Re: ABIA Insurance Services Supplier Directory

Transcription

1 1120 Connecticut Avenue, NW Washington, DC Fax: ABIA Officers & Directors President Thomas J. Cook National City Insurance Group Vice President Richard L. Spickard PNC Insurance Services, Inc. Secretary John F. Bruder Securian Treasurer Paul G. Petrylak CIT Insurance Services Immediate Past President Thomas D. Murry BancorpSouth Bank Thomas Anderson BW Insurance Agency, Inc. Roger M. Beverage Oklahoma Bankers Association Gary Bursevich Assurant Solutions Jeffrey Chesky BIS Incorporated Anthony Curti LaSalle Financial Services, Inc. Darrell Gambero Citi Assurance Services Peter K. Gwaltney Louisiana Bankers Association Andrea L. Holder BB&T Insurance Services Michael D. Moore Huntington Insurance Services Joseph D. Picarello Chase Insurance J. Keith Pellerin Bank of America Dean A. Purvis AEGON Direct Marketing Services C. Chris Roth Hancock Insurance Agency, Inc. Re: ABIA Insurance Services Supplier Directory One of the benefits of ABIA membership for service providers is the opportunity to be listed free of additional cost in the ABIA Insurance Services Supplier Directory. This directory of companies that provide insurance services to banking organizations will be publicly available to all interested parties. The Directory information is maintained at The Directory consists of a company description, contact name, and list of services provided which are drawn from the attached Products & Services Index Categories list. We need your help in establishing the information for your company. Attached you will find a list of the Products & Service Index Categories for your reference. Please complete and submit the Products & Service Index Categories form attached (via fax or mail) by entering the number code or typing the subheading of the services you provide. Also, insert a description of your company and supply the contact name, address, phone, fax and information. You can insert your description on the last page of the attached form. As you prepare your description, please note that the Directory is used by a wide audience including executives that are not insurance professionals, as well as those that are managing and operating insurance agencies, so the description should not be too technical. Please contact us if you have any questions and please respond ASAP to this request so we can ensure that you are included in the online Directory as soon as possible. Kindest regards, Peter P. Taktikos Affinion Group Steven C. Terry Hibernia Insurance Agency Curt B. Vondrasek AIG American General John M. Wepler MarshBerry Staff Beth L. Climo Executive Director Valerie G. Barton J. Kevin A. McKechnie Valerie G. Barton

2 ABIA INSURANCE SERVICES SUPPLIER DIRECTORY Product & Service Index Categories Instructions: To include your company in the searchable online editions of the ABIA Insurance Services Supplier Directory, place a checkmark next to the products and services offered by your organization. Return as soon as possible to ABIA Insurance Services Supplier Directory, American Bankers Insurance Association, 1120 Connecticut Avenue, NW, Washington, DC or FAX to Call if you have any questions. Company Name Contact Person Phone Number ACCOUNTING 001 Accounting and Auditing Services 431 Software ATM 384 Processing & Forecasting BANK CARDS 432 Acquisition 434 Cardholder Activation & Retention Services 012 Embossers and Encoders 433 Manufacturer 592 Merchant Card Processing 383 Smart Cards BRANCH MANAGEMENT 593 Branch Profitability 594 Branch Site Location Analysis CALL CENTERS 261 Consulting 262 Management 263 Outsourcing 609 Quality 610 Customer Relationship Mgt. Solution 264 Service 265 Technology Solutions CHECKS 028 Check Fraud Prevention/Detection 016 Check Paper and Printers 019 Check Processing, MICR Encoders, Systems, Supplies 018 Check Processing/Image Processing 266 MICR Check Printing 389 Software COMPLIANCE 597 Anti-Money Laundering 496 Consulting 598 Corporate Governance 501 Policies & Procedures 502 Training 542 Bank Insurance Issues CONSULTING 271 Affluent Market 029 Asset/Liability Management 547 Bank-Insurance Strategy 430 Bank card activation/retention 031 Bank Security (Information) 030 Bank Security (Physical) 274 Business Opportunity Analysis 275 Business Process Redesign 390 Call Centers 033 Change Management 429 Co-branding/Affinity Cards 034 Communications/Marketing 035 Compensation & Employee Benefits 276 Credit Analysis 427 Credit Cards 438 Customer Satisfaction 038 Customer Service/Quality Focus 039 De Novo Bank Services 428 Debit Cards 277 Decision Support/Data Warehousing 040 Deposit Operations 041 Disaster Recovery/Contingency Planning 439 E-Commerce 279 Fee Income 280 Fraud Prevention 046 Human Resources Management 282 Income Producing Insurance Activities 047 Information & Technology Management 283 Market Growth Strategies 051 Mergers & Acquisitions 206 Online Services/Support 054 Profitability and Productivity 036 Regulatory Compliance 032 Retail Operations/Delivery Methods 043 Risk Management 057 Risk Survey and Analysis 543 Insurance Agency Acquisitions 544 Insurance Agency Operations 545 Insurance Underwriting 546 Insurance Sales 548 Debt Cancellation and Suspension 058 Sales Management/Tracking 059 Strategic Planning 060 Tax 533 Treasury Management Services 287 Trust Accounting CUSTOMER SERVICE 456 Call Center Solutions 294 Customer Relationship Management Solution 296 Customer Service Solutions E-COMMERCE 441 Consulting 549 Insurance Sales 522 Outsourcing 442 Software ELECTRONIC FUNDS TRANSFER 065 ACH 066 ATM and ATM Networks 067 Corporate Funds Transfer 2 of-5

3 068 EDI 069 Home Banking 070 POS/Debit ENVIRONMENTAL 505 Flood Certification 081 Geocoding FINANCIAL/ BANKING PUBLICATIONS 445 Magazines HUMAN RESOURCES 136 Performance Measurement Programs 475 Personality Testing 0600 Employee Screenings INSURANCE NEEDS 300 AD&D Programs for Customers 302 Auto Protection Warranty 084 Captive Management 304 Collateral Protection 087 Credit Insurance 088 Directors and Officers Liability Insurance 089 Environmental Liability Insurance 305 Financial Institution Bond - Form Flood Insurance 307 Life, Health & Disability Insurance 504 Portfolio Review 094 Property and Liability 095 Residual Value 309 Risk & Marketing Information Services 516 Risk Management 096 Safe Deposit Box 098 Trust Department Insurance 0624 Internet Liability 0625 Workers Compensation 0626 Bankers Professional Liability INSURANCE PRODUCTS 553 Accidental Death and Disability 301 Annuities 303 Auto Warranty 552 Commercial Coverages 086 Contingent and Excess Auto Liability 306 GAP Coverages 683 Identity Theft Products 450 Licensing & Continuing Education 551 Life Insurance 091 Mass Merchandising 092 Mortgage Insurance 551 Personal Lines 308 Private Mortgage Insurance 393 Real Estate 395 Sales Training 097 Survivorship Life 684 Title Insurance 394 Tracking INVESTMENT BANKING 0627 Mergers and Acquisitions INVESTMENT MANAGEMENT 104 Administration/Distribution 632 Equity Analysis and Research 633 Fixed Income Analysis and Research 310 Investment Performance Measurement 311 Investment Product Due Diligence 101 Mutual Fund Distributor 312 Mutual Fund Financial Data/NAVs 396 Mutual Funds Investment Advisor 313 Pension Services 518 Performance Reporting 106 Portfolio Pricing 314 Retirement Plan Admin & Management 315 Retirement Plans/Services - 401(k) 147 Secondary Market Disclosure 107 Securities Pricing 316 Securities Products 108 Shareholder Services 103 Tax Exempt 109 Training & Documentation 110 Underwriting LEASING SERVICES 493 Turnkey Products LEGAL COUNSEL 113 Bankruptcy and Workouts 114 Compliance 115 Credit 116 Director and Officer Liability 117 Employee Benefits 118 Environmental 119 International 120 Investment Banking 121 Mergers and Acquisitions 122 Real Estate 123 Tax 124 Trust and Estates LENDING 523 Internet Lending 318 Loan Documentation Review 319 Loan Management Programs 321 Long Term Care Lending 322 Mortgage 451 Mortgage Servicing Solutions 324 Portfolio Servicing 325 Secondary Market Disclosure 158 Service Bureau MARKETING 003 Advertising Agency 478 Bank Cards and Services 480 Corporate Image/Identity 481 Customer Profiling 482 Customer Satisfaction/Retention 453 Customer Surveys 483 Database Marketing 454 Direct Mail Production Services 484 Direct Marketing 485 Employee Incentive/Recognition Programs 486 Focus Group 326 Frequency/Loyalty Programs 327 Internet Services/Support 487 Lead Generation 125 Market Research 398 Newsletters 525 Pre-packaged Marketing 138 Premium/Incentive Programs 329 Report Mining/Data Warehousing 495 Specialty Items 331 Target Marketing 3 of-5

4 234 Telemarketing Services 332 Web Page Design MISCELLANEOUS/GENERAL 100 Investigation Services OPERATIONS 002 Addressing, Inserting and Mailing Equipment 335 COLD Storage 407 Copy and Printing 455 Data Processing Services 337 Data Warehousing 074 Filing Systems - Microfilm 075 Filing Systems - Optical Storage 083 Image Processing 099 Internet Services/Support 559 Internet Security OUTSOURCING 526 Brokerage Support Services 530 Credit Processing 131 Data Processing Services 409 Desktop Management 343 Document Imaging 521 E-Commerce 344 Employee Benefit Programs 132 Facilities Management 474 Financial Portal Services 528 Human Resources and Payroll 492 Leasing Services 346 Loan Servicing 133 Marketing 135 Statement Preparation & Mailing 410 Telecommunications/Network Management PRINTING 412 Checks 348 Forms & Graphics 112 Laser Printing Products 349 MICR Printing 350 Newsletters REAL ESTATE 145 Title & Settlement Services SALES 0621 Sales Training 0622 Consulting SECURITIES & INVESTMENTS 149 Data Provider 146 Information Repository 413 NASD Exam Preparation 415 Training Products SECURITY & ANTI-FRAUD 155 Counterfeit Detection 353 Fraud Control 0603 Backgrounds Checks 157 Surveillance SOFTWARE 161 Accounting 165 Accounts Receivables 531 Annuities 162 Asset/Liability Management 163 ATM and ATM Switch 529 Auto Leasing 354 Back Room Automation 458 Bank Operations 168 Branch Automation 169 Branch Profitability 355 Call Center 170 Cash Management 508 Cash Vault Automation 422 Check Printing 171 Check Processing 205 Closed Network Services 172 Collections 173 Commercial Lending 174 Compliance 176 Consumer Lending 377 Custom Products 357 Customer Service 358 Data Warehouse 179 Decision Support 180 Demand Deposit 181 Disaster Recovery 421 Document Management 182 EDI 183 EFT 360 Electronic Bill Payment 362 Exception Management 363 Fee Billing & Accruals 187 Financial Planning 188 Fixed Assets 364 Funds Transfer Pricing 190 Home Banking 193 Image Processing 194 Installment Loan 554 Insurance Agency Operations 195 Integrated Banking Systems 378 International Banking 460 Internet 524 Internet Lending 379 Investment Management 461 IRAs 197 Item Processing 527 Loan Origination 200 Loan Portfolio Management 203 Lock Box 367 Mortgage Origination 477 Operational Risk Management 210 Profitability Analysis 462 Retirement Accounts 212 Risk Management 213 Sales Management 215 Shareholder/Fund Accounting 216 Signature Verification 374 Software Integration Services 375 Stock and Bond Accounting 382 Systems 532 Treasury Management 420 Workflow Applications TRAINING 555 Bank-Insurance Compliance 246 Board of Directors 464 Call Centers 236 Credit Analysis 238 Customer Service 423 Insurance Sales 4 of-5

5 251 NASD Exam Preparation 241 Professional Development 242 Regulatory Compliance 471 Retirement Accounts 243 Sales 250 Securities 244 Simulation Programs 247 Teller/Platform Please consider adding the following new categories: Company Description: Please insert below the description you would like to use in the ABIA Insurance Services Supplier Directory (limit is 125 words) on: derdir/ : 5 of-5