Developing & Leveraging Partnerships Between System Providers, Ancillary Product Providers & Service Providers

Transcription

1

2 Developing & Leveraging Partnerships Between System Providers, Ancillary Product Providers & Service Providers March 16th, 2017 Chris Belle, President Insurance Technology Services Tara Kelly, President & CEO SPLICE Software Richard Pullara, Insurance Market Specialist Clearwater Analytics Kurt Jackson, Executive Vice President of Sales GhostDraft

3 Insurance Technology Services Based in Dallas, Texas, ITS is an insurance consulting and services firm specializing in the design, implementation and utilization of technology to optimize critical business processes and achieve exceptional results. With practices focused on property and casualty (P&C), life and health (L&H), data services, and training and development, ITS serves insurance organizations of all sizes across the country. ITS provides implementation support (including project management, business analysis, testing and data conversion), process improvements (including PMO establishment, quality assurance and production support), and change management (including training, organizational change planning and business process reengineering), as well as proprietary insurance platforms for automated functional testing and data migration. ITS helps insurance organizations manage and reduce risk by deploying agile teams with exceptional insurance and technical expertise to streamline implementations and boost the capabilities of existing IT staff.

4 About Chris Belle Chris Belle is President of ITS, a consulting company that helps carriers and solution providers implement new systems with a suite of services and tools for project management, business analysis, testing, and data conversion that are specific to the insurance industry. Chris has more than 20 years of experience in management & technology consulting in the property & casualty insurance industry. He completed his Project Management Professional (PMP ) certification in 2003 and is a Certified Scrum Master (CSM ). Prior to joining ITS, Chris was Chief Information Officer for a regional P&C carrier based in Texas. He is past president of the Texas IASA chapter and currently volunteers with the International IASA.

5 SPLICE Software Inc. Our cloud-based Dialog Suite uses Big Data & Artificial Intelligence (AI) to create and send personalized Voice & SMS messages during critical moments in the customer journey. Our proactive communications drive fact-based decisioning & improve the overall customer experience (CX) for insurance, banking, and retail industries. Some Recent Accolades

6 About Tara Kelly A serial innovator, author, president & CEO of SPLICE Software, and Co Founder & CEO of Squawk, Tara Kelly is passionate about technology s potential to change lives for the better. She has consistently channeled that belief into developing technologies that enhance operations, and improve the customer experience. This led to the creation of a patented, proprietary technology that harnesses data streams to create personalized, automated messages. This technology was included in Gartner s Cool Vendors in Insurance, 2016 report and Forrester s IoT and Analytics Start-ups Can Turn Insurers into the Good Guys brief. Kelly s expertise combined with her tenacity, understanding of market trends, and strong communication skills has allowed her to create dynamic solutions and successful teams; not only in her businesses, but also as a community leader on volunteer boards. Kelly shares these experiences and her goal of creating a healthy work environment in the book: Our Journey To Corporate Sanity: Transformational Stories from the Frontiers of 21 st Century Leadership.

7 Clearwater Analytics Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors in over 9,000 organizations. Clearwater aggregates, reconciles, and reports on more than $1.7 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. Clearwater entered into the insurance market in 2008 and has quickly become a market leader with over 650 insurance companies from all sizes of the market. Our single integrated SaaS based solution allows for daily access to their investment portfolio

8 About Richard Pullara Market Specialist Clearwater Analytics Richard Pullara is currently the Insurance Specialist for Clearwater and joined Clearwater Analytics in early Richard is a subject matter expert in statutory accounting and investment systems and is currently Clearwater s liaisons for the NAIC, NASVA, IASA and the Interested Parties Subgroup. In his current role, Richard predominately focuses on helping insurance clients improve the efficiency and accuracy of their investment and accounting operations and processes through the implementation of the Clearwater system. In addition to his current role, Richard assists Client Services and Business Development in ensuring that Clearwater s insurance product maintains best-of-breed status and is clearly communicated throughout the company and industry. Richard frequently writes white papers and presents educational content on the latest changes mandated by the NAIC on statutory investment accounting and system trends. Over his career, Richard has also had titles and served as Director of Investment Accounting and Director of Implementations for software vendors.

9 GhostDraft Harnessing the power of digital, GhostDraft transforms the customer experience with dynamic and responsive customer communication generation and management. Leveraging years of domain expertise, GhostDraft creates regulatory compliant documents so you can focus on key customer centric communication. GhostDraft enables omni-channel communication to give you the best of both worlds speed to market and personalized customer communications to deliver the experience your customers expect in today s digital world.

10 About Kurt Jackson Executive Vice President of Sales at GhostDraft, Kurt Jackson is a proven and accomplished sales leader with more than 20 years of experience in the technology sector. Prior to joining GhostDraft, Kurt was Managing Director of Global OnDemand for Pitney Bowes Business Insight, where he launched their new cloud business. As Vice President of Sales for the Insurance Practice, Kurt created the company s first industry-focused business unit, expanding Pitney Bowes presence at tier 1 and midtier insurance companies. As Vice President of Sales at Group 1 Software, Kurt led a team focused on customer communications management, and was instrumental in facilitating the organizational integration with Pitney Bowes after their acquisition of Group 1. Kurt began his career at IBM as a systems engineer serving the Finance and Insurance industries before transitioning into sales for IBM s Printing Systems Company, where he sold IBM s enterprise-class printing line.