Implementing a Multi Channel Webinar
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The webinar discusses AgencyPort's transition from a single-channel portal strategy to a multi-channel strategy to serve agents, consumers, reinsurers, and brokers. It highlights trends in requests for proposals, including support for additional lines of business, mobile and consumer self-service capabilities, workflow integration, and electronic form uploading. Emerging areas of research and development discussed include multi-lingual, global, and alternative data entry capabilities beyond the web browser.
Implementing a Multi Channel Webinar
- 1. AgencyPort Webinar:Implementing a Multi-Channel Portal StrategyFebruary 17, 20101
- 2. AgencyPortal38 Installations since 20022
- 3. Webinar AgendaIntroductionsMason Power Mike AlbertBeyond AgencyPortal – Multi-Channel Web StrategyEmerging Trends & how AgencyPort is Serving……What We’ve Heard in RFPs…What We’re Starting to Hear in RFPs…What We Think We’ll Be Hearing Soon in RFPsQ&A3
- 4. Outgrowing the NameAgencyPortal has become a lousy name for our softwareIt is a Platform ForAgentsConsumersReinsurersBrokersYour Insurance Products on the Web4We’ve Outgrown the Name.Fat Guy In A Little Coat. Get It?Work With Me Here.
- 5. Keys to a Multi-Channel StrategyLeveraging common product definitionSeparate, ground-up efforts for Agent, Consumer, and Broker? No Thanks.Using StandardsThe Data: ACORD XMLTake advantage of a best of breed architectureAvoid the vendor “Firehose”The Client Environment: XHTMLStay on your toes. 5
- 6. So, What To Call It?AgencyPortal?ConsumerPortal?InsurancePortal?AgencyConsumerBrokerInsurancePortal?A Point of SaleYour Products. For Everyone6
- 7. The Challenges of the Point of SaleFlexibilityReacting to emerging market opportunityWhere Underwriting and Marketing Come Together in a HUGE love festA very different challenge than Policy Administration7
- 8. Lessons Learned From Agents Apply to AllKeep it “Slick, quick, and easy!”Make Product and Benefit UnderstandableProvide for simple up-sellAsk the Fewest # of Questions PossibleKeep users up to date on the status of their submissionsThere’s No Such Thing as Too Much Prefill
- 9. It Didn’t Work For Agents. It Won’t Work For Others EitherDon’t Design From the Company Point of ViewThink about your usersDon’t Loose Peoples WorkAuto-SaveDon’t Offer unintelligible error codesDon’t Under-communicate. Don’t Over-communicateFinding the right volume for email notification can be trickyKeep it Simple9
- 10. What We’ve Been Up ToAON Benfield FAConnectReinsurance PlatformSpecialty LinesConsumer, consumer, consumerAgencyPortal in the Call CenterLots of R&D10
- 11. What We’ve Heard in RFPs11
- 12. More LOBsTemplates currently available for:Workers’ CompensationCommercial Auto HomeownersCommercial PropertyGeneral LiabilityCrimeInland MarineCommercial UmbrellaPersonal AutoBOP12
- 13. More LOBsRFPs for:Directors & OfficersKidnap & RansomFiduciary LiabilityOcean MarineProperty/TerrorismAuto Liability Carve-OutTourism LiabilityContractors’ Plant & Equipment13
- 14. Build & Maintain through Tools not CodeThe AgencyPort Toolkit Manages:RulesEditsDynamic BehaviorData Corrections14
- 15. Case Study: Aon Benfield, AgencyPortal & ToolkitProjectNeed: Portal to transact high volume, lower premium, global facultative reinsurance between via pre-negotiated facilitiesScope at launch: 6 Specialty LOBs (Auto Liability Carve Out, Commercial Property, Terrorism, Homeowner's, Contractor's Plant and Equipment, and Tourism Legal Liability)Quote, bind, and endorse unique facultative risks in less than five minutes through a straightforward user interfaceRoles-based permissions (cedant, broker, market)Real-time reporting on underwriting rules, overall activity and production, Bordereaux, etc.Timeline: 3 weeks for Proof of Concept; 3 months for v1.0 LaunchAgencyPortal v4.0 Toolkit = 80% tools-based development / 20% coding15
- 16. Client Testimonial: Aon Benfield on the ToolKitDawnmarie BlackHead of Global Products for Aon Benfield Global Fac16
- 17. System Flexibility (rules, integration, UI)Leverage Existing Product Definition Minimize Dual MaintenanceKeeping the Front End and Back End in SyncShareRulesValid ValuesEdits17
- 18. End-User PersonalizationAgencyPortal Supports:Set defaults values within AgencyPortal to save time when entering 'sweet spot' policies. For example, an Agent who writes primarily NYC Condominium policies can save away a set of defaults which pre-fill limits, request coverages, and default addresses all tailored to this profile of business. 18
- 19. What We’re Starting to Hear in RFPs19
- 20. Call Center and CRM IntegrationHigher Volume ScenariosConsumerCaptive Agency Force20
- 21. Consumer Self ServiceLeverages Existing Portal ComponentsWorking on multi-state launch of a Quick Quote consumer portal for 2 LOBsDevelopment partnership status Long-term vision of our Consumer Portal 21
- 22. Workflow/CollaborationE.g. Referral to underwriter, integrated with e-mail, IM/chat22Portal supports:
- 23. Multi-user Workflow/Referral in WIP
- 26. Integration via XML with BPM systems, workflow engines, policy admin, etc.ACORD Form UploadIntroduced late 2009 as a SaaS solution provided by AgencyPort that enables carriers to take an electronically generated ACORD form and transform the data into an ACORD XML data structure, enabling integration with a target system such as a web point of sale or carrier policy or rating system3 Development partnerships in progress in small to mid-size commercial lines. Needs in common:Quicker, more accurate than manual re-keyingForms 125, 127, 129, 140, etc. (Commercial Auto, Inland Marine, etc.)Enrich data from third party services Index with document management, other systems and route through underwriting workflowStep into a portal 23
- 27. What We Think We’ll Be Hearing Soon in RFPs24
- 28. Long Term R&D“additional data entry points other than browser”.pdf uploadMobileService desk integration (fax, postal mail, telephony)“global capabilities”Multi-lingualMulti-regionMulti-currencyWhat’s next for you?25
- 29. Q&AHave a question? E-mail webinar@agencyport.comCall (866) 539-6623Find these slides online: http://www.slideshare.com/agencyportThe Insight Blog: http://www.agencyport.com/blog/26