AGENDA Monday, March 12 Times Vary 10:00AM 1:00PM Noon 1:00PM Optional Activities (Golf @ Aviara and San Diego Zoo) Analyst Forum (Invite Only) Lunch for Advisory Committees/User Group (Invite Only) 1:00 4:00PM User Group Meetings (Invite Only) 4:15 5:00PM First-time Attendee Event Orientation Meeting 5:00 6:00PM Welcome Reception 6:00 9:00PM Group Dinners Across San Diego Tuesday, March 13 6:00AM Optional Beach Spin 7:00 8:00AM Breakfast (Product Demo Area Open) 8:00 10:00AM General Session 10:00 10:30AM Networking Break (Product Demo Area Open) 10:30 11:30AM InsurTech Disruption IEV Product Overview Insurance Decisions Widget Demo Evolution Web API Bridge Overview & Roadmap Overview Overview and Processing Efficiencies Integrated Services 11:30AM 1:00PM Lunch (Product Demo Area Open) Platinum Sponsor Breakout 1:00 2:00PM Data & Business Intelligence Data Warehouse Replacement Strategies Evolution Migration Success Stories Claims Decisions Evolution Unwrapped SmartView Overview & Update Case Study: Glatfelter Predictive Analytics/WC Integrated Solutions 2:00 2:15PM Short Break 2:15 3:15PM Predictive Analytics for P&C Insurers Conquering Program Business User Experience Persona Mapping Insurity Data Center Move Bridge Smart UI Case Study: Olympus Reporting for Business Needs Data Migration 3:30PM 6:30PM Optional Organized Afternoon Activities Beach Games, Yoga on the Beach, Painting by the Sea, or Free Time Evening Event
Wednesday, March 14 6:00AM Optional Morning Run 7:00 8:00AM Breakfast (Product Demo Area Open) 8:00 9:30AM General Session 9:30 10:00AM Networking Break (Product Demo Area Open) 10:00 11:00AM Diamond Sponsor Breakout IEV Product Direction Evolution Automation Testing Agile Workflow Management with Claims Decisions Evolution Bridge Implementation Methodologies : What s Next Product Direction Digital Offering 11:00 11:15AM Short Break 11:15AM 12:15PM The Future of Claims IEV Implementation Options Insurance Decisions Suite: What s Next Billing Decisions Bridge ISO Direction Open Forum API Vision 12:15 1:30PM Lunch (Product Demo Area Open) Platinum Sponsor Breakout 1:30 2:30 PM UX/UI Design Principles & Standards Insurity Data Tools & Products Evolution & Predictive Analytics Practical Application of Role-based UX in App Factory Bridge Smart Configuration Advanced Topics Tips & Tricks Bridge Architecture SmartView - Technical Review Breeze 2:30 3:00PM Networking Break (Product Demo Area Open) 3:00 4:00PM The Evolution of Core Insurance Systems Valen Overview User Experience New Distribution Channels Evolution Web API (repeat) Insight Smart UI Technical Review Hybrid Cloud Breeze UAT 4:00 4:15PM Short Break 4:15 5:00PM Closing General Session 6:30PM Evening Event Thursday, March 15 Morning Departures
Breakout Session Descriptions: Tuesday, March 13, 10:30 11:30AM InsurTech Disruption InsurTech is here and a reality. We see new InsurTech companies and technologies on a daily basis it seems. This session will take a look at all areas of InsurTech what it means for our industry. IEV Product Overview This session will provide an overview of Insurance Enterprise View (IEV) with an emphasis on new capabilities delivered in IEV 3.0, scheduled for delivery in Dec 2017. This session is designed for both IEV and non-iev customers. Insurance Decisions Widget Demo Attend this session to see what our investments in the Insurance Decisions Suite have delivered. We will provide a demonstration of our widget user experience across all products, roles-based designs, and other capabilities enabled by App Factory and the evolution of our products. Evolution Web API This session will show you how to use the powerful Web API feature of Evolution to create your own user experience. You ll hear directly from a customer on how they have used this technology in their organization. Bridge Overview & Roadmap This session will provide an update on the Bridge product including its progress in the market, new features introduced and the 2018 roadmap. Overview powerful platform and modern design enable more effective and efficient claims handling, all while assuring the delivery of consistent and exceptional customer service. is fast, flexible, and functional featuring browser/tablet compatibility, business intelligence, and amplified performance to its intuitive design and seamless integration capabilities. The next generation in claims software, SIMS boosts examiner productivity while managing multiple lines of insurance. This session is design for those new to. Overview & Processing Efficiencies This session will focus on the latest features of Tropics Breeze, highlighting areas that create processing efficiencies for our customers. This session is ideal for those new to Breeze. Integrated Services This session will describe our plan to unify our service offerings across the enterprise to provide a clear and simple integrated view for clients. Tuesday, March 13, 1:00 2:00PM Data & Business Intelligence This session will take a look at the various third party data types and their interaction with business intelligence and they play into different areas of an insurer s operations. Data Warehouse Replacement Strategies with IEV
Attend this session to hear from clients who have successfully implemented IEV to replace or complement their existing data capabilities for integration, reporting, and analytics. This session is ideal for current IEV customers or those new to IEV Evolution Migration Success Stories Hear the latest success stories of customer adoption of Evolution. Claims Decisions Evolution Unwrapped This session will showcase the new Claims Decisions Evolution (available in December 2017). The session will highlight the latest in client benefits, features, functions and how it fits into a digital experience strategy. SmartView Overview & Update This session will provide a general overview of SmartView including the new features introduced in version 2.0 and the 2018 roadmap. The presentation will also include a product demo highlighting dashboards built for Bridge & Tropics Breeze. Case Study: Glatfelter Insurance Group Attend this session to learn how Glatfelter is using the configuration tools in to meet their business processes and needs. Predictive Analytics and Workers Compensation During this session we will discuss how predictive analytics can benefit workers compensation processing from applications and renewals, to loss control and audit processing. This session is designed for current Breeze customers. Integrated Solutions This session will describe our progression towards an open, fully integrated and extensible product architecture that will incorporate the full array of products. Tuesday, March 13, 2:15 3:15PM Predictive Analytics for P&C Insurers This session will take how analytically-driven insurers are using predictive analytics to see the market through a new lens and develop more sophisticated strategies to compete. Conquering Program Business with IEV Attend this session to take a look at how IEV configuration, tools, timelines, and flexibility uniquely enable Program Business. This session is designed for current IEV customers. User Experience Persona Mapping See how you can optimize the experience of your user roles interaction with the insurance workflow by leveraging the study of persona mapping. This will allow you take advantage of new capabilities provided with App Factory and the Insurance Decisions Suite. Insurity Data Center Move This session will provide an overview of Insurity s new private cloud and the associated migration plans for 2018. Bridge Smart UI
This session will provide an overview of the Smart UI technology being incorporated into the Bridge product. The presentation will demonstrate the Smart UI implementations of Client Center, Task Manager and Policy Workflow Case Study: Olympus Insurance Group This session will take a look at life after implementation: new processes, new enhancements, and achieved results. We will also discuss the partnership between Olympus and Insurity to enhance their claims processing capabilities within. Reporting to Meet Business Needs Join this session to find out how to turn your data into useful information by using dashboards and reports available from Breeze. This session is designed for current Breeze customers. Data Migration This session will describe our plan to simplify and automate data migration for all implementations. Wednesday, March 14, 10:00 11:00AM Diamond Sponsor Session TBA IEV Product Direction Join this session to learn about what is coming after IEV 3.0. This session is designed for current IEV customers. Evolution Automation Testing This session will showcase one Insurity customer who has been able to increase testing coverage while reducing FTEs for each release. In addition, this session will provide insight into testing topics related to Evolution. Agile Workflow Management with Claims Decisions Evolution (Business Presentation & Demo) To be more efficient and provide improved services to insureds and claimants, organizations looking to optimize and automate their internal workflows can use new capabilities in Claims Decisions Evolution to define automated workflow management to get the work to the right person with context and guided execution of tasks in your custom business workflows. With Claims Decisions Evolution your business users can define the workflows that drive your business and implement them today by building off hundreds of pre-configured options delivered as part of the base system. Bridge Implementation Methodologies This session will compare and contrast the different alternatives for Bridge implementation including a review of resourcing requirements and expected timelines. : What s Next This session will explore the latest release of, Release 2018R1. Attendees will see a demo of the new functions and features available with this release. Product Direction This session will review what is coming next in the development of Breeze. This session is designed for current Breeze customers.
Digital Offering This session will describe our unified digital offering, including an integrated UI and third party data sources. Wednesday, March 14, 11:15AM 12:15AM The Future of Claims Highly automated claims processing is here now by way of technologies like robotic process automation, cognitive computing, and predictive analytics. This session will take a look at these new technologies and what s on the horizon for claims. IEV Implementation Options Hear from a panel of IEV customers illustrating how the latest IEV tools, configuration capabilities and training, have allowed them to implement IEV with little or no Insurity support. This session is ideal for current IEV customers or those new to IEV. Insurance Decisions Suite: What s Next This session will share a view of where we re going next with the Insurance Decisions Suite. Billing Decisions This session will provide an overview of Insurity s Billing Decisions and will include new features and what s coming next for the solution. Bridge ISO This session will provide a detailed demonstration of the Bridge/PD integrated solution to support ISO. The demonstration will include a review of the management of custom deviations using the Bridge configuration tools. Direction During this session will review what future functions and features will be added to for 2018. This session is designed for current Users. Tropics Breeze Open Forum Join this session for an opportunity to discuss Breeze with the product experts as well as other Breeze users. Bring your questions and topics for discussion. This session is designed for current Breeze customers. API Vision This session will describe our vision for a common set of APIs across our products that can be accessed by any client-built UI. Wednesday, March 14, 1:30 2:30PM UX/UI Design Principles & Standards Today user experience must be designed to attract agents, consumers, and employee to do business with you. User experience and UI Design is a big part of an insurer s competitive advantage. This session will take a look at the latest principles and standards.
Insurity Data Tools & Products This session will provide an overview of IEV, InsureRight, and SmartView what they do, and how they can be leveraged independently or in combination to provide value. This session is ideal for current IEV customers or those new to IEV. Evolution & Predictive Analytics Providing deeper insight into the analytics component of Evolution specifically gained with Valen integration. See how your underwriting experience can be modernized and optimized. Practical Application of Role-based UX in App Factory (Technical Presentation & Demo) (Prerequisite: Persona Mapping Presentation) Learn how to implement the different user experiences you have defined for the various roles that access the Insurance Decisions Suite. Bridge Smart Configuration Advanced Topics This session will review live examples of Bridge configuration addressing complex requirements. Best practice designs will be discussed. Tips & Tricks Oh, I didn t know it could do that! Join SMEs to learn tips and tricks that will make you and your team more efficient in processing your claims. Bridge Architecture This session will provide a detailed review of the Bridge product framework and integration capabilities. SmartView Technical Review This session will cover the architecture and technical implementation of SmartView and describe the plans to integrate it across our products. Tropics Breeze This open workshop is designed for hands on product training and discussions for current Breeze customers Wednesday, March 14, 3:00 4:00PM The Evolution of Core Insurance Systems Monolithic systems have given way to componentized and configurable applications, which have further evolved into headless micro services and integrations. Join us for a discussion on this topic. Valen Overview This session will provide an overview of Valen s solutions, InsureRight Manage and Predict including features, benefits realized by current customers and what s coming next for the product. User Experience New Distribution Channels This session will feature a panel discussion showing how our customers have provided unique experiences to new distribution channels including direct to consumer and agents, and created underwriting efficiencies with Evolution. Evolution Web API (Repeat) This session will show you how to use the powerful Web API feature of Evolution to create your own user experience. You ll hear directly from a customer on how they have used this technology in their organization.
Insight Are you getting the most out of the data you have collected in? This session will feature demos of the different business intelligence tools available with that can provide you detailed reports to make better decisions and achieve results. Smart UI Technical Review This session will provide a technical dive into the Smart UI framework and how it can be leveraged to produce highly customized modern user experiences without requiring any changes to the underlying applications. Hybrid Cloud This session will provide an overview of our cloud services offerings across all solutions and review our 2018 roadmap Tropics Breeze UAT This workshop will focus on User Acceptance Testing best practices for product releases for current Breeze customers.