www.ianywhere.com mobile insurance work force thomas so business development director - asia pacific
TRANSCRIPT
www.ianywhere.com
Mobile Insurance Work Force
Thomas So
Business Development Director - Asia Pacific
Who is iAnywhere Solutions
• Leading provider of software and services enabling anywhere, anytime access to enterprise information– Mobile, embedded and workgroup database solutions
– Mobile middleware solutions
– m-Business solutions
• Uniquely offers proven “always available” m-Business technology platform
• Subsidiary of Sybase, Inc.
• Financial Strength– $89 million USD revenue in 2001– 30% operating margin
• Market Leader– Mobile database market leader for 6 consecutive years– Fastest growing embedded database vendor– Over 6 million deployed technology licenses– 73% market share in Mobile Database market
Who is iAnywhere Solutions
Mobile Database Market Leader
1996 Mobile Database Market Leader: SYBASE 55%
1997 Mobile Database Market Leader: SYBASE 58%
1998 Mobile Database Market Leader: SYBASE 61%
1999 Mobile Database Market Leader: SYBASE 63.5%
2000 Mobile Database Market Leader: iAnywhere Solutions 68%
2001 Mobile Database Market Leader: iAnywhere Solutions 73%
全方位領導地位 (Leadership Across Markets)
醫療單位
零售服務業
金融服務業
政府單位
銷售人員
自動化系統
Over 700 OEM Alliances
• Java Developer's Journal (JDJ) Readers' Choice Awards, Best Mobile Database Product, 2001
• META Group’s SPEX Product of the Month, Best Wireless Application Server, 2001
• RealWare Merit Award, 2001
• Software Development Magazine’s Jolt Productivity Award, 2001
• Mobility Award For Best Database At Mobile Insights Conference, May 2002
Awards and Accolades
The Top Choice in Insurance
•Sybase technology is used in every one of the top 20 life insurers, and 22 of the top 25 property casualty insurers
•68% of the SIA (Security Industry Association) firms use Sybase as their production RDBMS
•100% of the Top 100 SIA member firms use Sybase
•7 out of top 10 insurance companies’ SFA is based on Sybase iAnywhere
The Top Choice in Insurance
Aetna AIG Allmerica American General Blue Cross of CA Canada Life CNA Insurance Insurance Services
Office General Accident General Reinsurance Guardian Life Insurance John Alden John Hancock Liberty Life Liberty Mutual London Life
Manulife Maritime Life
Assurance Marsh & Mclennan Mass Mutual Metropolitan Life Minnesota Mutual National Association of
Insurance Commissioners
New York Life Northwestern Mutual
Life Norwich Union Protective Life Prudential
Robert Plan Royal
Insurance SCOR
St Paul Co’s. The New England Travelers USF&G Zurich Kumbo Life Insurance Korealife Insurance Pin An Insurance
Application example
• Insurance agent’s application: – manage clients& policy information
– manage prospect information
– Product information (Policy, Chart, Rate & others)
– Proposal & validation Systems
– Policy Pre-judgement
– Internal news & notice
– Sales management eg. Commission
– Marketing information and document
– Team management
– Schedule & reminder
Application example
• Additional functions for Insurance companies or agents (example): – Trend and position of client group
– Data mining and value analysis
– Psychological analysis and sales guide
– Policy and marketing analysis
– Efficiency analysis & guide
– Agent’s sales management
– Training
Technology Enablers -- Devices
Technology Enablers -- Connectivity
HomePNA
Ethernet
WLAN802.11
IrDA
WAP
CDPD
GSM
TDMA
Ardis
Metricom
Mobitex
Dial-Up
DSL
Cable
GPRS
3G
Personal Area
Local Area
Wide AreaPervasive Area
“Everywhere”
Remote Office
Office
Personal Workspace
ISDNBluetoothHome RF
© 2000 META Group Inc., Stamford, CT, (203) 973-6700, metagroup.com
• SQL Anywhere Studio 8– Leading mobile, workgroup and embedded database– Enterprise Synchronization– ASA (for CE), Ultralite, Mobilink, SQL-Remote
• m-Business Studio– Comprehensive platform for Always Available mobile computing– iAnywhere Wireless Server
• Manage Anywhere Studio– Mobile and remote device & application management
• Mail Anywhere Studio– Mobile e-mail synchronization
• Message Anywhere Studio (coming soon)– Application oriented messaging for mobile & wireless environment– P2P messaging available– Beta testing
• AvantGo products (coming soon)– Best known for offline web solutions – February 26th, 2003 completed acquisition
iAnywhere Products
Architecture
Syb
ase
Mob
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Ser
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Dri
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hotsync.exe
Bi-directional & Transactional Data Synchronization
MS SQL SVR
Oracle
Sybase
IBM DB2
Other DBs
Investment Methods
• Total ownership
– traditional buy & own model
• Sell to Agent (Direct Model)
– sell front-end solutions directly to agents
• Sell to Agent (Indirect Model)
– re-sell front-end solution to agents
• ASP
– operated by ASP consortium
– sell to agents as monthly subscription service
Solution• Sales force automation application
built by EZ Data and deployed to Prudential Insurance Sales Force
Benefits• Deployed 12,000 seats across 300
offices allowing field agents toaccess customer information fromanywhere in the country
• Significant increases in employee productivity and improved customer service
Customer Success StoriesPrudential Insurance & EZ Data
Functions• Calendar Management
• Word Processing
• Reports
• Query
• Client Discussion Notes
• Letters Written
• Investment Transaction
• Client Appointments
Customer Success StoriesPrudential Insurance & EZ Data
Customer Success Stories Korealife Insurance
Business Challenge • Implement a mobile sales force automation system that will support and streamline all phases of the insurance sales cycle
Solution
• Laptop PCs equipped with Life Planner Notebook, a mobile sales force automation application that provides up-to-date account information and marketing data, enabling 20,000 financial planners to design customized insurance packages from any location
Benefits
• Sales representative revenue up by an average of 30% • Saved $10 million due to reduced requirements for desktop PCs at sales offices • Enhanced sales performance and reduced administration time due to the ability of sales staff to issue insurance policies on the spot • Average time from selling a policy to underwriting cut in half • Substantial cost savings realized by eliminating the need for printed catalogues
Customer Success Stories Korealife Insurance
New Program
New Program
IBM 9672
Distributing server
Data of life planner’sactivation
Business Office’s PC
Customer Info Server
Application Server(win2000)
- Branch office’s data server
Marketing Supporting Data(CRM))
Portable PC for life planners
New program
Customer Info DATA
Internet Server
Internet support data
Wireless Network
Marketing supporting data(CRM))
Data of life planner’sactivation
Architecture – Korealife Insurance
MECA/ENV MECA/FSS MECA/MGR
▶ Network detecting system• Automatic server detecting• Automatic network detecting
▶ Voice browser• Voice recognition• Voice synthesis
▶ Version Management• Automatic S/W distribution• Real-time data synchronization
▶ DB Connector• DB connect management• DB data management
▶ security and resource management • User approach control• Equipment management
▶ Self-Study programs
▶ Target customer information management• Customer information management• Sales schedule management• Marketing support system
▶ Total financial consulting program• Insurance design programs• Total financial design • Guarantee analysis program
▶ Sales activity assistance program• Sales activity Simulation (under development)• Mailing programs• Promotion programs
▶ Sales activity analyzing program
Korealife Insurance Function Table
Solution:• Wireless Agent Automation solution to link
agents with corporate systems• Wireless solution on a variety of devices• Powered by m-Business Platform
technologies; built by iAnywhere Professional Services.
Benefits:• Enables producers to increase both
productivity and client satisfaction• Cost-effective extension of Guardian’s
existing, as well as new, corporate systems to wireless devices
Guardian Life Insurance
Search forAlerts
.Login
Main:Type ofSearch
Policy/ContractSearch
Linked AccountSearch
Alert Search
Linked AccountList
Policy/ContractList
Policy
Detail
ContractDetail
Annuitant/OwnerDetail
Value by FundDetail
Help
Legal Disclaimer
Guardian Life Insurance - Functions
Device Offline Data Store
Data Synchronization
Software Distribution
Email Alert Messaging
Pocket PC (Compaq iPAQ)
UltraLite with AES encryption
MobiLink with optional Certicom SSL*
Mobile Mail Pocket Outlook Inbox with MM Client
MMS (SMS, Email, App-to-App)
Palm OS (Palm V)
UltraLite with AES encryption
MobiLink with optional Certicom SSL*
Mobile Mail Palm Mail with MM Client
MMS (SMS, Email, App-to-App)
RIM 857/957 Custom solution
Custom solution Custom solution
RIM Email Client
MMS (Email)
Mobile Phone
N/A N/A N/A N/A MMS (SMS)
Guardian Life Insurance – Support Devices
AES = Advanced Encryption StandardMM = iAnywhere Mobile MailSSL = Secure Sockets LayerMMS = iAnywhere Mobile Message ServiceSMS = Short Message ServiceN/A = Not Applicable
Fir
ew
all
DMZ
Fir
ew
all
IntranetInternetWireless Network
RIM Gateway
Email to SMSGateway
SMS Gateway
OpenwaveHDML
Gateway
WAPGateway
SMTP
HTTPS
OpenwaveProprietary
HTTPS
TCP/IP,X25,
dialup, etc.
3DES
Certicom
MobileSys
Carrier
Web Browser
AuthenticationEngine
(eTRUST)
EnterpriseDatabase
(DB2 UDB)
iAnywhere Wireless Server
UCV ApplicationServer
(WebSphere)
Auth
en
tica
tio
n
HDMLGateway
WAPGateway
ExternalJMS
Gateway
MessageDeliveryRules(MDR)
App to AppGateway
SMS/Paging
Gateway
MobileUser
DeliveryService(MUDS)
Application
PersonalizationRepository
EmailGateway
JM
S P
rovid
er
TC
P/I
P
Guardian Life Insurance - Architecture
Guardian Life Insurance – Sample Screens