Presentations

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Monday, June 1, 2009

Product Sponsored Roundtables

Hot Topics, New Technology, Open Discussion—no additional fee required
Leading Solution providers will demonstrate the latest technology, products and services that offer business solutions for you and your organization.

1:30 PM–2:15 PM


Enservio Roundtable
Stuck In Neutral? How To Bring Innovation To Claims Operations

Speakers:
Timothy Bowen, Director National Homeowner Team, Metlife
Rob Chase, SVP Sales & Marketing, Enservio Inc.
Jon McNeill, CEO, Enservio
Odom Wu, Director of Strategic Initiatives, Farmers Insurance

Innovation and claims are words that don’t typically go together.  There’s a great deal of innovation happening in claims.  This roundtable explores groundbreaking research on the surprising drivers of satisfaction of insureds through case studies and examples of real-life claims innovations, gains from applying Lean/Toyota techniques to claims, implementation and making it operational.

2:30 PM–3:15 PM


Image Now Roundtable
Breaking Down Barriers—How Enterprise Content Management Enables the Organization

Speakers:
Sascha Ohler, Sr. Product Manager,
Perceptive Software
Deb Smallwood, Principal & Founder, SMA Inc


This session will discuss how enterprise content management can help your organization overcome some of the traditional barriers between claims, policy services and underwriting within the organization and improve collaboration and information sharing in order to shorten adjudication cycles and drive down loss adjustment-related expenses and other costs


Librestream Roundtable

Mobile Estimating Systems: An enhanced approach to drastically reduce costs
Session Speaker(s):
Kerry Thacher, CEO of Librestream

Session Desciption You are continually challenged to drive down costs and reduce fraud while improving service and growing revenue. You need new approaches and innovative solutions. At this session, you will learn what some of the largest insurance companies are in the process of implementing – Mobile Estimating Systems. See a live demonstration and find out how this new approach can help you.

3:30 PM–4:15 PM


CSC Roundtable
Life Giving You Lemons? Reduce Legal Expenditures Up to 10% & Make Lemonade with CSC
Speaker:
Larry Kwasny, Risk Management Claims & Legal,
CSC

As the economy worsens, you can expect your legal expenses to climb. CSC’s litigation management experts can help you control rising costs and streamline processes. See how CSC's Legal Solutions Suite software is helping companies analyze billing practices, reduce unnecessary expenses and identify outside firms that provide the best results for the money.


Sprint Roundtable
Emergency Communications for Catastrophe Claim Handling
Speaker: 
Stephen Lieberman, Manager, Business Development

This session will cover field tested emergency communication solutions for catastrophe claim handling.  Learn how you can maintain voice and data communications even if the communication infrastructure and public utilities are down.

 

4:30 PM Welcome Address & Keynote Speaker
Litigation Management—The Relentless Pursuit of Value
This is a discussion of LM as a discipline including a discussion of what we should measure, making sure the insured's interest is kept primary in all LM Strategies, what represents value in the LM context.

Domenick C. DiCicco Jr., J.D., M.B.A. , SVP, Chief Legal Officer, NAC Claims, Zurich Financial Services

Sponsored by:

5:15 PM Welcome Cocktail Reception                                                                                                       
 

7:00 PM Day One Concludes 

Tuesday, June 2, 2009

7:45 AM Registration / Showcase Exhibits / Continental Breakfast                                                        
  

9:00  AM Chairman’s Opening Remarks
Eric Gilkey,
Editor-in-Chief,
Claims Magazine
 
  

9:15 AM - 10:00 AM Keynote Address
Joseph H. Wehrle, Jr.,
President and Chief Executive Officer,
National Insurance Crime Bureau
 

10:00 AM - 10:30 AM Networking Refreshments                                                                                     
 

10:30 AM - 11:30 AM Featured Panel—Claims Executive Roundtable

We have seen historic times in our economy throughout the past year. With catastrophic claims hitting $12 Billion in Q3 alone and a stock market that continues a volatile pace; like all of us, insurance companies have been dramatically affected as well. In this session a panel of senior level executives will discuss current challenges, explore innovative techniques, and share best practices as we strategically plan of the next year.  
  
Lisa St. Onge, Assistant Vice President, Amica Mutual Insurance Company
Mike Stapleton, Senior Vice President, Claim Administration,
CNA Financial Corporation
Mark McGillivray, Assistant Vice President, The Allstate Corporation

Moderator:
James Mullarney,
CPCU ARM , Director, Product Strategy,
Oracle Insurance Global Business Unit
     

Concurrent Tracks

Track A- Technology 
Sponosred by:
         

 

Track B- Business Operations    

 

 

 

Track C- Fraud 

 
11:30 AM - 12:30 PM
Track A 
Using Data to Get Better Results from Your Outside Counsel

Most insurance companies struggle with the management of outside counsel, and these challenges can lead to missed deadlines, overbilling and poor outcomes on legal cases. A growing number of P&C insurers are using technology to collect data and ensure consistent handling, even with large caseloads. With the latest legal matter management software from CSC, they are creating an electronic collaborative workspace for both the claims staff and outside counsel that provides immediate access to all relevant documents in an indexed, searchable database. By collecting a wealth of data about law firms and individual attorneys, insurers are generating insightful performance-based metrics to help make better decisions on the assignment and management of future cases.

Veronika Willard, JD , Divisional Sr. Vice President, Great American Insurance Corporate Claims
Elaine Haug, Manager, Litigation Cost Management, Chubb & Son, Inc.
  

Track B   Continuous Claims Quality Improvement Drives Business Results

This session will present detailed examples of the impact and value a continuous quality improvement program can have upon a claims organization. We will engage in a discussion of the possible approaches to the claim quality review process, and review quality assurance methodologies that can enhance claim handling from both a loss and expense perspective.

Mark Snyder, Director of Insurance Services, Athenium Inc.
Tim Thomas, Vice President, Claims Operations, Direct General
 

Track C  Vehicle Fires and Insurance Fraud

As the economy suffers, vehicle owners are often finding themselves with vehicles that they can no longer afford.  As a result, some people decide they will just “sell the vehicle” back to their insurance company by burning the vehicles and reporting them stolen.  This type of fraud is termed “owner give-up”, and it is increasing across the industry.  This block will focus on vehicle fires and owner give-ups and how they relate to insurance fraud.  Common fraud indicators and other issues will be examined.

Jim Hammonds, FCLS, CFEI, Lead Investigator, GEICO Southeast SIU, Atlanta Field Office
Steven Rutzebeck, GEICO’s Director of SIU/Claims Security

12:30 PM Networking Luncheon                                                                                                                  
 

2:00 PM - 3:00 PM
Track A   The Integrated Claims Process
Imagine a claim process where incoming claims are either automatically fast-tracked for payment or triaged to send them to the most appropriate claims handler for attention. Claims that require special handling such as SIU and subro referrals are identified early and routed correctly. Predictive modeling is a key component, but other analytic tools are also used. The technology exists today and we will share examples of how an integrated claims process leads to improved efficiencies.

Ken Cunningham, Vice President & General Manager, ChoicePoint, a LexisNexis Company
 

Track B       How Does Your Claims Department Measure Up?  Developing Standards to Achieve Breakthrough Performance:  A Case Study

Join two skilled insurance consultants as they examine a true-life example of how a typical insurance company evaluated its claim processes and staff skill levels to radically improve its internal performance and bottom-line results.  

The case study will explore how organizational structure, claim processes and performance metrics can be harmonized to develop sustainable improvements in processes and personnel.

By the end of the session, participants should be able to distinguish between traditional claim department measurements and key performance metrics and understand how measuring the “right” adjuster behaviors can be used to achieve breakthrough performance.

Steven R. Henning, MBA, CPCU Are, Vice President, CLM Operations, Swiss Re America Corp
C. Michael Mattix, Vice President, Claims & Liability Management, Swiss Re Underwriters Agency Inc.
 

Track C   Claims Fraud – Advanced Detection & Investigation Techniques

In this session will discuss insurer anti-fraud program challenges, and review a holistic approach toward fraud fighting with the use of proven anti-fraud technology solutions and intelligence tools.

  • Review current fraud investigation indusrtry issues, trends and best practices
  • Evaluate new fraud detection and investigation technology breakthroughs

Examine fraud technologies including analytical and intelligence tools for better prevention methods.

David Rioux, Vice President and Manager, Corporate Security and Investigative Services, Erie Insurance Company 
    

3:00 PM Networking Refreshments                                                                                                        
   

3:45 PM - 4:45 PM
Track A   Comprehensive Claims Systems: Market Overview and Trends

As insurers of all sizes plan improvements in their claims capabilities, most are turning first to software vendors rather than planning systems builds on their own. This session by independent research and advisory firm Novarica presents an overview of the current marketplace of claims software vendors, highlights standard and unusual capabilities, and provides guidance on best practices in vendor selection.
 
Karlyn Carnahan, CPCU, Principal,
Novarica's Insurance Practice
     

Track B   Not Your Father’s Classroom: Training for Today’s Claims Professionals

Looming baby-boomer retirements. Advancing technology. An increasingly remote workforce. Those and other changes are helping to shape today’s training needs. This session will examine the evolving nature of training practices, including online options that place learning and performance support in the hands of claims professionals to provide them the information they need, when they need it, to work effectively.

Bill Beach, Senior Vice President, Training & Development, Crawford  & Company

 

Track C   Disarming the Bad Faith Bomb: Best Practices and the Expert in Claim and Fraud Investigations

Set in the context of the most active hurricane seasons in the past century, this new multi-jurisdictional presentation spotlights the selection and use of experts in both claim and fraud investigations to maximize opportunities in rooting out false and deceptive claims and avoiding charges of bad faith.

This presentation is not “case law” heavy: rather, it utilizes easy to follow fact situations from real claims and lawsuits with the goal of enabling the claim professional to inject new and pro-active thinking into old or set practices.

P. Ted Colquett Esq., Webster, Henry, Lyons & White, P.C.
Mike Cunningham, Vice President and Assistant General Counsel,
Infinity Insurance Company
 

4:45 PM - 5:45 PM
Track A   New Claims Processes for the 21st Century

Historically, Claims Processing has been about gathering information, determining how much to pay, and when to pay it. With recent advances in claims technologies, insurers can move beyond the traditional approach to a customer-centric claims process that provides outstanding customer care and a true competitive edge. Learn how insurers can develop a comprehensive, customer-centric approach to claims that incorporates real-time interactions with service providers, superior fraud and subrogation processing, litigation management, and self-service options for customers.

James Mullarney, CPCU ARM, Director, Product Strategy, Oracle Insurance Global Business Unit Oracle
     

Track B   Attracting and Retaining Quality Adjusters

To survive this talent storm, industry management must prepare now. The key is to recruit talented, experienced professionals from the insurance industry or related arenas, as well as bright college graduates; grow this talent; and then retain it. Management teams at all levels must embrace these strategies and take an active role in their implementations to ensure that their teams maintain the talent required for future success.

Learning Objectives

  • Understand the difference in generational motivators and leverage this knowledge, employing specific tactics for both attracting candidates and retaining employees.
  • Develop a 365-days-per-year proactive recruitment mindset companywide.
  • Write a position description that motivates talented candidates to action.
  • Broaden candidate reach by stepping outside of the obvious candidate pool and into the web and other recruiting mediums.
  • Define skill sets and uncover “star” candidates with transferable experience.
  • Design an onboarding program that positions new hires for success.
  • Empower employees to grow within their positions and the organization.
  • Create and implement a succession strategy that involves potential leaders and retains future executives and middle management.

Ryan Schmidt, National Accounts Sales Manager, The Jacobson Group

Track C   New Legal Strategies for Fighting Insurance Fraud

Internet Research Tactics for Insurance Fraud Investigations
In today’s online world, electronic information is helping investigators work more efficiently. While the Internet can be an excellent resource, finding information online can be time-consuming and frustrating even for an experienced researcher given the depth and breadth of information available. This program focuses on effective use of free or inexpensive tools to effectively conduct online investigative research. Strategies to supplement traditional fraud investigations will be discussed, including advanced search methodologies, effective use of search engines, mining the deep web, blog searching, media searching, and use of tools to automate and document research efforts.

James D. Ruotolo, Director of SIU Strategic Operations, Special Investigations Unit, The Hartford Financial Services Group 
     

5:45 PM Cocktail Reception                                                                                                                   
  

7:00 PM Day Two Concludes

Wednesday, June 3, 2009

7:45 AM Continental Breakfast
 

8:45 AM Day Two Recap

Eric Gilkey, Editor-in- Chief, Claims Magazine 
Announcing Claims Professional of the Year
The 2009 Claims Professional of the Year Award is sponsored by Claims magazine and Smith & Brink, P.C., Attorneys At Law.
   
 Claims Magazine                   Smith & Brink, P.C., Attorneys At Law
   

9:00 AM Opening Address

Driving Up Employee Performance
The single greatest thing you can do to drive up the performance of your employees is to ______________.  Can you fill in that blank?  If you said, "Challenge them", or "Give them goals", or "Reward them for good performance", then you said what most people say.  However, you have definitely missed the boat on the single most powerful tool you have at your disposal to drive up performance.  Come learn a very simple concept that you can put into place almost immediately that will create real improvement in the performance of your staff.

Carl Van, President & CEO, International Insurance Institute, Inc.

 

10:00 AM  Managing Change While Modernizing

The presentation will focus on how Allstate Claims has managed the Next Generation Claim Systems program, the largest technology and process change that Allstate claims has ever undertaken. Begun four years ago and still ongoing, Next Gen has changed all aspects of claim operations—people, process, information, and technology—and has affected 17,000 employees directly or indirectly. Marcie Molek and Mark McGillivray will describe how this change was managed at Allstate, and will provide some tips and techniques on how to manage a complex change, based on their experiences with Next Gen. A key focus will be on how to manage change after the majority of the change has taken place—i.e., we’ve changed, so what do we do now?

Marcie Molek, Assistant Vice President, The Allstate Corporation
Mark Mcgillivray, Assistant Vice President, 
The Allstate Corporation

11:00 AM Compliance and Regulation Issues in Today’s Market

The past several months have brought unprecedented changes in the economy and the insurance industry has witnessed many compliance and regulatory issues in the market.  Both federal and state initiatives have either resulted in changes or are setting the stage for future compliance.  The key to achieving compliance with these changes in the claims area is multi dimensional in nature.  Professionals need to know what is proposed, what has changed, compliance milestone dates, and high risk areas for compliance management.

Kathy Donovan, Senior Compliance Counsel, Insurance Compliance Solutions Group, Wolters Kluwer Financial Services, & Author of Compliance Corner
 

12:00 PM Conference Concludes