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ACORD LOMA Insurance Systems Forum

May 15-17, 2012 – Orlando, Florida

As the industry evolves, Microsoft is focused on helping you create new opportunities in the insurance enterprise – today and in the future. Step into the Microsoft booth to immerse yourself in key business scenarios that can help insurance companies reduce costs, fuel innovation and sell more effectively:

Connecting Customers: claims servicing, online and mobile
Connecting Employees: advisory services, business intelligence
Connecting Processes: compliance and risk management
Connecting Operations: policy administration

Come see for yourself or arrange a guided tour at our Information Counter. Experience our solutions. Engage with our partners. Learn best practices from industry leaders. Discover how you can create the insurance enterprise of today and the future.

Microsoft at ACORD LOMA | Microsoft Speaking Sessions | Partners at ACORD LOMA

Microsoft at ACORD LOMA

We are excited to showcase customer examples from the following partners that are showcasing their solutions in our booth. Stop by Microsoft Booth #403!

Connecting Customers: Claims Servicing, Online and Mobile Financial Services

Connecting Customers: enabling financial institutions to deliver a seamless customer experience across delivery channels and respond to competitive pressures

Wipfli

Tracking sales activities and managing customer accounts can sometimes be labor-intensive and disjointed for companies. Church Mutual Insurance Company, the country’s largest insurer of worship centers and related religious institutions, deployed Wipfli Connect for Insurance, powered by Microsoft Dynamics CRM, to consolidate customer relationship information from disparate systems, providing a complete view of customer and prospect touch points. This information enables Church Mutual to streamline sales and service processes and leverage real-time analytics to make better decisions. By connecting information across people, processes and systems, Church Mutual is able to maximize the value of customer relationships and realize new operational efficiencies.

Microsoft Mobility Solutions

Leading insurance providers like GEICO are taking advantage of Microsoft mobility solutions to connect with both customers and employees and help deliver the best possible mobile insurance experience. In Microsoft’s mobility bar, check out the latest devices to provide rich online experiences and empower your workforce. Experience new smartphones with Windows® Phone 7.5 features to retain and attract consumers through mobile and social media channels and get things done faster through anywhere access. Explore the next milestone of the Windows operating system on slate and tablet PCs with Windows 8 Consumer Preview ─ helping agents and brokers improve productivity, drive new sales and respond quickly to customers’ needs, while providing more data security and ease-of-management for administrators.

Life Annuity Insurance Template for Microsoft Dynamics CRM

Through its Life Annuity Insurance template for Microsoft Dynamics CRM, Microsoft will demonstrate how agents and customer service personnel can be more productive, improve service delivery, and enhance marketing and sales performance by identifying and realizing new organic growth opportunities. The template provides a set of deliverables for using Microsoft Dynamics CRM to seek high quality leads, market an appropriate product, manage sales cycles and move a prospect towards a customer. Working with cloud or on-premise deployments, the template also highlights how the flexible and integrated CRM platform provides the collaboration, workflows and tools needed to drive toward sales targets for new products and cross-sell with existing customers.

Connecting Employees: Advisory Services, Business Intelligence in Financial Services

Connecting Employees: providing the collaboration, business intelligence and CRM tools to gain deep market insight and a 360-degree view of the customer to drive profitability and growth

NewsGator

XL Group is a global insurance and reinsurance company offering property, casualty, professional and specialty insurance products globally. Looking to ignite internal culture change that would fuel employee production and collaboration to coincide with its corporate intranet rebranding efforts, the company chose NewsGator Social Sites and Microsoft SharePoint to help its approximately 4,000 globally dispersed employees collaborate more efficiently. Attracted to the mobile promise of NewsGator’s solution, XL Group believes that enabling its employees to connect to each other, regardless of device, will be an integral part of its culture change. Together, NewsGator Social Sites and Microsoft SharePoint are making enterprise collaboration better at XL Group.

Accenture & Avanade

For insurance companies seeking enduring and profitable customer relationships, the Accenture, Avanade and Microsoft alliance offers a powerful solution delivering sustainable results. Built on the Microsoft Dynamics CRM platform and delivered on-premise or in-the-cloud through Avanade Online Services, CRM for Insurance enables organizations to improve customer management, identify profitable opportunities and enhance customer satisfaction. The solution is being used by a leading global life insurance firm to offer its customers a better, more consistent experience while consolidating operations to cut costs. By integrating customer information and case management into one central source, its agents are now more effectively driving sales.

VUE Software

Reliance Standard Life Insurance Company (RSLI), a market-leading group benefits insurance carrier, realized the need to enhance its agent licensing and commission payment system. Reliance Standard chose VUE Compensation Management to improve the effectiveness and performance of its agency system, and today, RSLI benefits from improved processing and reporting tools for agents, brokers, administrators and senior management. RSLI also chose to implement VUE Billing and Collection Management to enhance its billing procedures and simplify the customer enrollment process.

Connecting Processes: Documents and Records Compliance, Risk Management

Connecting Processes: enabling the collection, measurement, assessment, reporting and monitoring of an enterprise-wide risk profile

Towers Watson

Volatile economic conditions, pending regulatory mandates and increasing scrutiny from rating agencies are driving insurers to use more sophisticated financial modeling to support realistic economic-based valuation and risk analytics. Leading insurers around the world use Towers Watson’s financial modeling software MoSes to meet these challenges. The MoSes architecture readily supports the use of distributed processing, enabling projections to be run in less time with a cluster of computers managed by Microsoft Windows HPC Server 2008. RiskAgility, its enterprise financial modeling platform built with Microsoft software, also provides data management, scheduling, distributed processing and audit capabilities in a controlled technology environment.

Connecting Operations: Policy Administration

Connecting Operations: supporting financial institutions in mission-critical operations and enabling legacy core system renewal, at a lower total cost of ownership

Kronos

Your workforce is your greatest asset. When they deliver quality service to your customers, retention and profitability follows. When your employees are happy and you’ve achieved complete visibility into your costs, you can minimize workforce compliance risk, improve productivity and gain a competitive edge. The easy-to-own workforce management solutions and services from Kronos make complete automation and high-quality information a reality and deliver the experience your customers expect. As an example, Truliant Federal Credit Union is using Kronos’ solutions to enhance workforce efficiencies, reducing payroll processing time by almost 70 percent and eliminating 95 percent of its paper costs.

Instec

Growth and speed to market are key drivers in the commercial property and casualty insurance industry. Glencar Underwriting Managers, a managing general underwriting facility with a demonstrated track record of underwriting profitability, uses Instec's complete insurance rating and policy administration software, quicksolver 3 for Commercial Package Policy, across all 50 states. Glencar has achieved unrivaled speed-to-market using quicksolver 3, bringing its first program to market in a matter of weeks. Working in a cloud-based environment, Glencar is very supportive of Instec's move to Microsoft's Windows Azure cloud platform.

Microsoft Speaking Sessions

The New World of Data Featuring Microsoft SQL Server 2012

Tuesday, May 15 - 2:00 PM - 2:45 PM

Microsoft SQL 2012 is delivering mission critical confidence and breakthrough insight with the latest release. Learn how the latest BI capabilities, PowerView and PowerPivot, can be used to explore the relationship between producers, products and incentives to drive growth in the agent channel.

Speaker: Doug Groncki, Industry Market Development Manager, US Financial Services, Microsoft Corporation

Amit Bhalla, Solutions Consultant, Varicent

Presentation: Microsoft SQL Server 2012 & Varicent

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Navigating a Changing Insurance Landscape – Leveraging Social Media, Big Data, the Cloud, and Mobility

Wednesday, May 16 – 3:30-4:15pm

We are living through a major period of change – new technology, financial reform, increased risks, intense competition and more empowered customers. ‘Big Data’ and analytics are changing the nature of competition creating new opportunities and risks for all players. New technologies in mobility, natural user interfaces, social networking and cloud computing are making it easier to engage customers and create leaner and more nimble business models. Microsoft technology is at the center of these changes. Learn how we can help you create new opportunities in the insurance industry of the future. During this session you will learn how Microsoft, with its partners, is uniquely positioned to provide solutions to help reduce costs, fuel innovation and help insurance companies sell more effectively.

Come see the latest devices and a customer-centric solution for agents and customer service personnel that can give you an edge in the marketplace.

Speakers:

Colleen Healy, General Manager, Financial Services, Microsoft Corporation

Tom Feher, Financial Services Industry Director, Microsoft Corporation

Terry Pavlin, Dynamics Industry Architect, Microsoft Corporation

Greg Osborne, North American Sales Lead, Accenture Software P&C

Presentation: Navigating the Changing Insurance Landscape

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Big Data in Insurance: How to turn Challenge into Opportunity

Thursday, May 17 - 12:50-1:20pm

An unprecedented growth of “Big Data” today is placing heightened pressure on the industry. On the flip side, advances in technology offer a real opportunity for firms taking an offensive approach to overcoming these challenges.

The solution is to build an Analytical Enterprise: one that takes advantage of the information available, that leverages analytics, visualization and collaboration to gain insight and make optimal business decisions.

This session will give real-world examples and highlight the tools needed to seize this unique opportunity.

Speaker: Damien Islam-Frénoy, Industry Technology Strategist, Financial Services, Microsoft Corporation

Presentation: Building the Analytical Enterprise

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Demystifying the Clouds: Leveraging Hybrid Architectures for Mission Critical Applications

Thursday, May 17 - 2:15 PM - 3:30 PM

Flexibility, rapid development and deployment, elasticity to meet unpredictable loads… These are among the attributes promised by both public and private clouds. To reap those rewards in practice, mission critical applications in insurance must turn to hybrid deployments, leveraging the best of a flexible internal IT and the scale of public clouds. This session will look at the challenges faced by the industry as it moves to the Cloud (security, time to market, data migration…), share the business reasoning behind tough decisions, and highlight best practices from companies who have already succeeded in turning the Cloud from concept to demonstrable value.

Speaker: Damien Islam-Frénoy, Industry Technology Strategist, Financial Services, Microsoft Corporation

Amit Bhalla, Solutions Consultant, Varicent

Presentation: Demystifying the Clouds

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Partners at ACORD LOMA

Accenture - Booth #703

Accenture Software combines deep technology acumen with industry knowledge to develop differentiated software products. It offers innovative software-based solutions to enable organizations to meet their business goals and achieve high performance. Its home page is www.accenture.com/software.

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Accenture and Avanade – Booth # 403

Accenture and Avanade Microsoft Alliance Solutions are focused on helping organizations achieve high performance by delivering business solutions on the Microsoft platform effectively and at scale. Through deep technical expertise, industry knowledge and strategic insight, we help deliver better overall business value for our clients. www.avanade.com/crm

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CSC – Booth # 317

As a leader with over 40 years in insurance processing, CSC knows how to support change in leading insurance firms worldwide. Through proven technology and operations consulting, time-tested insurance software, and industry-leading business process and IT outsourcing, we help organizations improve efficiency and achieve growth. www.csc.com/insurance

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Hyland Software – Booth # 837

Hyland Software, developer of OnBase, is one of the largest independent enterprise content management (ECM) software vendors in the world. OnBase enables more than 10,500 organizations, including over 400 health, life and property/casualty insurance companies, and managed general agents and third party administrators, to streamline processes and increase organizational efficiencies. www.hyland.com

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Instec – Booth # 403

Instec delivers rating and policy administration software and services to the commercial property and casualty (P&C) insurance carriers and MGAs, through reliable, well-engineered software and expert advisors. Make your business better using quicksolver 3, which supports multi-state, multi-location, bureau and client-specific policy processing for all 50 states and all major commercial lines of business. www.instec-corp.com

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Kronos – Booth # 403

Kronos helps organizations of all sizes unlock opportunities — hidden within their workforce processes — to control labor costs, minimize compliance risk, and improve workforce productivity. Our easy-to-own time and attendance, scheduling, absence management, HR, payroll, hiring, and labor analytics solutions, along with strategic services, provide complete automation and high-quality information and deliver the experience our customers expect. http://www.kronos.com/

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NewsGator – Booth # 403

NewsGator Technologies, Inc. NewsGator, a Microsoft Gold-Certified and Depth-Managed Partner, offers award-winning enterprise social business software solutions. Direct integration with SharePoint and the entire Microsoft stack means NewsGator ensures that nearly three million paid users extract real business value from collaboration, social, and knowledge management activities. And, for all that, Microsoft named us their 2011 US Partner of the Year. We’re making SharePoint and Office365 social. www.newsgator.com

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Towers Watson – Booth # 403

Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, risk and financial management. With 14,000 associates around the world, we offer solutions in the areas of employee benefits, talent management, rewards, and risk and capital management. www.towerswatson.com/

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Varicent Software – Booth #213

Varicent delivers Compensation Management solutions for insurance companies and other high performing firms across several industries. The solution is used to drive top line revenue growth, increase operational efficiencies, retain top producers and reduce overall financial risk. With Varicent, insurance companies are able to accurately pay producers, streamline producer administration, and manage complex channel hierarchies and reporting structures. Modeling and reporting functionality enables insurance companies to optimize distribution channel performance. Varicent customers in the insurance industry include Farmers Insurance, Reliance Standard and AAA. www.varicent.com

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VUE Software – Booth # 403

VUE Software is a leading provider of insurance distribution management solutions. VUE Software solutions help companies optimize incentive programs, automate producer administration, and meet compliance requirements. VUE Software is a Microsoft Gold Competency Partner, Insurance Value Chain Member and Microsoft Health Plan Partner of the Year. www.vuesoftware.com/

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Wipfli – Booth # 403

With approximately 1,000 associates and 22 offices in the United States and India, Wipfli LLP (Wipfli) ranks among the top business consulting firms in the nation. Wipfli’s insurance team helps companies gain actionable insight from data, better serve their clients, react quickly to economic and competitive changes, and modernize technology to support business objectives. With deep expertise and experience in the insurance business, we are fiercely focused on helping companies achieve their vision. www.wipfli.com/insurance

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