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Connectivity Summit
Conference held in Toronto on June 26 & 27, 2002
Chairs: Richard T. Miles, Life Insurance Company Central (LCC); Jack Brown,
PPI Financial Group; and Rajan Datta, PwC Consulting
CD-ROM: Approximately 7.5 hours of video
presentations plus over 340 pages of original material
To purchase, please
contact
Federated Press.
Getting started
Getting the most from technology we have: using
XML to enhance interoperability
Jenny Choy, Chief Architect, Financial Services Sector, IBM
Global Services
Video: 52 minutes • Overheads
CASE STUDY: Self-service and collaboration –
XML and the New Life Company Central (LCC)
Richard T. Miles, Consultant, Life Insurance Company Central (LCC)
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The evolution and drivers of the LCC initiative
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Fostering operational effectiveness through XML
formatted data
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Enhancing distribution of life insurance products and
other benefits
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Recent developments and next steps
Video: 25 minutes • Speaker's paper: 752 words
CASE STUDY: Leveraging XML to serve carriers,
brokers and employers at AFG
Sam Albanese, President, Albanese Financial Group Inc.
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Enabling technology to meet current administration
challenges
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Automating the new application process
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Hosting pending business on a secured web site
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Enhancing broker communication through XML technology
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Future electronic initiatives: automatic quote system
and other updates
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Tracking CE credits online and reconciliation of
earnings
Video: 52 minutes • Overheads
Business implications of web services at IBC
Ramy Taraboulsi, Vice-President, Information Services,
Insurance Bureau of Canada
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Inherent features and advantages of web services
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Applications of web services in the financial
services industry
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Using web services for insurance rate searches
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Using web services within IBC for data collection and
dissemination
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The future impact of web services in business
applications
Video: 29 minutes • Overheads
XML deployment
CASE STUDY: XML at RBC Insurance
David Hewick, Vice-President, Information Technology, RBC Life
Insurance Company
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RBC Insurance's ongoing experience with XML
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EAI strategy and workflow applications
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When to use (and not to use) XML
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How to go about making XML happen
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Using XML technology as a business enabler
Video: 36 minutes • Overheads
CASE STUDY: Using the latest web-based
technologies to manage client relationships at Empire Financial Group
Wendy Merkley, Vice-President, Customer Relationship Management
and Information Systems, Empire Financial Group
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The e-business directions for EFG
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Selling the connectivity message internally
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Opportunities and challenges in the connectivity
journey
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Behind the success: XML and more
Video: 27 minutes • Overheads
XML for group insurance
Michael Maguire, Chief Information Officer, Global IQX Inc.;
and Brenda Hancock, Sales Manager, Victoria Park Office, Manulife Financial
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How XML enables the insurance quoting exchange
platform
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Getting buy-in from carriers and technological
solutions
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Technical challenges faced in online group insurance
transactions
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How ConnectInsure works and how it is used at
Manulife
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Results of the XML-based single-rating e-business
solution
Video: 32 minutes • Overheads
CASE STUDY: How PPI Financial Group uses XML
standards to help their financial advisors
Jack Brown, Vice-President, Information Technology, PPI
Financial Group
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Reintermediating the agent into the process through
XML technology
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Generating XML-based data aggregation and
transactions
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Diversifying product offering through multiple
distribution channels
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Using first and next generation portals to improve
client advisory services
Video: 36 minutes • Overheads
Fostering
interoperability
CASE STUDY: CSIO and XML – Enhancing
interconnectivity within the P&C insurance industry
Dorin Mascan, Director, Research and Development, Centre for
Study of Insurance Operations (CSIO); and Rajan Datta, PwC Consulting
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Communications standards in the insurance industry
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XML development project: CSIO portal and its benefits
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The value of work products produced
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Ingredients of a successful integration
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Future initiatives of XML and the standards
Video: 25 minutes • Overheads
Streamlining policy processing and billing
inquiry with XML
Justin LaFayette, Chairman and Co-Founder, DWL Inc.
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Leveraging existing de facto technology assets
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Using XML for customer, account and product
aggregation
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Process management and privacy regulations
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MetLife case study of XML-based customer transactions
Video: 30 minutes • Overheads
CASE STUDY: Using XML to enable real-time
broker-insurer transactions
Richard Dresher, Vice-President, CMD Insurance Services Inc.
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A review of the usage aspects of EDI
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Shortfalls of the traditional EDI and interim EDI
models
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Advantages and disadvantages of the XML data transfer
model
Video: 21 minutes • Overheads
CASE STUDY: Taking underwriting online
Alain Parent, MIS Director, Federation Insurance Company of
Canada
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Federation's online underwriting initiative
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Improving the bottom line
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Building meaningful user interfaces
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Underwriter reaction and impact on IS costs
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The future of XML at Federation
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Online underwriting with XML policy management
Video: 38 minutes • Overheads
Using the power of the Internet in the claims
process at HB Group Insurance Management
Rob Gow, Vice-President, Castek; and Keith Dalgleish,
Vice-President, E-Commerce, HB Group Insurance Management Ltd.
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Business drivers of the InsuroCity eClaims model
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Participants in the pilot: internal and external
users
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Methods and costs of system integration
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Benefits and efficiencies of the eClaims connectivity
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Claim severity and other results
Video: 41 minutes • Overheads | 
