Capabilities Overview
Who we are … <ul><li>Agile Technologies is a nimble, aggressive, consulting firm focused on improving our clients’ busines...
<ul><li>Mergers, Acquisitions, Affiliations and New Players </li></ul><ul><li>Margin Pressure </li></ul><ul><li>Global Mar...
Technology Solutions    Making a Bottom Line Impact <ul><li>Improve Process Efficiency </li></ul><ul><li>Reduce time to ma...
Agile Technologies’ Value Proposition   In Action <ul><li>Industry Knowledge –  Our teams consist of industry professional...
An Engagement Approach   To Maximize Your Results DEFINE   Current Environment DEFINE   New Environment BUILD Roadmap To G...
Insurance Value Chain Fully Served <ul><li>Our firm has served every aspect of the insurance value chain </li></ul><ul><li...
Managing Successful Outcomes <ul><li>CUSTOM DEVELOPMENT </li></ul><ul><li>Portals </li></ul><ul><li>Web Development </li><...
A Full Range Of Capabilities <ul><li>PROGRAM MANAGEMENT </li></ul><ul><li>Project Management </li></ul><ul><li>PMO Impleme...
An Execution Approach    Defined By Performance INNOVATE “Define the Opportunities”  EXECUTE  “Make it Real” REALIZE “Real...
Blended Teams <ul><li>First and always, our solutions are driven by the customized partnering of our best-of-breed talent ...
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Insurance Capabilities Overview3.30 C

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  • 2008 Agile Technologies, LLC
  • We are a consulting organization founded in 1997 Ten years old last month We have DEEP insurance experience and a group of highly seasoned insurance technology executives We know and understand our clients business
  • We are involved in helping clients align business and technology strategy Business view Some of the business dynamics that we engage in helping our clients address Helped a client with technology due diligence on a company they were acquiring Created a global strategy for integrating the financials of multi-national companies Implementation of business process and controls to satisfy regulation Technology selection for ISO-compliant policy processing; for rate forms and filings Integration for a TPA reference York
  • We are involved with helping clients align business and technology strategy. Technology View Some of the results our business technology solutions drive at.
  • Four Keys to “Why Agile” Determine where the best skills are coming from Exhibit contractual flexibility
  • Standard Consulting Model We do blocking and tackling. We start off by understanding the problem, where that problem needs to be and the gaps that exist So we can produce the right benefit
  • We work in all aspects of an insurance company All areas Processing systems Application integration Data warehousing
  • Major food groups – we support what is widely accepted in the marketplace Focus on client needs not on specific technology We work in all the major technologies (i.e. Java and .NET; Oracle and DB2; Cognos and Hyperion; etc.)
  • Plan, Build, Support We developed the model to establish shared accountability We can be involved in all stages or only one or two The plan people blame the Build people and so on. A partner who can engage across areas is positioned to prevent the finger-pointing
  • Insurance Capabilities Overview3.30 C

    1. 1. Capabilities Overview
    2. 2. Who we are … <ul><li>Agile Technologies is a nimble, aggressive, consulting firm focused on improving our clients’ businesses by bringing together deep insurance industry experience , the flexibility to build partnership-based engagement teams and technology expertise. </li></ul><ul><li>Since our founding early in 1997 we believe a critical success factor to achieving breakthrough bottom line results for our clients is understanding their businesses and the difference they are going to make in their markets. We know successful technology investments help them achieve those goals. </li></ul><ul><li>Our firm’s commitment to client success is demonstrated by our seasoned professionals ’ industry experience, knowledge of the technology landscape in the insurance industry and long history of successful projects . </li></ul><ul><li>We are committed to helping our clients stay at the forefront of rapid industry changes by helping them develop new markets and creating new efficiencies and capabilities for their organizations. </li></ul>Our Mission is to build long-term, durable relationships with our clients that continually deliver improved business results from their investments in technology, business processes and communications.
    3. 3. <ul><li>Mergers, Acquisitions, Affiliations and New Players </li></ul><ul><li>Margin Pressure </li></ul><ul><li>Global Marketplace </li></ul><ul><li>Changing Regulatory and Compliance Environment </li></ul><ul><li>New Products and Services </li></ul><ul><li>Customer Needs Clear Answers and Partners They Know </li></ul><ul><li>Broker/Wholesaler/Agency Support, Compensation, Licensing & Education </li></ul>Business Dynamics Creating Opportunities to Differentiate
    4. 4. Technology Solutions Making a Bottom Line Impact <ul><li>Improve Process Efficiency </li></ul><ul><li>Reduce time to market into Custom Development Efforts </li></ul><ul><li>Reduce Risks (Implementation and Changes) </li></ul><ul><li>Increase Management Controls </li></ul><ul><li>Accelerate Program Introduction, Training and Support </li></ul><ul><li>Improve Customer Satisfaction (Quality time with clients) </li></ul><ul><li>Drive Technology ROI (Software and Hardware) </li></ul><ul><li>Enhance Systems Flexibility and Reporting </li></ul>
    5. 5. Agile Technologies’ Value Proposition In Action <ul><li>Industry Knowledge – Our teams consist of industry professionals that understand, have managed and improved all elements of property & casualty insurance businesses. </li></ul><ul><li>Experienced Professionals – The mix of professionals that service our insurance clients have decades of experience in both the insurance business and the specific technologies used by our clients. </li></ul><ul><li>Outcome Focused Project Teams – Our standard engagement approach establishes focused objectives at the outset of each effort and project . This is a critical component in our project methodology and will drive the teams toward the critical project objectives. </li></ul><ul><li>Hands-on Executive Leadership – The entire executive team has extensive experience in insurance and is involved in every engagement. </li></ul><ul><li>Demonstrated Flexibility in Approach – Our approach positions our clients for success using blended teams. </li></ul>
    6. 6. An Engagement Approach To Maximize Your Results DEFINE Current Environment DEFINE New Environment BUILD Roadmap To Get There BUILD New Environment LEVERAGE New Environment <ul><li>Validate and understand objectives </li></ul><ul><li>Establish As-Is </li></ul><ul><li>Identify areas of strengths and improvement </li></ul><ul><li>Ask Why? Gain buy-in </li></ul><ul><li>Analyze key differentiators </li></ul><ul><ul><li>Business strategy </li></ul></ul><ul><ul><li>Operating objectives </li></ul></ul><ul><li>Develop picture of To Be environment </li></ul><ul><li>Link technology with business priorities and aggressive improvement processes </li></ul><ul><li>Evaluate gap </li></ul><ul><ul><li>Current condition of systems and information </li></ul></ul><ul><ul><li>Vision of where the business requires technology </li></ul></ul><ul><li>Lay out the road map to realize the benefits of the technology investment </li></ul><ul><ul><li>Maximize profit impact </li></ul></ul><ul><ul><li>Maximize growth impact </li></ul></ul><ul><li>Turn the Vision into reality </li></ul><ul><li>Successful project management </li></ul><ul><ul><li>Communication </li></ul></ul><ul><ul><li>Control </li></ul></ul><ul><li>Transformation </li></ul><ul><ul><li>Organization </li></ul></ul><ul><ul><li>People </li></ul></ul><ul><li>Installation </li></ul><ul><li>Continuous advancement </li></ul><ul><li>Aggressively manage the realization of the value proposition </li></ul><ul><li>Manage reliability and availability </li></ul><ul><li>Reduce operating costs </li></ul><ul><li>Lessons Learned </li></ul><ul><li>Cross-Implement </li></ul>ASSESSMENT VISIONING GAP ANALYSIS IMPLEMENTATION BENEFITS REALIZATION
    7. 7. Insurance Value Chain Fully Served <ul><li>Our firm has served every aspect of the insurance value chain </li></ul><ul><li>We have served every functional area in the insurance business life cycle </li></ul><ul><li>We have a history of success in providing innovative technical solutions for complex business process challenges </li></ul>
    8. 8. Managing Successful Outcomes <ul><li>CUSTOM DEVELOPMENT </li></ul><ul><li>Portals </li></ul><ul><li>Web Development </li></ul><ul><li>Application Integration </li></ul><ul><li>System Consolidation </li></ul><ul><li>Offshore Development </li></ul><ul><li>BROKERAGE & AGENCY SYSTEMS </li></ul><ul><li>Broker / Carrier Integration </li></ul><ul><li>CRM </li></ul><ul><li>Account Aggregation </li></ul><ul><li>Plan Administration Systems </li></ul><ul><li>Benefits Communications </li></ul><ul><li>INFORMATION DELIVERY </li></ul><ul><ul><li>Data Warehousing </li></ul></ul><ul><ul><li>OLAP Implementation </li></ul></ul><ul><ul><li>Database Conversion </li></ul></ul><ul><ul><li>Data Consolidation & Scrubbing </li></ul></ul><ul><li>PROCESSING SYSTEMS IMPLEMENTATION </li></ul><ul><li>Mergers & Processing Systems Implementation </li></ul><ul><li>Acquisition Planning </li></ul><ul><li>Technology Planning </li></ul><ul><li>Policy, Claims, Reinsurance </li></ul><ul><li>Actuarial </li></ul><ul><li>CAT Management </li></ul><ul><li>CRM </li></ul><ul><li>Financial </li></ul>
    9. 9. A Full Range Of Capabilities <ul><li>PROGRAM MANAGEMENT </li></ul><ul><li>Project Management </li></ul><ul><li>PMO Implementation </li></ul><ul><li>Vendor Resource Management </li></ul><ul><li>Dashboarding </li></ul><ul><li>Mentoring </li></ul><ul><li>PROCESS INNOVATION </li></ul><ul><li>Change Realization </li></ul><ul><li>Vision & Strategy </li></ul><ul><li>Mapping </li></ul><ul><li>Facilitation </li></ul><ul><li>Process Integration </li></ul><ul><li>Balanced Scorecard </li></ul><ul><li>Business Analysis </li></ul><ul><li>DEVELOPMENT </li></ul><ul><li>.NET </li></ul><ul><li>Oracle </li></ul><ul><li>J2EE </li></ul><ul><li>Architecture </li></ul><ul><li>Offshoring </li></ul><ul><li>APPLICATION INTEGRATION </li></ul><ul><li>Systems Consolidation </li></ul><ul><li>Data Integration </li></ul><ul><li>Technology Selection </li></ul><ul><li>SDLC </li></ul><ul><li>INFORMATION SERVCES </li></ul><ul><li>Business Intelligence </li></ul><ul><li>Data Mining </li></ul><ul><li>Knowledge Management </li></ul><ul><li>Data Warehousing </li></ul><ul><li>Data Conversion </li></ul><ul><li>QUALITY ASSURANCE </li></ul><ul><li>System Testing </li></ul><ul><li>User Acceptance Support </li></ul><ul><li>Training </li></ul><ul><li>Organizational Change Management </li></ul><ul><li>Compliance </li></ul>
    10. 10. An Execution Approach Defined By Performance INNOVATE “Define the Opportunities” EXECUTE “Make it Real” REALIZE “Realize Results” Agile works with our clients to develop shared accountabilities through each stage to create a win-win environment.
    11. 11. Blended Teams <ul><li>First and always, our solutions are driven by the customized partnering of our best-of-breed talent with our clients. Using a model of player/coaches, we create whatever individual mix of teams best gets the job done and raises the bar of success. </li></ul><ul><ul><li>Agile / Client teams </li></ul></ul><ul><ul><li>Agile only </li></ul></ul><ul><ul><li>Multi-vendor </li></ul></ul>A CREATIVE BLENDING OF TALENT

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