Insurance and Content Management (2009)

Optimizing Insurance Business Processes through Effective Content Management

Like many industries, insurance is under relentless pressure to reduce costs, manage risks, and improve efficiencies. This is an industry that runs on data, and over the past several years content processes have evolved dramatically with robust advances in the collaboration and content management technology landscape. In this four-part series, content management and industry experts address how to take advantage of new developments in ECM technology to better support sales and marketing, underwriting, claims management, and customer service operations.

The series features several case studies on innovative uses of social media and SharePoint, enterprise taxonomy development, and explores legal issues around e-discovery, adopting emerging technologies, outsourcing, and records management. Regardless of your industry, these sessions will help decision-makers and technical audiences alike identify best practices and trends to leverage in all aspects of the business lifecycle.

Key takeaways include:

  • Practical applications of social media and legal issues to consider when breaking into this sensitive area
  • Where the industry stands with regard to adoption of metadata standards and taxonomy practices, and where transformation is needed
  • Innovative uses of knowledge management and collaboration platforms to support underwriting, claims management, and customer service operations
  • Building a business case for implementing records management and e-discovery programs, including best practices for mitigating costs and successful execution
September 24, 2009 - 1:00 - 2:30 EDT
John Greene
, Seth Earley
, Mike Axelrod

In this first session we'll survey the core processes of insurance operations, show what types of content typically supports such processes, and hear a case study on how Guy Carpenter & Company revolutionalized their business model and customer relationships by entering the world of social media.

October 01, 2009 - 1:00 - 2:30 EDT
Seth Maislin
, Jeff Auker
, Paul Wlodarczyk

This session features a case study from the Hartford Insurance Group, where an enterprise taxoomy was implemented to support customer service and findability in underwriting processes, including the migration of 200 million underwriting documents. We'll also learn about the need for transformation in the insurance industry in relation to adoption of metadata standards and content tagging practices, highlighting preliminary results from our Insurance Industry Metadata Survey.

October 08, 2009 - 1:00 - 2:30 EDT
Ira Schwartz
, Bob Zagami
, Lynn Fraas
, Robert Nelson

In this session we’ll explore issues around knowledge management through three very different perspectives - the use of SharePoint for claims management and client collaboration, transforming paper-based transactions into efficient document management workflows, and security considerations for outsourcing document imaging.

October 15, 2009 - 1:00 - 2:30 EDT
Patrick J. Hatfield
, Carol Choksy
, Jeannine Bartlett

Records Management has always been important to the insurance industry and is increasingly complex due to changes in privacy laws, continual updates in the regulatory environment, and the fragmentation of information sources that need to be declared legal records. In this final session of the series, we'll discuss ways to standardize policies and procedures and how to ensure compliance with the least amount of disruption to work processes.