Opportunities for Downloading Data to Retail Agents in the E&S Market (Live webinar)
September 9, 2010 11:00 AM - 12:00 PM EDT
This webinar will highlight exciting developments in downloading data from MGAs/Brokers/E&S Carriers to Retail Agents and will focus on the benefits of using Download technology, how Download can work for MGAs/Brokers/E&S Carriers, how to avoid pitfalls when implementing Download, and any other questions that arise. Sponsored by the Retail Agent E&S Joint Industry Initiative (AAMGA, ACORD, ACT & NAPSLO), the session will feature presentations by Neal Quiros of IVANS, Doug Johnston of Applied Systems, and Nellie Massoni of Vertafore.
To register-- click here Upcoming In Person Meetings: Retail Agent E&S Joint Industry Initiative ("RAES", Nov 3, 2:45-5:00 PM)
ACT Meeting (Nov 4, 2010, 1:30-5:00 PM)
ACORD Implementation Forum (Nov 2-5)
Marriott Harbor Beach Resort
Fort Lauderdale, FL
Click here to register for ACT & RAES meetings
Click here to register for ACORD Implementation Forum & to secure hotel room Industry Joint Working Group (Retail/MGA)-- a joint effort by ACT, AAMGA, NAPSLO & ACORD--
is delivering results for the E&S and Program Business markets. Please join the effort!
To join and get regular communications relatied to the JWG Initiative, please:
1) OBTAIN USERNAME AND PASSWORD at www.acord.org.
Click on REGISTER and when prompted for reason for registering, enter "WORKING GROUPS-PROPERTY AND CASUALTY" and type in RETAIL/MGA.
2) JOIN TEAMS WORKING GROUP – Independent-JWG Retail/MGA/E&S
JWG participants communicate and share documents with each other using a network called teams.acord.org. Once you have a user name and password, send an email to workinggroups@acord.org and ask to be added to " Independent-JWG Retail/MGA/E&S" on teams.acord.org.
At the same time, please request to be added to one or more of the appropriate subgroup(s) in which you have an interest:
-- Retail Agent Interface to General Agents Working Group (Use & Development of ACORD Standardized Forms)
-- General Agent Interfaces Working Group (electronic interfaces among retailers, MGA & E&S carriers)
-- JWG Marketing Working Group (promote JWG efforts and encourage implementation)
-- Lloyds to MGA Systems Working Group (Independent-Lloyds) If there are any set up issues, please contact Geri Prescott (gprescott@acord.org) Lloyd’s of London US Distribution Initiatives – Standards and Technology
Recorded Webinar & PDF of PowerPoint
(Hosted by Retail Agent--E&S Joint Industry Initiative)
Lloyd's presented its current proposals to standardize data collection from its MGAs & wholesalers in the U.S.
Presenters: Adam Stafford, Lloyd's of London; Sarah Thacker, Lloyd’s of London
Mike Roy, CRC Insurance—Alabama
Angelyn Treutel, Treutel Insurance Agency; John Deibler, JBD Consulting
Click here for recorded webinar
Click here for PDF of PowerPoint Industry Initiatives to Improve the Efficiency of the E&S Market Make Progress
(Recorded Webinar and PowerPoint-- relevant to retail agents, GAs, wholesalers, E&S carriers and vendors involved in the E&S, program and broker markets.)
Learn the efforts that are underway to improve the efficiency of the E&S markets for retail agents, GAs, wholesalers and E&S Carriers. Learn how you as an agent or a provider involved in the E&S market can benefit from the efficiencies being addressed and how your involvement can accelerate future progress. Discover more about the Retail Agent E&S Initiative being jointly undertaken by ACT, AAMGA, ACORD & NAPSLO and what its next steps are. Discussion includes use of ACORD standard applications, electronic importing of data and download to avoid duplicate data entry, more effective MGA websites, enhanced automation of MGA systems and MGA-carrier interfaces, etc.
Click here for recorded webinar.
Click here for PowerPoint (Best to "save" document to desktop to view it). Retail Agent--E&S Market Newsletter (June 2009, vol. 1, issue 1)
This newsletter provides an excellent update on the progress being made by this joint initiative sponsored by ACT, AAMGA, and NAPSLO. Roadmap to Effective General Agent (GA) Websites
The "Roadmap" provides a directional guide to assist GAs in the E&S market in website development and pertinent functionality that will prepare them for future integration with retail agents, as well as with their respective backend systems, raters, and carriers. The report takes into account the special characteristics of the E&S market and articulates the recommended evolution in GA Website functionality through four generations-- from image, to data, to process centric. The recommended evolution of GA website functionality will enable GAs increasingly to provide the functionality needed by retail agents and position these GAs eventually to be able to provide their retail agents with Real Time interfaces and download. The report also supports the overall WG's other goals of incorporating the ACORD standards, increasing the use of standardized ACORD applications, and developing standardized supplements where necessary in the E&S market. PDF Retail Agent-General Agent Interface Proof of Concept Demonstrations--Session #3
This October 20, 2009 webinar is the third in a series of Proof of Concept demonstrations that the GA Interface Subgroup of the Retail Agents E&S Work Group is sponsoring to show the importation of data from retail agent systems to general agent systems. It features technology provided by Vertafore and the presenters were Joe Benson of Vertafore, Tammie Miller of CRC/Southern Cross and GA Interface Subgroup Chair Mike Roy of CRC Insurance Services. Contact jeff.yates@iiaba.net for copy of recorded webinar. Retail Agent-General Agent Interface Proof of Concept Demonstrations--Session #2
This September 2, 2009 webinar is the second in a series of Proof of Concept demonstrations that the GA Interface Subgroup of the Retail Agents E&S Work Group is sponsoring to show the importation of data from retail agent systems to general agent systems. It features technology provided by Appulate and the presenters were Dimitri Nikouline of Appulate, GA Interface Subgroup Chair Mike Roy of CRC Insurance Services, Scott Montney of Cochrane & Company, and Retail Agent E&S WG Co-Chair Angelyn Treutel of Treutel Insurance Agency. Contact jeff.yates@iiaba.net for copy of recorded webinar. Retail Agent-General Agent Interface Proof of Concept Demonstrations--Session #1
This August 11, 2009 webinar is the first in a series of Proof of Concept demonstrations that the GA Interface Subgroup of the Retail Agents E&S Work Group is sponsoring to show the importation of data from retail agent systems to general agent systems. It features technology provided by iTC Data Pre-Fill Services, Inc. and the presenters were Dave Huff of iTC, GA Interface Subgroup Chair Mike Roy of CRC Insurance Services, Tammie Miller of Southern Cross Underwriters, and Retail Agent E&S WG Co-Chair Angelyn Treutel of Treutel Insurance Agency. Contact jeff.yates@iiaba.net for a copy of recorded webinar. |
