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Overview. Implementation Context Implementation Scope Implementation Timeline Keys to Success Questions. Implementation Context. A start up operation has its advantages No Conversion No Legacy Constraints No production support (initially) Single State (California)

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Implementation Context

Implementation Scope

Implementation Timeline

Keys to Success


Implementation context

Implementation Context

A start up operation has its advantages

No Conversion

No Legacy Constraints

No production support (initially)

Single State (California)

On the other hand

No product, (forms, rates, etc..)

No System

Limited resources to start with

1 developer, 1 business analyst, 2 testers

3 underwriting, 1 claims, 1 operations, consulting actuaries

No reporting

Implementation scope

Implementation Scope

Billing -- 2 pay plans (10 pay and full pay)

Claims -- Limit changes to only what was absolutely necessary to administer claims

Policy Administration and complete products, (forms, rates, etc..)

First Phase

Business Auto – 11 coverages, 57 Forms

General Liability - 2 coverages, 223 forms

AGOP - 74 coverages, 40 forms

Second Phase

Commercial Umbrella (carry coverages from underlying)

Farm Property 41 coverages, 45 forms

Farm Liability 16 coverages, 34 forms

Farm Umbrella 33 forms

Implementation scope1

Implementation Scope



Correspondence (Claims only)

Cosmetic or validation request

No scanning and Imaging, manual attachments

Integration in initial implementation

General Ledger

Vin Verification

Agents Portal

Development timeline

Development Timeline

Keys to success

Keys to success

Decision Making

Shift decision making based on results vs. what was planned (ties with agile development/sprints)

Remove bureaucracy (committees, reviews, etc…)

The fewer involved the better

Dedicated resources

Executive sponsorship and support

Blur the line between business and IT (highly collaborative)

Right people

Willing to accept change

Flexible, do whatever it takes, get hands dirty


Keys to success1

Keys to success

Choice of Vendor

Suite versus best of breed

Ease of integration

Completeness of solution and current technology (out of the box)

Web based UI and portal

Workflow, Rating, Rules,

Document and forms management

Scanning and imaging


Stat reporting and business Intelligence

Insurance knowledge and approach

Configurable versus Customizable

3 hours to design, configure, attach a form

4 hours simple rating algorithms (unit tested), medium 8, complex 12

1 hour to add a field to a product, tile change, available to rating

Complete new screens 4 hours

24 hours to add composite rating (screens, rating, print)

Keys to success2

Keys to success

Change the Paradigm

Follow 80/20 rule (there will be a phase 2)

Hosted model to speed delivery

True partnership with vendor, trust, transparency

Accept change

Follow the process

Daily stand up meetings, review meetings, etc..

Commitment to remove impediments

Self managed but guided teams

Focus on managing scope inside of sprints

Just in time delivery

Keys to success3

Keys to success


Adequately plan and manage QA and UAT testing

Early business involvement

Embrace defects (requests for change) and keep moving forward



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