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Page 1: Insurance Capabilities Overview3.30 C

Capabilities Overview

Page 2: Insurance Capabilities Overview3.30 C

© 2008 Agile Technologies, LLC 2www.agiletech.com

Who we are …

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.

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.

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.

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.

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.

Page 3: Insurance Capabilities Overview3.30 C

© 2008 Agile Technologies, LLC 3www.agiletech.com

Mergers, Acquisitions, Affiliations and New Players Margin Pressure

Global Marketplace

Changing Regulatory and Compliance Environment

New Products and Services

Customer Needs Clear Answers and Partners They Know

Broker/Wholesaler/Agency Support, Compensation, Licensing & Education

Business Dynamics Creating Opportunities to Differentiate

Page 4: Insurance Capabilities Overview3.30 C

© 2008 Agile Technologies, LLC 4www.agiletech.com

Technology Solutions Making a Bottom Line Impact

Improve Process Efficiency

Reduce time to market into Custom Development Efforts

Reduce Risks (Implementation and Changes)

Increase Management Controls

Accelerate Program Introduction, Training and Support

Improve Customer Satisfaction (Quality time with clients)

Drive Technology ROI (Software and Hardware)

Enhance Systems Flexibility and Reporting

Page 5: Insurance Capabilities Overview3.30 C

© 2008 Agile Technologies, LLC 5www.agiletech.com

Agile Technologies’ Value Proposition In Action

Industry Knowledge – Our teams consist of industry professionals that understand, have managed and improved all elements of property & casualty insurance businesses.

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.

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.

Hands-on Executive Leadership – The entire executive team has extensive experience in insurance and is involved in every engagement.

Demonstrated Flexibility in Approach – Our approach positions our clients for success using blended teams.

Page 6: Insurance Capabilities Overview3.30 C

© 2008 Agile Technologies, LLC 6www.agiletech.com

DEFINE Current

Environment

DEFINE New

Environment

BUILDRoadmap

To Get There

BUILD New

Environment

LEVERAGENew

Environment

Validate and understand objectives

Establish As-Is

Identify areas of strengths and improvement

Ask Why? Gain buy-in

Analyze key differentiators

Business strategy

Operating objectives

Develop picture of To Be environment

Link technology with business priorities and aggressive improvement processes

Evaluate gap

Current condition of systems and information

Vision of where the business requires technology

Lay out the road map to realize the benefits of the technology investment

Maximize profit impact

Maximize growth impact

Turn the Vision into reality

Successful project management

Communication

Control

Transformation

Organization

People

Installation

Continuous advancement

Aggressively manage the realization of the value proposition

Manage reliability and availability

Reduce operating costs

Lessons Learned

Cross-Implement

ASSESSMENTVISIONING

GAP ANALYSISIMPLEMENTATION

BENEFITS REALIZATION

An Engagement Approach To Maximize Your Results

Page 7: Insurance Capabilities Overview3.30 C

© 2008 Agile Technologies, LLC 7www.agiletech.com

Insurance Value Chain Fully Served

Our firm has served every aspect of the insurance value chain We have served every functional area in the insurance business life cycle We have a history of success in providing innovative technical solutions

for complex business process challenges

Page 8: Insurance Capabilities Overview3.30 C

© 2008 Agile Technologies, LLC 8www.agiletech.com

ManagingSuccessful Outcomes

CUSTOM DEVELOPMENT

Portals

Web Development

Application Integration

System Consolidation

Offshore Development

BROKERAGE & AGENCY SYSTEMS

Broker / Carrier Integration

CRM

Account Aggregation

Plan Administration Systems

Benefits Communications

INFORMATION DELIVERY

Data Warehousing

OLAP Implementation

Database Conversion

Data Consolidation & Scrubbing

PROCESSING SYSTEMS IMPLEMENTATION

Mergers & Processing Systems Implementation

Acquisition Planning

Technology Planning

Policy, Claims, Reinsurance

Actuarial

CAT Management

CRM

Financial

Page 9: Insurance Capabilities Overview3.30 C

© 2008 Agile Technologies, LLC 9www.agiletech.com

A Full Range Of Capabilities

PROGRAM MANAGEMENT

Project Management

PMO Implementation

Vendor Resource Management

Dashboarding

Mentoring

PROCESS INNOVATION

Change Realization

Vision & Strategy

Mapping

Facilitation

Process Integration

Balanced Scorecard

Business Analysis

DEVELOPMENT

.NET

Oracle

J2EE

Architecture

Offshoring

APPLICATION INTEGRATION

Systems Consolidation

Data Integration

Technology Selection

SDLC

INFORMATION SERVCES

Business Intelligence

Data Mining

Knowledge Management

Data Warehousing

Data Conversion

QUALITY ASSURANCE

System Testing

User Acceptance Support

Training

Organizational Change Management

Compliance

Page 10: Insurance Capabilities Overview3.30 C

© 2008 Agile Technologies, LLC 10www.agiletech.com

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.

Page 11: Insurance Capabilities Overview3.30 C

© 2008 Agile Technologies, LLC 11www.agiletech.com

Blended Teams

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.

• Agile / Client teams • Agile only• Multi-vendor

A CREATIVE BLENDING OF TALENT