Internet Solutions - PowerPoint PPT Presentation

Loading...

PPT – Internet Solutions PowerPoint presentation | free to download - id: 7898cd-ZjQ1M



Loading


The Adobe Flash plugin is needed to view this content

Get the plugin now

View by Category
About This Presentation
Title:

Internet Solutions

Description:

Title: Slide 1 Author: jmoody Last modified by: jmoody Created Date: 8/23/2009 2:11:15 PM Document presentation format: On-screen Show Other titles – PowerPoint PPT presentation

Number of Views:8
Avg rating:3.0/5.0
Slides: 22
Provided by: jmoo7
Learn more at: http://www.aascif.org
Category:

less

Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: Internet Solutions


1
  • Internet Solutions
  • Beacon Mutual Agent Portal Solution
  • Prepared For
  • AASCIF IT Committee Seminar
  • Nashville, TN
  • September 23 24, 2010

2
Historical Context
  • Predecessor solution presented numerous
    functional and technical gaps
  • Lack of consolidated User Experience
  • Simplistic functionality
  • Legacy technology
  • Not extensible
  • Increased time and cost to market
  • High maintenance costs
  • Emerging business requirements to advance on-line
    capabilities
  • Broaden electronic information delivery (On-line
    Documents, Agent Reporting)
  • On-line customer transactions (Agent Quoting,
    FROI, Payments)
  • Role based security
  • Recommendation to modernize web platform
    infrastructure presented and approved by Beacons
    Senior Management team

2
3
Implementation Strategy
3
4
Beaconnect 1.0 Overview
  • Business Goals
  • Advance Beacons secure web portal to meet
    minimum industry competitive requirements for
    Agent self service
  • Provide incremental value add over current
    solution (e.g. aggregate data)
  • IT Goals
  • Establish the necessary skill sets and technology
    platform to meet future web servicing business
    requirements
  • Lower IT operational expenses by retiring legacy
    BOL application and reducing external consulting
    burn
  • Technology Platform
  • Sharepoint 2007
  • .Net / C

Modernized Baseline Functionality
Q2 2009
4
5
Beaconnect 1.0 Feature Summary
Modernized Baseline Functionality
Q2 2009
5
6
Beaconnect Look and Feel
7
Beaconnect Information Inquiry
8
Beaconnect Agent Dashboard
8
9
Beaconnect Delegated User Administration
10
Beaconnect eDistribution Overview
  • On-Line Documents
  • Policy documents available in electronic form
  • Declaration pages, cancellations, endorsements,
    etc.
  • No ability for end users to opt out of paper
    delivery
  • Blast email
  • Campaign management software utilized for mass
    communications
  • Ability for segmented campaigns based on user
    roles
  • All Agency Users, Agent Principals, Top 100
    Agents, RI Agents, etc.
  • Pre-defined templates give end user control to
    campaign administration
  • Dynamic content linking feature provides ability
    to email links to secure content

Modernized Baseline Functionality
Q2 2009
10
11
On-Line document architecture
PowerComp
  • Document Module
  • Document Events
  • Document Meta Data
  • Document Templates

Physical Document Processing
eDocument Processing
  • Policy / Effective Date
  • Document Group (e.g. Policy Info pages)
  • Document IDs (1 n)

Document Index
Multiple document images concatenated into single
image for display
Image Repository (OnBase)
Document Retrieval Service
Document Sweep Process
12
Blast Email Secure Content Linking
12
13
Blast Email Challenges
  • No direct control over receipt
  • Bouncebacks can be temporal based on user
    environment (mailbox full, etc.) and recipients
    infrastructure status
  • Grey list spam filters
  • Technique and quality varies from organization to
    organization
  • Highly inconsistent rejection results from
    campaign to campaign
  • Bounce Examples

13
14
Agent Quoting
Agent On-Line Quoting Solution
14
15
Agent Quoting Business Drivers
  • On-Line Quoting is becoming a standard carrier
    offering in todays market
  • Solution gap contributes to declining market
    share for Beacon
  • Gap widened in small business significant
    portion of Beacons business
  • Agents offering less opportunities to BMIC due to
    inefficiencies in paper process
  • Alignment with corporate strategies
  • Increase automation / reduce cost structure
  • Improve ease of doing business with Beacon
  • Maintain market share

15
16
Partner Solution Advantages
  • Out of the box Agency Integration
  • Technical Integration with industry dominant
    Agency Management Systems
  • Process Integration to support Agents internal
    workflows
  • Interface to support Agents without Agency
    Management Systems
  • Understanding of Accord Application processing
  • Starter kit capability
  • Domain expertise in Accord information
  • Modularized solution
  • Procure only features necessary to support the
    quoting process
  • Ability for future add-ons as required
  • No overlap with core Policy Administration
    application
  • Focus on Agency-Underwriter collaboration
  • Improved Time to market

16
17
Functional Overview
  • New Business
  • Agency Upload
  • Electronic from AMS
  • Scanned ACORD application
  • Direct input
  • Quick Quote
  • Real-time integration with Beacons rating engine
  • Business rules determine agent authority
  • Straight Though Processing (STP)
  • Non Straight Through Processing (Non-STP)
  • Quote letters

17
18
Solution Architecture
Beaconnect
Browser
Login to Beaconnect Access Quote function
  • Single Signon
  • Agency Upload
  • Agency Users only

Seamless Signon
Signon Service
Security Service
Agency Management Systems
First Best Agent
Real-Time Integration
Transformation Station
PC Integration Svc
Agency Upload
AMS Applied
Power Comp
  • Quick Quote
  • STP Quote
  • Non-STP Quote
  • Quote Status
  • Quote Document

Transact Now
  • Quote Integration
  • Workflow Integration
  • Muti-direction status
  • updates
  • Multi-Tier Rating
  • Integration

ACORD XML
Character Scan
Electronic Accord Application
Agent Facility
Rackspace (Texas)
Beacon Co-Host (Mass.)
18
19
Challenges
  • Integration
  • Security
  • Cross platform interoperability
  • Services
  • Integrated testing
  • Configurations differ per environment (e.g.
    hosted facility versus in-house)
  • Moving from environment to environment
  • Knowledge pockets
  • Managing Expectations
  • Agents
  • Internal stakeholders

19
20
Next Steps
  • Agent Pilot beginning in early October
  • Production pilot
  • Cross section of Agency users
  • Full roll-out in late October
  • Continued delivery of High Value Transaction
    Services in 2011 and beyond

20
21
End of Slides
  • Questions?

21
About PowerShow.com