White Papers for Insurance Technology and Administration Software

• CI3: How Does Your Insurance Business Respond to Natural Disasters?

  December 2024 Cloverleaf Insurance Insights edition.

• Transforming Agency business with a new AMS: Approach, Execution, Risks and Mitigation

  Digital transformation with new agency management systems is difficult but required at times. Studies and researches have reported that only about one third of such digital transformations deliver the expected results. The key success factors depend upon the path that the Agency chooses, how...

• Transforming Workplace Efficiency: Fisher & Phillips's Journey to Paperless HR Filing Success with DynaFile

  With more than 500 attorneys in 41 offices across the United States and Mexico, Fisher Phillips is a national labor and employment firm providing practical business solutions for employers' workplace legal problems. They regularly advise and counsel clients on issues surrounding wage and hour,...

• eBSEG Omnichannel Solutions

  Our Omnichannel Solutions include ( Digital Banking Solution, Digital Insurance Solution, Digital Sales & Onboarding Platform, Digital Chatbot Platform, Digital Trading Solution, Digital Messaging Engagement Solution, Mobile Queuing Solution, Digital Chatbot Platform, Digital Self-Service...

• Cybersecurity & Innovation: Keeping Pace in 2023

  Overview: This guide identifies the cybersecurity risks associated with rapid innovation and the best practices insurers can adopt to continue to innovate securely. Whether developing your technology in-house or working with third-party vendors, this guide offers 14 steps to reach your potential...

• Futures Trading – What is it?

  Basic components of futures trading and why you may want to consider adding futures to your investment or trading plan

• Get One Step Closer to Zero Defect Loans eBook

  The concept of zero-defects is challenging to achieve, and even Fannie Mae does not evaluate lenders by a zero-defect-rate standard. Instead, Fannie Mae expects lenders to set defect rate targets as reasonably low as possible based on formal cost-benefit analysis and demonstrate to Fannie Mae...

• Monitoring Widely Distributed Environments Without Losing Focus

  While standard industry monitoring was fine when the world was simpler and managed in siloed environments, the world has changed. Monitoring widely distributed environments can be a challenge but it doesn’t have to be. Learn how: Traditional systems management are insufficient and have major...

• Turning Points

  We're not sure why, but we seem to be pretty big on theories around here. One of them is that it's only on rare occasions that we're acutely aware of historic moments. They often blow right by us without impressing us with their significance. Then we read some later accounts of those things and...

• Business Process Outsourcing: Connecting unparalleled industry expertise with world-class technology

  Seibels offers a full suite of business process outsourcing solutions to the P&C insurance industry, designed to help you adapt quickly to market changes, maximize opportunities, and improve efficiencies at a managed cost. By focusing on core business activities, carriers and MGAs can grow their...

• Intelligent Automation: Capturing the Unicorn

  This eBook explains how to incorporate a new approach into your document process management strategy. It outlines the scenarios where the technologies and products fit best, how to include them in your multi-year roadmap, how best to service and govern them, and how best to try before you buy...

• HPS: Your Solution to Attract and Retain Clients

  Learn how HPS helps your clients save money and simplifies the healthcare experience for their employees, as well as get insight into how easy it is to quote a group and work with HPS.

• The Four Foundations of Scalability

  How to evaluate a cloud-based core systems provider for optimal scalability.

• Fighting the Good Fight

  PROTECTING CONSUMERS & DELIVERING ON CUSTOMER EXPERIENCE IN THE AGE OF FRAUD

• Unleashing the Value of Data with DRC Analytics

  Analytics inform decisions about investment, gauge the success of sales and marketing activities and streamline businesses to be leaner and more efficient. Across vertical markets, gaining insights into an organization’s own data and having the capacity to perform deep analytics on complicated...

• Whistleblower Hotline Poster

  Business-owners are beginning to understand the many benefits that come with implementing a whistleblower hotline. If used correctly, it improves office safety, reduces risk and saves money. But, what good is a whistleblower hotline if no one knows about it? To help raise office awareness, we...

• Transforming your Policies and Procedures into a Powerful Business Improvement System

  Too bad it often takes a crisis such as a failed project or regulatory sanction to remind organizations how important it is to have clear policies, procedures, and controls in place. CEOs, Managers — even Boards of Directors — are re-evaluating the roles policies and procedures play in their...

• The Age of Agile Solutions

  In conjunction with WatersTechnology, Eagle Investment Systems LLC, a leading provider of financial services technology and a subsidiary of BNY Mellon, published a white paper, The Age of Agile Solutions, based on a survey of senior-level professionals from global banks, asset managers, hedge...

• Standing Out in a Hyper-Competitive Market

  As a property and casualty (P&C) insurer, you’re well aware that you’re operating in a hyper-competitive market. You feel the pressure every day. Due to the similarity of product lines, market forces that drive down prices, and the constant need to keep up with the demands of agents, you’ve...

• COI Tracking Challenges in Real Estate & Property Management

  Managing the collection and validation of incoming certificates of insurance (COI’s) is a time consuming and costly burden for most organizations. This is particularly true for real estate / property management clients who must collect certificates of insurance from tenants, who must present...

• Bringing a Digital Distribution Solution to the Financial Institution Market

  In a crowded market segment, a Client needed to find a significant market differentiator for the on-line sale and delivery of personal insurance and non-insurance products that would also address the ongoing customer service requirements of individual consumers. The Client required a technology...

• Taming Your Workers' Compensation Compliance Challenges

  Compliance with workers’ compensation regulations has become a huge headache for many insurance companies, employers, and claims administrators. Keeping up with mandates is complex, especially since the requirements constantly change. It demands extensive time from staff to understand the...

• Venture Insurance Programs Success Story

  COMPANY CLOSE-UP Venture Insurance Programs is a full-service program administrator providing specialty coverage for Golf Clubs, Social Clubs, City Clubs, Resorts, Boutique Hotels, 4/5 Star Franchise Hotels, Hunting & Fishing Lodges, Plantations, and Golf or Hotel Management Companies. The...

• SMA Perspective on Underwriting for LTI

  This SMA Perspective is a summary of SMA’s ongoing research on underwriting and the modernization of legacy environments.

• Disruption in the Employee Benefits Market: An Opportunity for Enterprise Transformation?

  FINEOS believes insurers have an opportunity to leverage major market changes and stresses to take a pragmatic approach to process and technology change in the back office, enabling better customer service levels, more flexible product options and ultimately better brand presence with...