Concentrix Insurance Solutions User Conference 2015 · 2018-11-06 · Rajat Kotra, Analytics Leader, Concentrix Guest Speaker: “Turbocharge Your New Business Process with Automated

Concentrix Insurance SolutionsUser Conference 2015

Modernize. Consolidate. Transform.

#CISUC2015 / 1

www.concentrix.com/cis

While we can communicate by email, text and Skype, speaking face-to-face remains the most effective, and enjoyable, way to exchange ideas. That is why we so appreciate you being at this conference. We intend to make it worth your time.

An exciting lineup of staff members, guest speakers and business partners are here to teach and inspire. And to listen and learn.

Our conference theme—Modernize. Consolidate. Transform.—encapsulates how Concentrix is positioned to help you sustain, grow and evolve.

Modernize. Concentrix offers you multiple options to embrace cutting-edge solutions to prosper in the future. On Monday, Chris Caldwell, President of Concentrix Corporation, will share his vision for Concentrix Insurance Solutions and what’s to come...

Consolidate. We could think of no better way to demonstrate consolidation than by inviting to the conference those clients for whom we provide third-party administration services. After all, use of the GIAS technology platform greatly benefits TPA clients, so why not take an opportunity to present the wealth of functionality that is GIAS?

Transform. It is difficult to think of long-term transformation when the day-to-day grind consumes our time and energy. But we must remain open to new ideas. Our keynote speaker on Tuesday, Jyllene Miller, Senior Vice President, Client Engagement and Marketing, Concentrix Corporation, will share her thoughts on the customer experience and why engaging your clients is at the center of all that we design, develop and implement.

Please take a moment to look over this guide to plan the next three days. You’ll find descriptions and schedules for sessions, events, exhibit options and tech center hours.

As always, our Concentrix team is here for one purpose: you. We are happy you are here.

Sincerely,

Mike Molinar Software Operations/Delivery Leader

Randy Kelley Director, Insurance Services

Bob Marino Sales Leader Insurance

Welcome Delegates

#CISUC2015 / 3


Concentrix Insurance Solutions User Conference / 2


Guest Speakers

Keynote Speaker, Monday Luncheon

Chris is a performance driven and insightful leader who, as President of Concentrix, brought the company into global prominence. In addition to his wide-ranging professional experience, Chris is dedicated to innovation, doing things differently and creating the best experiences for Concentrix clients— and their customers.

Chris joined SYNNEX when it purchased EMJ Data Systems where he was the Executive Vice President. He subsequently held a number of roles at SYNNEX including Vice President Financial Operations for Canada and Vice President of Corporate Development where he was responsible for handling all M and A activity and integration globally before becoming the Senior Vice President of Global Business Services. Commanding an unrivalled knowledge of diverse geographies, Chris led the SYNNEX acquisition of Concentrix and spearheaded company growth from a staff of about 25 to now more than 54,000 staff across the world.

Constantly traveling to all Concentrix locations and meeting clients and staff, Chris ensures his passion for the company permeates the organization by inspiring each person to strive to add value in every customer interaction. He believes in recognizing and rewarding staff for creativity and inspiration and boosting business throughout the organization.

Chris has been recognized by peers, clients, and industry having won multiple awards for innovation, entrepreneurship, and leadership; including The Young Entrepreneur Award from Business Development Bank of Canada at age 20 and the Top 40-under-40 CEOs for Canada. In addition to the many accolades, Chris has served on numerous boards in a variety of global business services organizations such as: HiChina Web Services, Digital Internet Group, Microland and SB Pacific.

Keynote Speaker, Tuesday Luncheon

Jyllene leads Concentrix’s Global Client Engagement Strategy, Global Industry and Analyst Relationships, and Global Marketing. She is focused on deepening executive relationships within our client base, increasing client loyalty and retention, accelerating growth from client and industry relationships, driving brand awareness in the market place, and optimizing industry and analyst engagements. Her areas of responsibility include Executive Sponsorship Strategy, CSAT Strategy, Advisory Boards, Analyst Relations, Market and Industry Relationships, Client Events, and all Corporate Marketing functions.

Jyllene previously served as Vice President, Global Sales and Marketing for Concentrix. Prior to joining Concentrix, Jyllene had 15 years of experience in executive sales leadership, strategic sales engagements, business development and operational management in high growth technology and services businesses, spanning multiple industries and countries. Jyllene has managed inside sales organizations, outside sales groups, and customer care operations with responsibility for more than $2B in annual revenue.

Jyllene was the recipient of the Business Journal’s Phoenix 40-under-40 award, was a founding Board member of the American Association of Inside Sales Professionals (AAISP), is a member of the International Association of Outsourcing Professionals (IAOP), and serves on many other professional and community Boards. Jyllene graduated with honors and distinction from Connecticut College.

Chris Caldwell, President, Concentrix

The following guest speakers complement the additional 21 business and technical sessions available in the 2015 conference agenda that are presented by Concentrix Insurance Solutions Subject Matter Experts. Our strong agenda this year offers diversity, a wealth of solutions and services, and thought leadership. Jyllene Miller, SVP, Client Engagement and Marketing, Concentrix

#CISUC2015 / 5




Guest Speaker: “Gain Insight Using Speech and Interaction Analytics” (Business session for all participants) Based in Scotland near the Concentrix Gourock Delivery centre Kester is currently an Asset/Product Manager specializing in Analytics and Social Media. His background includes 15 years in Application Development, Reporting Development, Business Intelligence and Data Warehousing Architecture, Project Management and Development and 2 years developing Products and Solutions for clients in Analytics including Prescriptive, Speech, Text and Interactive, as well as Real-time Analytics technologies.

He has worked with Concentrix since the acquisition from IBM in February 2014 where previously he had 15 years tenure at IBM which was chiefly spent in Development and Project Management for Application and Business Intelligence projects.

Kester is a CRM/BPO domain expert having spent 17 years in this space and having worked his way up from first joining IBM as a Customer Services Team Leader back in 1998.

Kester Fernando, Analytics Asset Manager, Concentrix

Guest Speaker: “Cyber Security” (Business session for all participants)

Daniel serves clients large and small in a variety of industries, ranging from telecommunications and technology companies to healthcare providers, financial institutions, retail and apparel, and manufacturing. He serves on the firm’s Startup Ventures team to assist startups, embryonic, and emerging growth companies on a variety of technology and intellectual property matters, as well as acting as a trusted advisor to Fortune 500 technology and branded/portfolio companies.

Daniel’s practice is founded upon understanding how technology can strengthen and expand the core mission of his clients’ business. He is experienced, among other areas, in data privacy and security compliance, counseling, and audits; breach counseling, notice, and response; trade secret protection and misappropriation; fiber network design/build and infrastructure; layered network services, cloud computing, and hosted services; and Software as a Service (SaaS), IaaS, PaaS, and eCommerce Agreements.

Daniel Farris, Shareholder/Attorney, Polsinelli

Guest Speaker: “How to Reach Policyholders/Consumers Through Cross-Media and Integrated Omni-Channel Delivery of Communications” (Business session for all participants)

As manager of Integrated Marketing Services, Dave oversees an operation that assists Concentrix clients to reach their respective consumers through various demand generation options. The Integrated Marketing Services operation is located in Rochester, NY and was recently aligned organizationally to the Concentrix insurance vertical business. The team in Rochester has seen a shift from purely print demand generation to utilizing many media distribution channels including email, web, and social while also targeting specific market segments. Dave has over 20 years of experience in fulfillment for demand generation campaigns

Dave lives in Rochester with his wife and two children. He is a graduate of the University of Rochester with a BS in Optics Engineering. He also spends many hours volunteering and sits on the Board of Directors of the area Little League.

Dave Calarco, Manager Integrated Marketing, Concentrix Insurance Solutions

Guest Speaker: “Healthcare BPO Session” (Business session for all participants)

As the Global Healthcare Industry Leader at Concentrix, Lisa is responsible for global Healthcare services operations and industry P and L. Lisa has led significant growth in Healthcare services business over the last two years, with a proven track record of successful transitions, delivery excellence, and client satisfaction. She leads experienced Healthcare operations teams across five countries and twelve centers. She has significant experience collaborating with clients to solve business challenges and provide client value.

Prior to Concentrix, Lisa was Global Healthcare BPO Delivery and Solutions executive at IBM, a start up organization five years ago. Lisa held global BPO leadership roles in IBM for ten years, including complex accounts across CRM, supply chain and finance, with client relationship, operations and P and L responsibilities. Previously, Lisa led cross-IBM client process transformation programs, supply chain operations, and engineering functions. She has experience in cross-enterprise, global leadership, operations, client value transformation, and business process optimization. While in IBM, Lisa received numerous IBM division and top contributor awards for excellence. She was a Franz Edelman Award Winner for operations excellence and innovation in operations management.

Lisa Koenig, Concentrix CRM Healthcare

#CISUC2015 / 7




Guest Speaker: “Legal and Business Perspective on Compliance Outlook and Insurance Regulation” (Business session for all participants)

Steve serves as the chair of Polsinelli’s Insurance Business and Regulatory group and has represented insurers and third party administrators on various regulatory and compliance issues on a national basis for over twenty years.

As a former General Counsel at the Kansas Insurance Department and a former in-house counsel for a national insurance organization, Steve has extensive regulatory and compliance experience. Steve is a member of the Federation of Regulatory Counsel, Inc. and supports all members of the insurance industry at the state and national level.

Steve’s practice includes representing and assisting clients on multi-state and national licensing projects, research projects, enforcement actions, market conduct examinations, audits and compliance programs, and various other regulatory and compliance matters.

Stephen Imber, Shareholder/Attorney at Polsinelli PC

Guest Preesnter: “Gain Insight Using Speech and Interaction Analytics” (Business session for all participants)

Rajat Kotra is the Global Analytics Offerings Assets Lead at Concentrix. He has more twenty two years of diverse industry experience in analytics, process transformation, re-engineering, global contact centers, business process outsourcing, technical product support, quality management, training and consulting. Rajat holds a bachelor’s degree in electrical engineering and post graduate diplomas in business management for marketing and human resources. He is a certified senior Six Sigma Professional and Design For Six Sigma trainer, Certified Quality Auditor and Qualified MBTI practitioner with experience in both service and manufacturing companies such IBM and GE. He also set up a niche receivables management global BPO as a start-up. Outside of work Rajat’s interests include fitness, yoga and meditation, hiking in the Himalayas and supporting social causes especially on renewable energy and empowerment.

Rajat Kotra, Analytics Leader, ConcentrixGuest Speaker: “Turbocharge Your New Business Process with Automated Underwriting” (Business session and demo for all participants)

Don provides unique insight into the financial services industry and capital markets, with over 20 years of experience in investment banking, venture capital and entrepreneurial endeavors. Don was a Managing Director in the Investment Banking Division of Goldman Sachs and Co from 1985 to 1999. During his 15 year tenure at Goldman, Don helped build the firm’s Midwest Financial Institutions Investment Banking practice and founded its Financial Institutions Technology Group. Don partnered with David Dillon to form the Dillon Kane Group in November, 2001. STEP Solutions Group LLC, acquired in 2008, is an affiliate of the Dillon Kane Group LLC based in Chicago, IL.

Don Kane, Step Solutions Group, LLC

Guest Speaker: “Legal and Business Perspective on Compliance Outlook and Insurance Regulation” (Business session for all participants)

Since 1999, Jennifer has worked with insurance companies and third-party administrators on regulatory and compliance issues, focusing primarily on life and health insurance matters.

Jennifer serves as the President of the Insurance Section of the Kansas Bar Association. She is well versed in state and federal laws and regulations affecting life and health insurance. Her practice focuses on helping clients remain compliant within the 50-state regulatory scheme.

Jennifer has significant experience with multi-state and national licensing projects; market conduct examinations and enforcement actions; audits; unfair trade practice laws; advertising and marketing requirements; claims payment, grievance procedure, and utilization review requirements; and privacy and data security requirements. She regularly assists clients with national research and compliance projects.

Jennifer Nix, Attorney at Polsinelli PC

#CISUC2015 / 9




Guest Speaker: “Automate Document Print and Distribution with Client-Developed Apps” (Business and technical session for all participants)

For over 20 years, Dawson has specialized in implementing and adapting technology solutions within the pre-need insurance industry. Working with Funeral Directors Life Insurance Company (FDLIC), Dawson and his IT team have created many innovations and framework additions to various Genelco products.

As a current GIAS user running on an IBM 1, Dawson has extensive knowledge of the journey to modernization from the older “green screen” products, along with first-hand experience of what it takes to convert to the GIAS system. Dawson has also been in the Early Adopter Advantage Program (EAAP) and has served on the User Advisory Committee for the GIAS product as it was being developed and implemented.

Since going live in 2012 with GIAS, Dawson has led his team in adapting and enhancing the product to fit his company’s needs and position the GIAS product as a central piece in FDLIC’s technological landscape. The result has been... greater efficiency, lower operating costs, and enhanced customer service.

Guest Speaker: “Leverage Concentrix Analytics to Maximize Profitability and Gain Competitive Advantage” (Business session for all participants)

Shankar Subramanian has 20+ years of experience in the BFSI domain with companies such as Cholamandalam DBS Finance, GE Money, Citifinancial, Standard Chartered, and Grindlays Bank. He’s currently heading the Global Analytics Delivery and Solutions within the Concentrix organization and holds the P and L accountability for global analytics revenue commitments.

Prior to Concentrix, Shankar managed the collections and recoveries strategy for Personal Loan Portfolio and chaired the Risk Management Committee for enterprise risk management at Cholamandalam DBS Finance. He has also served as in-charge of overall portfolio quality and underwriting standards at GE Money and All India Credit and Risk Head for mortgage lending at Citifinancial India.

Shankar has rich experience in developing risk management strategies, improving collections efficiency and improving the overall quality of loan portfolios in retail and wholesale businesses.

He holds a Bachelor of Commerce from Loyola College, Chennai, India and a Masters in Economics from RKM Vivekananda College, Chennai.

Dawson Rodriguez, EVP and CIO, Funeral Directors Life Insurance Company Shankar Subramanian, Analytics, Concentrix

Guest Speaker: “Building Digital Experiences with GIAS”

Van is a Sales Engineer with IBM and has vast technical and business expertise surrounding IBM WebSphere and other software and technical tools offered by IBM to allow businesses to be better prepared to reach its markets. Van possesses unique technical abilities and the innate capability to breakdown the attributes of IBM assets and provide real-world scenarios to business-grounded executives so they can understand the bottom-line benefits unique to the insurance industry.

Van holds Computer Science and Masters of Business Administration degrees from the University of Georgia and Georgia Tech, respectively. He has been with IBM since 2004.

Van Staub, IBM

#CISUC2015 / 11




Day and Time Activity / Session 1 Activity / Session 2 Activity / Session 3 Activity / Session 4

10:45am - 12:00pm

DEMO: Enhancing Policy Holder and Agent Self-Service(Business Session I-G-T - first availability) Enhance customer engagement and agent virtual access via the GIAS Web Portal. Improve the customer experience and solidify relationships with producers through an engaging web portal. Discover the new features developed in the 2015 version of the GIAS Web Portal. Plus, obtain more information about additional enhancements for this virtual experience on the Web.Salon 9

Group+ to GIAS Data Conversion Toolbox (Technical Session G) Leverage the tools necessary to drive data conversion outcomes and contribute to implementation success. Get the scoop on the full suite of capabilities, an overview of the data conversion sequence, dependencies, and business-critical decision points. Salon 7

How to Reach Policyholders/Consumers Through Cross-Media and Integrated Omni-Channel Delivery of Communications(Business Session I-G-T) It is a new era of communication with digital and social channels growing daily. Concentrix has a long, award-winning history of assisting clients to connect with its customers. Discover in this session the contemporary approach and solutions Concentrix can provide the insurance market. With effective cross-media campaigns and increased growth in omni-channel delivery of messages, learn about Concentrix services that will enhance the reach of your brand and products into the market segments of your choice. Guest Speaker: David Calarco, Manager, Integrated Marketing.Salon 8

12:00pm - 1:30pm Networking Luncheon and Keynote Address/Client Awards: Chris Caldwell, President, ConcentrixSalons 5 and 6

1:30pm - 2:00pm Tech Center (Salon 2) and Exhibitor Village Open (Regency)

2:00pm - 3:00pm Transform the Business with Ready-To-Go Analytics and Reporting (Business Session I-G-T) Using current active analytic reports that were developed exclusively to draw specific data from GIAS let us demonstrate how reports on premiums collected, agent commissions, agent production levels, and more can boost your operational efficiencies with metrics to make informed decisions for improving business outcomes. Plus, we will share how to develop ad hoc queries utilizing files we have mapped within the Cognos application.Salon 9

Control Your User Security (Business Session I-G) Discover the options for controlling internal Security levels. Learn how Security groups are created as well as how to set up Security Roles and Profiles.Salon 8

Cyber Security(Business Session I-G-T) This session will provide an update on regulatory, enforcement, and litigation decisions in the privacy and data security space. It will cover developments in the U.S. and EU, as well as new guidelines and standards being proposed and adopted. The presentation will also focus on strategies for minimizing risk and improving compliance in the cyber-world and offer advice for board members and executives to keep their companies off the front page and out of the courthouse. Guest Speaker from Polsinelli: Daniel Farris. Salon 7

Agenda


Sunday, October 11, 2015

3:00pm - 5:00pm Exhibitor Check-in (Alcove C, Ballroom Foyer) and Exhibitor Set-up (Regency Salon Area)

5:00pm - 7:00pm Delegate Check-in (Alcove C, Ballroom Foyer) and Welcome Reception (Upper Pool Deck)

Monday, October 12, 2015

7:15am - 8:00am Continental Breakfast Networking and Late Delegate Check-inRegency Salon Area

8:00am - 9:00am Welcome Address: Mike Molinar, Bob Marino and Randy KelleySalons 5 and 6

9:00am - 9:15am Fresh Air Break

9:15am - 10:30am Functional Attributes of GIAS v3.5 and v3.4 (Business Session I-G-T) A number of excellent enhancements have been added to Releases 3.5 (Individual Processing) and 3.4 (Group Processing). Learn about those functional attributes and how they will benefit your business.Salon 8

Convenient Techniques for Implementing PTFs (Technical Session I-G) PTFs, small updates to GIAS, are designed to keep clients current until a major release is delivered. Whether PTFs are daily occurrences for certain components or available at other times, learn about our process for preparing and delivering PTFs. Not to be missed is the “how to” for utilizing the self-service, 24/7 option available in the Call Center Web site for receiving system corrections that fit into your operations and business schedules. Salon 7

Legal and Business Perspective on Compliance Outlook and Insurance Regulations(Business Session I-G-T) The regulatory environment has never been without change. But with significant potential transformation looming in such key areas as healthcare, cyber security, fraud prevention and consumer protection, the next few years could see substantial changes and challenges from a regulatory and compliance perspective. We’ve turned to legal experts from Polsinelli, an Am Law 100 firm that provides practical legal counsel infused with business insight, to lead a discussion in the field of compliance and regulation, offer trends in the market place, and a provide their views around the compliance outlook for 2016. Guest Speakers from Polsinelli: Steve Imber and Jennifer Nix. Salon 9

10:30am - 10:45am Hydration Break

KEY I = Concentrix software clients processing individual insurance products; T = Concentrix TPA services clients; G = Concentrix software clients processing group insurance products

#CISUC2015 / 13





8:00am - 9:15am Solutions and Services Future Focus(Business Session I-G-T) Join us for a discussion on the strategy for the future of the Concentrix Insurance Solutions products and services. Learn about the product road map and rollout strategy for future releases of GIAS, Portal, Analytics and other related products. The team will share business updates and provide information on additional services and offerings that will help transform our Software and TPA for new and existing clients.Salons 5 and 6

9:15am - 9:30am Fresh Air Break

9:30am Tech Center (Salon 2) Opens

9:30am - 10:30am Healthcare BPO Session (Business Session I-G-T) Our Healthcare business process services at Concentrix is grounded in our clients' priorities...we listen, we understand and we anticipate business challenges and solutions. Hear how our commitment to excellence; our passion to create value through innovative and progressive thinking and management; our collaborative approach to client innovation; and, our deep healthcare domain expertise, customer care competencies, analytics, automations, and assets drive higher value for your clients. Let’s share a conversation around the role of consumer healthcare, the shift in consumer-centric care delivery models and improving the quality while reducing operating and medical expenses. This presentation will deliver an overview of our services to demonstrate how we create differentiation for our clients through innovation. Guest Speaker: Lisa Koenig, Concentrix CRM Healthcare.Salon 7

Turbocharge Your New Business Process with Automated Underwriting (Business Session I-T) Provide faster time to market with automated underwriting. Learn how our relationship with an automated underwriting vendor can help you get revenue in the door faster through a sophisticated automated underwriting workbench that includes automated underwriting, requirements management and a real-time view of business data. Guest Speaker: Don Kane, Senior Managing Director, Step Solutions Group, LLC.Salon 9

10:30am - 10:45am Fresh Air and Hydration Break


3:00pm - 3:15pm Hydration Break

3:15pm - 4:15pm Migration from 2.2.x to 3.5.x(Technical Session I) Learn the latest about technical structure changes of GIAS Version 3.5 and how those are addressed when migrating from GIAS Version 2.2.Salon 10

Maximize Claims Pricing Configuration(Business Session G) Learn how GIAS Claims Pricing features for reasonable and customary fees, flat fees, discounts, relative value schedules, percentile formats, and more are configured and maintained in order to achieve the most efficient claims processing outcomes. Salon 8

Leverage Concentrix Analytics to Maximize Profitability and Gain Competitive Advantage (Business Session I-G-T) Learn how our analytics offering can help across key business functions including Customer Management, Persistency, Channel Management, Claims Management, Marketing and Campaign and Operations Analytics. Guest Speaker: Shankar Subramanian, Concentrix Analytics Leader.Salon 7

Automate Document Print and Distribution with Client-Developed Apps(Business and Technical Session I-G) Power users of GIAS at FDLIC create document packages utilizing templates that filter information captured from GIAS to provide tailor-based correspondence via an add-on application that interfaces with GIAS. Hear how FDLIC’s IT Team tackled the development and built this special application to automate document creation which allows FDLIC to fine tune correspondence for the benefit of communication with policy holders while creating back-office efficiencies. Additionally, the FDLIC IT team built a complimentary second add-on application that automates the document distribution of these packages and templates. Come see a demo of both apps and learn how your Java developers can create the same applications. Client Guest Speaker, Dawson Rodriguez, Jr., EVP/CIO, FDLIC.Salon 9

4:15pm - 5:15pm Tech Center (Salon 2) and Exhibitor Village Opens (Regency)

5:15pm Monday Conference Business Activities Close

6:30pm – 10:00pm Social Event: Customer Appreciation DinnerBuses depart 6:30pm for Jimmy Buffett’s Margaritaville

Tuesday, October 13, 2015

7:30am - 8:00am Continental Breakfast Salon 5 and 6

7:30am - 8:00am Exhibitor Village Opens (Regency)

#CISUC2015 / 15





2:45pm - 3:00pm Fresh Air and Hydration Break

3:00pm - 4:00pm An Overview: 30+ New Enhancements for Individual Processing (Business Session I) Learn about the many new changes coming to the GIAS system involving shadow funds, additional equity index methods and enhanced equity index processing, enhanced fund processing including shared rate tables and surrender charge table changes and surrender charge methods. In addition, this presentation will provide an overview on enhancements associated with guaranteed minimum death benefits, guaranteed minimum surrender values and guaranteed minimum withdrawal benefits. This session, a high level summary of the 30+ enhancements, will present overview descriptions on each enhancement as well as the benefit these enhancements deliver for your business.Salon 10

Rev Up GIAS to Perform at Its Peak (Technical Session I-G) Using the benchmark exercises performed over GIAS on different platforms we will share a summary of results and the recommended best practices to get the most out of your GIAS environment. We will also share how to use advanced options with a clustered GIAS configuration.Salon 8

Gain Insight Using Speech and Interaction Analytics (Business Session I-G-T) Get an introduction to Concentrix Speech, Text and Interaction Analytics technology solutions which using historical or real-time analysis allow us to manage risks associated with compliance, coach agents, expose opportunities and threats to your business and much more. Guest Speakers: Kester Fernando, Analytics Asset Manager, Concentrix and Rajat Kotra, Analytics Leader, Concentrix.Salon 7

DEMO: Streamline Enrollment, Automate Application Processing for Group and Worksite (Business Session G-T) Are you looking for ways to optimize your Group enrollment? GIAS’ full-ranged, tailorable insurance submission capability captures application detail for Group and Worksite new business and manages through the review, pend, underwriting, and approval process. See first-hand how this capability can boost new business processing, advance new product rollout and heighten customer service to new levels of appreciation. Salon 9

4:00pm - 5:30pm Tech Center (Salon 2) and Exhibitor Village Open (Regency)

5:30pm Tuesday Conference Business Activities and Exhibitor Village Close

Wednesday, October 14, 2015

8:00am - 9:00am Continental BreakfastSalons 5 and 6

9:00am - 10:30am DEMO: Shadow Fund Processing (Business Session I-T) See how this new GIAS feature for non-traditional life and annuity products is set up and processed within the application, allowing you to establish a separate fund on a policy that is tracked like a normal fund but does not add to the policy value. This fund then could be used to enable special processing such as a secondary guarantee.Salon 9

Differentiate Yourself with GIAS Print Solutions (Business Session I-G) Elevate the customer experience with effective print management of volume-based transactions for Claim Explanation of Benefits, Premium Invoices and Claim Letters. Explore the GIAS suite of data extract capabilities to enable standardized and efficient print management with your internal and out-sourced print solutions.Salon 7

GIAS Standard Interfaces and Web Services (Technical Session I-G - second availability) Get the complete list of the standard interfaces and web services available in GIAS today and learn how to use them. Additionally get an overview of how web services in GIAS work, how they are put together in the code, and how to test/debug them. Salon 10


10:45am - 12:00pm GIAS Standard Interfaces and Web Services (Technical Session I-G - first availability) Get the complete list of the standard interfaces and web services available in GIAS today and learn how to use them. Additionally get an overview of how web services in GIAS work, how they are put together in the code, and how to test/debug them.Salon 9

Building Digital Experiences with GIAS (Business Session I-G-T) GIAS leverages IBM's Digital Experience platform. This allows clients of Concentrix Insurance Solutions to quickly build differentiated and personalized digital experiences that span multiple channels. Come learn how to best apply IBM's Digital Experience platform to create customer loyalty, enhance employee interactions and drive business growth. Guest Speaker: Van Staub, IBM.Salon 7

CIS TPA Client Roundtable (Business Session T) Roundtable forum with executives from the CIS TPA organization. Will have brief opening comments from the executives followed by a moderated interchange with the attendees.Salon 8

Increase Claim Auto-Adjudication Pass Rates in GIAS (Business Session G) Optimize claim edit and resolution behavior to achieve improved EDI claim adjudication pass rates. Obtain best practice direction for configuring GIAS Claims system, GIAS claim edits, and received claims data. Results: optimized claim pass through results that align to your business product profiles.Salon 10

12:00pm - 12:15pm Call Home Break

12:15pm - 1:45pm Networking Luncheon and Keynote Address: Jyllene Miller, Senior Vice President, Client Engagement and Marketing, Concentrix CorporationSalons 5 and 6

Tech Center and Exhibitor Village Close

1:45pm Tech Center (Salon 2) and Exhibitor Village Open (Regency)

1:45pm - 2:45pm Get the Most Automation Out of the GIAS Job Scheduler (Technical Session I-G) Uncover how to best engage the Cycle Submission and Report Distribution areas of GIAS. Hear technical details about scheduling jobs through the web page, through the web service, and scheduling automated jobs. Plus, learn how to schedule multiple jobs so they run in order as well as job management techniques and troubleshooting ideas. Finally, find out how to configure the report output folders for your business needs, including distribution of reports through email, GIAS cycle and report distribution.Salon 7

Leverage Business Rules in GIAS (Business and Technical Session I-T) How can you use business rules to customize your system? Let our Business Rules Subject Matter Experts explain why you may want to use rules to customize your system and how you would go about defining and implementing your unique business scenarios in the rules engine. A real life, use-case scenario will be walked through to demonstrate the process, the Java code and the rules, and the customized outcome. Salon 8

DEMO: Enhancing Policy Holder and Agent Self-Service (Business Session I-G-T - second availability) Enhance customer engagement and agent virtual access via the GIAS Web Portal. Improve the customer experience and solidify relationships with producers through an engaging web portal. Discover the new features developed in the 2015 version of the GIAS Web Portal. Plus, obtain more information about additional enhancements for this virtual experience on the Web.Salon 9

#CISUC2015 / 17





10:30am - 10:45am Hydration Break

10:45am - 12:00pm DEMO: GIAS 3.5.1 Agency/Commission Enhancements (Business Session I-T) This is a special demonstration designed to provide you with the elements of new Agency/Commission enhancements available in GIAS 3.5. Detailed examples of each of the new enhancements and how they function within GIAS.Salon 9

Group+ to GIAS Data Conversion Toolbox (Technical Session G - second availability) Leverage the tools necessary to drive data conversion outcomes and contribute to implementation success. Get the scoop on the full suite of capabilities, an overview of the data conversion sequence, dependencies, and business-critical decision points.Salon 7

12:00pm - 12:30pm Closing CeremonySalons 5 and 6

Headquartered in Houston, Texas and offices across the Americas and APAC, Streebo is a Premier IBM Business Partner and a global provider of enterprise mobility and multi-channel portal solutions for banking, insurance, financial services and healthcare industries. Awarded with various IBM accolades and recognized as one of the most promising Enterprise Mobility Companies in the North America by CIO Review and Inc 500 l 5000, Streebo continues to deliver the breakthrough Enterprise Mobile solutions across the industries.

Sovos Compliance designs technology solutions to help businesses meet the demands of their unique tax compliance and reporting obligations. Our trusted industry expertise and global research capability enables over 4,000 clients to operate with the confidence to efficiently navigate today’s dynamic regulatory environment. Sovos utilizes a unique ability to turn knowledge into highly functional, scalable software that seamlessly integrates with a wide-array of applications and information technologies used by businesses today. Ultimately, we give clients peace of mind by simplifying tax compliance, providing greater control and visibility, and mitigating compliance risk.

ExhibitorsHere are the exhibitors that helped to sponsor our conference. Please be sure to visit them at these times: October 12: 1:30pm - 2:00pm; 4:15pm - 5:15pm // October 13: 8:00am - 9:15am; 4:00pm - 5:30pm

Emdeon is a proven provider of claims, payment, clinical exchange and fraud and abuse management solutions that increase efficiencies through intelligent transaction services. Emdeon helps healthcare payers streamline processes and reduce administrative costs while lowering the overall cost of healthcare.

NICE Systems is the worldwide leading provider of software solutions that enable organizations to take the next best action in order to improve customer experience and business results, ensure compliance, fight financial crime, and safeguard people and assets. NICE’s solutions empower organizations to capture, analyze, and apply, in real time, insights from both structured and unstructured Big Data. This data comes from multiple sources, including phone calls, mobile apps, emails, chat, social media, video, and transactions. NICE solutions are used by over 25,000 organizations in more than 150 countries, including over 80 of the Fortune 100 companies.

RedCard provides data management and BPO services for the production of checks, EOBs, enrollment materials, electronic payments, ID Cards, and letters. RedCard utilizes its proprietary DOCSTM system to manage all facets of these communications with innovative document designs in full color. DOCSTM is the single largest document processing platform in healthcare, and it enables payers to enjoy substantial savings while creating an enhanced member/provider experience.

STEP Solutions offers a state-of-the-art New Business Acquisition, Underwriting and Risk Selection Processing Solution that is transforming Life Insurance, Annuity and Accident and Health Insurance Organizations. The STEP Solutions SaaS offering provides this transformation by controlling expenses, accelerating revenue growth, managing risk and creating flexibility in the current processes within Insurance and Annuity Organizations with an easy to use cost effective, transparent solution. The STEP platform delivers a straight-through solution for origination, underwriting, and issue of Insurance and Annuity Products.

UCT is the leading service provider for data conversion and integration in the financial services marketplace. UCT was founded in 1992 by Dan O’Hara and has provided conversion support to many of the world’s top financial services companies.

Tech CenterStop by the Tech Center for 1:1 demonstrations on functionality and to ask questions of Concentrix Insurance Solutions SMEs. Please be sure to visit them at these times: October 12: 1:30pm - 5:15pm // October 13: 9:15am - 12:00pm; 1:45pm - 5:30pm // October 14: 8:00am - 12:00pm

#CISUC2015 / 19




Additional Notes

#CISUC2015 / 21




www.concentrix.com/cisJoin the chatter: Tweet about the conference at the conference. Use #CISUC2015 and gain visibility for your organization.

Just mention @Concentrix and our social team will pick it up, chatter and retweet.

Documents

Concentrix Insurance Solutions User Conference 2015 · 2018-11-06 · Rajat Kotra, Analytics Leader, Concentrix Guest Speaker: “Turbocharge Your New Business Process with Automated