TransformationalTechnology

Integrating New Marketing Approaches and Insurance Products

with E-business Technology

Contact

• E-Mail:

–dbalser@itsa.net• Website:

–http://www.itsa.net

Discussion Objectives

• Years of Evolution - Traditional Technology • “IT” Perspectives• The Paradigm Transformation• Internet, Intranets, Extranets• The Insurance Marketplace• A “JDI” World

Years of EvolutionTraditional Technology

• Proprietary “Mainframe” Environments (Legacy Systems & Online “Green Screens”)

• Agency Management Systems• Fragmented Vendor Services• The Paperless Office and SEMCI????????

“IT” Perspectives

• CIO Magazine Conference

• The “IT” Executive

• The “IT” Business Plan

• Marketplace/Marketspace

• The Future Look

The Paradigm Transformation

• Rapidly Changing Marketplace• Consumer Expectation• Outsourcing• Merger/Acquisition Craze• Entry of Non-traditional Players• “Lightning” Emergence of the Internet

New Phase Of Technology!!

• Actually …

Maturation and

Convergence

Convergence ...

Internet, Intranets, Extranets

• Policy Submission and Distribution

• Agency and Consumer Inquiry

• Management Reports and Inquiry

• Regulatory Reports and Requirements

Secure Web-Site

Accept

Agency System

Agent

Carrier

ITSA Point-of-Sale System

UNDERWRITING

GUIDELINES&

RATES ChoicePoint

CLUE

MVR

I SO

GUS

DOWNLOAD

Agent/Carrier Web-Site

Consumer

upload

INSURANCECOMPANY

LEGACY SYSTEM

SQLSERVER

PRIVATEIP NETWORK

AGENTINTERNET

INSUREDS

FIRE WALL

ITSA Inquiry Solution

FIRE WALL

FIRE WALL

The Insurance Marketplace

• The “Lunch Eaters”

• The New Marketspace

• Affinity Marketing

• Call Center Emergence

• Consumer Interaction

A “JDI” World

• There Is No Time to Wait - Commitment to IT Perspectives

• Review the Marketplace • Review the Process and “See” the Future• Know the Players• Get Equipped and be a PLAYER!!