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ASCnet Canadian Interface Adhoc Committee 2007 Year in Review

ASCnet Canadian Interface Adhoc Committee 2007 Year in Review. Year In Review. January Getting started/getting organized Meeting with Brian Bartosh What transactions do we want? What is currently being done by our carriers? What is our message to … Carriers

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ASCnet Canadian Interface Adhoc Committee 2007 Year in Review

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  1. ASCnet Canadian Interface Adhoc Committee2007 Year in Review Education and Advocacy

  2. Year In Review January • Getting started/getting organized • Meeting with Brian Bartosh • What transactions do we want? • What is currently being done by our carriers? • What is our message to … • Carriers • Vendors/Insurance Organizations • Fellow Brokers Education and Advocacy

  3. Year In Review February • Your committee becomes educated! • XML • WARP = Transformation Station • Scripting • Bridging • Realtime / Roundtrip • Applied Recertification (Download) • Time Analysis (how long does it take our CSR’s to complete current transactions?) Education and Advocacy

  4. Year In Review March • Applied Systems Interface Meeting • March 5th – meeting hosted by Applied w/carriers • Committee member presented Interface Power Point to Companies • Our first meeting with Companies • March 6th – meeting hosted by Applied Education and Advocacy

  5. Year In Review April • Preparing for our first Canadian Interface Meeting – Niagara Falls Education and Advocacy

  6. Year In Review Special Invitation Real Time Interface – A Broker Perspective The Brokers of the ASCnet Interface Committee cordially invite you, our Company Partners, to attend our first Real Time Interface Meeting. Where – Niagara Fallsview Hotel, Maple B When – May 9, 2007, from 3PM to 6PM (detailed agenda to follow) The objective of this meeting is to introduce ASCnet to our company partners, communicate the initiatives of the Canadian Interface Committee, and most importantly, to create a forum where we can review and discuss the current real time interface options. Please RSVP to Dianna George at dianna.george@hubinternational.com by April 20th to confirm the number of attendees. We look forward to seeing you there! Education and Advocacy

  7. Year In Review May Canadian Interface Meeting – Niagara Falls Summit 3:00 - 3:15 - Introductions 3:15 - 4:00 - Presentation (ASCnet) – 4:00 – 5:00 – Open Discussion 5:00 - 6:00 - Reception (Wine & Cheese) • Our goals for this meeting were: • Introduce ASCnet to the companies • Identify the objectives of our Adhoc Committee • Review the current real-time options • Identify & Clarify what Workflows we are promoting & why • Introduce BUS Tour concept Education and Advocacy

  8. Year In Review Attendees at May Meeting • Economical (3) • York Fire (3) • ING (2) • Lombard (2) • Aviva (2) • AXA (2) • Royal (2) • Pilot (1) • North Waterloo (2) • Gore (2) • Dominion (2) • Pembridge (1) • Chubb (2) • IBAO (2) • CSIO (2) • Canadian Underwriter Magazine • Applied Systems (Canada & US) Education and Advocacy

  9. Education and Advocacy

  10. Year In Review June • Organize our first Canadian Interface BUS Tour! Education and Advocacy

  11. Year In Review July • July 18th BUS Tour (Brian Bartosh, Dianna George, Wendy Watson, Irene Dick) • RSA & ING – Mississauga (Morning meeting) • Economical & Gore – Cambridge (Afternoon meeting) Education and Advocacy

  12. Year In Review August • August 28th Webinars (led by Brian Bartosh – 10:30 & 11:00) Participating carriers: Economical, AXA, Chubb • WEB DEMO’s demonstrated the round-trip, real-time transactions that are being utilized by agents in the US Education and Advocacy

  13. Year In Review September • September 12th Brampton BUS Tour Participating Carriers: York Fire, Aviva, Axa, Pembridge Participating Brokers: Brian Bartosh Dianna George Leslie Lacroix Chris Gory Wendy Watson Veronica Walpole Lisa Wetzler Vendors/Supplier: CSIO – Dean Bottchsen Education and Advocacy

  14. Year In Review September Important Take Aways from all of the meetings: • Focus on Workflow – not technology • Workflow = round trip vs. navigation of web site • Recertification of carriers should be a priority in order to clean up download issues and restore confidence • Carriers are challenged on where to direct resources • Carriers looking for a “recipe” from Applied on how to develop the connection/transactions • Priorities: • Focus on Roundtrip Real Time Transactions: • Billing Inquiry • Policy Inquiry Same workflow all carriers • Password Management Education and Advocacy

  15. Year In Review October • TENcon Update • Canadian Interface Committee wins Award! • IBAO – Keal Announcement • Partnered with Applied to deploy WARP Education and Advocacy

  16. Year In Review November • Business Planning … what’s next in 2008? Education and Advocacy

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