Business Case. General Conclusions
|
|
- Hugo Alexander
- 8 years ago
- Views:
Transcription
1 During the February 27, 2007 AUGIE meeting on Activity notification, it was decided that the business case included in the Independent Agency Preferences for Carrier Electronic Communications, A Report by the ACT Electronic Communications Work Group needed to be re-released to highlight the Activity Note section (formerly called the Alerts section). Activity Notifications: An electronic message generated by the carrier to provide immediate notification to the agency of some activity. The notification is processed automatically into the agency management system. Examples include immediate notification of a claim, overdue payments, pending cancellation, etc. General Conclusions As much as possible, agencies want to handle carrier communications within their agency management systems and existing agency workflows. They want to process incoming electronic information with as little human touch as possible, in order to reduce the overall processing time in the agency. Where the communication relates to a specific customer and/or policy, such as a notification of late payment or an underwriter inquiry, agents would prefer to receive activity notification messages. Activity notifications have the advantage of automatically attaching to the appropriate user's activity log or the policy/customer activity log within the agency management system. Additionally, activity notification messages provide a high level of security for the included data. ACD XML Activity or Note Request/Response XML Message Standard is currently available for implementation by the various agency management system vendors. Business Case Our industry is undergoing a profound change regarding how carriers communicate with their independent agencies and brokers. Electronic communications are rapidly replacing the notifications that have traditionally been sent through the mail. Agents today prefer to receive information electronically. They want to become more paperless, reducing the inefficiency of paper shuffling and processing. However, the many different approaches being taken by the carriers today with regard to these electronic communications threaten to cancel out the potential efficiencies and wreak havoc with agency workflows. The incentives for carriers to implement activity notification are the following: To provide more efficient workflows and responsive service to their agents To enable their agents to provide more responsive service to their clients and to achieve more effective retention To turn off the paper for these transactions once the recommended electronic communications are implemented for their agencies. To improve the readership of the communications they send to their agencies by all of the appropriate people at the agency level
2 Activity notification The ACD XML standard is needed to assure that this new technology is broadly implemented by the industry in the most efficient manner possible. Activity notifications consist of a carrier initiated (XML) message to the agency that is retrieved by the agency management system at set intervals and is then automatically processed by the agency management system. Although each agency management system will develop its own processing, typically the message will be entered into the appropriate user activity or the policy/customer activity log. Processing will vary by the message context/content. The agency system should permit the agency to set its preferences for handling and routing activity notification messages. Example: The carrier is sending an overdue notice to Betty Jones. Concurrently, it sends the agency an activity notification message which the agency management system retrieves from the carrier at pre-defined time intervals. The management system reads the policy number on the activity notification message, sees that this policy is handled by CSR John Doe, and places an open activity into John s activity list. The next morning John sees the open item, reviews it and decides how to handle the situation. 1. The carrier should provide an opt-in/opt-out feature for activity notification by type of communication to the agency administrator to allow the agency to match its internal work flow and automation capabilities. 2. Activity notification messages should provide a method of prioritization to prompt the agency to appropriate action. m Examples of preference codes for activity notification messages include: Immediate Response Expected Response Not Urgent No Response Expected. 3. Agents prefer activity notification messages over s with regard to any information the agent will want to attach to a client, policy, or claim in his or her system. 4. Notifications can be sent immediately to the agency or, to accommodate large volumes, batched on a daily basis. Communicating partners need to agree on the implementation. 5. If using in batch processing, agencies would like the option to set their agency management system to retrieve activity notifications, from their carrier, more frequently than on a daily basis. 6. Agency management systems should provide a facility for the agency administrator to set up distribution rules as to where the activity notification is attached and who is notified. For example, late notices should be attached to the policy with notification to the appropriate CSR. 7. Activity notification messages should include a transaction type that provides information to assist in routing within the agency.
3 Policy perspective activity notifications We encourage the use of ACD standards wherever they are available. Download, refers to ACD standard AL3 or XML Download. XML refers to ACD standard XML. Communications we receive today Audit - Notice of Completed Audit Audit - Notice of Pending Audit (voluntary or on-premises) Billing - List of payments on cancelled policies/ reinstated policies Billing - Notice of final cancellation Billing - Overdue Payment List (Cancellation Notice Not Yet Issued) with attachment (on-premises) including attachment of audit form (voluntary) 3. Activity notification Message (all others) [depending on type of audit] 1. Download 1. Download Billing - Pending Cancellation for Non-Pay Bulletins Urgent E.g., disaster conditions or binding restrictions / 2. with information
4 Communications we receive today Claim new (FNOL) 1. Download XML 3. Immediate voice or notification for claims over a threshold defined by carrier/agent Claim activity- existing claim Communication from underwriter Immediate response requires immediate response e.g., New business or endorsement question in order to issue Communications with underwriter Response not urgent e.g., Request for policy information Pre-renewal update Communication from underwriter No response No response expected from agency client specific e.g., Broker of Record change or Advanced notification of non-renewal Communication with underwriter - Submission Updates Confirmation submission received Billing - Notice of Premium Finance (comes from premium finance company) 1. Download/XML all activity, with attachment if applicable
5 Communications we receive today Policy Changes Carrier confirmation of agent requests Policy Changes Carrier confirmation of direct client requests to carrier Property Appraisals Providing the carrier s appraisal to the agency in Real Time 2. Download 2. Download with attachment The Independent Agency Preferences for Carrier Electronic Communications, was developed by the ACT Electronic Communications Work Group for more information and to review the full report, contact Jeff Yates, ACT Executive Director, jeff.yates@iiaba.net 1 The Agents Council for Technology (ACT) is an association of agents, brokers, users groups, carriers, vendors, and industry associations dedicated to encouraging and facilitating the most effective use of technology and workflow within the Independent Agency System. ACT is a part of the Independent Insurance Agents & Brokers of America, Inc. (IIABA). See the ACT web site at for more information about ACT and its initiatives. Copyright 2006, Independent Insurance Agents & Brokers of America, Inc. All rights reserved. Permission to reprint is granted to ACT members.
Best Practices Guide to Agency Business Processes and Information Management
Best Practices Guide To Agency Business Processes and Information Management Presented by Agents Council for Technology and IIABA Council for Best Practices Developed by Nettles Consulting Network, Inc.
More informationINTRODUCTION... 1 SECTION 1: CREDENTIAL MANAGEMENT... 2 SECTION 2: IMPLEMENTATION ROADMAP FOR REAL-TIME TRANSACTIONS AND LINES OF BUSINESS...
Table of Contents INTRODUCTION... 1 SECTION 1: CREDENTIAL MANAGEMENT... 2 Overview... 2 Current Best Practices... 2 Workflow Option One... 2 Workflow Option Two... 3 Future Development... 4 Potential Future
More informationThe Independent Agent s Real Time Implementation Guide. The Agent s Workflow for the 21st Century!
The Independent Agent s Real Time Implementation Guide The Agent s Workflow for the 21st Century! Angelyn Treutel of Treutel Insurance Agency in Bay Saint Louis, Miss: Real Time saves our agency time and
More informationBest Practices for Electronic Policy Delivery to Agents & Insureds
Best Practices for Electronic Policy Delivery to Agents & Insureds ACT Policy Delivery Work Group January 14, 2014 The webinar will begin shortly! Best Practices for Electronic Policy Delivery to Agents
More informationNew UIIA Insurance Submission Requirements
New UIIA Insurance Submission Requirements New Insurance Submission Requirements Effective August 1, 2012 agents submitting paper certificates to the UIIA via e-mail, fax or mail will be required to utilize
More informationVendor Management System Overview
Vendor Management System Overview RigUp s Vendor Management System provides a solution for managing all of your vendors compliance data, documents, and approval status in one location. With the requirement
More informationHanover EZPay Policyholder Guide & Frequently Asked Questions
Hanover Commercial Lines Hanover EZPay Policyholder Guide & Frequently Asked Questions Getting Started Setting up Hanover EZPay is quick and easy. The Hanover EZPay portal features user-friendly screens
More informationAGENCY APPOINTMENT CONTRACT. Name of Agency. For Company Use Only. Agency Code No. Marketing Representative
AGENCY APPOINTMENT CONTRACT Name of Agency For Company Use Only Agency Code No. Marketing Representative AGENCY APPOINTMENT CONTRACT Thank you for your prior submission of the Agency Appointment Application
More informationContact Center Discovery Exercise
Contact Center Discovery Exercise Introduction The County is currently planning to implement a new telephone system, based on Voice over IP (VoIP), including a new Contact Center solution. VoIP is a proven
More informationAnswers to Cardmember questions about Online Services and statement delivery.
Answers to Cardmember questions about Online Services and statement delivery. For more information, please contact your Program Administrator or Customer Service. Online Statements What is an Online Statement?
More informationThe Requirements Compliance Matrix columns are defined as follows:
1 DETAILED REQUIREMENTS AND REQUIREMENTS COMPLIANCE The following s Compliance Matrices present the detailed requirements for the P&I System. Completion of all matrices is required; proposals submitted
More informationTropics Policy Administration System
Tropics Policy Administration System Whether you desire a browser-based, or a Windows-based interface, Tropics provides robust functionality under either platform for your business. Tropics Breeze is a
More informationVoice Mail. Helpful Hints. Frontier Voice Mail User Guide for Business
Helpful Hints Press 1 to rewind 6 seconds. Press 1 1 to rewind to the beginning of a message. Press 3 to fast forward 6 seconds. Press 3 3 to fast forward to end of the message. Press 2 to toggle between
More informationSubmitting Insurance for UIIA Participants
Submitting Insurance for UIIA Participants Certificate of Insurance Form Requirement As of August 1, 2012 agents that submit paper certificates to the UIIA via e-mail, fax or mail are required to utilize
More informationInsurance was never like this before!
Insurance was never like this before! Insurance was never like this before is a platform built on the latest technologies to leverage the advantages offered by the newer technologies. It is an Insurer
More informationWEB-BASED TIME AND ATTENDANCE & DCAA COMPLIANCE
WEB-BASED TIME AND ATTENDANCE & DCAA COMPLIANCE White Paper AUDIT CONCERNS Certain types of organizations who contract with the US Government must follow specific timekeeping guidelines set forth by the
More informationExpense Module Security
Expense Module Security This document provides an overview of Expense security including workflow and notifications. State of Vermont Department of Finance & Management VISION 8.8 Revised: March 2013 TABLE
More informationPaperless employment applications ease the hiring process.
Employee Onboarding Reviewing paper job applications can become a time-consuming task for HR recruiters. Paper applications may be difficult to read, or contain incomplete information. The success of the
More informationRequirements made under the Intermediaries Byelaw
Chapter 2 Requirements made under the Intermediaries Byelaw Section 1 Delegated Underwriting Registers of coverholders and registered binding authorities Part B of the Intermediaries Byelaw Format and
More informationSummary of the CFPB s Force-Placed Insurance Proposed Rules
TO: FROM : RE: ABIA Government Relations Committee Barnett, Sivon & Natter, P.C. McIntyre & Lemon, PLLC Summary of the CFPB s Force-Placed Insurance Proposed Rules Date: August 16, 2012 Overview The Bureau
More informationInsurance - Replacements Processing (Replacements Advisory Group) White Paper
Insurance - Replacements Processing (Replacements Advisory Group) White Paper This document is subject to Regulatory approval. October 2004 Depository Trust & Clearing Corporation 1 This White Paper was
More informationTable of Contents. Overview...2. Target Classes...2. Limits Available...3. Filings Available...3. Additional Coverages Available...
Table of Contents Overview...................................2 Target Classes...............................2 Limits Available...............................3 Filings Available..............................3
More informationFannie Mae launched the Inquiry Response Tool (IRT) vendor portal in 2015. The IRT portal enhances the way the Fannie Mae Expense Reimbursement team
Fannie Mae launched the Inquiry Response Tool (IRT) vendor portal in 2015. The IRT portal enhances the way the Fannie Mae Expense Reimbursement team manages customer service inquiries related to claims
More informationBuilding a customer-centric insurance company
White paper Building a customer-centric insurance company Analytics and customer lifecycle management applications help improve the consumer experience Page 2 Introduction Each of your policyholders has
More informationIndependent Insurance Agents & Brokers of Louisiana 9818 Bluebonnet Boulevard Baton Rouge, Louisiana 70810 www.iiabl.
Independent Insurance Agents & Brokers of Louisiana 9818 Bluebonnet Boulevard Baton Rouge, Louisiana 70810 www.iiabl.com (225) 819-8007 Technical Advisory TA 305 November 15, 2012 Subject: Guidelines for
More informationUCA GENERAL INSURANCE SERVICES, INC. SERVICE IS OUR STRENGTH. UCA EZ-Pay. Direct Bill System. Broker Manual
UCA GENERAL INSURANCE SERVICES, INC. SERVICE IS OUR STRENGTH UCA EZ-Pay Direct Bill System Broker Manual **This document is intended to serve as a guide and will be revised or replaced as new information
More informationDispelling the myths of electronic filing By TED BAKER Advanced Automation / Dallas, Texas
Dispelling the myths of electronic filing By TED BAKER Advanced Automation / Dallas, Texas (The following article was adapted from Mr. Baker's presentation at the AMS User's Group convention, which was
More informationAuthor Payment Processing
Author Payment Processing 1 Commerce Manager Extends the functionality of Editorial Manager and ProduXion Manager to solicit and track payments through the system Commerce Manager is Web configurable enabling
More informationHOT TREND: ACCOUNTS PAYABLE AUTOMATION
th ANNUAL ALABAMA TREASURY MANAGEMENT ASSOCIATION SUMMIT HOT TREND: ACCOUNTS PAYABLE AUTOMATION SEPTEMBER 25 Mel Steals, PNC Bank Alex Keene, BBVA Compass Agenda 2 Accounts Payable Goals Accounts Payable
More informationNew Business Excellence for P&C Commercial Lines
New Business Excellence for P&C Commercial Lines Tom Rubenacker, Vijai R Swaminathan, Baskar Sridharan, Sanjay Mohan An industry in transition After a turbulent period of uncertain investment returns,
More informationSecurity Information & Event Management A Best Practices Approach
Security Information & Event Management A Best Practices Approach Implementing a best-of-class IT compliance framework using iservice help desk and EventSentry monitoring software A white paper written
More informationcnaexcess.co.uk User Guide
Available exclusively to BIBA Members A broker s guide to using cnaexcess.co.uk Welcome to cnaexcess.co.uk, designed in partnership with the British Insurance Brokers Association (BIBA), cnaexcess.co.uk
More informationFLORIDA S PREHOSTITAL EMERGENCY MEDICAL SERVICES TRACKING & REPORTING SYSTEM
FLORIDA S PREHOSTITAL EMERGENCY MEDICAL SERVICES TRACKING & REPORTING SYSTEM Key User Technical Reference 1 INTRODUCTION... 3 2 USER SUPPORT... 3 2.1 ORIENTATION & TRAINING... 3 2.2 TIER 1 SUPPORT... 3
More informationAn Overview of OCASS
An Overview of OCASS June 2013 Page 1 Table of Contents A. Introduction to OCASS and OASIS... 3 B. Benefit... 3 C. System Overview... 4 D. Key features and functionalities... 4 E. Overview of the workflow
More informationAxcess Canada. Business Development Team
2010 Axcess Canada Business Development Team [COLLECTIONS & SPECIAL SERVICING IN ARMNET FINANCIAL SOFTWARE] A brief summary and screen shot analysis of some of the Collections Functionality within the
More informationSkelta. Accounts Payable Solution. Business Process Management for All POWERED BY SKELTA BPM. www.skelta.com
Skelta Accounts Payable Solution POWERED BY SKELTA BPM Business Process Management for All www.skelta.com Overview Skelta Accounts Payable Solution is a completely web-based vendor invoice processing solution
More informationWEB-BASED TIME AND ATTENDANCE DCAA COMPLIANCE. White Paper
WEB-BASED TIME AND ATTENDANCE AND DCAA COMPLIANCE White Paper Page 1 AUDIT CONCERNS Certain types of organizations who contract with the US Government must follow specific timekeeping guidelines set forth
More informationElectronic Forms Processing (eforms)
Electronic Forms Processing (eforms): Collaboration and workflow solutions for digital content and document management A White Paper By Kris Johnson What is eforms Processing? Organizations and the groups
More informationBROKERS MANUAL GENERAL INFORMATION. Coverages Available
BROKERS MANUAL The California FAIR Plan Association (the FAIR Plan) is an association of all insurance companies authorized to transact basic property insurance in California. Established under State law,
More informationAP Automation Checklist
AP Automation Checklist Use this document to respond each of the common questions that customers ask when defining their AP Automation solution. For any assistance contact Efficiency Leaders support team
More informationPART IX. MEDICAL CATASTROPHE LOSS FUND
PART IX. MEDICAL CATASTROPHE LOSS FUND Chap. Sec. 242. MEDICAL PROFESSIONAL LIABILITY CATASTROPHE LOSS FUND... 242.1 243. MEDICAL MALPRACTICE AND HEALTH-RELATED SELF-INSURANCE PLANS...243.1 244. PROFESSIONAL
More informationElectronic Accounts Payable
Electronic Accounts Payable Presentation Virginia Government Finance Officer s Association VA Beach, May 21,2008 Shakeel Yusuf County of Fairfax, Virginia Electronic Accounts Payable Outline The Accounts
More informationOREGON MUTUAL GROUP BILLING GUIDE
The Oregon Mutual Group offers two Direct Bill payment options for customers: The Account Bill option is a revolving bill plan. Policies are direct billed on an account basis. The Full Payment option is
More information(SAMPLE) REQUEST FOR PROPOSAL PROPERTY AND LIABILITY RISK MANAGEMENT AND INSURANCE CONSULTING SERVICES
REQUEST FOR PROPOSAL FOR PROPERTY AND LIABILITY RISK MANAGEMENT AND INSURANCE CONSULTING SERVICES Section I General Specifications TABLE OF CONTENTS Page No. 1.1 Introduction and Background 2 1.2 Additional
More informationCORPORATE STATEMENT OF DIRECTION
CORPORATE STATEMENT OF DIRECTION THE BUSINESS OF INSURANCE IS CHANGING, putting new demands on agencies, brokerages and carriers. This Statement of Direction describes how Applied Systems will continue
More informationAlerts Pane Headers... 3. Alerts Pane... 3 Workflow Status... 4. Workflow Key... 4 Activity Filter... 4. Document Search... 5
DocFast DocFast TECHNOTE Agent Cheat Sheet This technote can be considered a cheat sheet for providing a better understanding of the meaning and navigation behind the DocFast Distributor Environment. Contents
More informationPaperless AP Invoice Process Automation System Developed Specifically For Sage Timberline Office. Presenter: Keith Rieders
Paperless AP Invoice Process Automation System Developed Specifically For Sage Timberline Office Presenter: Keith Rieders Agenda Brief introduction and overview TimberScan presentation Summary Please ask
More informationXO VoIP Quick Start Guide
XO VoIP Quick Start Guide (for customers with IP Flex, IP Flex with VPN, and SIP services) Welcome! As an XO VoIP services customer, you have a 24x7 access to the XO Business Center, our robust and easy-to-use
More informationMPHR Comparison. Check what other vendors offer: MPHR
MPHR Comparison MPHR Check what other vendors offer: Online Job Applicant Tracking Module Customizable Internet job postings Job position total compensation statement On-line job applicants SQL database
More informationCHECKING SLIP IMPORTANT FLORIDA AUTOMOBILE JOINT UNDERWRITING ASSOCIATION ACCOUNTING AND STATISTICAL REQUIREMENTS MANUAL
CHECKING SLIP IMPORTANT FLORIDA AUTOMOBILE JOINT UNDERWRITING ASSOCIATION A&S 2013 Revision 001 NEW PAGES ENCLOSED Pages 1-1 1-3, 2-3 2-7, 3-1 3-2, 18-3, (a) SUPERSEDED REMOVE All previous Checking Slips
More informationIntroduction. Connection security
SECURITY AND AUDITABILITY WITH SAGE ERP X3 Introduction An ERP contains usually a huge set of data concerning all the activities of a company or a group a company. As some of them are sensitive information
More informationProfessional Services Experts in information management, at your call.
Professional Services Experts in information management, at your call. Services and Training Document Management Software for Microsoft Windows Professional Services We re ready to help Years of expertise
More informationBusiness Continuity Plan
SECTION 21 Business Continuity Plan The Health Plan has created a Business Continuity Plan, policy number AD 216 (located in the back of this section) in order to maintain the viability and integrity of
More informationAdministration Guide for Voluntary Group Insurance Plans Endorsed by California Teachers Association (CTA)
Administration Guide for Voluntary Group Insurance Plans Endorsed by California Teachers Association (CTA) Standard Insurance Company SI 14723-CTAvol 1 of 22 (2/11) Administration Guide for Voluntary Group
More informationSmart eda Plumbing Application Service
Smart eda Plumbing Application Service Quick user guide for applicants A guide to assist an applicant in preparing, lodging and tracking plumbing applications electronically under the Plumbing and Drainage
More informationForeign Account Tax Compliance Act (FATCA) IDES Implementation Update. April 2015
Foreign Account Tax Compliance Act (FATCA) IDES Implementation Update April 2015 IDES Implementation Developments 2 The IRS has made significant progress in developing and deploying technology capabilities
More informationBROKER XCHANGE Q PACK PLUS QUOTATION QUICK START GUIDE
BROKER XCHANGE Q PACK PLUS QUOTATION QUICK START GUIDE V0.5 Creating a Q Pack Plus Quotation in Broker Xchange Broker Xchange Q Pack Plus Quotation Workflow START 1 Select / Create Client 2 3 Select Product
More informationInsurance Brokers - from initial registration to ongoing submittal, retrieval, and editing of new or existing certificates of insurance.
Welcome to Track4LA 2.1 Our insurance and bonds compliance system has been designed to make the experience around submitting and retrieving insurance information quick and easy. For those brokers who have
More informationExhibit D CRANE AUCTION INDEMNIFICATION AND INSURANCE REQUIREMENTS
Exhibit D CRANE AUCTION INDEMNIFICATION AND INSURANCE REQUIREMENTS The insurance requirements below are dependent on the actions to be taken by the successful vendor(s) following the Port of Los Angeles
More informationCoverage is subject to a Deductible
Frank Cowan Company Limited 75 Main Street North, Princeton, ON N0J 1V0 Phone: 519-458-4331 Fax: 519-458-4366 Toll Free: 1-800-265-4000 www.frankcowan.com CYBER RISK INSURANCE DETAILED APPLICATION Notes:
More informationSMS / Texting Service
SMS / Texting Service Updated 11/24/2014 SPOT version 7.0.1700.9 1 SPOT SMS / Texting Service...3 What is the SPOT SMS Service...3 Requirements...3 Customer Opt In...3 Customer provides Verbal Approval...3
More informationOnline banking user guide
Welcome Peoples Federal Savings Bank customers Online banking user guide IMPORTANT INFORMATION about your online banking account. Important information Your online banking accounts with Peoples Federal
More informationTextura CMS Integration User Manual
Textura CMS Integration User Manual Version 2.0 June 16, 2008 This user manual contains confidential information of Textura, LLC and is protected by all applicable patents, copyright, trademark trade secret
More informationBenefits of an Electronic Validation Lifecycle Management System in the Corporate Validation Process Validation Cycle Time and Cost Perspective
Benefits of an Electronic Validation Lifecycle Management System in the Corporate Validation Process Validation Cycle Time and Cost Perspective PDA awarded ValGenesis the New Innovative Technology award
More informationCITY OF STARKE. Project # 2016-02
CITY OF STARKE Project # 2016-02 Request for Proposals For Enterprise Content Management System 209 N. Thompson Street Post Office Drawer C Starke, Florida 32091 00 Contents CITY OF STARKE REQUEST FOR
More informationThe Paperless Agency. Learning Objectives. Learning Objectives
The Paperless Agency Robert E. Dunn III, CIC, CRM Houston, Texas 713-344-0533 ~ 281-728-3407 RobbyDunn@comcast.net 1 Learning Objectives CISR Survey Results Paperless Concepts Benefits of the Paperless
More informationA program developed by the State of New York Insurance Department. and administered by. New York Property Insurance Underwriting Association.
A program developed by the State of New York Insurance Department and administered by New York Property Insurance Underwriting Association.. The Problem: You receive a letter from your insurance company
More informationHow to Select a Document Management System:
How to Select a Document Management System: Criteria and Checklist There are numerous document management systems on the market, and every company has different needs and objectives, so understanding the
More informationIndividual Partnership D/B/A (if applicable): Corporation 2. P.O Box: Phone No.:
Whenever used in this Application, the term Applicant means the Named Insured and any other entity proposed for coverage. ENDURANCE AGENCY ADVANTAGE APPLICATION THIS IS AN APPLICATION FOR INSURANCE WRITTEN
More informationQuality and Commitment. Services. Installation Process
JOHN HANCOCK LIFE INSURANCE COMPANY GROUP ANNUITY SERVICES ADMINISTRATION PROPOSAL Quality and Commitment For over 60 years, the John Hancock has provided investment and administrative services to more
More informationWhite Paper. The Implications of E-invoicing for Purchasing and Accounts Payable Automation Projects. www.compleatsoftware.com
White Paper The Implications of E-invoicing for Purchasing and Accounts Payable Automation Projects www.compleatsoftware.com Introduction The ability to cost effectively convert a purchase invoice into
More informationAccelerating Your Cash Flow
Accelerating Your Cash Flow Invoices On-Line Invoices On-Line (IOL) from Direct Insite delivers on-demand AP, AR and payments capabilities that are deployed fast, with minimal cost and operational impact,
More informationIBM Global Business Services White Paper. Insurance billing and payment transformation Why now?
IBM Global Business Services White Paper Insurance billing and payment transformation Why now? 2 Insurance billing and payment transformation Why now? IBM Global Business Services 3 Introduction Customer
More informationAs used in 211 CMR 97.00, the following words mean:
211 CMR 97.00 PROCEDURES FOR CANCELLATION AND NON-RENEWAL OF MOTOR VEHICLE INSURANCE POLICIES Section 97.01: Purpose, Scope and Authority 97.02: Definitions 97.03: Policy Cancellation 97.04: Content of
More informationWhite Paper Integrating Accenture Duck Creek with ECM. Reducing Complexity for the Commercial Insurance Carrier
White Paper Integrating Accenture Duck Creek with ECM Reducing Complexity for the Commercial Insurance Carrier Commercial property and casualty carriers face complexities that have historically challenged
More informationDEPARTMENT OF TRANSPORT SOUTH AFRICA
DEPARTMENT OF TRANSPORT SOUTH AFRICA EMC solutions speed workflows, transform processes, and elevate service levels OVERVIEW The Department of Transport oversees all modes of transportation throughout
More informationDIRECTORS AND OFFICERS including Employment Practices Liability Insurance Application Rates available through 2/29/16
1712 Magnavox Way P.O. Box 2338 Fort Wayne, IN 46801-2338 1-877-783-1161 Fax 1-260-459-5870 www.kandkinsurance.com DIRECTORS AND OFFICERS including Employment Practices Liability Insurance Application
More informationImplementing an Effective Information Security Program in Your Agency
Implementing an Effective Information Security Program in Your Agency Presented by: Steve Aronson, Aronson Insurance Ted Joyce, N B Independent Brokerage Jeff Yates, Agents Council for Technology 1 Our
More informationPurchasing & Accounts Payable Automation for. Microsoft Dynamics GP & SL
Purchasing & Accounts Payable Automation for Microsoft Dynamics GP & SL PN 3 Objectives Improved Efficiencies Improved Financial Controls The Real Cost of Paper AP Automation Questions How can we get invoices
More information[The BSD License] Copyright (c) 2004-2011 Jaroslaw Kowalski jaak@jkowalski.net
Software used by portions of this application require the following license statement: [The BSD License] Copyright (c) 2004-2011 Jaroslaw Kowalski jaak@jkowalski.net All rights reserved. Redistribution
More informationCOMMERCIAL EXCESS LIABILITY POLICY DECLARATIONS
COMMERCIAL EXCESS LIABILITY POLICY DECLARATIONS Policy No. Renewal 1. NAMED INSURED AND MAILING ADDRESS 2. POLICY PERIOD From To 12:01 A.M. standard time at your mailing address shown above. : 3. LIMITS
More informationThe Independent Agents Opportunity to Take Back Personal Lines By Jeff Yates
About this article: Independent agents can provide the online auto insurance shopper with a better value proposition than the direct carriers and thereby take personal lines business from them. Independent
More informationSmall group medical underwriting FAQ
Small group medical underwriting FAQ General Questions 1. What is medical underwriting for small businesses? Medical underwriting is a method of determining an employer s premium rate for health insurance
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 informationEnterprise Exchange Archive
Enterprise Exchange Archive Demetrias Rodgers Messaging & Directory Services Dec. 2, 2010 0 Enterprise Exchange Hosted Archive What is it? An enterprise level archiving service that, after enrollment,
More informationREUTERS/TIM WIMBORNE SCHOLARONE MANUSCRIPTS ADMINISTRATOR E-MAIL TEMPLATES USER GUIDE
REUTERS/TIM WIMBORNE SCHOLARONE MANUSCRIPTS ADMINISTRATOR E-MAIL TEMPLATES USER GUIDE 02-AUGUST-2013 TABLE OF CONTENTS Select an item in the table of contents to go to that topic in the document. INTRODUCTION
More informationMississippi. Residential. Property Insurance. Underwriting. Association MANUAL OF RULES AND PROCEDURES
Mississippi Residential Property Insurance Underwriting Association MANUAL OF RULES AND PROCEDURES Revised Effective 12-1-2014 MISSISSIPPI RESIDENTIAL PROPERTY INSURANCE UNDERWRITING ASSOCIATION (MRPIUA)
More informationFederally Facilitated Marketplace Enrollment Operational Policy & Guidance
Federally Facilitated Marketplace Enrollment Operational Policy & Guidance October 3, 2013 This draft manual will go into effect with minimal changes as of October 1, 2013. All enrollments made on or after
More informationCompConnect RTW, Inc
CompConnect RTW, Inc Workers Compensation Small Accounts Program - Underwriting Guidelines Program Objective & Purpose of Manual I. Program Objective Table of Contents Underwriting Criteria I. Eligibility
More informationZurich Security And Privacy Protection Policy Application
Zurich Security And Privacy Protection Policy Application COVERAGE A. AND COVERAGE F. OF THE POLICY FOR WHICH YOU ARE APPLYING IS WRITTEN ON A CLAIMS FIRST MADE AND REPORTED BASIS. ONLY CLAIMS FIRST MADE
More informationfor Sage 100 ERP Sales Order Overview Document
for Sage 100 ERP Sales Order Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks
More informationVendor Request Form. 2015 CGI Group Inc. All rights reserved
2015 CGI Group Inc. All rights reserved Preface This how-to guide provides instructions to CGI vendors and business units on how to communicate with CGI s Accounts Payable (AP) team. It explains how to
More informationPEOPLESOFT ENTERPRISE esettlements
PEOPLESOFT ENTERPRISE esettlements Relying on paper-based processes to pay for goods and services and to resolve disputes with suppliers can be costly, inefficient, and D KEY FEATURES Automated settlement
More informationFeatures Voice Mail System
Features Voice Mail System Automatic Call Distributor Voice Messaging Automatic Paging Audio Bulletin Board Automated Receptionist Reach Out Caller Interactive Voice Response Automatic Call Distributor
More informationQUICKER BETTER SAFER. Laserfiche Forms. Joanna Slusarz
QUICKER BETTER SAFER Laserfiche Forms Joanna Slusarz QUICKER BETTER SAFER Laserfiche Forms JOANNA SLUSARZ Compulink Management Center, Inc. Long Beach - Washington, D.C. - Fort Lauderdale - Hong Kong Toronto
More informationSolutions for Accounts Payable Process Optimization
Solutions for Accounts Payable Process Optimization ScerIS is your resource for Accounts Payable Process Optimization (APPO). We help clients do more at lower cost, in less time and with fewer people.
More informationFI115 Umoja Accounts Receivable Overview. Umoja Accounts Receivable Overview Version 12 1
FI115 Umoja Accounts Receivable Overview Umoja Accounts Receivable Overview Version 12 Copyright Last Modified: United 14-August-13 Nations 1 Agenda Course Introduction Module 1: Introduction to Accounts
More informationRequest for Proposal. Contract Management Software
Request for Proposal Contract Management Software Ogden City Information Technology Division RETURN TO: Ogden City Purchasing Agent 2549 Washington Blvd., Suite 510 Ogden, Utah 84401 Attn: Sandy Poll 1
More information