re: Insurance

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ContentsWords from the Managing Director 3 - 6Phil Race, Managing Director

Solvency II - A Data Minefield 7 - 10David Poynter, Product Director

Cloud Bursting 11 - 12 Stuart Browes, Head of Strategy and Propositions

E-By Gum 13 - 14David Furber, Messaging Consultant

Is Insurance Ready for Mobile? 15 - 16Swarmy Ramaswamy, Head of Mobile Operations

Spotlight: 17 - 20Dennis Barnfield, CTO

Agencyport Solutions 21 - 22

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Our culture is one of looking to the future.

Phil Race Managing Director Agencyport Software Europe

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Since taking over the reins of Agencyport Software in Europe (formerly known as Sword Insurance) I’ve wanted to publish a newsletter of relevance to staff and clients alike, in support of our mission to tell our story and let everyone know ‘what goes on around here.’

So, here’s our first attempt. I’d very much welcome any feedback you might have.

After evolving from Intech to Sword Intech to Sword Insurance, we are now happily settled in our new brand, Agencyport.

With more than 120 customers and 350 employees based equally in the US and the UK; projects in several countries across four continents; and world classsolutions addressing distribution, riskmanagement, real-time informationand core insurance process efficiency,Agencyport is in a unique position todrive the next 10 years of growth in theindustry.

Our culture is one of looking to the future rather than resting on our laurels. Hence, at a recent strategic offsite in New York we settled on four distinct strategic pillars. We look forward to developing these over the coming months:

• Multi-faceted portals: “Beauty with intelligence” We are capitalising on our leadership in the portal arena and evolve by increasing the amount of business information, enhancing the look and feel and incorporating new mutli- platform capabilities. • Domination of key verticals: “Strength through specialism” With a market leading presence in the London market, an emerging presence in the Health insurance market and experience in the specialty lines US market we have a strong capability that places us in a great position to become thought leaders in our chosen verticals.

• Agencyport on the cloud: “Benefit from simplicity”

Market research coupled with anecdotal evidence suggest that a cloud proposition (think Salesforce. com) warrants investment. Our initial foray into this, Turnstile, is proving attractive to clients given its ‘zero footprint’ deployment and clear business benefit.

• Enhancing distribution: “Becoming partner friendly”

With projects already delivered together with world class global players such as PWC, regional specialists such as SDLC and niche experts, we have taken the first baby steps with partners. We need to create a partner model that makes Agencyport the go-to associate in insurance.

Words from the Managing Director

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Underneath these key strategic pillars, there is a lot of exciting recent news I’d like to share. We’ve got an evolving team. We welcomed Andy Lovett as our new COO and celebrated the promotion of Dennis Barnfield to CTO.

Our ongoing project successes have been recently highlighted by Hiscox, going live with their latest release and Travelers, adopting the latest version of our software.

We’ve taken leaps, evolving our products with innovation initiatives. Our coverholder management solution, Alchemy, is generating huge interest. Our risk management solution, Xposure, has gained us a further 5 new clients. Our Portal solution went live with The Hartford, supporting several thousand agents and our Open+ solution has evolved with new features such as SharePoint integration and the underwriters dashboard.

In closing, I’d like to comment on the passing of Steve Jobs and my perspective of the impact of his time on this planet. It is remarkable to see the effect that Apple - and the influence of Mr. Jobs - have had on our experiences in today’s technology universe. We now take for granted the Apple-inspired mouse driven user interface, the touch driven elegance of the iPhone and the innovation of the iPad (used almost exclusively for Angry Birds if my fellow commuters to work are anything to go by!).

Steve Jobs achieved such influence in part due to his passion for simplicity. He constantly demanded easy-to-use technology with no need for a user manual. Indeed in his formative years he was rumoured to have repeatedly questioned why a mouse needed more than one button to press.

It is this passion for form as well as function that presents a challenge to the insurer business community. Our stakeholders such as clients, brokers, agents, business partners and ad-hoc internal users are demanding ever increasing capability within on-line services. The expectation of our stakeholders is now an uncluttered, easy to use, real-time, attractive experience.

Their benchmark is an iPhone App, eBay, Amazon, BBC online. This is worlds apart from the green screen technology still (amazingly) used in some insurer back offices. This is forcing insurers to unpack the complexity residing in the entrails of interconnected legacy IT systems.

Indeed, Agencyport now employs a Director of User Experience. His role? To provide oversight on our designs and the feel of our solution in the hands of a user. This is a role impossible to conceive a decade ago. It is clear that our stakeholders will judge us in part on how we rise to the challenge presented by the legacy of Mr. Jobs.

Phil RaceManaging DirectorAgencyport Software Europe

E: phil.race@agencyport.comT: +44 (0)20 7553 2534

Joined Agencyport in October, 2010 with 12 years experience within the insurance industry.

Words from the Managing Director (CONT’D)

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What you need to know and do.David PoynterDirector of ProductAgencyport Software Europe

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Mountains of material from all corners of the industry have been written about Solvency II. What you need to know and do. How significant the impact will be. How much it will cost. How time is ticking.

Relatively little, however, has addressed the impact that back office policy administration systems will have on the important requirement of compliancy. One reason for this relatively thin coverage is that there are many assumptions made about these insurance industry workhorses, the systems carriers count on to build their reporting and regulatory returns:

“Our systems have been here forever, of course they: • Validate correctly

• Reconcile properly

• Run accurate reports

• Work precisely ”

The main focus of attention for Solvency II to date has been around capital requirements. As more time is spent around additional workstreams, the impact of data quality and auditability will become clear.

• Data flows

• Data processes

• Data quality

• Data reconciliation

• Data governance

How many back office systems do insurers have building the reporting and regulatory returns? 2? 4? 100’s? Add up all of those spreadsheets, access databases, legacy systems and other auxiliary systems (and all of the reports that each generates), and nearly all companies will be running into the 100’s –– reports that run the business on a day to day basis. How do all these reports get built? Where does all that data come from? How can they feel confident about the board reporting?

When asked by a regulator if a client knows how a number was arrived at, how a field was calculated, where an audit trail for report result is, or how they verify a certain number - do they know?

Solvency II – The data minefield

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The Review Process The 100+ systems – are they all stand alone or integrated? Probably bit of both. Look, that data is manually entered first into that system, then that one, and that one. Why is it now a different value? That rule there on the premium field, why is it calculated slightly differently in 2 of these systems? What the heck are those formulae doing on that spreadsheet? Who put that spreadsheet together, Jim Smith? Is that the Jim that left 5 years ago? See how tricky it gets?

This is why each month, computer generated reports require hand-written alterations before being re-entered into another spread sheet ready for producing aesthetically pleasing graphs and pie charts in time for the board meeting.

Part of Solvency II requires underwriting companies to carry out a total review of their systems, business processes and reporting. As we can see from the light-hearted look above, data is everywhere and in every format. Formulas and calculations often have to be entered 2 or 3 times. The data is uploaded, downloaded and manipulated from one system to another.

Did you know that it is estimated that approximately 25% of all business written in the London market is through a delegated/coverholder basis?

The data requires preparation; validating, checking and entering into systems in order to be ready for reporting. The handling of Bordereaux in the London market is one of the biggest potential problem areas for Solvency II compliance.

How can we help you?

Policy Administration – Open+Modern back office systems must be flexible in order to meet Solvency II demands. System suppliers must be able to clearly demonstrate that whatever challenges they have, their main back office system isn’t one.

Open+ can minimise data mistakes and provide tools to help proactively monitor the business. With its powerful workflow, rule builder and validation capabilities Open+ can help guard against data entry input errors and critical inaccuracies and every action is captured in the audit trail.

Data WarehouseCentralised reporting can be an enormous source of pain. The number and nature of ancillary systems around the organisation coupled with the amalgamation of massive data sources at month-end can be a serious drain on time, money and give rise to many potential error points.

If this is the case, consider consolidating your data into a central data warehouse, creating a single source for primary data, offering the consistency of reporting you will need for Solvency II compliance.

A refreshed and consolidated data warehouse will offer a complete solution for accurate data management with a single point for your data source and centralised, automated and proactive reporting.

Solvency II – The data minefield (Cont’d)

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Alchemy: Map. Manage. Measure.

Tracking and managing the delegated underwriting authority business is a workflow, data and risk management nightmare… controlled chaos. Until now. Alchemy is a single, scalable solution for companies managing business placed via delegated underwriting authority. From normalising data sourced from disparate bordereaux to tracking compliance with binder guidelines and analysing binder performance, Alchemy is the perfect tool to map, manage and measure the elements of your binder business.

Solvency II – a data and business nightmare. Agencyport has the solution.

David PoynterDirector of ProductAgencyport Software Europe

E: david.poynter@agencyport.comT: +44 (0)20 7553 2521

35 years experience within the insurance industry.

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Cloud Bursting

The adoption of cloud computing is a natural evolution of the insurance industry. The benefits to an organisation are difficult to ignore. Cloud computing is an all-embracing ideal, encompassing both hosted and managed solutions.

In its purest sense, cloud computing defines a situation where an organisation is unaware of where its server and data is held – it’s 100% reliant on the provider. Whereas hosted, outsourced and managed services – the lesser spoken aspects of cloud computing - enable a company to know exactly where their data is kept.

The choice between private and public clouds represents a trade-off between security and flexibility. The perceived benefits of a private cloud are lower risk and higher data security, with data and services within your own infrastructure. A public cloud is seen as a higher risk, since the application and data are external, alongside that of other businesses, this approach tends to offer greater flexibility and scalability than a private cloud.

The questionable reliability of data security on the cloud lingers around the decision of migrating existing solutions or implementing new ones. There are numerous legislations, standards and legal requirements adhered to such as ISO 9001 and encryption, so you know who you’re getting

into bed with when choosing a vendor. Unlike the purest form of cloud computing which can raise uncertainties about data security and visibility, Agencyport holds the data and servers of our hosted and managed service customers in multiple sites across the UK and US.

At Agencyport, we’re actively listening to our client community and the general market. The top 4 trends we’ve gleaned are parallel for both groups; cloud computing needs to benefit the following business objectives:

1) Infrastructure2) Platform3) Application 4) Business process level

Investment in the cloud is a necessary step for any software vendor to take in order to fulfil requirements of the client. It’s very important to us that our clients are seen as innovative. We’ve taken these 4 initiatives and are excited to be able to offer a full portfolio of solutions addressing each one.

We help organisations split their systems into manageable chunks and place the most appropriate elements on the cloud. 23 of our clients use Agencyport-provided cloud computing; hosted and/or managed services.

• Our Turnkey policy administ- ration solution enables infrastructure roll-out in a proven short, painless and cost- effective method on the internet, launching start-ups and new lines of business.

• Our aggregation tool, Open Xposure, utilises Google Earth and MapInfo to give customers real-time mock-up disaster scenarios through their policy admin systems.

• We are also helping clients react quickly to new business opportunities using cloud computing together with mobile technologies. FAConnect is a great example of the capabilities and benefits that can be achieved for facultative reinsurance placement.

• We are excited about our latest offering, Alchemy, a Delegated Underwriting Authority solution. A web based application; it’s also available as a hosted and managed service.

Bringing cloud computing down to Earth; adoption is easier than you may think.

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We have also been preparing our onshore and offshore centres of excellence to provide an additional range of Business Process Outsourcing services to compliment the software capabilities and maximise the business benefits and return on investment.

It’s clear that the Cloud is here to stay; and yes, even in the security-fanatical world of insurance. The key is to find an IT partner who understands the intricacies of the industry and is best suited to work with the different opportunities the cloud offers.

It's clear that the cloud is here to stay.

Stuart BrowesHead of Strategy and PropositionsAgencyport Software Europe

E: stuart.browes@agencyport.comT: +44 (0)20 7553 2508

22 years experience in the insurance industry. 3 of those spent representing the company in Bermuda.

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Initiatives to support the risk placing process are not new to the Lloyd’s Market. Those with long memories will remember the green screens of EPS, the money pit of Kinnect and the somewhat tentative baby steps of the G6. But the picture is not all negative. eReinsure remains active in the US, and nearer to home, RI3K is being used extensively. True, it has a big broker on its side, but it is now also backed by Qatar: QIS have bought RI3K, and renamed it Qatarlyst.

Neither of these are centre stage in Lloyd’s mind at present, but there is a recognition that if London (and Lloyd’s in particular) is to remain attractive to the big brokers, we must be seen to be embracing the technologies which will allow them to deliver good customer service in a cost effective manner. Having learnt from the failed revolutions of EPS and Kinnect, Lloyd’s has gone with the lower risk, evolutionary approach of the G6.

Instead of a big-bang transformation, Lloyd’s is leading the market through a series of small, if sometimes faltering, steps as we get used to this new way of walking. Last year we had the e-endorsement pilot with its limited participants and classes of business. This year we have three more classes of business, pressure from Lloyd’s for both insurers and brokers to get connected, an ever increasing number of non-Lloyd’s insurers connecting and a package

of changes to address the most fixable of the problems which rollout to date has exposed. Next year will see the rollout to all classes of business and more improvements to the enabling technology, widening the market’s exposure to the changes.

It would be wrong to see next year as the end-game; it is little more than an opening gambit. Like any chess gambit it involves a short term sacrifice for a longer term strategic gain. The sacrifice is the cost of systems for low transaction volumes and modest effort savings. The gain is the longer term efficiency improvements as volumes grow and integrated systems allow the seamless flow of data from brokers’ systems to underwriters’ systems and back again. Like the progress so far, this will come in ever bigger steps as the technology spreads beyond e-endorsements, and mutual pressure to do more grows between brokers and underwriters. Toddlers gain confidence with each hesitant step and as soon as they have mastered it, they are not satisfied with merely walking: they want to run!

At Agencyport, we are doing our bit to help you run. We have integrated Open+ with the leading MMT (message management tool), allowing endorsement data and attachments to be uploaded into the product. We have also deployed a gateway and MMT in our own hosting centre to allow

smooth transition to an integrated solution, and have designed a next stage of integration which will allow the MMT to be replaced by a fully Open+ integrated solution.

Why not light the e-touch paper?

P.S. E-endorsements are not the only new e-game in town: watch this space for more.

David FurberMessaging ConsultantAgencyport Software Europe

E: david.furber@agencyport.comT: +44 (0)20 7553 2543

19 years experience within the insurance industry. Joined Agencyport 18 months ago, received ACE certification for R&LC in October, 2011.

E- by Gum: A Personal View on the Placing E-NITIATIVES.

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At Agencyport, we’re doing our bit to help you run.

NEW CUSTOMERSWe’ve had an great number of client go-lives and upgrades this year. We are really proud of our client com-munity, they provide us with invalu-able feedback to help shape and direct our product roadmap. See Dennis Barnfield’s interview for more about the importance of our client partnerships.

This year, our client event program has greatly expanded. Kicking off the beginning of 2011, we held two product-specific User Groups in our London office. The summer brought our first cross-product User Group meeting (with drinks and canapes afterwards) at Merchant Taylor’s

Hall. In stunning surroundings, it gave the opportunity for clients to network with peers and our senior executive team, who were visiting from the US. We wrapped up the year with three incredibly success-ful sessions at Lloyd’s. One main Open+ meeting and two inaugural product insight sessions for Open+ and Open Xposure. Insight sessions provide the users of the products to ‘deep dive’ with our technical experts. Early feedback gathered from the sessions told us attendees learnt shortcuts, more streamlined methods of working with the soft-ware and unearthed features they were never aware of!

We’ve already scheduled the next Open Xposure insight ses-sion - keep a look out for the 2012 program!

Our new client list just keeps growing. We’ve welcomed a huge number from all different lines of business and corners of the world. Keep your eyes peeled for new cli-ent announcements, including the new Now Health case study and releases from R&Q and Willis!

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Mobile applications for the insurance industry … Fad? Gimmick? More suited to personal lines than the commercial industry? There’s a lot of noise within the insurance market these days about mobile apps. The use of iPads within Lloyd’s; industry leaders strongly encouraging companies to push their technology boundaries to ensure we don’t fall behind the international markets; the now famous anecdote of the underwriter photocopying his iPad... Is there traction here or is mobile in our industry a flash in the pan?

In order to discover where (or even if) to invest our ever-expanding R&D budget, we needed to find out from our customers and others in the market exactly what their priorities were.

We kicked off our first UK/European Mobile Workshop at the beginning of 2011. The event was the first of a series of discussions aimed at bringing together clients and partners to share thoughts and ideas on mobile developments in insurance technology.

Joining the US and UK directors were representatives from Aviva Ireland Health, AXA, Hiscox and Travelers.

So, what are people talking about? First, there are currently over 450 insurance applications available on iTunes for the iPhone and iPad. No small sample. Second, it is clear that among the group (and the market in general) there is a lot of activity in the market around mobile insurance applications and on mobile browsers, mostly focused on reaching consumers. And while the group agreed that companies in general need be seen as innovative and modern, this early activity has seen mixed results, and the “Killer Insurance App” has yet to be unearthed.

AXA provided an example of a highly successful, market-available mobile application, that launched in 2010. “Stuck” allows users around the world to describe when, where and why they’re stuck; in traffic jams, on a train, hiking… in a marriage! The key to the Stuck app success lies in its NOT being a portal to AXA’s existing solution. Instead, it provides a truly useful service to consumers (without AXA branding, mind you). As a by-product of the utility and popularity of the mobile app, and with customer consent, AXA can accurately target customers with relevant products down the road.

Stuck has had in excess of 100,000 downloads to date, and unlike the motor first loss of notice apps that are currently the trend and have similar download figures, Stuck gets used often, giving AXA a good ROI.

While customer-facing applications offer the convenience of on-the-spot, real-time policy estimates, there are issues around security. Aviva, for example, questioned who was responsible for securing images of highly valuable possessions such as jewellery and art when they are sent by the customer to the insurance company. It’s clearly a process in development, and needs to be watertight before any company is fully committed to rolling out this solution to the market.

Is insurance ready for mobile? Mobile for insurance?

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The Lloyd’s and London MarketsDiscussion also moved to the Lloyd’s and London markets where there has been a recent flurry of mobile noise and activity in the broker and underwriter community. Travelers commented that brokers and underwriters are looking towards adoption of mobile applications not only to rid themselves of their slip-case but, ultimately, to enable them to sign endorsements and review and check for updates on their accounts, on the move.

The tablet appears for now to be the ultimate tool for apps within the Lloyd’s and London markets. Unlike laptops, users are able to stretch, zoom and touch-write on the flat screen. Lloyd’s are in the throes of a trial with willing underwriters and brokers: swapping out the slip-case for an iPad. Results gleaned from this will be incredibly interesting.

There was a resounding need amongst the insurance companies that joined us in the forum to learn more from brokers about what functionality they’re looking for—a need to understand how best companies can support, enhance and improve not only their day-to-day experience with existing solutions but with new applications in the future.

So, Where Are We?Two things are clear: 1) mobile is here to stay, and 2) though its role in insurance is unfolding, as the next generation starts to place business, companies spearheading the adoption of mobile technologies will be regarded as innovative and forward-thinking. The London market needs to keep pace.

Swamy RamaswamyHead of Mobile InitiativesAgencyport Software America

E: swamy@agencyport.comT: +001 857 239 5712

6 years experience within the insurance industry. Swamy is based at the Agencyport headquarters, Boston.

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You’ve been in your role for a few months, how are you finding it?

It’s great. I’ve worked for the organisation for just over 15 years. I’ve experienced every aspect of technical, implementation and development working within client projects in the UK and the US. In my new role it’s invigorating to be able to build deep relationships and rapport with our clients. From that, I understand their strategic visions and challenges they face, I can decide how our solutions will benefit their enterprise eco-system – it’s how I put together the product development roadmap.

Who has taken your old responsibilities?

The whole team. I work incredibly closely with the product development teams in the UK and US and have done for years. Identifying which individuals take on which responsibilities is second nature.

You’ve recently moved back to London from New York. What would you say were the main differences?

There are subtle differences in nearly every aspect of working life, from people’s attitudes and nature, to their motivation and buying processes. Language was a big

deal. One of my main objectives out there was to shape the product to be fit for purpose in the US and although the main principles of insurance industry were similar, it was very important to align the terminology.

Unfortunately my British accent didn’t lend well in every circumstance. To some, it embodied a lack of knowledge about the local regulations, products, and local market. Though, through the quick hiring of an American team, we were able to combat that!

In the UK, the insurance market in London is concentrated into one location cluster. Stating the obvious, but the US is big. To a degree, the London market spoils vendors. There’s an expert – from an insurance company to a vendor - on your doorstep. Everybody is a short walk away.

Representing an international vendor, I found myself faced with an interesting challenge: in the UK, it’s common for a single system to cover all the primary underwriting lines and functions – policy/risk admin, claim/case management, cash handling, billing/account and settlement, etc.

In the US, it’s far more common for the insurance company to adopt a more modular approach - to select an individual vendor for each module. At Agencyport, we offer both. Underwriting within

the same solution for several lines of business, is an everyday occurrence for our clients in the UK - it was a much larger educational scale in the US.

Is there anything you miss about your old role?

I always had the opportunity to actually try out any bright ideas I came up with. Even cut the code and demonstrate why ‘function x’ would really improve our customer’s day-to-day interaction with our solution. Today, that’s a challenge. That time is spent developing a strategy or a product or a feature. There’s something very rewarding in being able to produce something yourself in short order.

Story continued on next page...

Spotlight: Dennis Barnfield, CTOThe first in our Spotlight series, Dennis Barnfield talks to re: Insurance about his step up into the inaugural role as CTO at Agencyport in the UK, the differences between the UK and the US markets and his top, hot product developments.

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In my new role it’s invigorating to be able to build deep relationships and rapport with our clients.

Dennis BarnfieldCTOAgencyport Software Europe

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You’ve said that in order to build the product development roadmap your main priority is to talk to Agencyport clients. Can you share what you’re concentrating on?

I’ll give you the top three. Increasingly our clients have been requiring a system that supports the business diversification of underwriting in a London and non-London environment. They need a configurable policy administration system that grows in the different directions of their business.

Historically we’ve had two separate solutions. They are still available although now, we offer Open+ - a single solution that enables clients to write multiple market segments in one application. For example, an established 10 year old company in Lloyd’s may want two separate, or one system; Open+ gives you that wider flexibility.

The other two…?

We’re steered by our client community. As such, the feature generating the most interest at the moment is our workbench and work queue functionality.

We’ve been doing a lot of work on integration capability, it’s imperative for us to offer cross-function solutions. Fully utilising our vendor/client partnerships, we’ve enabled

current policy admin information and current work to the user, rather than the user having to hunt it down. It’s going to make our user’s life a lot easier and better organised.

As touched on before, the key to our success is the input and support from our clients. Our current generation operates as an SOA based platform with Windows client applications, and we’re in the process of migrating those Windows applications and the product’s associated tools onto the web. We’re particularly excited about this as it’s not every day you get the opportunity to look at the design of the whole user experience. If you’re a user of our policy admin products then look out for an invite to user experience workshops that will help drive this development.

We recently picked up three ACORD awards. We’re supporting ACORD in a big way and are busy implementing ACORD4All. Elsewhere, we’re introducing our Portal product into Europe after great success in the US and we have a team focusing on mobile technologies. We have a lot going on!

Spotlight: Dennis Barnfield, CTO (cont’d)

Dennis BarnfieldCTOAgencyport Software Europe

E: dennis.barnfield@agencyport.comT: (0)20 7553 2537

Currently acclimatising back to the UK way of life.

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agencyport solutionsWho is Agencyport? Agencyport delivers software solutions that help insurance companies operate

more efficiently, compete more effectively, and innovate through technology.

Policy Administration System, serving the London, Lloyd’s and general insurance market.

• Processing for Bureau and Non Bureau markets

• Full Policy, Claims, Reinsurance and Accounting capability

• Highly configurable integrated workflow and work queue handling

• Easy to use interface

• Multi-language, multi-currency

• Full ACORD London market message handling in a single system

• Ability to merge configurations between systems

Open+

Key Features Key 2012 Roadmap features

Policy Administration System for the Health market

• Specific Health insurance processing

• Highly configurable integrated workflow and work queue handling

• Easy to use interface

• Multi-language, Multi-currency

• Direct Debit return file processing

• CTI - inbound and outbound

• Multi-tier brokers and commissions payments

Open Health+ Key Features Key 2012 Roadmap features

Risk Aggregation Analysis

• Powerful aggregation reporting and analysis

• Graphical reporting

• “What if” analysis

• On-shore & off-shore classes of Business

• Integrated Google Earth

• .Net/Web deployment

• Improved postcode/Zip handling

• Web enanbled location analysis

Open Xposure

Key Features Key 2012 Roadmap features

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End to end coverholder and binder management solution; one secure, single place to go to manage your binder book

• Intuitive bordereaux mapping tool

• Data enrichment and validation, including error summaries

• Support to multiple lines of business and industry standards file types (ER3001, Lloyd’s)

• Ability to automatically sweep email and FTP sites for bordereaux files Risk, Premium and Claims file handling and cross referencing

• Coverholder audit management, arranging, and follow up functionality

• Binder and coverholder “Report Card” view to feed audit scope

• ELTO data download format Support for additional lines of business

• Enhanced coverholder approval workflow

• Integration with agreed coverholder systems

Alchemy

Key Features Key 2012 Roadmap features

Web based Portal to carrier, MGA and broker systems

• Supports all personal and commercial lines of business for on-line sales and full lifecycle service • Supplied with a library of amendable product templates for a quick start • Supports both broker and consumer channels • Self Service capability

• Next generation roster (improved data capture handling)

• History timeline

• PDF Updates for Templates

AgencyPortal Key Features Key 2012 Roadmap features

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W : www.agencyport.com

T : +44 (0)20 7553 2500

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