White Papers for Insurance Technology and Administration Software

  • 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...
  • The Insurtech Advantage - Empowering Insurance Distributors in the Digital Age

    Insuretechs have created new offerings, utilities and ways of executing traditional workflows for distributing insurance. All channels of distribution, especially the brokers and MGAs can take advantage of these new tech facilities and improve their efficiency, time to market and customer...
  • IT and the race for talent: How insurers and MGAs can adapt.

    Overview: OneShield has completed its 2022 technology survey and is pleased to share the results of responses from carriers, MGAs and TPAs. Download this report for great insights including: the greatest challenges facing insurers in the marketplace, critical strategies to meet customer...
  • 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...
  • 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...
  • LA Metro Manages Discrimination, Harassment and Affirmative Action Cases with i-Sight

    The Office of Civil Rights at LA Metro handles discrimination and harassment cases filed by employees and members of the public who use the transportation system. The Office also handles affirmative action cases, reviewing and concurring on hiring to ensure the process is fair to people from...
  • 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...
  • NEW COMPUTING TRENDS: Laying the Foundation for the Core Systems of Tomorrow

    Our world is in the midst of a massive digital transformation that is having a significant impact on people, technology, and industries across the spectrum. Insurance is not exempt, and the implications for the insurance industry are vast.
  • 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...
  • Industry's first DOL ready Annuity Maintenance Platform (AMP)

    Annuity maintenance Platform (AMP) allows carriers to do in-force transactions – both Financial and Non-Financial. These include Withdrawals, Fund Transfers, Dollar Cost Averaging, Asset Re-balancing and changes in Name, Contact Details etc. With the recent DOL changes, AMP is continuing to grow...
  • 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...
  • Achieving the Ultimate 360° Insurance Experience: Gaining New Vision & New Value in the Digital Era

    Improving the customer experience is vitally important to building business in a modern, digital world. This white paper from analyst firm Strategy Meets Action (SMA) presents the firm's research and recommendations on achieving the Ultimate 360⁰ Insurance Experience for staff and customers, and...