Designing & Building the Lean Insurance Organization

Transcription

1 2015 Insurance Industry Summit Lean Production Fundamentals that Drive Performance Improvement Designing & Building the Lean Insurance Organization MASTERING AND APPLYING LEAN SIX SIGMA BEST PRACTICES TO ACHIEVE BREAKTHROUGH PERFORMANCE Identifying, Isolating and Purging Waste Essential Statistical Process Controls and Analytics Lean Six Sigma Design for World Class Service Delivery Accelerating Work Velocity and Process Cycle Efficiencies Lean Six Sigma Customer Experience Design, Deployment and Advocacy Engineering Costs Out of Insurance Products and Processes Earn your Lean Six Sigma Black Belt Certification through a highly robust development program specifically designed to the unique requirements of insurance leaders and professionals May 6-8, 2015 Marriott Marquis Hotel & Conference Center 1535 Broadway New York, New York A landmark conference on achieving extraordinary results through the masterful application of high impact Lean Six Sigma techniques

2 The Compelling Need to Go Lean The Message is compelling and growing louder. Listen. Just Listen. To every business news cast. With every passing day. With every quarterly earnings report. Listen to every customer. To every current customer. To every targeted customer. To every lost customer. The message is growing louder. It is becoming ever increasingly defiant. Get ready to get much better. Better than before. Better than now. Better than the best competition. Get better faster. There is no slack time. There is no room for waste. Every step in every process. Every position in every function. Every piece of work. Every input and every output. Every product. Every decision. Must add unquestionable value. Rapidly. With unrelenting quality. And in just the right quantity. Without delay. With less resources. Achieving far greater returns on investments. Returns that were previously unimaginable. While consistently delivering a thoroughly delightful customer experience. Enabled through powerful tools and techniques. And enacted by highly skilled, flexible, motivated individuals. Focused individuals. Individuals with a passion for the business. Individuals with a sense of urgency. With far broader and deeper skills than before. Working collaboratively within accountable teams. Teams that are tenaciously executing and continually self improving. Teams seamlessly linked and integrated through robust and resilient value creating processes. All evidenced through powerful analytics. The emergence and application of Lean Six Sigma within the Insurance Industry the stakes could not be higher. It is no wonder that against the backdrop of a business and economic environment that is now and will be forever demanding that organizations produce far more with far less - that insurance organizations are increasingly reaching for and applying Lean Six Sigma. Lean Six Sigma is a management framework that combines the power of lean manufacturing disciplines with the process precision and quality of Six Sigma. It blends and leverages the two methodologies into one integrated approach that optimizes the quality and speed of doing business while removing costs from the business. The immediate benefits of Lean Six Sigma are dramatic. Waste in all its forms is identified and purged from the enterprise, core processes and business practices. Lead times are compressed. Productivity increases in a quantum fashion. Cash flow is accelerated. Wait times are mitigated as process cycle velocities accelerate and flow time efficiencies rapidly increase. Defects and rework are prevented. Customer satisfaction and profitability improve as the business expands. Perhaps most importantly, Lean Six Sigma frees insurance knowledge workers, such as underwriters and claims adjusters, to focus on the work that creates the greatest value they contribute far more by doing far more of what they were hired to do.

3 Closing the Lean Six Sigma Talent Gap in the Insurance Industry Its benefits may be prodigious, but Lean Six Sigma also presents a particular challenge to the insurance industry. The demand for experienced insurance professionals and leaders who are recognized Lean Six Sigma practitioners is far outstripping the supply of qualified talent. The 2015 Insurance Industry Summit Designing and Building the Lean Insurance Organization is based on the overwhelming demand for a Lean Six Sigma development and certification program that is both rigorous as well as practical in its focus on insurance. Organized around the constructs and phases of a Lean Six Sigma insurance initiative, this seminar is designed to provide attendees the knowledge, skills, insights and a powerful toolkit that can be immediately applied to the significant benefit of their firms. The 2015 Insurance Industry Summit is quite unique in that it will provide participants a powerful development experience and the opportunity to secure the Lean Six Sigma Black Belt designation in an effective and efficient fashion. The 2015 Insurance Industry Summit and Black Belt Designation Process: Designing and Building the Lean Insurance Organization is a structured learning experience it is a highly interactive, content rich, development and Lean Six Sigma Black Belt designation process that attendees and their sponsoring firms will find uniquely invaluable. The 2015 Insurance Industry Summit and Black Belt Designation Program involves four steps: Step 1 Application and Registration: Complete and submit a 2015 Insurance Industry Summit Application and Registration Form as contained within this brochure, or contact the Institute directly at CIOP to register by phone. Step 2 Pre Insurance Industry Summit and Six Sigma Black Belt Preparations: A few weeks before the 2015 Insurance Industry Summit you will be provided a preparation package containing Lean Six Sigma reading and subject matter material for your review prior to the class. Step 3 Attendance in the 2015 Insurance Industry Summit; Designing and Building the Lean Insurance Organization. Participate in a rigorous two and a half day conference and tutorial session that will cover all the key concepts, terminology, tools and techniques associated with the Lean Six Sigma framework supported by insurance case studies and examples. Step 4 Completion of the Lean Six Sigma Black Belt Exam Project. At the conclusion of the two and a half day industry Summit you will be provided a take-away exercise. The assignment takes the form of a Lean Six Sigma Black Belt Exam Project that consists of two types of questions. Review questions enable you to reinforce key terms and definitions associated with the Lean Six Sigma body of knowledge covered in class. There are also application questions that you will select from as an opportunity to practice using specific Lean Six Sigma concepts and tools. The Lean Six Sigma Black Belt Exam Project is designed to be addressed with approximately twenty hours of work that you will have one hundred and twenty days, post conference, to complete. This enables Lean Six Sigma Black Belt candidates to budget & integrate their Exam Project time within their standard work schedule.

4 A Powerful Blend of Robust Content and Practical Insurance Case Studies The summit content is particularly compelling and presented along two dimensions tutorials and case studies. Lean Six Sigma concepts, tools and techniques are comprehensively covered through dynamic tutorial presentations. The tutorial content is then brought to life through actual insurance industry case studies and examples. Knowledge and understanding are quickly conveyed resulting in a set of insights and a powerful toolkit which attendees can immediately apply to the benefit of their organizations. Given the amount of information that is presented the teaching approach is very rigorous, interactive and intense. The Summit instructors are insurance industry Lean Six Sigma practitioners who excel at simplifying complex concepts and demonstrating practical applications within an insurance context. A high level and abridged summary of the content that comprise the Lean Six Sigma 2015 Insurance Industry Summit Designing and Building the Lean Insurance Organization include the following topics: Lean Six Sigma Fundamentals & Foundation - Value Based Process Analysis - Error Prevention and Mistake Proofing - Historical Foundation - The Four Keys to Lean Six Sigma - The Machine that Changed the World - The Five Laws of Lean Six Sigma - Taiichi Ohno s Rapid Changeover Breakthrough - Six Sigma Variance Fundamentals - Flow, Pull, and Perfection - Lean Six Sigma Project Cycle Phases - Kaizen Event Staging and Delivery - DMAIC and Kaizen Events - Muda and the Eight Types of Waste - The Benefit/Effort Matrix - Flow Time Efficiency - Time Traps vs. Capacity Constraints - Total Productive Maintenance (TPM) Practices - Workload Balancing - Process Balancing and Operational Modeling - The 5 S s of Lean Six Sigma Value Stream Mapping & Data Collection - Process Analysis and Process Forensics - Jidoka and Rapid Process Correction - Root Cause Analysis & Data Gathering Planning - Specifications, CT s & Process Deviations - Data Gathering Techniques and Best Practices - Data Stratified and Analysis - Data Collection Tools, Techniques & Applications - Ensuring Value Creating Work - How to Ensure Relevant Samples and Good Data - Identifying and Attacking Complexity - The Principles & Science of Faster, Better, Cheaper - Data Gathering & Operational Toolkit - Process Mapping Techniques & Best Practices - Process Typology Mapping - Value Add (VA) vs. Non Value Add (NVA) Analysis - Process Balancing Design Principles - Time Value Maps, Task Times and Takt Charting - New SIPOC and VOC Techniques & Tools - Kano Analysis & Customer Driven Product Design - Process Cycle Efficiency & Improvement - The Complexity Equation & Complexity Mapping - Muri, Mura and Flow Optimization - Four Step Rapid Setup for Insurance Processes - Lean Six Sigma Flow Time Design

5 Measurement & Statistical Process Control - Fundamentals of Statistical Process Control (SPC) - Variable and Attribute Data - Measurement System Analysis (MSA) - Repeatability & Reproducibility - Measurement Calibration - Lean Six Sigma Statistics Simplified - KPI s and System of Indicators - Qualitative Lean Six Sigma Toolkit - Statistical Process Control Insurance Boot Camp - Control Charts Simplified & Best Practices - Testing for Cause, Correlation, Effect & Relevancy - Theory of Constraints Metrics Root Cause Analysis & Designing Solutions - Process Waste and Error Analysis - Regression Analysis Simplified - Identifying and Verifying Root Causes - Analysis of Variance (ANOVA) Techniques - The Insurance Root Cause Analysis Toolkit - The Scientific Method and Lean Analysis - Lean Six Sigma Innovation Techniques - Constructing the Potential Solutions Matrix - A Survey of Key Analysis Tools and Techniques - What If Analysis with Data Matrix - Design for Lean Six Sigma Processes & Practices - Failure Mode & Effects Analysis (FMEA) - Managing Tollgates & Rapid, Agile, Solution Design - Creating & Executing a Process Control Plan - Control Charting Best Practices & Techniques - Achieving Total Performance Excellence - Calibrating Control Limits & Special Cause Signals - Harvesting the Benefits of Lean Six Sigma - Response Surface Models for Optimum Performance - Lean Six Sigma Service Delivery Design & Deployment - Planning, Designing, Conducting & Interpreting Experiments 2015 Insurance Industry Summit Arrangements, Tuition and Discounts The 2015 Insurance Industry Summit Designing and Building the Lean Insurance Organization will be held May 6-8, 2015 at the Marriott Marquis Hotel & Conference Center located at 1535 Broadway between 45th and 46th Streets in New York City. Sessions will be conducted from 8:30am to 5:00pm on Wednesday May 6 th and Thursday May 7 th. The Friday May 8 th session will begin at 8:30am and conclude at 1:00pm to accommodate afternoon travel. The Summit s Lean Six Sigma for Insurance text book and materials can be picked up at the Insurance Industry Summit Welcome Desk at the Marriott Marquis from 8:00am to 8:30am on May 6 th. Dress Code is business casual. In addition to the Marriott Marquis there are a number of hotels within easy walking distance. The AMA has negotiated preferred rates at various hotels. Access a listing on the CIOP Institute website or call for information. The tuition fee for the 2015 Insurance Industry Summit is $2,475 for those registering by April 21 st. After April 21 st the tuition is $2,675. A 5% discount will be applied to CIOP Designees and Candidates. For companies sponsoring teams of 5 or more attendees, a 10% discount will be applied.

6 Mastering and Applying Lean Six Sigma Best Practices to Achieve Breakthrough Performance Who Should Participate The 2015 CIOP Insurance Industry Summit is a highly interactive, intense, development program specifically designed for insurance professionals and leaders seeking to attain their black belt level of professional excellence and designation. Lean Six Sigma is significantly impacting a wide and diverse group of industry leaders and professionals including: : : Sr. Managers and Operations Executives : : Customer Experience Managers : : Process Designers & Process Owners : : Business Unit Leaders & Support Staff : : Product Line Managers and Analysts : : Financial Managers and Analysts : : Technology Leaders & Professionals : : Service Center Managers : : Project Managers and PMO Staff : : Internal Consultants & Analysts : : Strategic & Operational Planners : : Transformational Leaders : : Marketing Leaders and Professionals : : Claims & Underwriting Professionals : : Organizational Development Professionals : : Business Analysts : : Actuarial & Analytical Staff : : Service Center & Field Op s Managers Conference Seating is very limited With its extraordinary opportunity to gain the Lean Six Sigma Black Belt designation, the 2015 Insurance Industry Summit is designed for a relatively small but highly focused audience of dedicated insurance professionals. From its very nature this conference is designed to be a very intense and equally rewarding professional development experience. Seating is particularly limited to support the proper level of interaction, quality of instruction, and rapid learning. Attendees are therefore encouraged to register early. At the 2015 Insurance Industry Summit Designing & Building the Lean Insurance Organization you will learn, experience and achieve: The fundamental concepts, foundations, and bodies of knowledge that comprise Lean Six Sigma management principles and practices How to organize and ensure successful large Lean Six Sigma initiatives as well as stage kaizen events that drive small but progressively impactful performance improvements The critical and powerful ways to identify waste in insurance operations, processes and practices as well as isolating and eliminating waste Adopt and adapt lean manufacturing techniques and disciplines to increase operational capacity, staff productivity & eliminate unwanted variance while accelerating process speeds Learn the precision and techniques of Statistical Process Control and Analytics Understand and apply operational modeling to define the most effective way of integrating processes, people, technologies and metrics to sharply increase productivity & throughput Master and apply the essential concepts of customer driven Lean Six Sigma design of products and services

7 2015 INSURANCE INDUSTRY SUMMIT DESIGNING AND BUILDING THE LEAN INSURANCE ORGANIZATION MAY 6 8, 2015 NEW YORK, NEW YORK HOW TO REGISTER Phone Fax Mail CIOP Institute th Avenue Suite 705 New York, NY HOTEL ACCOMMODATIONS Please note that hotel charges are not included in the application and registration fee. In addition to the numerous hotels within easy walking distance of the CIOP Summit, AMA has negotiated preferred rates at various hotels. Access a listing at or call for additional hotel options and information. Attire: Dress code for CIOP-related activities is business/ business casual. LOCATION Marriott Marquis Hotel 1535 Broadway New York, NY Phone: REGISTER EARLY! Please register early to avoid being wait-listed. Seats for the 2015 CIOP Summit are limited and in great demand. APPLICATION & REGISTRATION FORM NAME TITLE COMPANY ADDRESS CITY, STATE, ZIP TELEPHONE DEPARTMENT FAX Please photocopy the above for each registrant. Conference Tuition $2475 by April 21; $2675 after April 21 Team Discount: Payment Method 5% for CIOP Designees & Candidates or; 10% for teams of 5 or more Check enclosed for $. Please make payable to the CIOP Institute and remit to CIOP Institute, th Avenue, Suite 705, New York, NY I prefer to pay by check. Please only use my credit card information below to guarantee my registration until you receive my check. I understand that if my check is not received two weeks prior to the conference, the CIOP Institute will charge my credit card. Credit Card payment for $ VISA MasterCard American Express CARD NUMBER (AMEX, VISA, MC only) EXPIRATION DATE Terms and Conditions Payment must accompany this form in order to process this application. Cancellations and substitutes can only be accommodated up through April 1, A service charge of $500 will be assessed cancellations to cover administrative expenses. No shows will be charged the full CIOP Summit tuition fee. Payment must be made in US Dollars, payable to The CIOP Institute.

8 DESIGNING AND BUILDING THE LEAN INSURANCE ORGANIZATION MASTERING AND APPLYING LEAN SIX SIGMA BEST PRACTICES TO ACHIEVE BREAKTHROUGH PERFORMANCE CIOP Institute th Avenue Suite 705 New York, NY May 6 8, 2015 Marriott Marquis Hotel & Conference Center New York, New York Earn your Lean Six Sigma Black Belt Designation while participating in a Landmark Conference designed to the Unique Requirements of Insurance Leaders and Professionals Lean Six Sigma Fundamentals that drive Insurance Performance Improvement Identifying and Purging Waste from Insurance Operations and Processes Essential Statistical Process Controls & Analytics Lean Six Sigma Design, Development & Execution of World Class Insurance Service Delivery Engineering Costs and Delays out of Insurance Products and Processes Lean Six Sigma Customer Experience Design, Deployment & Advocacy Achieving Sustainable, Profitable Growth Accelerating Work Velocity, Process Cycle Efficiency, Staff Productivity and Value Creation CIOP tel fax All program content are trademarked and copyright protected. CIOP Institute