White Papers for Insurance Technology and Administration Software

• Caching Data in a Distributed System

  Cached data is data that is proactively stored in working memory. This is usually done to speed up processing of individual system requests. An example of this data may be a list of states in the USA, a list of web pages in the application, or a list of valid account status code.

• 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...

• Electronic Document Management: Capture the Benefits

  Today, it’s hardly a secret that EDMS (Electronic Document Management Systems) deliver significant monetary savings and numerous other advantages over the use and maintenance of hard copy records. Consequently, you can bet that any company or firm looking to expand profitability and viability...

• Socializing Dashboards – How to go Beyond Clicks & Analytics

  Analyzing data is no longer the only use for a dashboard. From motivation to accountability to LCDs in the lobby, this whitepaper discusses the different ways organizations can utilize dashboards, allowing them to communicate and engage a wider audience.

• Insurance All Channel Experience – An Introduction

  Organizations need to think about what constitutes a positive and memorable customer experience throughout an end-to-end customer journey, delighting customers from the moment they come into contact with the company or your product information, all the way through product selection, use of the...

• Architecture Matters in today's mobile solutions environment

  Today’s life and annuity illustration solutions need to be architected to be technology independent. Re-writing your illustration solutions every 5 years is not an answer. While it may be good for the solution provider, it is not a cost effective long-term solution for you the customer. Life...

• Adverse Selection Warning Signs: How to avoid being negatively impacted by the competition.

  Learn how to avoid being negatively impacted by the competition by identifying the common warning signs that you are being adversely selected. With more companies using predictive analytics, this topic is growing in importance. Recently, Dowling & Partners Securities, LLC, released a special...

• 12 Ways to Know If Your System Is Truly Adaptive

  Understand the importance of adaptive P&C insurance systems – and the 12 criteria required to be truly adaptive.

• One Policy System or Two?

  Guidelines for choosing between combined or separate policy systems for P&C commercial and personal lines

• Forrester Research: Evaluating Innovative I&O Solutions: Converged Application Performance Managemen

  IT complexity is the major underlying theme of the years to come for infrastructure and operations. I&O teams have attempted to abstract this complexity with virtualization, cloud computing and SaaS, and virtual data centers. These solutions all attempt to mask the inherent complexity of...

• How XML Helps Improve Supplier Efficiency

  XML helps improve supplier efficiency by enabling electronic document exchanges with customers, providing a technology friendly interface with suppliers’ in-house systems, and increasing reliability.

• Assessing the Impact: New DOL Fee Disclosure Rules for Retirement Plan Sponsors

  Congress’ nonpartisan Government Accountability Office (GAO) recently revealed that half of U.S. employers didn’t know if they, or their plan participants, paid investment management fees for their 401(k), 403(b), profit-sharing, or other ERISA-covered retirement plans. Well they know...

• Making Strategic and Wise Investments for Policy Administration & Other Systems

  By Deborah Smallwood, principal with the consultancy Strategy Meets Action (SMA). This research paper covers SMA's framework for the breadth of technology functions that an insurance company needs and how today's technology enables a range of options from one-vendor-for-each-function...

• The Transformative Economics of Professional Open Source on Business Intelligence Technology

  Business intelligence (BI) is a well-established and generally well-known software category that spans a wide range of functional capabilities. Specific definitions will vary from customer to customer and vendor to vendor, but most will agree that business intelligence typically refers to the...

• New Business Process Outsourcing: Strategic Building Block for Innovation

  Outsourcing … a business concept and practice that emerged and morphed over the last four decades as business models evolved and competition for resources and expertise expanded. While outsourcing has had highs and lows relative to public or business perception, a new model and approach for...

• Do you know your chemical footprint?

  Addressing domestic and global regulatory issues for chemicals along with having a chemical data management strategy are critical components to a complete risk management model in the industry. With the increase in regulations from agencies such as the Department of Homeland Security, it has...

• Consolidating and Automating Policy Administration and Underwriting

  Time and again, risk managers and underwriters experience a very real pain – the pain of using dozens to hundreds of different data sources (Excel spreadsheets, Access databases and paper) to perform policy administration, underwriting, and exposure tracking. And the pain continues when they try...