Capabilities Overview
© 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.
© 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
© 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
© 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.
© 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
© 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
© 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
© 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
© 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.
© 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
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