Solution Spotlight on OneShield Software : Enhancing the Digital Experience and Delighting Customers

1. Enhancing the Digital Experience and Delighting Customers
A Solution Spotlight on OneShield Software

2. Disclaimer
Presentations are intended for educational purposes only and do not replace
independent professional judgment. Statements of facts and opinions expressed are
those of the participants individually and, unless expressly stated otherwise, are neither
the opinion nor position of The Digital Insurer or SMA. The Digital Insurer and SMA do not
endorse or approve, and assume no responsibility for, the content, accuracy or
completeness of the information presented.

3. Welcome
MARK BREADING
Partner
SMA, a ReSource Pro company
HUGH TERRY
Founder,
The Digital Insurer

4. Today’s Agenda
WELCOME & OPENING REMARKS 10 MINUTES
PANEL DISCUSSION 25 MINUTES
INSURER CALL TO ACTION 5 MINUTES
CLIENT STORY – UTICA FIRST 15 MINUTES
CLOSING REMARKS 5 MINUTES

5. Housekeeping
How to participate:
If you have a question please type into the Q&A area
If you have a comment please type into the chat area
Polls:
Please respond to the poll questions throughout the webinar
Your experience:
You can select slides only, slides and speaker, speaker only
We will post links to booth and other info in the chat area
Post-event:
Within a few days, we will send a link with recordings of the event including links to slides, booth,
and contact details

6. Opening Remarks
SMA

7. Copyright Strategy Meets Action 2022 8
Customer Experience and Digital
Transformation Dominate Insurer Plans
9%
17%
37%
58%
27%
25%
27%
Mid-Market/Large
Small
Customer Experience
Digital Transformation
Mid-Market/Large
Small
31%
30%
38%
40%
31%
30%  100% of Commercial Lines
Insurers have a Strategic
Initiative for Digital
Transformation!
 100% of Small Commercial
Insurers and 91% of Mid/Large
Market are Focused on
Improving the CX.

8. Copyright Strategy Meets Action 2022 9
39%
43%
52%
57%
70%
Mid/Large Commercial Lines
Where Agencies Say Insurers Should Invest: Sales
38%
38%
33%
48%
76%
Small Commercial Lines
Real-time quote/upload
Data prefill
Online Bind
Enhance agent self-service
portal -sales
E-signature

9. Copyright Strategy Meets Action 2022 10
39%
43%
48%
48%
61%
Mid/Large Commercial Lines
Where Agencies Say Insurers Should Invest: Service
19%
57%
76%
57%
43%
Small Commercial Lines
Enhance agent self-service
portal - service
Claims download
Policy download
Billing download
Policyholder self-service
portal

10. Panel Discussion: Today’s Panelists
KAREN FURTADO
Partner,
SMA, a ReSource Pro company
LEAH ENGLISH
Senior Vice President,
OneShield Software
MELISSA MANN
Vice President Operations,
Utica First Insurance Company

11. Fireside chat with:
Client Story

12. Transform your business.
The Successful Journey Towards Digital Transformation
Clear Goals &
Detailed Plans
Collaborative
Technology
Partners
Effective
Change
Management
Phased
Implementation
& Testing
Ongoing
Support Post-
Implementation
1 2 3 4 5

13. Q. Are you interested in learning more about the solutions offered by OneShield?
1. Yes
2. Not at the moment
Poll

14. Visit our virtual booth …..

15. Insurer Call to Action
SMA

16. Copyright Strategy Meets Action 2022 18
SMA Call to Action
Understand agency priorities for digital engagement capabilities
Consider the end-to-end requirements to support digital engagement
Seek tech partners that will take the journey with you

17. Next Steps...
Feedback on Today’s Event, Three Ways...
▪ End of today’s event survey prompt
▪ When you receive the recording link email
▪ Directly to TDI, SMA, or OneShield individually

18. Contact Details
Hugh Terry@ TDI hugh.terry@the-digital-insurer.com
Mark Breading @ SMA mbreading@strategymeetsaction.com
Karen Furtado @ SMA kfurtado@strategymeetsaction.com
Leah English @ OneShield lenglish@oneshield.com
Melissa Mann @ Utica First mmann@uticafirst.com

19. Thanks for your time!
(feedback please)
Enhancing the Digital Experience and Delighting
Customers