Managing Knowledge and Collaboration in the Insurance Industry

In this session we’ll explore issues around knowledge management. Hear from Ira Scwartz, the CIO of Allied North America, the largest private construction broker in the United States. Their breakthrough use of SharePoint dramatically restructured existing insurance processes and how Allied interacts with clients.

Lynn Fraas and Robert Nelson of Crown Partners will present best practices for transforming labor-intensive and paper-based processes such as claims processing into scalable solutions that improve underwriting margins and operational efficiency. Bob Zagami closes with a discussion on outsourcing the scanning and indexing of critical legacy information for importing into document management systems, including vendors who are SAS 70 Type II and PCI DSS certified

Topics include:

Use of SharePoint to support insurance processes
Business drivers and justification
Developing collaboration capabilities for customers
Imaging and image management
Indexing processes and workflow
Security and privacy issues

View the next session description:
Records Management & E Discovery

Event Details

Date:

October 08, 2009 - 1:00 - 2:30 EDT

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Speakers

Ira Schwartz

Senior Vice President, CIO (Allied North America) , Allied North America

Ira Schwartz brings both business management and a true entrepreneurial spirit to his role as Senior Vice President, Chief Information Officer at Allied North America. A pioneer in the design and delivery of emerging information and communications technology solutions in the financial services and insurance industries, Ira is a forward-thinking, dynamic leader who leverages his unique insights and expertise to produce solid results in uncertain market conditions.

Prior to joining Allied in 2006, Ira served in senior management positions with financial services leaders CitiStreet and Merrill Lynch. Before that, he was an insurance industry executive, working in high-level positions at AIG and Beneficial Insurance. Ira holds a Bachelor of Science in Business Administration and Economics.

Bob Zagami

Chairman (AIIM International Board of Directors) , AIIM International Board of Directors

Bob Zagami is chair of the AIIM International Board of Directors and the first service company executive to lead AIIM in over twenty years. He was president of the New England Chapter 1981-1982 and developed a micrographic education program at the Horace Mann School for the Deaf and Hard of Hearing. During his career he received the AIIM Distinguished Service Award in 1983, was elected to the Company of Fellows in 1988, received the Carl E. Nelson Engineering Award in 1993, and the Award of Merit, the industry's highest honor, in 1998. He is an international author and lecturer and a frequent speaker at document management and records management events.

Lynn Fraas

Director (Crown Partners) , Crown Partners

Lynn Fraas has held leadership positions in both business and technically oriented roles and has extensive experience helping clients leverage enterprise class systems to achieve sustainable business transformations. Her background includes expertise in Human Resource Management, Financial Management, Information Management and Business Process Reengineering. Ms. Fraas is active in the Content Management Industry and currently serves on the AIIM Board of Directors as the Vice Chair / Chair Elect. She is also a director serving on the Board of Corporate America Family Credit Union. Ms. Fraas holds an MBA from the University of Chicago, Graduate School of Business.

Robert Nelson

Strategic Delivery Director (Crown Partners) , Crown Partners

Robert Nelson is a Strategic Delivery Director for Crown Partners, providing oversight and guidance to Crown Partners most important clients. Robert brings over eighteen years experience in the design and development of information systems, including the last twelve focused on enterprise content management, records management and workflow solutions. His industry experience includes state and local government, and financial services. Robert's roles on projects have included process definition, project management, project definition, project estimation, compliance requirements definition, database design, interface design, technical architecture design, and application development.

Managing Knowledge and Collaboration in the Insurance Industry

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