The webinar discusses AgencyPort's transition from a single-channel portal strategy to a multi-channel strategy to serve agents, consumers, reinsurers, and brokers. It highlights trends in requests for proposals, including support for additional lines of business, mobile and consumer self-service capabilities, workflow integration, and electronic form uploading. Emerging areas of research and development discussed include multi-lingual, global, and alternative data entry capabilities beyond the web browser.

1. AgencyPort Webinar:Implementing a Multi-Channel Portal StrategyFebruary 17, 20101

2. AgencyPortal38 Installations since 20022

3. Webinar AgendaIntroductionsMason Power Mike AlbertBeyond AgencyPortal – Multi-Channel Web StrategyEmerging Trends & how AgencyPort is Serving……What We’ve Heard in RFPs…What We’re Starting to Hear in RFPs…What We Think We’ll Be Hearing Soon in RFPsQ&A3

4. Outgrowing the NameAgencyPortal has become a lousy name for our softwareIt is a Platform ForAgentsConsumersReinsurersBrokersYour Insurance Products on the Web4We’ve Outgrown the Name.Fat Guy In A Little Coat. Get It?Work With Me Here.

5. Keys to a Multi-Channel StrategyLeveraging common product definitionSeparate, ground-up efforts for Agent, Consumer, and Broker? No Thanks.Using StandardsThe Data: ACORD XMLTake advantage of a best of breed architectureAvoid the vendor “Firehose”The Client Environment: XHTMLStay on your toes. 5

6. So, What To Call It?AgencyPortal?ConsumerPortal?InsurancePortal?AgencyConsumerBrokerInsurancePortal?A Point of SaleYour Products. For Everyone6

7. The Challenges of the Point of SaleFlexibilityReacting to emerging market opportunityWhere Underwriting and Marketing Come Together in a HUGE love festA very different challenge than Policy Administration7

8. Lessons Learned From Agents Apply to AllKeep it “Slick, quick, and easy!”Make Product and Benefit UnderstandableProvide for simple up-sellAsk the Fewest # of Questions PossibleKeep users up to date on the status of their submissionsThere’s No Such Thing as Too Much Prefill

9. It Didn’t Work For Agents. It Won’t Work For Others EitherDon’t Design From the Company Point of ViewThink about your usersDon’t Loose Peoples WorkAuto-SaveDon’t Offer unintelligible error codesDon’t Under-communicate. Don’t Over-communicateFinding the right volume for email notification can be trickyKeep it Simple9

10. What We’ve Been Up ToAON Benfield FAConnectReinsurance PlatformSpecialty LinesConsumer, consumer, consumerAgencyPortal in the Call CenterLots of R&D10

11. What We’ve Heard in RFPs11

12. More LOBsTemplates currently available for:Workers’ CompensationCommercial Auto HomeownersCommercial PropertyGeneral LiabilityCrimeInland MarineCommercial UmbrellaPersonal AutoBOP12

13. More LOBsRFPs for:Directors & OfficersKidnap & RansomFiduciary LiabilityOcean MarineProperty/TerrorismAuto Liability Carve-OutTourism LiabilityContractors’ Plant & Equipment13

14. Build & Maintain through Tools not CodeThe AgencyPort Toolkit Manages:RulesEditsDynamic BehaviorData Corrections14

15. Case Study: Aon Benfield, AgencyPortal & ToolkitProjectNeed: Portal to transact high volume, lower premium, global facultative reinsurance between via pre-negotiated facilitiesScope at launch: 6 Specialty LOBs (Auto Liability Carve Out, Commercial Property, Terrorism, Homeowner's, Contractor's Plant and Equipment, and Tourism Legal Liability)Quote, bind, and endorse unique facultative risks in less than five minutes through a straightforward user interfaceRoles-based permissions (cedant, broker, market)Real-time reporting on underwriting rules, overall activity and production, Bordereaux, etc.Timeline: 3 weeks for Proof of Concept; 3 months for v1.0 LaunchAgencyPortal v4.0 Toolkit = 80% tools-based development / 20% coding15

16. Client Testimonial: Aon Benfield on the ToolKitDawnmarie BlackHead of Global Products for Aon Benfield Global Fac16

17. System Flexibility (rules, integration, UI)Leverage Existing Product Definition Minimize Dual MaintenanceKeeping the Front End and Back End in SyncShareRulesValid ValuesEdits17

18. End-User PersonalizationAgencyPortal Supports:Set defaults values within AgencyPortal to save time when entering 'sweet spot' policies. For example, an Agent who writes primarily NYC Condominium policies can save away a set of defaults which pre-fill limits, request coverages, and default addresses all tailored to this profile of business. 18

19. What We’re Starting to Hear in RFPs19

20. Call Center and CRM IntegrationHigher Volume ScenariosConsumerCaptive Agency Force20

21. Consumer Self ServiceLeverages Existing Portal ComponentsWorking on multi-state launch of a Quick Quote consumer portal for 2 LOBsDevelopment partnership status Long-term vision of our Consumer Portal 21

22. Workflow/CollaborationE.g. Referral to underwriter, integrated with e-mail, IM/chat22Portal supports:

23. Multi-user Workflow/Referral in WIP

24. E-mail integration

25. Quote copying/variation

26. Integration via XML with BPM systems, workflow engines, policy admin, etc.ACORD Form UploadIntroduced late 2009 as a SaaS solution provided by AgencyPort that enables carriers to take an electronically generated ACORD form and transform the data into an ACORD XML data structure, enabling integration with a target system such as a web point of sale or carrier policy or rating system3 Development partnerships in progress in small to mid-size commercial lines. Needs in common:Quicker, more accurate than manual re-keyingForms 125, 127, 129, 140, etc. (Commercial Auto, Inland Marine, etc.)Enrich data from third party services Index with document management, other systems and route through underwriting workflowStep into a portal 23