LTC Automation: Gains, Glitches,
|
|
- Nelson Arnold
- 8 years ago
- Views:
Transcription
1 Finance, Management, & Operations LTC Automation: Gains, Glitches, Going Forward Finance, Management & Operations
2 Session Objective Industry experts consisting of a panel of carriers and distributors discuss how technologies has been used within LTC operations and provide success stories and opportunities for growth. Learn about LTC operational uses of technology to date Gains from broker and carrier perspectives Glitches and the road to insight. Session 18 - LTC Automation: Gains, Glitches, Going Forward 2
3 Introduction of Speakers Ken Leibow - Genworth, Director Operations Bob Stellato - Transamerica, VP, Sales & Marketing Operations Nathan Sanow - MasterCare Solutions, New Business Manager Pamela Schmidt - SIA, Chief Operating Officer Session 18 - LTC Automation: Gains, Glitches, Going Forward 3
4 Carrier Historical Viewpoint Session 18 - LTC Automation: Gains, Glitches, Going Forward 4
5 Sales & New Business Automation Limited automation for Distribution Partners Manual workflow in the New Business process Limited Web functionality Session 18 - LTC Automation: Gains, Glitches, Going Forward 5
6 Historical Who is Buying? Individual Buyers Worksite Buyers The average buyer age is 60 The average buyer age is 52 49% are ages Buyers are more female 61% The average income is roughly $73K with 53% having an income over $75K. 91% are homeowners 74% are married 67% are ages Buyers are more male 57% The average income is roughly $73K with 50% having an income over $75K. 87% are homeowners 68% are married Session 18 - LTC Automation: Gains, Glitches, Going Forward 6
7 Communication Evolution Session 18 - LTC Automation: Gains, Glitches, Going Forward 7
8 Technology changes expectations Banking ATM vs Teller e Online vs branch Travel Kayak vs Travel Agent Self check-in vs gate agent Retail Amazon vs brick and mortar Craigslist vs newspaper Session 18 - LTC Automation: Gains, Glitches, Going Forward 8
9 Gains Session 18 - LTC Automation: Gains, Glitches, Going Forward 9
10 Technological Advancements for LTC Learn Sell Submit Manage my pending cases Manage my inforce business Compensation Contract Analyze Me- Reports Manage my profile Education on Products or Services Consumer Media/ Presentations Needs Analysis (Saved) Alerts ( shows on home page) Alerts View Commission Statement Electronic contracting Incentive Reporting Text Alerts Education on Sales Methods Illustration/ Quote ( save) Illustration/ Quote (Saved) View Pending Status Inforce Data and Coorespondance View Commission Schedules Forms for C&L Performance Reporting Alerts Continuing Education Needs Analysis ( save) Drop Ticket Take Action Inforce activity Reports Communicate with support Status How do I compare? How can I improve? Reporting Language Request Training or Chat with Sales Support Product Information and Underwriting Guides Eapp - Esign Communicate with Case Mgr. ( could be 3 rd party) Lapse Notices Reporting Support Reporting - What does my BOB look like Contact info/ Forms Printable forms Communicate with UW Analyze Market View current EFT changes Request Advanced Case Support Order Para med Forms Changes- Forms Chat with Sales Desk Integrate data with my CRM or AMS systems Claims Forms Create a Virtual Sales room for Consumers Support Refer Clients Inforce activity Reports Session 18 - LTC Automation: Gains, Glitches, Going Forward 10
11 LTC Automation Distributors as Tech Liaisons Advocates for Producers, Clients, Carriers Trouble-shooters Investing in technology for the greater good Gains, Glitches, Going Forward Session 18 - LTC Automation: Gains, Glitches, Going Forward 11
12 LTC Automation Applications E-app Fillable pdf Status Data feeds Website update Status updates to Producers Material\Quoting ti Web based tools Session 18 - LTC Automation: Gains, Glitches, Going Forward 12
13 LTC Agency automation Applications E-app All non e-apps are scanned not mailed Status Data feeds in agent status portal Website update Tools Cloud based CRM Terminal Server Session 18 - LTC Automation: Gains, Glitches, Going Forward 13
14 Technological Advancements for LTC Automated New Business workflow Drop Ticket process (Voice Signature) Auto-Pending Status data feeds (Carrier website and AMS) Commission Data feeds Auto-Licensing Checks Session 18 - LTC Automation: Gains, Glitches, Going Forward 14
15 Straight Through Process Sales & Quoting Client Interview Paramed Exam LTC Ticket Underwriting Policy Delivery Pay Commissions Session 18 - LTC Automation: Gains, Glitches, Going Forward 15
16 Reasons for Changes Product Technology Sales Process Session 18 - LTC Automation: Gains, Glitches, Going Forward 16
17 Glitches Session 18 - LTC Automation: Gains, Glitches, Going Forward 17
18 Challenges Low adoption rates on new features Challenges making the business case Lack of standardization Compliance & Regulations Legacy System H.E. Double Hockey Sticks Session 18 - LTC Automation: Gains, Glitches, Going Forward 18
19 Going Forward!! Session 18 - LTC Automation: Gains, Glitches, Going Forward 19
20 LTC Automation the Future Applications i E-apps completed with social media integration Use Big Data for underwriting riting Status Text updates Electronic medical records create real-time underwriting Industry standardized Status and UW Material\Quoting Mobile based tools Session 18 - LTC Automation: Gains, Glitches, Going Forward 20
21 Going Forward Continue to innovate Attract and source new talent from outside Improve agility and collaboration between the business and IT Improve analytics for better decision making Figure out how to leverage the digital transformation and mobile ecosystem Example: Paramed or claims examiner wears Google Glasses for onsite visits to capture audio and video that t uploads in real time Session 18 - LTC Automation: Gains, Glitches, Going Forward 21
22 Future is more Self Service Mobile Devices (eapp & esignature) epolicy Delivery Quoting & UW Rating Advances in Communication Marketing (Content Management) Session 18 - LTC Automation: Gains, Glitches, Going Forward 22
23 LTC Automation the Future Gains Glitches Going Forward Together For A Stronger Industry Session 18 - LTC Automation: Gains, Glitches, Going Forward 23
CLIENT PARTNERSHIP CONFERENCE
The On-Demand Software Exchange CLIENT PARTNERSHIP CONFERENCE Michael Slades Sladek VP, Sales EbixExchange and Ebix CRM Ebix, Inc. is a division of 32 years as a leading international provider of software
More informationURL INSURANCE GROUP. 2015 LEADERS CONFERENCE. Charlie Towson, CLU Strategic Account Relationship Manager EVERY DAY MATTERS. BANNER. WILLIAM PENN.
URL INSURANCE GROUP. 2015 LEADERS CONFERENCE Charlie Towson, CLU Strategic Account Relationship Manager EVERY DAY MATTERS. BANNER. WILLIAM PENN. LEARNING AGENDA. 1. Who is Legal & General America? 2. What
More information2015/16 Carriers At-A-Glance Insurance Marketing Since 1972 for Life, DI, CI, Annuity, LTC, Life Settlements & Accident
2015/16 Carriers At-A-Glance Insurance Marketing Since 1972 for Life, DI, CI, Annuity, LTC, Life Settlements & Accident Term Coverage Carrier Product E-App Drop Ticket Lightning Issue Term Select a Term
More informationJLTexpress APP. How it Works. Carriers Available. Toll Free 800.222.4090
JLTexpress APP The easiest way to sell term life insurance. How it Works The broker completes the JLTexpress APP and submits via email or fax. Depending on the carrier you may have to complete to complete
More informationLead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision
Unify your communications with Gold-Vision, a fully featured CRM solution with customer Contact, Sales, Marketing, Projects and Events. Gold-Vision stands out from the crowd with interactive dashboard
More informationElectronic Applications
February 2015 Contents Executive Summary 3 Current Life Insurance Application Processes 5 Automating Application Processes 7 State of Canadian eapp Adoption 8 Optimizing eapps 9 Optimal Architecture and
More informationKICK-START CLOUD VENTURES
Contents SALESFORCE & CRM PRACTICE GROUP 3 MARKETING & CAMPAIGN MESSAGE ORCHESTRATION 4 FORCE.COM & ISV PARTNER INTEGRATED COLLABORATION & CAMPAIGN MANAGEMENT 4 MARKETING & OPERATIONAL MESSAGE ORCHESTRATION
More informationThe Evolving Role of Technology in Insurance KEY MANAGEMENT GROUP, INC
The Evolving Role of Technology in Insurance KEY MANAGEMENT GROUP, INC Key Trends Redefining the Agent s work in Insurance Market Insurance is slowly emerging from its traditional underwriting methods
More informationDecisyon/Engage. Connecting you to the voice of the market. Contacts. www.decisyon.com
Connecting you to the voice of the market Contacts www.decisyon.com Corporate Headquarters 795 Folsom Street, 1st Floor San Francisco, CA 94107 1 844-329-3972 European Office Viale P. L. Nervi Directional
More informationUnisys Innovation Plan
Unisys Innovation Plan June 12th, 2015 Our View of the Market Unisys regards user support, cloud/datacenter, applications, data, analytics, social, service management and security as essential components
More informationDemystifying the Cloud Computing 02.22.2012
Demystifying the Cloud Computing 02.22.2012 Speaker Introduction Victor Lang Enterprise Technology Consulting Services Victor Lang joined Smartbridge in early 2003 as the company s third employee and currently
More informationSales, Distribution & Technology Benefits, Must-Haves and Lesson Learned of a
Sales, Distribution & Technology Benefits, Must-Haves and Lesson Learned of a Successful CRM System View points provided from a Distributor, Carrier and Solution Provider s perspective Sales, Distribution
More informationElevate Customer Experience and Engagement in the New Digital World
Elevate Customer Experience and Engagement in the New Digital World John Chan CRM Solutions Lead, Microsoft Business Solutions Microsoft Asia Customer buying behavior has fundamentally changed therefore,
More informationEconomics of e-insurance
Economics of e-insurance Internet Applications in Insurance Presented by: Michelle D. Smith SEAC Meeting June 21, 2001 1 Three distinct, yet interconnected e-tracks The Influence of e on Insurance/Financial
More informationSNYDER STRATEGY ~Future of Real Estate~
www.joinsnyderstrategy.net ~Future of Real Estate~ 95/5 % www.joinsnyderstrategy.net Unlimited Agent Benefits Unlimited Leads Unlimited Virtual Presentation Tours: We will create a Presentation Tour with
More informationClient Technology Solutions Suresh Kumar Chief Information Officer
Client Technology Solutions Suresh Kumar Chief Information Officer Leading financial services technology company 75 Accelerating technology development to enable client solutions Priorities Simplifying
More informationThe Sky is the Limit: Capturing Opportunities in the Cloud. Monday, March 17, 2014 9:15-10 a.m.
The Sky is the Limit: Capturing Opportunities in the Cloud Monday, March 17, 2014 9:15-10 a.m. Moderator: Mary Stanhope, VP, of Product and Marketing, Global Capacity Speakers: TJ Bouda, Senior Sales Executive,
More informationARC 2.0 (Automatic Carrier Rate Confirmation)
ARC 2.0 (Automatic Carrier Rate Confirmation) ARC is an automated carrier rate confirmation that includes e-signature and enables carriers to self-dispatch & update delivery information and status The
More informationWhat do Big Data & HAVEn mean? Robert Lejnert HP Autonomy
What do Big Data & HAVEn mean? Robert Lejnert HP Autonomy Much higher Volumes. Processed with more Velocity. With much more Variety. Is Big Data so big? Big Data Smart Data Project HAVEn: Adaptive Intelligence
More informationUsing a Multichannel Strategy to Deliver an Exceptional Customer Experience
Using a Multichannel Strategy to Deliver an Exceptional Customer Experience 10 things to consider when building a multichannel strategy to improve the customer experience Jesús Hoyos CRM industry analyst,
More informationElevating the UC Message to Increase Awareness and Demand for Unified Communications
Elevating the UC Message to Increase Awareness and Demand for Unified Communications Jeanne Sauer, Director Global Solutions Marketing David Byrd, CMO ANPI Agenda Survey Approach And Methodology Key Findings
More informationVolume LIFE DIVISION AGENT GUIDE
Volume 1 LIFE DIVISION AGENT GUIDE Top 10 reasons to do business with Levinson & Associates 1. Free agent websites with lead capture 2. Highly discounted E&O program for our agents only 3. Highly discounted
More informationHow LTC Hybrid Products Really Work. Hybrids for Dummies
How LTC Hybrid Products Really Work Hybrids for Dummies AALTCI Producers Summit April 2011 Scott D. Boyd, LTCP, CSA V.P. LTC The National Benefit Corp This presentation is for Producer Use Only Not intended
More informationTouchPoint Sales: Tools for Accelerating a Multi-Channel, Customer-Focused Sales Process. Kellye Proctor, TouchPoint Product Manager
TouchPoint Sales: Tools for Accelerating a Multi-Channel, Customer-Focused Sales Process Kellye Proctor, TouchPoint Product Manager Migrating To a Sales 2.0 Culture Changing Institutional Behavior and
More informationfor VoIP Service Providers highly secured and reliable VoIP solutions from SipCo Systems
for VoIP Service Providers highly secured and reliable VoIP solutions from Systems About us Systems India Private Limited () is a professionally managed IT Company. Located and operated from Hyderabad,
More informationThe world is going digital
The world is going digital World is going mobile New data is being created continuously > 80% of mobile subscriptions will be for mobile broadband by the end of 2019 48 hours of video are uploaded to YouTube
More informationStandards and Business Solutions:
Standards and Business Solutions: Can your office do this? Best Practices - A Solution Provider s View Morgan Underwood, Vice President, Product Development Agenda E-Z Data Overview Opportunities for Competitive
More informationSALES AND SALES SUPPORT
Welcome to Crump Life Insurance Services! Offering you a world of insurance solutions and world-class service Advisor Group welcomes you to a new life insurance brokerage relationship with Crump Life Insurance
More informationHow To Buy Insurance Online From An Insurer
Casualty Actuarial Society Annual Meeting Brace Yourselves For Direct Sales To Small-Business Insurance Consumers! Sam Friedman, Insurance Research Leader, Deloitte Center for Financial Services Donna
More informationCUSTOMER SERVICE: WHAT IF YOU COULD.
CUSTOMER SERVICE: WHAT IF YOU COULD. Bill Marshall, Director, Pegasystems 1 BILL MARSHALL HEALTHCARE PRINCIPAL PEGA HEALTHCARE What if you could Excel in the Customer Journey 3 Excel in the Customer Journey
More informationWebRTC in ecommerce. Brent Kelly President & Principal Analyst Kelcor
WebRTC in ecommerce Brent Kelly President & Principal Analyst Kelcor Speakers Sam Waicberg Senior Vice President, Strategic Accounts Vidyo Bruce Marler VP Technical Sales CaféX Speakers Sam Waicberg Senior
More informationJD Edwards EnterpriseOne CRM Case Management
JD Edwards EnterpriseOne CRM Case Common Customer Relationship Challenges CHALLENGES CAPABILITIES VALUE Unable to provide 24x7 customer service Lack of customer information impedes exceptional customer
More informationSales. How to Sell the Lead Remotely. Panelists Jonas Roeser, Katie O Rourke Moderator Phyllis Shelton
Sales How to Sell the Lead Remotely Panelists Jonas Roeser, Katie O Rourke Moderator Phyllis Shelton 1 Meet Jonas Roeser President of Roeser Resources, LLC a full service branding & boutique marketing
More informationSession 7 : Information Systems
INFORMATION STRATEGY Session 7 : Information Systems Tharaka Tennekoon B.Sc (Hons) Computing, MBA (PIM - USJ) POST GRADUATE DIPLOMA IN BUSINESS AND FINANCE 2014 CRM CRM - Customer Relationship Management
More informationOrganise Your Business
Organise Your Business Second CRM On Demand Customer Relationships A Functional Introduction Presentation January, 2013 Organise Your Business Second CRM On Demand Customer Relationships Designed for Small
More informationA NEW CUSTOMER EXPERIENCE:
A NEW CUSTOMER EXPERIENCE: IoT and the Connected Consumer Sponsored By: Presented By: Chris Koverman VP, Engineering Support.com, Inc. Sampath Gomatam SVP, Product Support.com, Inc. Patrice Samuels Research
More informationChannels. Direct Mail
Direct Marketing Direct Marketing In its simplest form, it involves solicitation, negotiation and purchase of a product without benefit of an intermediary. Variations include: Agent lead generation. (Invitation
More informationLexmark Enterprise Software. Transforming customer engagement
Lexmark Enterprise Software Transforming customer engagement Customer relationships are the lifeblood of your business Whether you serve businesses, consumers, patients, students or citizens, the quality
More information2015 2016 HR Systems Survey
2015 2016 HR Systems Survey 18 th Annual Edition Executive Summary Innovation, Insights, and Strategy Conducted by Stacey Harris VP of Research & Analytics Erin Spencer Research Consultant Information
More informationB2B ecommerce Selling Online Isn t Just for Retailers Ryan Burnham k-ecommerce
B2B ecommerce Selling Online Isn t Just for Retailers Ryan Burnham k-ecommerce OUR COMMITMENT TO THE COMMUNITY 1,500+ CLIENTS IN 15 COUNTRIES k-ecommerce YOUR ONLINE BUSINESS PARTNER ecommerce built for
More informationCloud vs On-Premise Software: And the Winner is
Cloud vs On-Premise Software: And the Winner is QR Code Presenters: Moderator, Micah Myers, Information Technology Director, City of St. Cloud, MN Speakers: Greg Jonsen, SaaS Leader, State of Minnesota
More informationDigitization of intermediated insurance distribution
1 Digitization of intermediated insurance distribution An Efma Think Tank supported by Roland Berger Summary Paris, June 6th 2013 We have analyzed the Digital maturity of a REPRESENTATIVE SAMPLE of European
More informationDigital Data Landscape
Digital Data Landscape John Neswadi Discussions Who is John Neswadi? In terms of Digital Data, is anyone benefiting from 3 rd party Digital Data today? Utilizing Behavioral Targeting Benefiting i from
More informationTechnology is Evolving Faster than Ever Before in this Digital Era. Autonomous Vehicles AI & Robotics (Machine Learning) More Data
Technology is Evolving Faster than Ever Before in this Digital Era Sharing Economy Autonomous Vehicles AI & Robotics (Machine Learning) Genomics Broader & Deeper Automation 3-D Printing More Data Mobile
More informationIn 2001. in the Wasatch mountains of Utah Agile manifesto was signed
The Agile Company In 2001 in the Wasatch mountains of Utah Agile manifesto was signed Manifesto for Agile Software Development Individuals and interactions over processes and tools Working software over
More informationCLOUD SOURCING FOR AN OMNI-CHANNEL WORLD
CLOUD SOURCING FOR AN OMNI-CHANNEL WORLD March 7, 2013 An Industry White Paper Prepared For TradeCard By Patrick Lamson-Hall Managing Editor, Sourcing Journal Online Table of Contents 1. Omni-Channel Retailing
More informationPIVOTAL FOR GRANT MANAGEMENT
PIVOTAL FOR GRANT MANAGEMENT DATA SHEET Granting requires you to have robust processes to manage and assess eligibility of applicants and their applications, and balancing this off against demands for
More informationCommunity Bankers Council
Community Bankers Council CREATING THE CROSS CHANNEL EXPERIENCE Steve Onufrey IBM Corporation Onufrey@us.ibm.com 215-674-7937 0 Presentation Agenda Defining Cross-Channel Some Cross-Channel Experience
More informationImproving Your Market Position through Automation and. October 21, 2010
Improving Your Market Position through Automation and Communication October 21, 2010 1 Improving Your Market Position through Automation and Communication Today s Agenda Introduction Current Industry Trends
More informationTitle: "Life Insurance Sales in Banks: The Process is 'Broken' What's Coming to Fix it?"
Title: "Life Insurance Sales in Banks: The Process is 'Broken' What's Coming to Fix it?" Speakers: Jim Sorebo, Dan Delity, Jason Bowman, and Bob Mittel Location: Diplomat 4 Time: 2:15 3:15 c. "Life Insurance
More informationP2P Maturity Model. A best practice framework for building your partner channel. Joint Business Planning. Leads and Pipeline Assessment.
P2P Maturity Model A best practice framework for building your partner channel v1.1 More than ever, partnerships are essential to building total solutions, business growth, and winning against the competition.
More informationOptimize Business Productivity Evolve Your Business with the Cloud. Slide 1
Optimize Business Productivity Evolve Your Business with the Cloud Slide 1 Agenda A changing landscape for sales and customer service Top business challenges for achieving sales and service excellence
More informationThe Consumer Is Not a Moron, She s An Individual
The Consumer Is Not a Moron, She s An Individual How To Get Started On Individualized Marketing October 2014 VIEWPOINTS The Consumer Is Not a Moron, She s An Individual How To Get Started on Individualized
More informationigo e-app igo ACCESS AND SYSTEM REQUIREMENTS Stonebridge Life Insurance company Frequently Asked Questions
igo ACCESS AND SYSTEM REQUIREMENTS HOW DO I ACCESS THE STONEBRIDGE igo E-APP LINK? Log on to the Agent Portal. Click E-APP > Launch E-APP. Click on Click here to continue and the igo screen will be displayed
More informationCombating Commoditization: Re-Storing the Value
Marketing Combating Commoditization: Re-Storing the Value Proposition Richard Hicks - Transamerica Noel DeVries Mutual of Omaha Claire Durand - Transamerica Tom Riekse, Jr. LTCI Partners, LLC Goals for
More informationBusiness Transformation
Business Transformation Company s Annuity Operations Increases Scale and Gains Efficiencies Using Straight Through Process (STP) and Best of Breed platforms The Company examined in this White Paper is
More informationNATIONAL ASSOCIATION OF ELECTRICAL DISTRIBUTORS. Executive Guide #11 The Changing Roles of Information Technology and Marketing
NATIONAL ASSOCIATION OF ELECTRICAL DISTRIBUTORS Executive Guide #11 The Changing Roles of Information Technology and Marketing Developed by the NAED Strategic Technology Committee Published November 2014
More informationEmpowering the mobile initiatives for the largest brands in Real Estate.
Empowering the mobile initiatives for the largest brands in Real Estate. Mobile Meets Marketing. Market Your Properties on any mobile phone or wireless carrier. Mobilize your traditional marketing. Virtual
More informationMulti Vendor Software in the Self-Service environment. Arindam Laha Vice President Professional Services, Asia Pacific Diebold
Multi Vendor Software in the Self-Service environment Arindam Laha Vice President Professional Services, Asia Pacific Diebold Five Financial Self-Service Trends Multi-vendor environments are the norm,
More information101 Low Cost, High Impact Marketing Strategies for Challenging Economic Times
(All links are clickable) 101 Low Cost, High Impact Marketing Strategies for Challenging Economic Times adapted from the Guerrilla Marketing Coach Certification Program www.gmarketingcoach.com (Click link
More informationManaged Services Technology Stack
Managed Services Technology Stack By George Humphrey, Senior Director, Research, Managed Services, TSIA TECHNOLOGY INSIGHT 1 MANAGED SERVICES TSIA-TI-14-031 December 15, 2014 The Managed Services Technology
More informationMAPPING CUSTOMER JOURNEY USING CUSTOMER ENGAGEMENT ANALYTICS. Micha Catran Vice President Recording and Analytics solutions
MAPPING CUSTOMER JOURNEY USING CUSTOMER ENGAGEMENT ANALYTICS Micha Catran Vice President Recording and Analytics solutions A Real-Life Customer Story Dissatisfaction Because my trip would now involve multiple
More informationBuilding Your CRM Short List: What You Need to Know Before You Buy
Building Your CRM Short List: What You Need to Know Before You Buy Nov. 28, 2007 Moderator: Matt Villano, senior contributing editor, Campus Technology Introduction Agenda Building your CRM shortlist:
More informationDigitally Disrupted to Digital Disruptor
Digitally Disrupted to Digital Disruptor Disrupt your enterprise (before someone else does...) Per Uno Österman Managing Director Analytics Nordics mobile +46 73 0513695 per.osterman@accenture.com Digital
More informationBusiness Application Solutions
APPLICATION NOTE Business Application Solutions Collaborating the way you want Overview Video collaboration is transforming from a conference room application with pre-defined use cases into a critical
More informationWEBSITES PACKAGE FEATURES WILDFIRE $1779 CAMPFIRE $699
TM WEBSITES Welcome to DealerFire. It only makes sense that we found each other. After all, we ve been on a similar path over the past several years. You, the innovative dealer, and us, the progressive
More informationBridging SOCIAL. with your WEB. Online Sales Funnel. - Mike Gingerich. @Mike_Gingerich www.tabsite.com www.digitalhill.com www.mikegingerich.
Bridging SOCIAL with your WEB creating an INTEGRATED Online Sales Funnel - Mike Gingerich @Mike_Gingerich www.tabsite.com www.digitalhill.com www.mikegingerich.com ABOUT YOUR DRIVER Reluctant Dad of new
More informationDriving Sales by Leveraging Analytics with Oracle Cloud. Presented by: Elizabeth Kensicki October 2, 2014
Driving Sales by Leveraging Analytics with Oracle Cloud Presented by: Elizabeth Kensicki October 2, 2014 BizTech Oracle advisory, resale, implementation, hosting, management, and support. BizTech Clients:
More informationVeriShow Best Practices Guide. 2011 www.verishow.com 1-855-427-5227 info@verishow.com
VeriShow Best Practices Guide 2011 1-855-427-5227 info@verishow.com Table of Contents Introduction...3 VeriShow Best Practices...4 Setting Up your VeriShow Account...4 Ensure Requests for Help are Answered
More informationAccenture Claims Success Stories. XL, RSA, Leading US Insurer, ACE, Fireman s Fund, Affirmative
Accenture Claims Success Stories XL, RSA, Leading US Insurer, ACE, Fireman s Fund, Affirmative Success story: Building a global claims management system The Accenture Insurance Podcast Series: Building
More informationRecruit More Talent Now Attract more candidates, boost referrals, and get more jobs filled!
Recruit More Talent Now Attract more candidates, boost referrals, and get more jobs filled! PRESENTED BY David Searns Agenda The Missing Talent Market 20 Ideas to Improve Recruiting Intro to Re-Recruiting
More informationIs Your Life Sciences Organization Ready for the MDM Revolution?
Is Your Life Sciences Organization Ready for the MDM Revolution? Faisal Zaidi and Raj Jayashankar June 4, 2015 This presentation is solely for the use of client personnel. No part of it may be circulated,
More informationCLOUD MANAGED SERVICES FRAMEWORK E-BOOK
CLOUD MANAGED SERVICES FRAMEWORK E-BOOK TABLE OF CONTENTS 1 Introduction 2 2 Operational Insight 3 3 Cloud Management Process Control 4 4 Infrastructure, Application & Data Security 5 5 Continuous Improvement
More informationManaging Customer Experience Effectively in a Disruptive Omni-Channel World. Albert Tay Director, FSI, APAC OpenText atay@opentext.
Managing Customer Experience Effectively in a Disruptive Omni-Channel World Albert Tay Director, FSI, APAC OpenText atay@opentext.com Disruptive Innovation We are living in a time of massive disruption
More informationCopyright Beyond Insights Sdn. Bhd., 2012.
CFD Tutorial 1 Agenda Beyond Insights Info in Face Book Halifax Platform overview Entering Trade Orders With a) Profit & Stop Loss b) Partial Profit & Stop Loss Beyond Insights Documents in Face Book Scroll
More informationSAP's Strategy and Roadmap for Cloud for Marketing How Customers Benefit from Adopting Cloud to Empower the Modern Marketer
SAP's Strategy and Roadmap for Cloud for Marketing How Customers Benefit from Adopting Cloud to Empower the Modern Marketer Oliver Conze, Global VP Product Management, SAP June 3, 2014 @oliverconze Legal
More informationBuild Transactions Into Your Apps and Mobilize Your Enterprise with MicroStrategy 10
Build Transactions Into Your Apps and Mobilize Your Enterprise with MicroStrategy 10 Agenda Introduction What is a workflow app? Transaction Services Component Objects Transaction Input Controls Transaction
More informationMEDIA KIT PRINT & ONLINE ADVERTISING LEAD GENERATION BRANDING THOUGHT LEADERSHIP CUSTOM CONTENT CREATION EVENTS
PRINT & ONLINE ADVERTISING LEAD GENERATION ecampuslnews.com BRANDING THOUGHT LEADERSHIP CUSTOM CONTENT CREATION 2015 MEDIA KIT EVENTS ecampus News covers the intersection of technology and innovation in
More informationLoB Customer for Partners What s the opportunity. Marcelo Mautari Manager LoB Customer Latin America
LoB Customer for Partners What s the opportunity Marcelo Mautari Manager LoB Customer Latin America What is LoB Customer? Customer focused solutions are a HUGE OPPORTUNITY Customer relationship is a Top
More informationLifeEngage : The Life Insurance Platform for the Digital-Age Insurer
Cognizant Solutions Overview Solution Overview LifeEngage : The Life Insurance Platform for the Digital-Age Insurer 1 LifeEngage Solution Overview Cognizant Solutions Overview Digital forces are disrupting
More informationEngagements The Key to Understanding the Customer Journey: What to Measure and Why
The Key to Understanding the Customer Journey: What to Measure and Why Prem Uppaluru, President & Chief Executive Officer To date, contact-center technology has mainly focused on cost and operational efficiency:
More informationManaging SaaS and IaaS Projects
Managing SaaS and IaaS Projects April 12, 2012 By Scott Carter, PMP and Dan Stuart, PMP scarter215@gmail.com, drstuart13@verizon.net Agenda What is Cloud Computing? Algeco Scotsman Background Business
More informationSenior Supplemental Medicare Supplement Online Enrollment Tool
1 Click on E-App, to Launch Medicare Supplement eapp tool from aetnaseniorproducts.com 2 You can quote the rate before starting e-app by using Rate Calculator. 3 Send all required forms using edocuments
More informationYOUR PATH TO GROWTH. Best Practice Channel Sales Compensation
YOUR PATH TO GROWTH Best Practice Channel Sales Compensation OUR PRESENTERS TODAY Erik Charles Sr. Product Marketing Manager Xactly Corporation Daniel Hawtof VP, Product Management Channelinsight Adam
More informationSOA 2010 Life & Annuity Symposium May 17-18, 2010. Session 33 PD, The Economics of Life Insurance Distribution/Emerging Trends
SOA 2010 Life & Annuity Symposium May 17-18, 2010 Session 33 PD, The Economics of Life Insurance Distribution/Emerging Trends Moderator: James C. Harkensee, FSA, MAAA Presenters: Douglas John Bennett,
More informationBank consultants Document imaging Document management Enterprise content management
Bank consultants Document imaging Document management Enterprise content management 1 2 Our purpose is to empower banks to achieve their goals. We ll help you achieve your goals, and we ll even guarantee
More informationPREPARE YOUR FIRM BUILD YOUR PRACTICE LEAD YOUR PEERS. Is Your Firm Prepared for the DIGITAL CURRENCY ECONOMY?
Is Your Firm Prepared for the DIGITAL CURRENCY ECONOMY? Released in 2009, the leading digital currency, Bitcoin, has seen substantial growth. Since early 2013: Bitcoin users have grown 66x Merchant adoption
More informationEmployment Opportunities
To apply, please email* your cover letter, resume, and UVA Community Credit Union application (for UVA Community Credit Union jobs) or Member Options application (for Member Options jobs), or Members Title
More informationFive key trends are reshaping customer- experience management:
Top Five Contact Center Trends for 2013 By Irwin Lazar VP and Service Director, Nemertes Research Executive Summary Five key trends are reshaping customer- experience management: ± Increasing adoption
More informationthem to save time and money. And throughout the Xome selling a home shouldn t undermine the excitement of
Xome is the only platform that digitally connects every touch-point in the real estate process. Xome on the range At Xome, we believe the process of buying and them to save time and money. And throughout
More informationMatrix in more detail
Matrix in more detail five degrees Markt 15 3621 AB Breukelen The Netherlands T: +31 88 0086400 www.fivedegrees.nl Matrix in more detail Functional Architecture Matrix is a sophisticated banking platform
More informationPerfect Customer Relationship Management (CRM) System
Al-Andalus Software Development & Technology Co. Perfect Customer Relationship Management (CRM) System Product Overview Overview Perfect Customer Relationship Management (CRM) System empowers your sales,
More informationA Website dedicated entirely to Selling Your Home!
A Website dedicated entirely to Selling Your Home! Powered by Properties Online, Inc. 2014 Where Buyers Come From Where Buyers Found the Home they Actually Purchased Last Year. Internet 33% Agent Agent
More informationEnhancing Business Performance Through Innovative Technology Solutions
Enhancing Business Performance Through Innovative Technology Solutions Contact Center = Customer Experience FIELD SERVICE Customer Service BACK OFFICE CONTACT CENTER BRANCH OFFICE Help Desk HR Finance
More informationBuilding Your Business Tour Leverage Your Tech To Do More
Building Your Business Tour Leverage Your Tech To Do More #BuildingYourBusiness Tweet and share with others! Ramon Ray @ramonray Infusionsoft, Small Business Evangelist Smallbiztechnology.com, Technology
More informationContinuum increases leads by 22% with BrightInfo Content Targeting for Blogs and Landing Pages CASE STUDY
Continuum increases leads by 22% with BrightInfo Content Targeting for Blogs and Landing Pages CASE STUDY July 2014 The Challenge Continuum is the technology industry's only channel-exclusive provider
More informationNon face-to-face Insurance Marketing Guide
Non face-to-face Insurance Marketing Guide For Independent Advisors/Agencies who sell life insurance through Telephone or Internet without meeting with clients in person A. OVERVIEW Selling life insurance
More informationImproving Customer Communications by Proper Personalization
Improving Customer Communications by Proper Personalization Paweł Walczak Commercial Account Manager for CEE HP Exstream March 13, 2015 The Customer is the most important. There is just one boss. The customer.
More information