IASA On-Site Contact: Sylvia Chansler Sylvia.chansler ... · the Kofax TotalAgility® platform and...

IASA On-Site Contact: Sylvia Chansler [email protected] 949-241-5406

IASA Booth Number: 1214

IASA 2017 Press Submission

Title: Kofax to Highlight How Robotic Process Automation Powers Digital Transformation at IASA Insurance Conference

News: Kofax®, a leading provider of software to simplify and transform the First Mile™ of business, announced that it will highlight its digital transformation solutions at this year’s IASA Educational Conference and Business Show in Orlando, FL from June 4-6.

Visitors to the Kofax booth (#1214) will have the opportunity to view demonstrations of the Kofax TotalAgility® platform and the Kofax Kapow™ robotic process automation (RPA) software, and learn how these and other Kofax products can help customers digitally transform essential business processes, including new policyholder onboarding, first notice of loss (FNOL), claims automation and other key insurance processes.

Kofax will be featured in two guided IASA Vendor Connect tours on June 5: “Delivering the Best Customer Experience” from 9:50-10:50 a.m. ET, and “Content Management & Workflow” from 11:00 a.m.-12:00 p.m. ET. Each tour is discipline-specific and groups together like exhibitors that provide a service, software or other solution for that discipline.

Kofax will also take part in the Robotic Process Automation panel session on June 5 at 3:30 p.m. ET, along with its customer Safe-Guard and other RPA thought leaders. Moderated by Anthony O’Donnell, Executive Editor of Insurance Innovation Reporter, the session will explore how technology is being leveraged in real-world insurance use cases to deploy intelligent software robots as a digital workforce to perform both routine back office processes and more strategic process automation tasks.

Quotes: “The insurance industry is fraught with manual, labor intensive, costly and inefficient processes. Robotic process automation can simplify many of these tasks, significantly reducing costs and accelerating digital transformation,” said Reynolds C. Bish, Chief Executive Officer of Kofax. “At IASA 2017, we will demonstrate how insurance organizations can leverage Kapow RPA as part of a more holistic approach to digital transformation that can improve the customer experience and bottom line.”

Company Name: Kofax

About Us: Kofax is a leading provider of software to simplify and transform the First Mile™ of business. Success in the First Mile can dramatically improve the customer experience, greatly reduce operating costs and increase competitiveness, growth and profitability. Kofax software and solutions provide a rapid return on investment to more than 25,000 customers in financial services, insurance, government, healthcare, higher education, supply chain, business process outsourcing and other markets. Kofax markets its solutions via a direct sales and service organization, along with a global network of more than 1,000 authorized partners in more than 70 countries throughout the Americas, EMEA and Asia Pacific.

PR Contact Name: Sylvia Chansler

PR Contact Mobile Number: 949-241-5406

PR Contact Email: [email protected]

IASA On-Site Contact: Nick Toal [email protected]



Title: JW Software Inc | A Trusted Solutions Provider for Over 25 Years

Company Name: JW Software Inc.

About Us: JW Software was started in 1989, as a software company designed to create custom business applications for small business in the St. Louis area. The company found a niche in the insurance industry, specifically Third Party Administrators that needed Claims Management Software to manage their business needs, and launched the claims management software FileHandler™.

FileHandler™ has become a trusted software solution in the claims and risk management market for the past 28 years.

JW Software is continuing its growth and evolution in 2017 with the launch of FileHandler Enterprise™, the newest claims management solution incorporating the newest technology and security to the system.

FileHandler Enterprise™, the flagship claims management software, and PolicyHandler, a complete Workers’ Compensation Policy Management System, have evolved to develop a comprehensive web-based software solution for businesses to effectively manage policies and insurance claims.

PR Contact Name: Patrick Woodling

PR Contact Mobile Number:


IASA On-Site Contact: Mark Lisenby [email protected] 904-392-1657



Title: HM HEALTH SOLUTIONS ANNOUNCES ACQUISITION OF GUIDEWELL'S FULFILLMENT BUSINESS TO SUPPORT LONG TERM GROWTH STRATEGY

News: PITTSBURGH — HM Health Solutions, an innovative, technology solutions company that enables health plans to grow revenues, reduce costs and gain economies of scale, has announced the acquisition of Incepture Print Solutions, the fulfillment business of GuideWell Mutual Holding Corporation (GuideWell). The acquisition was effective on January 1, 2017.

The fulfillment business' approximately 50 full-time employees, who serve healthcare, financial, and insurance customers across 15 states, all joined HM Health Solutions as part of the acquisition.

Quotes: "HM Health Solutions' commercial print fulfillment business remains a core source of sustained profitability and operating income in 2017 and is essential to our future growth strategies. The acquisition of GuideWell’s fulfillment business broadens HM Health Solutions' customer base and has the potential to increase HM Health Solutions' print volume by approximately 40%, thus increasing the economies of scale for the Highmark Health enterprise and our business partners," commented Matt Ray, President of HM Health Solutions. "Both companies have been working together to ensure a smooth and seamless transition of business operations for customers and employees, and we look forward to the partnership role GuideWell will play in helping us advance our print fulfillment operations and to providing additional print services to all HMHS customers."

Company Name: HM Health Solutions

About Us: HM Health Solutions (HMHS) was formed in March, 2014. HMHS enables health plans to achieve top-line revenue growth, reduce costs and gain economies of scale. The HMHS enterprise platform provides cloud-based solutions that support a comprehensive suite of offerings. HMHS offers services in multiple product lines, including Medicare, Medicaid, commercial, and individual lines of business. With industry-leading talent, business processes and technology solutions, HMHS helps enterprise clients deliver outstanding results and a differentiated customer experience. For more information, visit www.hmhs.com.

PR Contact Name: Mark Lisenby

IASA On-Site Contact: Julie Ruffin [email protected] 864-313-4684



Title: GhostDraft Partners with DocVentive to Deliver CCM Solutions

News: - GhostDraft, an innovator in document automation and customer communications, announced today it has established a business relationship with DocVentive, a leading expert in document publishing, forms, and archive services. The partnership delivers a comprehensive, powerful CCM solution that is cloud enabled to the North American insurance market, especially carriers looking to migrate from legacy systems that are no longer supported.

- With decades of industry experience, DocVentive is an authority in customer communications management (CCM) and publishing solutions. GhostDraft transforms the customer experience with dynamic and responsive customer communication generation and management.

Quotes: - “We see GhostDraft as a promising next-generation CCM solution,” said Bill Favara, Managing Partner of DocVentive. “With GhostDraft’s enterprise-class document composition and management capabilities and DocVentive’s premiere consulting services, we can more efficiently and effectively help organizations leverage CCM technology to transform their business for the future.”

- “Customer experience is at forefront the insurance industry, and now more than ever, carriers need a better way to correspond and interact with customers,” said Kurt Jackson, Executive Vice President of GhostDraft. “DocVentive has a proven track record implementing large, complex CCM solutions, and we are excited to partner with them to help customers easily create and modify forms and other customer communications.”

Company Name: GhostDraft

About Us: GhostDraft transforms the customer experience with dynamic and responsive customer communication generation and management. Leveraging years of domain expertise, GhostDraft creates regulatory compliant documents so you can focus on key customer centric communication. Be a game changer - interconnect personalized customer communication with the ultimate customer experience to digitally transform your organization. With GhostDraft, you will love your documents. Visit ghostdraft.com or call 855-776-2016 to learn more.

PR Contact Name: Julie Ruffin



IASA On-Site Contact: Julie Ruffin [email protected] 864-313-4684



Title: OneShield Software and GhostDraft Align to Deliver “As-A-Service” Offering for the Global Insurance Market

News: - OneShield Software, a leading provider of core business software solutions to financial services companies and GhostDraft, an innovator in document automation and customer communications, are pleased to announce they have formalized an alliance focused on driving implementation costs down while improving integration timeframes for joint customers.

- OneShield’s policy administration suite will leverage a pre-built integration framework to GhostDraft’s comprehensive, cloud-based customer communications management solution (CCM). This enables clients to transform their customer experience with dynamic and responsive customer communication generation and management.

- The integration of GhostDraft with OneShield’s solutions will give business users complete control over documents, empowering them to efficiently manage thousands of templates, simplify forms libraries and personalize correspondence management from a centralized system. For insurers in fast-paced environments, this helps ensure documents are created with consistent messaging and branding while delivering clear, relevant, and actionable customer communications.

Quotes: - “More and more insurers are adopting ‘As-A-Service’ offerings that increase the expectation of expedited implementation timeframes” said Liza Smith, SVP Global Sales and Marketing for OneShield. “This relationship allows us to provide end-to-end solutions, in the cloud, that help address traditional time-to-market implementation challenges.”

- “We are thrilled OneShield chose us to offer their clients a more enhanced way to correspond and interact with customers,” said Kurt Jackson, Executive Vice President of GhostDraft. “Our cloud-based system is scalable to meet the needs of all carriers, regardless of size, as well as expand throughout the enterprise.”

Company Name: GhostDraft

About Us: GhostDraft transforms the customer experience with dynamic and responsive customer communication generation and management. Leveraging years of domain expertise, GhostDraft creates regulatory compliant documents so you can focus

on key customer centric communication. Be a game changer - interconnect personalized customer communication with the ultimate customer experience to digitally transform your organization. With GhostDraft, you will love your documents. Visit GhostDraft.com or call 855.776.2016 to learn more.

PR Contact Name: Julie Ruffin



IASA On-Site Contact: Nancy Hines [email protected] 803-309-9459



Title: ValueMomentum Unveils Major Enhancements to its BizDynamics Digital Solution and Continues to Gain Momentum

News: - Announcing version 1.2 of BizDynamics, , a cloud-based offering designed to help property/casualty insurance carriers deploy and manage digital engagements and experiences.

- Version was originally announced at IASA 2016. This covers some of the major enhancements and momentum in the industry.

- New customers are announced with one implementing to live production in five months.

Quotes: “This latest version of BizDynamics offers a number of new capabilities that bring even greater value to our BizDynamics user community. We are committed to continue our strong investment in the offering to align with the rapid pace digital technology is evolving,” said James Carlucci, Vice President, Insurance at ValueMomentum. “Since introducing BizDynamics at last year’s IASA we’ve enjoyed strong market adoption. We look forward to bringing our new capabilities to our early BizDynamics clients and to attracting other carriers looking to enable their digital environments.”

Company Name: ValueMomentum, Inc.

About Us: ValueMomentum provides software and services to Insurance, Healthcare & Financial Services firms. Customers choose ValueMomentum due to the company’s track record of delivering value and driving the momentum of customers’ business initiatives. ValueMomentum accomplishes this by applying a time-tested formula of combining strong technology expertise with deep industry experience. For more information, visit www.valuemomentum.com.

PR Contact Name: Abhijeet Jhaveri



IASA On-Site Contact: ashley Dyer [email protected] 646-418-2604



Title: BLACKLINE BRINGS CONTINUOUS ACCOUNTING TO THE IASA

News: BlackLine is headed to the IASA to provide Finance and Accounting (F&A) professionals with a blueprint for Continuous Accounting, a modern approach that empowers F&A teams with real-time financial intelligence and allows them to provide unprecedented value to the broader business.

Stop by booth 539 to learn more about BlackLine and gain insight into the following topics:

•Finance Automation - Discover how F&A can use technology to automate processes and procedures and streamline operations

•Process Optimization - Understand how optimized processes benefit the entire F&A function

•Exceptional Accountants - Learn how to unleash ‘Exceptional Accountants’ so they can directly impact the bottom line

•Continuous Accounting - Become equipped to create and customize a ‘Continuous Accounting Blueprint’ for your organization

Quotes:

Company Name: BlackLine

About Us: BlackLine is a provider of cloud-based solutions that transform Finance and Accounting (F&A) by automating, centralizing and streamlining financial close operations, intercompany accounting processes and other key F&A processes for large and midsize organizations. Designed to complement ERP and other financial systems, BlackLine’s cloud platform increases operational efficiency, real-time visibility, control and compliance to ensure end-to-end financial close management and accounting automation.

BlackLine’s mission is to continuously improve the quality, accuracy and efficiency of Finance and Accounting by centralizing key functions within a single, unified cloud platform. Enabling customers to move beyond outdated processes and point solutions to a Continuous Accounting model, in which real-time automation, controls and period-end tasks are embedded within day-to-day activities, BlackLine helps companies

modernize accounting operations with intelligent automation, ensuring more accurate and insightful financial statements and a more efficient financial close. More than 1,800 companies with users in over 130 countries around the world trust BlackLine to ensure balance sheet integrity and confidence in their financial statements.

BlackLine is recognized by Gartner as a Leader in its 2016 Magic Quadrant for Financial Corporate Performance Management (FCPM) Solutions and as a pioneer of the Enhanced Financial Controls & Automation (EFCA) software category.

Based in Los Angeles, BlackLine also has regional headquarters in London, Singapore and Sydney. For more information, please visit www.blackline.com.

PR Contact Name: Ashley Dyer



IASA On-Site Contact: Bill Clausen [email protected] 508-983-4144



Title: Power of Process Consortium at IASA: WEX, DATAMATX, Prelude Software and ETM

News: WEX, DATAMATX, Prelude Software and ETM have come together to help insurers perform these key business processes with greater ease, speed and efficiency using powerful digital solutions. Together, we are delivering industry-leading solutions in outbound payment processing, payment methods and ancillary processing.

Quotes: “For over 28 years, Prelude’s PayPilot continues to be the disbursement hub that carriers rely on to support their business objectives related to outbound payment and related ancillary processing. Prelude is proud to be joined with these fine companies, WEX, ETM and DATAMATX, to create an easy way to rapidly deploy additional capabilities for carriers.” said Bill Clausen, EVP Industry Relations.

Company Name: Prelude Software, Inc.

About Us: About Us/Boilerplate: Prelude Software’s PayPilot Disbursement Hub has been an integral platform for savvy Insurance Carriers for close to 30 years. Clients have long relied on PayPilot’s native modules for MICR Check Printing, ACH, Positive Pay, Bank Reconciliation and OFAC Scanning.

Prelude is proud to formally announce, at the 2017 IASA Conference, its PayPilot Payment QuickConnect™ for enabling 3rd Party Payment Modules. Some of these payment methods include:

• Deluxe, eCheck payments for electronic delivery of checks

• MasterCard Send, direct-to-debit card payments

• WEX Virtual Card, single-use account payments

• Zelle, tokenized payments via cell number and/or email address

• Enservio, multi-party ACH payments

In addition, PayPilot’s QuickConnect can be used to easily apply ancillary processing modules and 3rd party applications to support the outbound payment process. These include:

• Escheat software, such as UPEnterprise, by ETM, for unclaimed property processing

• 1099 software

• Document management software

• Estimating software

Carriers using PayPilot also benefit from being able to easily adapt to workflows per business needs. As an example, to fully support:

• Disaster recovery / business continuity processes

• Outsourcing to BPO centers like DATAMATX

• Payee self-service portals and 3rd party applications

PR Contact Name: Bill Clasuen



IASA On-Site Contact: Nathan Lilley [email protected] 573-253-4159



Title: Swift Print Communications is your complete insurance print shop

News: * Swift Print Communications (SPC) is well known for its long-standing tradition and unique approach to Annual Statement printing.

*SPC has deep roots with the insurance industry, dating back to the 1930s when the company worked with the NAIC to help develop the blanks. Since then, the company has worked with companies across the nation year-round, culminating with the February crunch.

*SPC's services extend beyond Annual Statements, including Commercial Printing; Swift Click, our online portal; trade show and office graphics; policy and statement printing, mailing and fulfillment; labels, and more.

Quotes: “Annual Statement printing is actually less than 10 percent of our business,” says Bryan Swift, SPC President, “but is so ingrained in our culture. That’s because we have learned from serving the Insurance Industry at such a critical time. The lessons we’ve learned about the importance of speed, accuracy, and working under pressure have really helped us improve the service we offer to our other divisions: Commercial Printing -think GOOGLE, Edward Jones, Wells Fargo, Bausch and Lomb and Russell Stover Candies."

"My grandfather assembled a team of very smart, capable and innovative professionals to help the NAIC develop the blanks, used for almost 70 years. My father continued that legacy and managed the transition from the analog process to the software age. I’m still working on my contribution to the industry, but I see where our technology and capabilities will continue to help the industry communicate with their policy holders, employees and stakeholders. One thing for certain, we have become more than Annual Statement printers and we will continue to apply our knowledge to the other print and communication needs of the industry.” - Bryan Swift

Company Name: Swift Print Communications

About Us: Founded in 1912, Swift Print Communications has a long-standing relationship with the Insurance Industry, providing print solutions for Annual Statements, Display and Trade Show Graphics, Direct Mail, Promotional Products, Policy and Statement Printing, and through its online portal: Swift Click. The company offers a

wide range of print solution options, from quantities of one to thousands. Swift offers complete printing services and is certified as a G7 Master Printer, one of fewer than 600 print companies worldwide that have earned the distinction.

PR Contact Name: Bryan Swift

PR Contact Mobile Number:


IASA On-Site Contact: Nicole Brewer [email protected] 704-617-4444



Title: Patriot Technology Solutions Recognized Among the Top 20 Most Promising Insurance Technology Solution Providers of 2017 by CIOReview

News: - CIOReview named Patriot Technology Solutions in their Top 20 Most Promising Insurance Technology Providers for 2017

- The list is comprised of companies that leverage the latest trends to deliver a better customer experience with innovative solutions based on the most advanced technologies available today.

Quotes: "On behalf of the entire Patriot technology team, we are delighted to be named one of 20 Most Promising Insurance Technology Solution Providers. We believe our products are revolutionizing the way Insurance carriers do business today and truly appreciate the recognition by CIO Review. " - Judith Haddad, Patriot Technology’s President and CEO.

Company Name: Patriot Technology Solutions, Inc.

About Us: About Patriot Technology Solutions, Inc.

Patriot Technology Solutions (“Patriot Technology”) is a leading provider of technology solutions for the property and casualty insurance industry. Patriot Technology focuses on insurance solutions that spotlight a full core insurance suite solution with implementation expertise and including; professional and consulting services and enterprise data analytics with a cloud-based SaaS model. Patriot Technology delivers solutions that provide carriers with premium growth, policyholder retention while lowering their cost of acquisition and reducing their overall servicing cost. Patriot Technology Solutions is headquartered in Fort Lauderdale, Florida with offices worldwide. For more information about Patriot Technology, please visit www.ptsglobal.com.

PR Contact Name: Cindy Campbell



IASA On-Site Contact: Kevin Haydon [email protected] 845-797-2976



Title: EIS Introduces CoreVelocity Delivery Approach to Accelerate Insurance Solution Delivery

News: EIS Group announces the launch of its CoreVelocity delivery approach for delivering sustainable insurance core and digital solutions faster and with less risk. CoreVelocity combines implementation methods, tools, and accelerators via a cloud-based fully managed service as a unique, unified delivery approach that increases the velocity and quality and reduces the cost of solution delivery.

Key components of CoreVelocity are:

1. An Agile software development methodology

2. An integrated requirements management tool

3. A cloud-based, fully managed Continuous Integration/Continuous Delivery (CI/CD) environment

4. A patent-pending automated testing framework

Quotes:

Company Name: EIS Group

About Us: EIS Group’s core insurance software empowers Property/Casualty and Group insurers to innovate freely with products, channels, and customer engagement. Digital-ready and customer-centered, EIS solutions support rating, underwriting, policy administration, claims, billing, distribution management and customer engagement, and are enabling insurers around the world to build uniquely faster, continuously better, and forever stronger insurance businesses. EIS Group has operations in North America, Latin America, Europe and Asia Pacific.

For more information, visit www.eisgroup.com and follow us on Twitter @EISGroupLtd.

PR Contact Name: Kevin Haydon



IASA On-Site Contact: Kevin Haydon [email protected] 845-797-2976



Title: EIS Uses Microsoft Bot Framework to Deliver AI Services to Insurers

News: EIS Group announces that EIS Digital Experience Platform (DXP) has integrated with and is using Microsoft Bot Framework to deliver intelligent assistant and other artificial intelligence (AI) services to insurers that augment the skills of customer service agents and enhance direct to consumer interactions to improve the quality, speed and cost-effectiveness of customer engagement.

The integration of DXP and Bot Framework allows EIS clients to build and connect their own bots to customer communication channels and add cognitive skills that enable bots to see, hear, interpret and interact with users naturally wherever they are.

Users of DXP will use the Microsoft Bot Framework to:

• Add chatbots to insurer mobile and web applications;

• Use chatbots to assist sales and marketing interactions and turn existing chat services – SMS/text, Skype chat, Facebook messaging, Webchat, etc. – into customer service channels;

• Create smart bots that understand customer requests and intent and recognize entities such as policies and claims;

• Use Microsoft Cognitive Services to recognize photos of autos and other objects, identify customers by voice and understand sentiment, and access customer and industry data; and

• Capture customer interaction data and use it to infer the next best action

Quotes: Tony Jacob, managing director, Worldwide Insurance at Microsoft Corp. said, “Significant value is being created as insurers start using intelligent chatbots to transform providing 24/7 services to customers and agents. We are pleased that EIS has integrated the Microsoft Bot Framework into its insurance digital experience platform to demonstrate the framework’s unique value to insurers and to help EIS clients expand and optimize their engagement channels.”

“Microsoft Bot Framework helps us meet clients’ needs to deepen customer engagement with the experience they demand,” said Fazi Zand, senior vice president of products at EIS Group. “It allows our clients to augment the skills and knowledge of staff

while driving more efficient, automated workflows and accelerating the pace of their digital transformations.”

Company Name: EIS Group

About Us: EIS Group’s core insurance software empowers Property/Casualty and Group insurers to innovate freely with products, channels, and customer engagement. Digital-ready and customer-centered, EIS solutions support rating, underwriting, policy administration, claims, billing, distribution management and customer engagement, and are enabling insurers around the world to build uniquely faster, continuously better, and forever stronger insurance businesses. EIS Group has operations in North America, Latin America, Europe and Asia Pacific. EIS Group’s core insurance software empowers Property/Casualty and Group insurers to innovate freely with products, channels, and customer engagement. Digital-ready and customer-centered, EIS solutions support rating, underwriting, policy administration, claims, billing, distribution management and customer engagement, and are enabling insurers around the world to build uniquely faster, continuously better, and forever stronger insurance businesses. EIS Group has operations in North America, Latin America, Europe and Asia Pacific.

For more information, visit www.eisgroup.com and follow us on Twitter @EISGroupLtd.

PR Contact Name: Kevin Haydon



IASA On-Site Contact: Larry Jansson [email protected] 201-988-0570



Title: Flexi Software Strengthens Management Team with Addition of Larry Jansson as Director of Sales

News: The appointment of Jansson, an accomplished sales executive with a strong background in workflow solution sales, comes as Flexi positions for rapid growth of its award-winning financial management solutions.

Prior to joining Flexi Software, Jansson’s 20 year career has included successful sales and leadership roles for SaaS-based accounting and ERP solution providers. While Jansson’s proven track record and work ethic aligns well with Flexi’s company culture, he was particularly drawn to the opportunity to bring needed relief for over-burdened accounting teams.

Flexi’s financial management solutions are deployed in the cloud or on-premise, through either direct sales or strategic partnership channels. The solution includes applications for the entire workflow process including expense management, invoicing, accounts payable, payment processing, fixed asset management and reporting

Quotes: “There is still far too much ‘paper pushing’ happening within finance departments,” said Jansson. “When I talk with CFOs, they not only recognize the need to evolve, but also an overwhelming desire to do so with the right software solutions. That is what excites me about the opportunity to drive Flexi’s next phase of growth. Our solution enables financial executives to dramatically increase efficiencies and better manage the workflow processes throughout the complex accounting functions that they manage.”

Company Name: Flexi Software

About Us: Flexi Software provides a full suite of accounting software solutions designed to streamline even the most complex accounting processes. With Flexi, enterprise customers significantly increase the overall efficiency of accounting processes. Flexi Software’s parent company, FlexiInternational Software, Inc. was founded in 1992 and is a pioneer in the world of enterprise accounting software. The company is headquartered in Naples, Florida. See how Flexi Software can streamline your accounting workflow processes at www.flexi.com.

PR Contact Name: Mary Diamond

IASA On-Site Contact: Ian Jones [email protected] 347-989-4977



Title: More and more insurers are choosing Phinsys to improve their financial management, regulatory compliance and overall performance. Now, as first-time exhibitors at IASA 2017, we look forward to presenting our innovative software solutions and insurance industry expertise to the US insurance market.

News: • Increasing numbers of insurers are realising the benefits of the tailored solutions provided by Phinsys – our integrated finance and accounting software solutions enable insurers to eliminate manual processes, improve accuracy and consistency of financial information, accelerate financial reporting and comply with ever-changing regulatory requirements.

• We are a London (UK) headquartered software consultancy exhibiting atIASA for the first time. We see the show as an important stepping stone tomeeting demand for our solutions in the US insurance market.

• The establishment of a New York city office in early 2017 reinforced ourcommitment to the US market and provides a platform for future expansion.

• Our solutions have been tailored specifically to the needs of a fast-changingoperating environment where insurance CFOs are keenly focused on severalkey challenges facing their businesses:o Process simplification and automation is regarded as one of the top three

priorities of insurers*o 74% of insurers say that relevant and integrated financial analysis is

critical for decision making*o Faster reporting timeframes for annual and quarterly reporting periods –

and secure reporting to protect business data is the fourth most importantpriority for insurance CFOs*

o Illustrating a current global industry trend, Lloyd’s of London expense ratiohas soared from 34.7% in 2010 to 40.6% in 2016** – insurers nowconsider cost reduction and a more agile working model as the numbertwo business driver during 2017 and beyond.

o The pace of regulatory and accounting change – such as the need toimplement new financial reporting requirements under IFRS 17 by 2021 -present significant challenges to insurers who see integrated data,systems and processes across finance, actuarial and risk functions asbeing critical in meeting these challenges.

o Recognising and implementing synergies post-merger or acquisition is essential to standardise automated processes, integrate systems, reduce cost and drive future growth

*EY Global CFO Survey 2016

**Lloyd’s Annual Report 2016

• In combination with our consultancy services, Phinsys products provide a tried and tested route for all insurers – wherever they are located around the world – to meet these challenges and to achieve improved financial management, regulatory compliance and overall business performance.

Quotes: Richard Tyler, CEO, Phinsys:

“We are excited to be exhibiting at IASA 2017 and to be able to showcase our capabilities to the US market. We know from our experience of working with a range of different insurers that our solutions are readily transferable to the US market. We therefore look forward to discussing with IASA delegates the positive impact these solutions can have on their financial management, business processes and operating costs”.

Company Name: Phinsys Limited

About Us: Phinsys uses its insurance industry knowledge and technical expertise to provide integrated finance solutions to the global insurance industry. These solutions enable insurers to improve their financial management, regulatory compliance and overall business performance. Founded in 2010 and headquartered in London UK, Phinsys also has offices in New York City and Bermuda. www.phinsys.com

PR Contact Name: Richard Tyler



IASA On-Site Contact: Pamela Velentzas [email protected] 514-804-8388



Title: Kansas City Life Insurance Company Selects Xpertdoc CCM Platform to Modernize Customer Communications

News: Xpertdoc, a Microsoft Gold Partner and leader in customer communications management (CCM) solutions, today announced that Kansas City Life Insurance Company will use Xpertdoc’s CCM platform to modernize their legacy document systems. Kansas City Life markets individual life, annuity and group products through general agencies located throughout the US, serving 49 states and the District of Columbia, and insures more than half a million policyholders.

Kansas City Life traditionally used multiple legacy document systems in their business but required improvements to support the continued growth of the company and customer retention needs.

They required advanced and highly secure omnichannel tools to provide additional communication channels for emerging demographics that expect to be engaged where and when they want it. To improve their customer experience and boost operational efficiency, Kansas City Life replaced their legacy platforms with Xpertdoc’s single modern solution.

The Xpertdoc CCM platform streamlines and automates customer communications processes including the creation, management and delivery of documents to improve internal workflows, as well as reach customers faster and in more meaningful ways. Xpertdoc’s solution helps them achieve cost reduction and provide efficiency gains to grow the organization, stay competitive and increase customer engagement.

Quotes: “After careful review and deliberation, we selected Xpertdoc because they provided the best combination of modern, scalable technology that can grow with us,” said Steve E. Ropp, Senior VP of Operations at Kansas City Life. “Their team demonstrated the highest level of commitment throughout our entire review process, and were diligent and effective during implementation, ensuring a smooth transition.”

“Life insurance is facing an increasingly difficult challenge of supporting existing customers and also appealing to an all-new customer base that expect quick, efficient and flexible communication at all times,” says David Squibb, Chief Sales and Marketing Officer at Xpertdoc. “We applaud Kansas City Life for their commitment to adapt to this

change, and to continuously make the best decisions for innovation and improving services to customers.”

Company Name: Xpertdoc

About Us: Xpertdoc is a global software company that provides industry-leading document generation and customer communications management (CCM) solutions. The company is a Microsoft Gold Partner and certified ISO/IEC 27001:2013 compliant for information security. Xpertdoc delivers improved client retention and growth by streamlining web and mobile self-service intake as well as document creation and management processes throughout every customer touch point.

PR Contact Name: Ross Blume



IASA On-Site Contact: Alex Wright [email protected] 225-978-0343



Title: Vertafore Further Enhances Technology Platform with Acquisition of RiskMatch, a Data Analytics Innovator

News: Bothell, WA. – April 25, 2017 – Vertafore, the leader in modern insurance technology, today announced the acquisition of RiskMatch, a business intelligence and analytics company that provides industry-leading portfolio management and placement solutions to insurance brokers and carriers. RiskMatch will operate as a separate business unit within Vertafore and Founder and CEO Kabir Syed will join the Vertafore Executive Team.

Founded in 2013 and headquartered in Greenwich, Connecticut, RiskMatch delivers web-based solutions for insurance intermediaries and underwriting partners throughout the U.S. Its patented platform provides an array of portfolio management and placement solutions, analytics, internal and external benchmarking capabilities, and information management services designed to reduce costs, facilitate growth, and improve client service.

Leveraging its vast network of over 25,000 agencies and 1,000 carriers, Vertafore will now be able to provide the most comprehensive set of internal and external benchmarks, along with in-depth reporting. This will allow brokers and insurers to better understand their book of business and relationships across the insurance distribution chain, the company said.

“We are excited to work alongside Kabir and the team at RiskMatch as we continue to deliver on our promise to customers to provide the best available data and market insights at a time when change and disruption are accelerating,” said Amy Zupon, Chief Executive Officer, Vertafore. “Vertafore’s comprehensive and flexible technology platform, combined with the market-leading solutions from RiskMatch, provide the insurance industry with the innovative tools needed to maximize efficiency and profitably navigate a changing environment.”

“We are thrilled to be joining forces with Vertafore to provide leading edge solutions that help brokers and carriers effectively mine big data to better understand and more quickly respond to the changing needs of their customers,” said Syed, who has deep industry expertise built over 25 years working in insurance and related financial services

.“This combination will be highly impactful for customers as they have been asking for broader capabilities directly related to analytics, insights, and ease of use.”

Financial terms of the transaction were not disclosed.

Quotes:

Company Name: Vertafore

About Us: Vertafore’s comprehensive insurance management software solutions lead brokers and carriers to adapt to an evolving insurance industry to efficiently scale their businesses through deeper access to information and insights. The Vertafore product line is built on a platform, empowering customers and other solution providers to adapt and thrive as the market changes. Vertafore’s platform features fast innovation, partnerships with the best technology companies, and customizable solutions to help companies remain independent during a time of industry disruption. As the leader in modern insurance technology with the largest customer base in the industry, Vertafore connects every point of the distribution channel, from agencies and carriers to MGAs, MGUs, and state governments.

PR Contact Name: Brian Brady



IASA On-Site Contact: Bill Ledger [email protected] 404-310-2180



Title: DATAMATX, Wex Bank, Prelude Software and ETM come together as a Consortium for the Insurance Industry

News: DATAMATX, WEX Bank, Prelude Software, and ETM have come together in a Power of Process “POP” consortium to help insurers efficiently manage their printing, payments, claims, and compliance processes with greater ease, speed, and efficiency using powerful digital solutions. Together, we are delivering industry leading solutions in outbound payment processing, payment methods, and ancillary processing.

Quotes:

Company Name: DATAMATX, Inc.

About Us: Founded in 1976, DATAMATX is one of the largest privately held full-service providers of high-volume print and electronic transactional communications in the nation.

Our advanced document processing and delivery capabilities enable your company to create data-driven, highly targeted communications that engage customers and drive revenue with customized options like personalization and high-quality color–and deliver them through the channel of choice.

PR Contact Name: Jake Johnson



IASA On-Site Contact: Michelle Goss [email protected]



Title: Plante Moran experts will present and moderate panels, host booth 739, and take part in the Vendor Connect Tour during the Insurance Accounting & Systems Association Educational Conference and Business Show in Orlando, Florida.

News: We hope you'll stop by our booth #739 to meet our team and hear about our services. We're participating in two of the Vendor Connect tours as well: The 800 session on June 5, from 9:50 to 10:50 a.m., and the 900 session on June 5, from 11:00 a.m. to noon.

Don't miss the following educational sessions to hear from Plante Moran professionals:

Cybersecurity expert and partner Joe Oleksak will participate in a panel discussion in session 573 on cybersecurity. Joe’s session will feature an actual demonstration, identify preventative steps, and cover best practices.

Partner Michelle Goss will be a moderator and panel speaker for session 404: "Internal Audit: Getting the Most Bank for your Buck."

Partner Terry Olejnik will moderate session 506, "Time to Shine! A Tax Department Best Practices Peer Panel," featuring audience discussion with a panel of insurance carrier tax department leaders.

Partner Doug Youngren will present on "306 P&C Tax Update - Including Tax Planning to Maximize Deferred Tax Assets."

Quotes:

Company Name: Plante Moran

About Us: Plante Moran is among the nation’s largest certified public accounting and business advisory firms. With more than 150 insurance industry clients, Plante Moran has been nationally recognized by A.M. Best Company as one of the top firms serving the insurance industry. Key service offerings include audit, tax planning and compliance, enterprise risk management, IT security consulting, Own Risk and Solvency Assessment, and internal audit. Plante Moran has a staff of more than 2,000 professionals in 22 offices throughout Michigan, Ohio, Illinois, Mexico, India, and China, and has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work.

PR Contact Name: Sarah Ambrose



IASA On-Site Contact: Richard Maher, VP Sales [email protected] 570-460-3354



Title: IDP Launches Reinsurance Services powered by CedeRight®

News: IDP, a developer of software and SaaS services for the property and casualty (P&C) insurance segment, is pleased to announce the launch of IDP Reinsurance Services—powered by CedeRight®, driven by a new partnership with DataCede® and IDP’s status as an authorized reseller of the CedeRight Reinsurance Administration System.

P&C insurers can realize huge cost savings and streamline reinsurance administration work by leveraging IDP Reinsurance Services—powered by CedeRight, which provides robust features out-of-the-box with short implementation times while eliminating huge licensing fees, maintenance fees, and upgrade charges.

This SaaS solution supports all complex reinsurance structures, including treaty and facultative, assumed and ceded, quota share/proportional, excess of loss, and more. Additional key features include powerful automation processes for billing production, a comprehensive audit trail for all calculations, statements, and bordereaux reports, and robust reporting capabilities with real-time reports.

Quotes: “Working with P&C insurer clients of all sizes, it was easy to see the need for comprehensive reinsurance functionality across the spectrum,” said Dave Kerford, president of IDP. “DataCede’s reinsurance services solution, combined with IDP’s SaaS-based core systems and services fill that need perfectly and deliver benefits for the entire insurance value chain.”

“During the past year, IDP and DataCede teams have worked together to implement the CedeRight Reinsurance Administration System for a key customer,” said Phil Masin, EVP of Sales and Operations for DataCede. “As part of the IDP value proposition, CedeRight gives P&C insurers the opportunity to administer and process reinsurance simply, while also providing workflow and operational efficiencies.”

Company Name: IDP

About Us: IDP provides SaaS core systems and services, as well as comprehensive bureau reporting services for property and casualty (P&C) insurers, program administrators and residual market plans. Drawing on deep insurance industry and technology expertise, IDP leverages modern technology and rich customer insights to

develop agile and affordable solutions which support new business growth, improve policyholder retention, enhance customer experience, streamline processing, and produce cost savings almost immediately. For more information, please visit www.idpnet.com or call 800-523-6725.

PR Contact Name: Jennifer Overhulse



IASA On-Site Contact: Pat McCall [email protected] 570-645-5050



Title: CM&F Group Selects ClarionDoor’s Insured Rating

News: ClarionDoor, Inc. is pleased to announce CM&F Group recently selected ClarionDoor’s flagship solution, Insured Rating, to modernize rates and rating processes for the company’s professional liability program for healthcare professionals and groups.

Founded in 1919, CM&F Group is a New York-based, full-service insurance brokerage writing national programs in all 50 states and Washington D.C. CM & F Group provides access to innovative and comprehensive insurance programs and solutions in markets which are home to the world’s largest financial and insurance institutions.

In today’s competitive environment, modern rating functionality can deliver not only speed to market and scalability, but a competitive edge for insurers. ClarionDoor’s cloud-based Insured Rating enterprise platform provides all the tools and services necessary for rating any insurance line of business, algorithm, or transaction type. Insured Rating also provides the back-end functions required to deliver and maintain successful production implementations, including testing tools, what-if functionality, release tools, usage reporting and well-documented API resources.

Quotes: “CM&F is committed to investing in the best and latest technology,” said Cal Sullivan, Sr., president and chief operating officer at CM&F Group. “Most of our products are available online and are fully automated, allowing our clients to purchase coverage in minutes and access all their information online because we don’t believe in making people wait. Not only is ClarionDoor’s cloud based rating solution built on the latest technology, they are an industry proven partner for our development team, and through their consulting and documentation will simplify the integration process with our user interface.”

“We are happy to have earned CM&F’s business for our rating solution and services,” said Patrick M. McCall, chief sales officer at ClarionDoor. “Their selection of ClarionDoor to develop the rates for their healthcare program is a resounding endorsement of our ability to provide rating solutions for complex and specialty lines of business.”

Company Name: ClarionDoor, Inc.

About Us: ClarionDoor delivers enterprise-class, web-based rating and quoting solutions to insurance organizations across all lines of business via the company’s flagship product, Insured Rating. By embracing cloud technologies, industry standards and a Software-as-a-Service (SaaS) delivery model, ClarionDoor’s experienced team of insurance and technology professionals helps insurance organizations quickly generate accurate, real-time insurance quotes and on-demand reports via Insured Rating’s integrated analytics capabilities. For more information about ClarionDoor or Insured Rating, please contact Patrick McCall at 570.645.5050 or [email protected], or visit the company’s website at www.clariondoor.com.

PR Contact Name: Jennifer Overhulse



IASA On-Site Contact: Cameron SCott [email protected] 647-291-4307

IASA Booth Number:


Title: Lawyers Mutual of North Carolina Goes Live with ISI Enterprise

News: - Lawyers Mutual of North Carolina will be using ISI's software solution for its core insurance operation.

- Following a 12-month implementation, LM went into production, on time, with all ISI Enterprise modules, including a data migration, to effectively eliminate various legacy systems previously used for daily operations.

- By deploying the solution in the cloud leveraging Amazon Web Services (AWS), it enables LM to consume shared computing, storage and other resources faster and more efficiently versus building and operating their own IT infrastructure.

Quotes: "With ever increasing competition in the insurance industry, we identified the need to modernize our business technology to better serve our policyholders." said Daniel Zureich, President and CEO of Lawyers Mutual. "The ISI team was able to implement our unique business requirements as a lawyers' professional liability insurer, and also aided us in transforming our business processes to increase productivity and efficiency."

"Streamlining LM's business process onto a single platform was a critical component of the core system project," stated Terry Neilson, President and CEO of Insurance Systems Inc. "LM can now benefit from the workflow advantages of a single solution and an improved ability to query data quickly to make better informed business decisions." Terry added.

"The successful implementation with Lawyers Mutual reinforces our desire to partner with professional liability insurance companies throughout North America," noted Casey Kretz, VP of Operations at Insurance Systems Inc. "We look forward to expanding our footprint in this segment of the insurance industry."

Company Name: Insurance Systems Inc.

About Us: Founded in 1997, ISI and its team of insurance professionals are dedicated to developing and implementing innovative software products for the property and casualty insurance industry. ISI's flagship product, 'ISI Enterprise', is ideal for small to mid-size commercial and personal lines carriers ranging from start-up to $400 million in premiums written annually. Headquartered in Toronto, Canada, the company has a vast

client base of diverse property and casualty insurers. For more information about ISI, visit www.insurancesystems.com or contact [email protected]

PR Contact Name: Cameron Scott



IASA On-Site Contact: Carol Mowry McKenzie [email protected] 570-815-4556



Title: Solartis unveils a first of its kind: Sandbox sites for insurance technology developers, business analysts, and user experience professionals

News: Solartis Insure Sales and Policy Life Cycle functionality available with

ISO Electronic Rating Content (ERC) in new sandboxes

Solartis unveiled today a first of its kind for insurance business and technology teams: a series of no-cost business analyst, developer, and user experience sandboxes to assess Solartis Insure Sales and Policy Life Cycle micro web services and try out ISO and non-ISO lines of business and example user interfaces. ISO is a Verisk Analytics business.

Solartis Insure Sales and Policy Life Cycle web services with the ISO Electronic Rating Content(ERC) library are designed to revolutionize policy administration technology projects. The products can shorten time to market and improve loss cost, rule, and form accuracy. They can also minimize project risks, because web services and ISO rating content selections are pretested and readily available.

About the Solartis Sandboxes

All three Solartis sandboxes provide access to the Solartis Insure Sales and Policy Life Cycle services, the ISO ERC library, and example carrier products to test.

• Developer Sandbox – Developers download a .Net/Java code snippet to get access to Solartis Insure Sales and Policy Life Cycle web services in their development environment through our APIs.

• Business Analyst Sandbox – Insurance business analysts can try the Solartis Rating web service using our JSON test harness. This sandbox features a product selection step from our library of ISO rating content and other insurance products, with a default set of inputs that the business analyst can change. The JSON response contains the premium breakdown, forms list, statistical coding, and input values.

• User Experience Sandbox – User experience professionals can try differentexamples of our sales and policy administration implementations to quote,propose, pay for, issue, and endorse policies.

Quotes: Carol Mowry McKenzie, Solartis vice president, Sales and Marketing, said, “Evaluating and selecting technology for consumer portals, agent policy issuance systems, and full-blown carrier underwriting systems can be expensive, time-consuming, and risky. With the Solartis Insure sandbox sites, we eliminate all that. Insurance technology and business teams can assess our sales and policy life cycle APIs, our library of ISO ERC, and examples of user interfaces—all without any sales pressure or commitment.”

“As an insurtech company based by the beach in California, we love to play in the sand!” said Nick Richardson, Solartis president and CEO. “We offer a no-risk way to try out our capabilities in three Solartis sandboxes. Our goal is to help accelerate the change to a fully digital insurance world.”

Company Name: Solartis

About Us: SIMPLIFYING INSURANCE ADMINISTRATION

At Solartis, our mission is to simplify insurance administration. Our focus is exclusively on insurance. Our customers are insurance carriers, managing general underwriters/agencies, brokers, captives, and risk managers. Today we have over 700 employees in multiple onshore and offshore locations. Every Solartis customer is a Solartis reference.

PR Contact Name: Carol Mowry McKenzie



IASA On-Site Contact: Andy Serowitz [email protected] 770-312-2860



Title: Innoveo Skye® Portal Showcased at IASA 2017

Innoveo’s Low-Code Portal Enables Insurance Product Innovation - at the Speed of Ideas

News: ORLANDO, FL, June, 2017 – Innoveo, an established InsurTech company, Introduces its globally-praised Insurance Innovation Portal - Innoveo Skye® - to the US carrier market at the annual IASA show, June 4-7 in Orlando, FL.

Innoveo Skye® is in use around the world in Switzerland, South Africa, Morocco, Ireland, United Arab Emirates, Mexico, and the United States by companies such as Zurich, Chubb, and Allianz.

Enabled by ever-present technology, the end customer of insurance is taking charge of their insurance experience. Insurance agents, in turn, are demanding products which can be easily quoted, compared and enrolled - and which have a simplified workflow on any type of device. Carriers are scrambling to answer this call, yet are often held back by antiquated legacy system, entrenched processes and backlogged IT departments. However, “Rip and Replace” of these inflexible systems can take many painful years and cost millions of dollars. According to Innoveo CEO Nick Stefania, this is where the Insurance Innovation Portal comes in.

Innoveo Skye® can be used for any insurance product line, and to enable any form, screen, or workflow, allowing a carrier to completely digitalize their business.

Quotes: “Innoveo Skye® sits between an insurance carrier’s legacy systems and its market, enabling brokers, partners, consumers, and employers” says Stefania. “We are very proud to demonstrate the power of Innoveo Skye® at the 2017 IASA show, and further expand our US and global footprint.”

Innoveo rides into Orlando on the wave of accolades from its global customers. “Innoveo Skye®’s easy to integrate rating capabilities have allowed us to roll out a variety of products across various distribution channels in record time” says Jan Kirchhoff, Global CIO GI of Zurich Insurance Company. One key customer further states that Innoveo has improved their speed to market by a factor of 10.

Company Name: Innoveo

About Us: Innoveo, is a technology solutions provider to the insurance industry, has its headquarters in Zurich, Switzerland, and offices in Budapest, Hong Kong, Valencia, Lisbon, Milwaukee and Atlanta.

Innoveo Skye®, its flagship product, is a web-based insurance innovation portal offering intuitive customization options that function on any platform, offering unprecedented levels of user-friendliness, scalability and cost- effectiveness.

Benefit from Swiss efficiency and state-of- the-art technology, and get our unique single integrated sales and distribution software working for you.

PR Contact Name: Mark Seghers



IASA On-Site Contact: Anthony Peccerillo [email protected] 203-906-8590



Title: CodeObjects announces that UPC Insurance accelerates speed-to-market while reducing the total cost of ownership by launching CodeObjects’ InsuranceEnterprise in the Cloud.

News:

• UPC deploys End-To-End core systems including: o Policy Administration o Rating o Underwriting o Billing o Distribution Management o Accounting integration o Forms Generation o Content Management o Operational Reporting

• Intuitive configurability accelerates speed-to-market by enabling business users to define and manage rating algorithms, underwriting rules, billing rules, forms development, and report generation.

• The ability to quickly launch new states and products and the enhanced agent experience that UPC can deliver via the robust Agent Portal fully supports their aggressive growth initiatives.

• 100% cloud solution reduces total cost of ownership by

Quotes: “We anticipate launching new states and products faster and at a lower cost as we move forward,” said Andy Swenson, Chief Information Officer (CIO) of UPC. “Moreover, we anticipate significant savings on the updating and maintenance of the ongoing states once they are in production. Most importantly, we expect the CodeObjects platform to improve our agent and policyholder experience”

“Configurability and cloud are the key priorities we focused on from day one,” said Anil Annadata, CEO of CodeObjects. “Configurability delivers speed to market, and cloud enables our customers to reduce their IT infrastructure investments. We are thrilled to see UPC Insurance realize the benefits of Insurance Enterprise” Annadata added.

Company Name: CodeObjects Inc.

About Us: CodeObjects is a P&C insurance software provider with the mission of leveling the competitive playing field for mid-size insurance carriers. CodeObjects offers ready-to-use, fully configurable insurance process management solutions running in the cloud, enabling quick and easy deployment. CodeObjects’ process management solutions support the insurance enterprise by going beyond the core of policy, billing, rating and claims, and also delivering built-in business intelligence and all the ancillary touch points. For additional information on CodeObjects and its product and service offerings, visit www.codeobjects.com.

PR Contact Name: Anthony Peccerillo



http://www.codeobjects.com/

IASA On-Site Contact: Sylvia Chansler Sylvia.chansler ... · the Kofax TotalAgility® platform and...

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