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Internet Solutions Beacon Mutual Agent Portal Solution Prepared For: AASCIF IT Committee Seminar Nashville, TN September 23 & 24, 2010. Historical Context. Predecessor solution presented numerous functional and technical gaps Lack of consolidated User Experience - PowerPoint PPT Presentation
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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 Beacon’s Senior Management team
High Value
Transactions
Q4 2010
3
Implementation Strategy
Modernized Baseline Functionality Q2 2009
eDistribution
Q4 2009
4
Beaconnect 1.0 Overview
• Business Goals • Advance Beacon’s 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
5
Beaconnect 1.0 Feature Summary
Modernized Baseline Functionality
Q2 2009
Leg
acy
Cap
abil
ity
Imp
rove
d \
Mo
der
niz
ed C
apab
ilit
y
New
Fea
ture
Aggregate Reporting
Agency Dashboard Account Summary Policy Summary
Targeted Content and Features
User Type User Role Subscriptions & Data Filters
Information Inquiry & Self Service
Policy, Claim, Billing, Invoice & Certificate Detail Certificate Transaction
Administration
Delegated User Administration & Profile Management Integrated Agency & Insured Relationship Management
User Experience
Interactive Search / Context Based Navigation Presentation & Beacon Branding
Beaconnect Look and Feel
Beaconnect Information Inquiry
8
Beaconnect Agent Dashboard
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
eDistributionQ4 2009
11
On-Line document architecture
Document Module
• Document Events
• Document Meta Data
• Document Templates
PowerComp
Physical Document Processing
eDocument Processing
Document Index
• Policy # / Effective Date
• Document Group (e.g. Policy Info pages)
• Document IDs (1 – n)
Image Repository (OnBase)
Document Sweep Process
Document Retrieval Service
Multiple document images concatenated into single image for
display
12
Blast Email Secure Content Linking
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:
High Value
Transactions
Q4 2010
14
Agent Quoting
Agent On-Line Quoting Solution
15
Agent Quoting Business Drivers
• On-Line Quoting is becoming a standard carrier offering in today’s market
• Solution gap contributes to declining market share for Beacon • Gap widened in small business; significant portion of Beacon’s 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
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
17
Functional Overview
• New Business
• Agency Upload• Electronic from AMS• Scanned ACORD application• Direct input
• Quick Quote• Real-time integration with Beacon’s rating engine
• Business rules determine agent authority• Straight Though Processing (STP)• Non Straight Through Processing (Non-STP)
• Quote letters
18
Solution Architecture
Agency Management
Systems
AMS
Applied
Agent Facility Rackspace (Texas) Beacon Co-Host (Mass.)
Browser
First Best Agent
Beaconnect
Transformation Station
Transact Now
Agency UploadPower Comp
Electronic Accord Application
Character ScanA
CO
RD
XM
L
• Quick Quote
• STP Quote
• Non-STP Quote
• Quote Status
• Quote Document
• Quote Integration
• Workflow Integration
• Muti-direction status
updates
• Multi-Tier Rating
Integration
• Single Signon
• Agency Upload
• Agency Users only
Login to Beaconnect; Access Quote function
Seamless Signon
Signon Service Security Service
PC Integration SvcReal-Time Integration
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
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
21
End of Slides
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