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Sunday, October 21
 

5:00pm CDT

Registration
Sunday October 21, 2018 5:00pm - 7:00pm CDT
Registration Lobby

6:00pm CDT

8:00pm CDT

Ghosts & Spirits Tour- Requires Pre-Registration by October 10
Learn the real history of the colorful characters who lived, died and have chosen to remain in this 300 year old European neighborhood while you are in town for the 2018 SIR Annual Conference! As we follow the shadows of their legends down cobbled alleys and through streets aglow with gas lamps, we share the eerie stories and dark secrets that have lent this city her mythical presence. This two hour French Quarter walking tour departs from Hotel Monteleone after the opening reception.

Be sure to wear comfortable shoes as you will be on your feet for two hours.

You must pre-register for this event. Registration will close on October 10th.

Sunday October 21, 2018 8:00pm - 10:00pm CDT
Lobby
 
Monday, October 22
 

6:00am CDT

Health and Wellness Activity
Join Certified Fitness trainers Rich Marchetti and Liz Taggart for an hour of fitness including a power walk and some light yoga to power up before the Annual Conference.  Meet in the hotel lobby at 6 a.m.  Remember to bring your sneakers and workout clothes.

Monday October 22, 2018 6:00am - 7:00am CDT
Lobby

7:00am CDT

1st Time Attendee Breakfast
If this is your first time attending an SIR Annual Conference you are invited to have breakfast with other first time attendees, Annual Conference Committee members, and SIR Board Members. This networking event will allow you to get to know other attendees and get tips and ideas on how to make the most out of the SIR Annual Conference!

Monday October 22, 2018 7:00am - 7:50am CDT
Queen Anne A

7:00am CDT

7:00am CDT

Registration
Monday October 22, 2018 7:00am - 6:30pm CDT
Registration Lobby

8:00am CDT

Opening Remarks
Monday October 22, 2018 8:00am - 8:15am CDT
Queen Anne Ballroom

8:15am CDT

Keynote: Robert Mozeika, Munich Re - InsurTech Trends: Hype vs. Reality
In this session, Robert will share knowledge he has obtained through meeting with 100’s of InsurTech startups, Venture Capitalists, and Insurance Company experts.  He will decipher what has been hyped through the media and what has been executed in reality.  He will also provide insight into Munich Re's innovation journey and the challenges they overcame.


Speakers
avatar for Robert Mozeika

Robert Mozeika

Innovation Executive, Munich RE
As Munich Re US’s Innovation Executive, Bob Mozeika works with the Reinsurance Division to investigate clients’ strategic business needs in order to identify potential technology startup solutions. He is instrumental in helping clients develop plans to integrate this technology... Read More →


Monday October 22, 2018 8:15am - 9:15am CDT
Queen Anne Ballroom

9:15am CDT

SIR Innovation Research Study Update
At last year’s conference, the SIR Research Committee presented results from its inaugural research study on consumer perceptions of innovations within the insurance industry. This year’s study revisited many of the key topics from last year’s study. Our key objective was to again assess consumer sentiment and to understand the movement of perceptions over time. Insight from this presentation will be critical in helping industry practitioners identify the progress made and the opportunity for improvement.

In this session, attendees will learn:
  • Consumer views on the innovativeness of the insurance industry as compared to other financial services industries.
  • The level of success the industry has had in communicating and promoting the innovations currently taking place within the insurance market space.
  • Current usage/adoption of innovations and innovative technologies.
  • The appeal of the various types of insurance innovations, independent of whether the consumer is currently utilizing or aware of the innovations.
  • Prevailing consumer views/concerns regarding inherent risks involved as innovative technologies evolve.
  • Agreeability of consumers to potential behavioral modifications and technology adoption related to insurance innovation.
  • Identification of outcomes (i.e..financial, lifestyle improvement, etc.) that may drive consumer agreeability.
  • Innovation assessments for some top auto and home insurers based on the perception of these carriers’ own customers.
  • Insight on how factors like gender, age, income, etc…impact the views of consumers on the various topics within the study.

Speakers
avatar for Gary Hodge

Gary Hodge

Senior Marketing Research Manager, American Modern Insurance Group
Gary Hodge has worked in marketing research for more than 25 years, 15 of which have been in the insurance industry. In his current role as Sr. Marketing Research Manager at American Modern Insurance Group, he is responsible for all quantitative and qualitative primary research that... Read More →
avatar for Sharon Markovsky

Sharon Markovsky

Director, Business Development, Verisk Insurance Solutions-Claims
Sharon Markovsky is the President of the Society of Insurance Research. For her day job, Sharon is the Director of Business for Verisk Insurance Solutions—Claims.  As the Director of Business Development, Sharon is responsible for evaluating and developing new markets and data... Read More →


Monday October 22, 2018 9:15am - 10:00am CDT
Queen Anne Ballroom

10:00am CDT

10:45am CDT

Ben Gilad, FGH Academy of Competitive Intelligence - Using CI to Develop/Test Strategy and Influencing Senior Executives Across the Company
Insurers are definitely at the forefront of using data. They’ve been doing it well for decades, way before the Big Data hype. But the weakest point of all data is how to use it to influence top management’s strategic decisions. In that, insurers share a lot in common with other industries like Pharma and financial institutions. In this presentation, Ben will suggest two approaches to increase your effect on strategy in your company. He will also use data to show how data alone isn’t meaningful.

Speakers
avatar for Ben Gilad

Ben Gilad

President of FGH Academy of Competitive Intelligence, FGH Academy of Competitive Intelligence
Dr. Ben Gilad, founded the Academy of Competitive Intelligence in 1996 and is President of Fuld-Gilad-Herring Academy of Competitive Intelligence which was founded in 1999. He is considered a leading developer of competitive intelligence theory and practice in the US, is a former... Read More →


Monday October 22, 2018 10:45am - 12:00pm CDT
Queen Anne Ballroom

12:00pm CDT

Networking Lunch
Monday October 22, 2018 12:00pm - 1:15pm CDT
Royal Room ABC

1:15pm CDT

Using Qualitative Data to Enhance Big Data and Customer Experience
  • Use technology to balance the strengths and weaknesses of qualitative and quantitative data and bridge the gap between the two.
  • Learn how to use creative qualitative data methodologies to augment what you’ve gathered from voice of the agent and voice of the customer data.
  • Enhance big data and other quantitative studies with personal stories.
  • Discover deeper insights and paint a more complete picture of your various customer segments.

Speakers
avatar for JoAnna Carey

JoAnna Carey

Director, Consumer Research & Insights, Farmers Insurance/Foremost Brand
JoAnna Carey, The Informationista, is the Director of Consumer Research and Insights for the Independent Agent channel of Farmers/Foremost Insurance. She built an internal, full-service market research agency to support twenty products across an omni-channel distribution network... Read More →


Monday October 22, 2018 1:15pm - 2:00pm CDT
Queen Anne Ballroom

1:15pm CDT

How is Digital Transforming the Business of Insurance?
“According to SMA’s 2018 Annual Strategic Initiatives and Investment research study – over 94% of insurers have some level of digital transformation initiative in progress, up from 57% last year.”

What does it really mean to have a digital strategy? How are insurers approaching this topic in terms of strategies, plans, and investments? During this session, SMA will share its latest digital research on approaches, adoption and maturity using the SMA Digital Maturity Model.  The presentation will also include various transformative insurer use cases and outline the various paths for advancement by leveraging new world investments, emerging technologies and InsurTech startups.  This session will also highlight the possibilities of new business outcomes and competitive advantages that digital strategies bring to insurers and the industry.  SMA will end the presentation with a “call to action” for all insurers.

Speakers
avatar for Deb Smallwood

Deb Smallwood

Founder and CEO, Strategy Meets Action
Deb Smallwood, Founder of Strategy Meets Action, is widely recognized as an industry thought leader who is known for her expertise in helping companies rethink the traditional business of insurance and position for success in the changing insurance world. Deb’s passion is to advise... Read More →


Monday October 22, 2018 1:15pm - 2:00pm CDT
Iberville D

1:15pm CDT

Shifting Demographics & Medicare
We’ve all seen the impact of Boomers as they transition through life stages.  Suburban living, schools, colleges and workplaces reflected the influx of the boomer wave decade after decade.  Boomers have changed the way the US works, and plays, more than any other generation… and now they’re moving to retirement.  Just a few decades ago, turning 65 meant earning a gold watch, a pension, Social Security and Medicare benefits.   But, times have changed, and today’s seniors are redefining retirement, healthcare and growing old.

Join Sue and George for perspective on this shifting dynamic, and ways companies marketing products and services to boomers can be ready for them as they cross these life thresholds.
  • Retirement readiness – financial and emotional
  • Un-retirement – staying active & employed
  • Aging in to Medicare – not just at 65

Speakers
avatar for George Dippel

George Dippel

SVP, Deft Research
George Dippel is a graduate of Auburn University and spent the first 12 years of his career with Procter & Gamble at P & G’s renowned Healthcare Consumer Institute.  While there George studied the healthcare consumer across all aspects of care delivery and used those insights to... Read More →
avatar for Sue Doyle-Conover

Sue Doyle-Conover

Manager/Consumer Insights, Aetna
Sue Doyle-Conover is an MBA graduate of Xavier University in Cincinnati, where she is also an occasional adjunct professor.  Sue started her career on the vendor side of research, tackling operational areas from managing phone center teams to data tabulation and analysis, with a... Read More →


Monday October 22, 2018 1:15pm - 2:00pm CDT
Royal Room D

2:00pm CDT

Recent Trends in Mileage: An Insurance Industry Perspective
Over the last several decades, the number of miles people drive on a daily basis has changed dramatically. At the end of the 20th century, more and more people took on long commutes, pushing average mileage up. Factors like the Great Recession of 2007, ridesharing, and a resurgence of the inner cities have had the opposite effect. Because mileage is a direct reflection of exposure to loss, insurers need to understand how vehicles are used in order to properly rate and underwrite them. This session discusses recent trends in mileage and ways insurers can use mileage to better understand the pricing and underwriting exposures they face.

Speakers
avatar for Dave Grove

Dave Grove

Vice President, Product Management, Ohio Mutual Insurance
Dave Grove joined Ohio Mutual Insurance Group in 1997 and became part of the senior management team in 2006. His responsibilities include product development for both Personal and Commercial lines, product compliance, oversight of quality control, and assisting in enterprise risk... Read More →
avatar for Don Hendriks

Don Hendriks

Actuary & Data Scientist, Carfax
Don Hendriks is a predictive modeler with over 20 years’ experience in personal lines as well as commercial and specialty lines of business. He has served the insurance industry in various roles including actuarial analyst, actuary, predictive modeler, director of pricing, and vice... Read More →
avatar for Matthew Moore

Matthew Moore

Senior Vice President, Highway Loss Data Institute
Matt Moore is senior vice president of the Highway Loss Data Institute, where he oversees HLDI's research. He also manages loss data processing, collection of vehicle information and data services for member companies.Mr. Moore joined HLDI in 1999 as a programmer. He is the author... Read More →


Monday October 22, 2018 2:00pm - 2:45pm CDT
Queen Anne Ballroom

2:00pm CDT

Implementing a Strategic Early Warning Program to Mitigate Risk
Does your leadership team want to avoid [bad] surprises? If yes, then establishing a Strategic Early Warning (SEW) program that regularly monitors emerging competitive threats, disruptive strategies, and tracks specific indicators, “weak signals”, and other market forces that may impact your company’s current market assumptions and future-based scenarios is essential for your market research or intelligence team to add greater business value. An SEW program helps protect the business against upcoming, unexpected market and competitive developments, and alerts decision makers of critical external market shifts to seize opportunities before others and/or proactive blunts or minimize threats.

Key takeaways are to:
  • Define Strategic Early Warning (SEW)
  • Learn how a typical SEW program works
  • Understand how SEW can support / complement Enterprise Risk Management (ERM)
  • Hear examples how SEW enables and impacts leadership decisions
  • Obtain practical tips on how to mobilize an SEW capability
  • Gain perspectives on how to drive leadership to take action sooner

Speakers
avatar for Jeffrey J. Jablonski

Jeffrey J. Jablonski

Strategy & Market Intelligence Consultant, ERIE Insurance
Jeffrey Jablonski leverages both traditional market research and advanced market intelligence practices to develop analytical insights and explore opportunities for the Strategy Department at Erie Insurance.  He brings nearly 20 years of industry experience in strategic planning... Read More →
avatar for David Kalinowki

David Kalinowki

President, Proactive Worldwide, Inc.
As President and Co-founder of Proactive Worldwide, Inc., David Kalinowski leads the organization in developing and implementing the strategies and tactics that are critical to delivering world-class decision support research, training, and consulting services.A 27-year veteran in... Read More →


Monday October 22, 2018 2:00pm - 2:45pm CDT
Iberville D

2:00pm CDT

Journey to a Digital Future - From Instant Underwriting to Digital Service
In this session, Jackie Morales, the COO of L&G America and Tom Scales, practice lead, Celent, will have a conversation about the progress in digitization of the Life insurance industry. Their topics will range as broadly as direct to consumer sales, to one hour underwriting, to changing the way service is delivered. Questions are encouraged. Expect a free flowing conversation across a broad range of topics.

Speakers
avatar for Jacquline L. Morales

Jacquline L. Morales

Chief Insurance Officer, Bestow
Jacquline Morales is the Chief Insurance Officer of Bestow, a leading life insurance technology company democratizing access to innovative financial solutions.  She is a two-time graduate of Southern Methodist University, with an undergraduate degree in Humanities and an MBA with... Read More →
avatar for Tom Scales

Tom Scales

Head, America's Life and Health, Celent
Tom leads the America’s Life and Annuity practice. His research focuses on operational best practices, real-world case studies and the application of vendor technology. His particular passion is to challenge life insurers to move faster in innovation as well as operational and IT... Read More →


Monday October 22, 2018 2:00pm - 2:45pm CDT
Royal Room D

2:45pm CDT

3:30pm CDT

Leveraging New Data to Drive Innovation
Innovation has become the key byword in the world of insurance these days. Every week it seems like there’s a new data source for insurers to utilize. Carpe Data’s Patrick Sullivan & Bunker Hill’s Dan Barrett discuss how new data sources are changing the industry, providing companies with both strategic and competitive advantages. Sullivan will discuss how social and web data can be leveraged to in prove both claims and underwriting in ways that augment current processes, and in some cases replace them. Barrett will discuss Bunker Hill’s innovative use of data in the underwriting homes. This session will focus on not just emerging data but the process of innovating and getting that new data into production.

Speakers
avatar for Dan Barrett

Dan Barrett

Vice President, Bunker Hill
Dan Barrett is Vice President of service operations at the Plymouth Rock Home Assurance Group. For the past 30 years he has had a diverse set of roles within the Plymouth Rock group from the management of the full spectrum of automobile claims to leading technology initiatives on... Read More →
avatar for Patrick Sullivan

Patrick Sullivan

Account Executive, Carpe Data
Pat Sullivan is an Account Executive for Carpe Data, working to develop products and services with insurance companies around Carpe Data’s next generation data sets. He previously served as Senior Editor for the newsletters of Risk Information Inc. from 2008 to 2017. He is a popular... Read More →


Monday October 22, 2018 3:30pm - 4:15pm CDT
Queen Anne Ballroom

3:30pm CDT

Keeping up with Innovation
As the pace of innovation increases and technology becomes obsolete faster, it is important for insurers to be cognizant of exogenous changes in the industry and react appropriately. This session presents A.M. Best's view of prospective trends in the insurance market place and how the industry is reacting to it.

Speakers
avatar for Sridhar Manyem

Sridhar Manyem

Director, Industry Research, A.M. Best
Sridhar Manyem is director, industry research and analytics at A.M. Best. Sridhar is the head of the industry research team and his responsibilities include publishing A.M. Best’s perspectives of topical issues relating to the insurance industry and possible implications to A.M... Read More →


Monday October 22, 2018 3:30pm - 4:15pm CDT
Iberville D

3:30pm CDT

Using IntelliGage Competitive Market Playbooks (ICMP) to Accelerate Competitive Advantage
LEARNING OBJECTIVES:
  • Learn how the ICMP is constructed, by understanding the full range, and diverse types of chapters and subchapters that can become the foundational anchor, quantitative/qualitative, internal/external information/metrics that can be included, and appreciate the marriage of the hard and soft sciences deployed.
  • Appreciate how you can gain an intimate understanding of the mindset of your market and competitors, examine your own tendencies and actions, and understand how the playbook increases your ability to out think and out plan competition. Each chapter/sub-chapter, level of information that is assembled, focused on revealing the range of opportunities available to you, and inform business planning, enabling decision-makers to integrate internal/external attributes to optimize decisions, and resource allocation.
  • Understand how the CI professional can leverage the ICMP process to become regarded as an integrator of cross-functional communication and planning.
  • Understand how evergreen updating, a dynamic and nimble playbook, alternatives/ contingencies, allow you to stay ahead of your market competition.
  • You can create and drive the rules of engagement. You become the integrator of the market stakeholders. A powerful leadership platform, and commercially attractive, business results enhancing position to own.

Speakers
avatar for Carl B. Derenfeld

Carl B. Derenfeld

VP Strategic Solutions, MedSphere Corp
Carl provides a 360-degree global perspective of the healthcare and life sciences ecosystem, integrating analysis, decision-making, strategy, architecture, implementation, measurement, adjustment, focusing on asset maximization, lifecycle management, resource allocation, priority... Read More →


Monday October 22, 2018 3:30pm - 4:15pm CDT
Royal Room D

4:15pm CDT

Understanding the Insurance Consumer Journey and its Impact on Your Sales
Virtually all insurance shoppers start online. While many still ultimately purchase offline, we learn more every day about how consumers' online activities impact their buying decisions. Understanding online behavior is becoming increasingly important, as insurers push to reach more of the right prospects at the right time and create a unique brand experience, which paves the the way for higher customer lifetime value. Technology has made it possible to map the consumer’s shopping journey, identify when and where they begin shopping, assess where they are in the process, and make ever-more-informed decisions on how to optimize the sales process around the consumer's interest. Join us as we reveal never before seen research on the consumer journey and learn why it is important to master this data for your own unique strategies.

Speakers
avatar for Jaimie Pickles

Jaimie Pickles

General Manager of Insurance, Jornaya
Jaimie Pickles is GM of Insurance at Jornaya (formerly LeadiD) - the fast-growing consumer journey insights platform. Prior to Jornaya, Jaimie pioneered and led multiple online and mobile advertising companies, including InsWeb Corporation – the first online insurance marketplace... Read More →
avatar for Chris Rzany

Chris Rzany

AVP of Strategy, Fidelity Life Association
Chris Rzany is Assistant Vice President of Strategy for Fidelity Life and eFinancial.  In this role, he is accountable for enterprise strategic and operating planning, competitive intelligence, and employee strategic communications.  Before moving into this role, Rzany held multiple... Read More →


Monday October 22, 2018 4:15pm - 5:00pm CDT
Queen Anne Ballroom

4:15pm CDT

Living in a Data Echo Chamber? Don't Let Limited Data Limit Your Profitability in Today's Challenging Markets
Is your book of business performing to its full profit potential? Where should you focus your expansion efforts? Where should you increase your appetite to optimize profitability?
 
Since 2009, the insurance industry has tightened underwriting guidelines and improved efficiency, driving many insurers to shift their focus to growth.
Additionally, major insurance events in 2017 are causing significant upward pricing pressure in 2018 as insurers are being forced to raise premiums and becoming less competitive on price.
 
With so many complex factors impacting both portfolio profitability competitive pricing, driving profitable growth today in your business is a hard challenge across all markets.

This session will review strategies and tools to help you overcome the price/commoditization trap by:
  • Discussing strategies to analyze and help make important decisions about expanding your portfolio profitably.
  • Using data visualization and heat maps to enable you to explore and identify profitable and unprofitable lines and markets on regional, state, and national levels.
  • Identifying territories that have the best combination of volume and profitability by line of business.
  • Ranking markets that present the greatest profit  opportunities and highlighting where your portfolio deviates from other insurers on an aggregate level.
  • Utilizing sophisticated economic forecasting to help identify accounts with premium that will be growing, neutrally impacted, or stressed due to current and future economic trends.

Speakers
avatar for Eric Price-Glynn

Eric Price-Glynn

Senior Principal, ISO MarketStance
Eric Price-Glynn is senior principal of ISO MarketStance managing all day-to-day strategy, management, and customer relations. Mr. Price-Glynn oversees the development of tools that provide highly granular estimates of market opportunities in commercial and personal lines. He specializes... Read More →


Monday October 22, 2018 4:15pm - 5:00pm CDT
Iberville D

4:15pm CDT

Digital Insurance Product Development – Ideas Launched in Months not Years
In this session, RGAx, together with their partners will present a case study on how they used an Agile methodology to launch a new direct to consumer insurance product.

Speakers
avatar for Farron Blanc

Farron Blanc

Vice President, Innovation Studio, Greenhouse Insurance
Farron Blanc is Vice President, Innovation Studio at RGAx, Reinsurance Group of America, Incorporated’s wholly owned innovation incubator.His broad expertise in global product development, market entry strategies, banc assurance and more derive from his insurance industry experience... Read More →
avatar for Shiela Companie

Shiela Companie

Vice President & Chief Life Actuary, Amica Life
Shiela Companie is Vice President and Chief Life Actuary of Amica Life Insurance Company, headquartered in Lincoln, Rhode Island.  In this role, she has overall responsibility for maintaining the financial stability of the company, driving performance against strategic objectives... Read More →


Monday October 22, 2018 4:15pm - 5:00pm CDT
Royal Room D

5:00pm CDT

 
Tuesday, October 23
 

6:00am CDT

Health and Wellness Activity
Join Certified Fitness trainers Rich Marchetti and Liz Taggart for an hour of fitness including a power walk and some light yoga to power up before the Annual Conference.  Meet in the hotel lobby at 6 a.m.  Remember to bring your sneakers and workout clothes.

Tuesday October 23, 2018 6:00am - 7:00am CDT
Lobby

7:00am CDT

7:00am CDT

Registration
Tuesday October 23, 2018 7:00am - 6:00pm CDT
Registration Lobby

8:00am CDT

Opening Remarks
Tuesday October 23, 2018 8:00am - 8:15am CDT
Queen Anne Ballroom

8:15am CDT

Peter Grimm, Cipher - The Role of Human Intelligence in a World of Artificial Intelligence
Gartner has predicted that 1 in 5 workers will have AI as their co-worker in 2022.  This session will discuss what this technological shift means for human intelligence and how the two can complement each other to benefit companies and consumers.

Speakers
avatar for Peter Grimm

Peter Grimm

CEO, Cipher
Peter Grimm is a recognized expert in the areas of intelligence analysis, competitive intelligence, trend monitoring, market entry strategy, and merger & acquisition due diligence. In his current role as CEO of Cipher, Peter helps senior leaders develop innovative strategies to navigate... Read More →


Tuesday October 23, 2018 8:15am - 9:15am CDT
Queen Anne Ballroom

9:15am CDT

Geeta Wilson, Humana - THE EVOLVED CX PLAYBOOK: How to Design and Deliver Whole Experiences That Get Consumers' Jobs Done
The art and science of Customer Experience is evolving exponentially. Why do people want to “hire” your product? What jobs are they trying to get done? How can you innovate new products to predict their success? Using big data and AI to tell the whole story, we’re observing, testing, learning – and acting on what customers are really trying to do.

The founder of Humana’s FastStart Lab, a CX innovation incubator, shows you how to create the space to seek answers and solve for actual consumer problems. Avoid mediocrity by purposely focusing on the wrong things and failing fast as you experiment with real customers. Here’s how to engineer and deliver whole experiences, fall in love with the problem not the solution, and confidently ensure success.  

Speakers
avatar for Geeta Wilson

Geeta Wilson

VP, Enterprise Transformation, Humana
Geeta Wilson is an innovative, transformational Customer Experience visionary with both domestic and international experience in start-ups and Fortune 500 companies. She is a dynamic, results-oriented leader who brings the spirit of a start-up to large matrixed organizations while... Read More →


Tuesday October 23, 2018 9:15am - 10:00am CDT
Queen Anne Ballroom

10:00am CDT

10:45am CDT

Al Naqvi, American Institute for Artificial Intelligence - AI in Insurance: The New Competitive Advantage & Cognitive Empowerment
Artificial intelligence is the new competitive advantage. While all sectors are being impacted with the cognitive revolution, none is being transformed more than the insurance industry. Those who have a strategy to shape their future with artificial intelligence will survive and thrive. Those who don’t, will perish. In this evolutionary justice, there are preferred ways to plan, strategize, and adopt cognitive technologies. This unique and landmark session begins with offering a broad description of how AI is transforming the insurance industry. The session then goes deeper into the specifics of how to create a competitive advantage with advances in deep learning, reinforcement learning, and other advances in AI. The session ends with giving an overview of the future of risk management with AI.
Audience: Insurance leaders and risk managers

Key Takeaways:
  • Learn how AI is impacting all areas of the insurance industry and why you must pay attention
  • Understand horizontal and vertical process dimensions of AI automation and use that to design use cases
  • Develop intuition for designing the AI strategy and learn how to share that with the executives, board, and your firm
  • Learn how to achieve successful cognitive transformation and avoid/manage risk of transformation

Speakers
avatar for Al Naqvi

Al Naqvi

President, AIAI
​​​​​​​​COGNITIVE (ARTIFICIAL INTELLIGENCE) TRANSFORMATION EXPERT: AL (A.I.) NAQVIProfessor Al (A.I.) Naqvi is a leading expert in transforming companies from the “e” to the “ai” era. He specializes in total and integrated business transformation by using artificial... Read More →


Tuesday October 23, 2018 10:45am - 12:00pm CDT
Queen Anne Ballroom

12:00pm CDT

1:15pm CDT

Insurance as a Service
Traditional insurers face disruption in every direction. Consumers are more empowered than ever before, expecting speedy, personalized service from every company they patronize. In order to compete and ultimately win consumer loyalty, insurance companies will need to rewrite outdated service models and develop products that offer more value. The latest innovations are showing consumers a glimpse of what the new age of insurance-as-a-service will look like. As competition intensifies, insurance companies will expand their role to include supplementary services and risk mitigation. Join us as we reveal trends and insights rooted in consumer data, and what these insights could mean for the industry moving forward.

Speakers
avatar for Tara Clemens

Tara Clemens

Senior Industry Analyst, Insurance, Mintel
Tara Clemens is a Senior Research Analyst specializing in insurance for Mintel Comperemedia where she brings a combined background in insurance and omni-channel media planning. In her role at Mintel, she publishes data-driven syndicated and custom reporting based in Mintel's consumer... Read More →
avatar for Ross Reichardt

Ross Reichardt

Product Manager, Arity
Ross Reichardt is a Product Manager at Arity, which is a technology company founded by The Allstate Corporation that provides data science and insight solutions for customers across the globe. Most recently, Ross was a Senior Product Designer on the Allstate User Experience & Design... Read More →


Tuesday October 23, 2018 1:15pm - 2:00pm CDT
Queen Anne Ballroom

1:15pm CDT

The Current State of Commercial Insurance
What issues are commercial carriers dealing with in today’s dynamic market? What sophisticated data and analytics tools are commercial carriers investing in or planning to invest in to help address these issues? In this session, we will reveal the results of our 2018 Commercial Market Research that asks these very questions. The findings will provide interesting insights from the carrier’s perspective regarding the current state of commercial lines insurance.

Speakers
avatar for Hemi Patel

Hemi Patel

Director Vertical Market, LexisNexis Risk Solutions
Hemi Patel is Director of Commercial Insurance for LexisNexis Risk Solutions. Patel is responsible for leading product development and market strategy for data solutions within the commercial lines insurance business. She has 19+ years of experience, which through her various roles... Read More →
avatar for Sonya Penkova

Sonya Penkova

Commercial Vertical Market Manager, LexisNexis Risk Solutions
Sonya Penkova is a Market Manager of Commercial Insurance for LexisNexis Risk Solutions. She is responsible for helping drive the product requirements and go-to-market materials of solutions for the commercial insurance market as well as working with the product development team to... Read More →


Tuesday October 23, 2018 1:15pm - 2:00pm CDT
Iberville D

1:15pm CDT

Being a Health Advisor in 2018 – A Broker’s Perspective on Providing Financial Security
Health insurance is a complex and confusing topic, and benefit options are constantly changing for consumers looking to provide coverage for their family needs.   Building on a high trust relationship with our members, USAA strives to provide personalized advice and a wide range of benefit choices aimed at protecting our member’s financial security.  In an industry that is rapidly changing, success is dependent on enabling the right choices within a digital and mobile shopping experience built through partnerships across multiple competing carriers.

Speakers
avatar for Grant Hoffman

Grant Hoffman

President and General Manager - Medicare Business Unit, CONNECTURE, INC.
Grant joined Connecture in 2014 and as President and General Manager of the Medicare Business Unit (formerly DRX), his team empowers customers with technology that makes choosing healthcare coverage simpler.  Grant's 24 years of healthcare technology experience spans management consulting... Read More →
avatar for Christopher Scott Smith

Christopher Scott Smith

VP, Product Line Leader, USAA
Chris joined USAA in 2014 as Vice President, Health Solutions, and is responsible for leading the collaborative effort to develop, deliver and manage health insurance products which help protect the financial lives of our military members and their families.Chris completed his undergraduate... Read More →


Tuesday October 23, 2018 1:15pm - 2:00pm CDT
Royal Room D

2:00pm CDT

Don't Get Burned - Using Data Analytics to More Accurately Rate Local Fire Responses
As technology continues to evolve, the ability to assess fire risk is becoming more precise. By leveraging the right data, you can get a more accurate local home fire response score, helping you improve underwriting results and pricing accuracy.

Speakers
avatar for Scott Zrebiec

Scott Zrebiec

Principal Statistician, LexisNexis Risk Solutions
Scott Zrebiec is a Principal Statistician at LexisNexis® Risk Solutions. In this role, Scott develops new data and analytics products for the P&C insurance industry.  Scott is an expert in analytics and has built analytic solutions for personal auto, homeowners and commercial lines... Read More →


Tuesday October 23, 2018 2:00pm - 2:45pm CDT
Queen Anne Ballroom

2:00pm CDT

Aggregated Credit Data in Commercial Insurance Risk Segmentation
In this presentation, Anthony will lead a discussion around how aggregated credit data is being used to improve commercial insurance pricing. Anthony will explain what aggregated credit data is, along with the limitations and applications of the data as a non-FCRA solution. Anthony will also discuss new commercial insurance aggregated credit risk models that are being developed in commercial residential insurance and commercial auto along with the loss ratio lift that is being provided from those models.

Speakers
avatar for Anthony Sullins

Anthony Sullins

Director, Product Development, TransUnion
Anthony Sullins is Director of Product Development for TransUnion Insurance, responsible for designing TransUnion’s commercial insurance products.  He is focused on developing new innovative commercial solutions to meet the needs of the commercial insurance industry.  He also... Read More →


Tuesday October 23, 2018 2:00pm - 2:45pm CDT
Iberville D

2:00pm CDT

Building the Next Gen Win-Loss Programs: Fostering Collaboration & Accountability
In the “old days”, the single purpose of Win-Loss programs was to increase the rate of winning new business. Often done in silos, with limited action items and accountability, the success rate was nominal. In today’s competitive customer-driven market, newer programs must be broad and align across many functions with clear goals, action items and accountability. Win-Loss programs designed to capture VOC must be a core component to drive innovation, product management, marketing and sales. This session will review an older Win-Loss program with limited results and a newer flexible program with a higher success rate in business transformation.
Goals:
·        Build a modern VOC-driven Win-Loss program with HIGH visibility
·        Foster collaboration & accountability across functions – Innovation, Product Management, Marketing, Sales, Competitive Intelligence & Market Research
·        Connect dots across all pockets of intelligence
·        Develop tangible, executable action items and success metrics
 


Speakers
avatar for Jennifer Pipia

Jennifer Pipia

Head of Industry Intelligence, MassMutual
Jenn is the Head of Industry Intelligence at MassMutual responsible for delivering strategic and tactical insights for both Individual and Workplace Solutions.Prior to MassMutual in 2012, Jenn held similar Intelligence positions at both TIAA and Merrill Lynch. She started her career... Read More →


Tuesday October 23, 2018 2:00pm - 2:45pm CDT
Royal Room D

2:45pm CDT

3:30pm CDT

The Latest on P&C Trends Impacting Our Industry
The world of insurance is changing at a rapid rate. It’s more important than ever that we understand the Trends and how to manage our risk accordingly. IOT, Connected Cars, Data and Analytics are the key to attracting, growing, building stronger/deeper relationships and retaining customers. This presentation will cover the hottest trends and give ideas and insights on how to navigate the murky waters of each and turn your Insights into Action.

Speakers
avatar for Karen Imbrogno

Karen Imbrogno

Acxiom
Karen Imbrogno is Principal Insurance Industry Analyst for P&C, Life and Health at Acxiom. At Acxiom, Karen assists carriers in building strategies to meet the changing market needs of their prospects and customers. This requires a continuous and deep understanding of the insurance... Read More →


Tuesday October 23, 2018 3:30pm - 4:15pm CDT
Queen Anne Ballroom

3:30pm CDT

The Cyber Risk Insurance Market Landscape
Attendees will be amazed at what a class of 20 MBA students—wholly unfamiliar with the insurance industry—could achieve in a matter of eight weeks. Pairs of students developed purpose and scope statements for their term research project analyzing the cyber risk insurance marketplace, conducting secondary and primary research, applying different CI analytic techniques (e.g., SERVO, McKinsey7S, Linchpin, Value chain), and profiling cyber risk insurers (including business model). Students compiled a great set of resources, commenting on the tools that were most helpful in completing their assignments. Keiser will present the results of student discoveries about this industry segment and the allied cybersecurity industry firms often partnering with insurance companies to provide risk assessments, innovations in detection, remediation, and corporate response.

Speakers
avatar for Barbie Keiser

Barbie Keiser

President, Barbie E. Keiser, Inc.
Barbie Keiser is an information resources management consultant teaching competitive intelligence at Johns Hopkins University (in the classroom) and University of Kentucky (online). Formerly the Director of the Shelby Cullom Davis Library at The College of Insurance (1994-2000), now... Read More →


Tuesday October 23, 2018 3:30pm - 4:15pm CDT
Iberville D

3:30pm CDT

Agile Reinvention: Staying Current with Professional & Personal Skills Required to be an Insights Ninja
Have you ever been the victim of a ‘reduction in force’ (RIF), or reorganization, where you absolutely loved your role and the organization you worked for, and there wasn’t anything you could do to change your unfortunate circumstance? Have you ever wondered, what more could I have done to either enhance my skills closer to the point of indispensability, or attach myself to such a critical outcome in the organization that would make you immune to this all-too-often outcome in “Corporate America”?

If you’ve ever struggled with any of these questions, or many others that might be related to it, join two industry professionals – Karen Kaluzsa of Cigna and Derek Johnson of Aurora WDC – for this session at SIR that will have something for everyone, regardless of the style of insurance products (health, life, commercial, etc.) you may support. In this session, learn about how Karen’s journey – as a classically-trained librarian for a top management consulting agency, with a background in law, and knowing very little about the actual industry of Health Insurance – required an agile reinvention of her core industry skillset to make a hard pivot to an industry she has come to love. Moderated by Derek, who also reinvented himself over 15 years ago from a promising career in the Investment Management arena to an industry he really knew nothing about, this duo will light-heartedly confront a wide variety of skills (professional and personal) that are part and parcel to becoming an Insights Ninja.

Speakers
avatar for Karen Kaluzsa, MLS, JD

Karen Kaluzsa, MLS, JD

Market Insights Senior Specialist, Cigna
Karen has been a member of Cigna's Marketing Competitive Intelligence Center of Excellence since March 2017, where she is responsible for training, responding to ad hoc research requests, working with vendors to expand Cigna's relationships and access to information, and coordinating... Read More →
avatar for Derek Johnson

Derek Johnson

CEO, Aurora WDC
As Chief Executive Officer of Aurora WDC, Derek invests most of his time guiding the overall strategy of the business and directing the firm’s external consulting opportunities with clients. Before this promotion in March 2010, he served the prior seven years as Chief Operating... Read More →


Tuesday October 23, 2018 3:30pm - 4:15pm CDT
Royal Room D

4:15pm CDT

Advancing Competitive Intelligence
In the independent agency channel, private passenger auto and home comparative raters provide agents with an easy way to obtain rates from multiple carriers. Carriers can use this information both from a public policy perspective and to understand their competitive position in the marketplace. This session will discuss both uses of this data featuring case studies and examples from multiple comparative raters, with hints on how to handle different data structures.

Speakers
avatar for Linda Brobeck

Linda Brobeck

Director and Consulting Actuary, Pinnacle Actuarial Resources
Linda Brobeck is a Director & Consulting Actuary with Pinnacle Actuarial Resources, Inc. in the San Francisco, California office. Linda has been in the property/casualty insurance industry since 1986 and has been providing actuarial consulting services since 2011. Her consulting career... Read More →
avatar for Carol Smith

Carol Smith

Director Competitive Intelligence, Progressive
Carol L. Smith has spent the majority of her career in the exciting world of car insurance, nearly all of it at Progressive. As a Progressive three-timer she has been responsible for online quoting, for creating a number of infrastructure improvements, and is now the Competitive Intelligence... Read More →


Tuesday October 23, 2018 4:15pm - 5:00pm CDT
Queen Anne Ballroom

4:15pm CDT

Creating a Foresight Capability in Your Organization
In a world that has increasing volatility, uncertainty, complexity and ambiguity, possessing a foresight capability is becoming more of a necessity.  Establishing such a capability requires making the case, dealing with corporate politics, and developing and executing a robust plan for early success.  In this session, you will gain some perspective on how to go about establishing a forecast capability, based on firsthand learnings.

Speakers
avatar for Steven Douvas

Steven Douvas

Senior Market Research Consultant, FM Global
Steven Douvas is a Senior Market Research Consultant for FM Global, one of the world’s largest commercial property insurance companies. He is responsible for market research, strategic planning, and competitive intelligence. Prior to joining FM Global, Mr. Douvas spent seven years... Read More →


Tuesday October 23, 2018 4:15pm - 5:00pm CDT
Iberville D

4:15pm CDT

Designing Magical Moments
The most memorable moments in life are the best, the worst, and last moments of an experience. Most of the in-between gets forgotten. In most businesses, especially service-based ones, magical moments happen. Someone goes the extra mile to make a person feel extra special on the other end. But, why wait for chance to make these experiences happen…plan for them.

Magical moments are genuine interactions with customers that bring unexpected value in a moment and draw them emotionally closer to your company. Through the use of a variety of research methods, including journey mapping, empathy mapping, ethnography, qualitative sessions, and design thinking, customer experience plans are designed to inspire and enable employees to create magical moments for customers. When systems or processes are difficult to fix and cause pain points, consider magical moments.  When tough and exceptionally great conversations are happening with customers, consider magical moments. Using research to anticipate and guide purposeful plans requires a little science, a little creativity, and a lot of heart.

Speakers
avatar for Andrea Clark

Andrea Clark

AVP Experience Strategy, Western & Southern Financial Group
Andrea brings years of experience in putting the heart of customers at the heart of business. Recognizing the power of relationships that are often underdeveloped with companies and services, Andrea has recently joined Western & Southern Financial Group to lead a new Customer Experience... Read More →
avatar for Mike Ellison

Mike Ellison

CEO, Corporate Insight
Michael Ellison is President of Corporate Insight, Inc., which specializes in market research and competitive analysis for the financial services industry. The firm was founded in the early '90s to address the competitive research needs of marketing executives in the financial services... Read More →


Tuesday October 23, 2018 4:15pm - 5:00pm CDT
Royal Room D

5:00pm CDT

Conference Recap and Prize Drawings
Tuesday October 23, 2018 5:00pm - 5:15pm CDT
Iberville AB

5:00pm CDT