Digitizing Insurance: Best Practices

Digitizing Insurance: Best Practices


Available On Demand
Duration 60min
Lisa Valentine
Associate Editor
Insurance & Technology
Lisa Valentine
Lisa Valentine has almost 20 years of experience as a freelance writer and editor with expertise across the full spectrum of the financial services industry including banking, insurance and capital markets. Lisa writes feature articles, newsletters, white papers, blogs, conference dailies, news releases, case studies, data sheets and advertorials for a wide variety of trade publications, custom publishers, and financial services clients. She specializes in interviewing high-level executives about business challenges, strategies and transformations. Before launching her freelance career, Lisa was an IT business analyst for AT&T and Bristol-Myers Squibb. Lisa holds a B.A. in English from the University of Virginia and is a member of the American Society of Business Publications Editors.
Martina Conlon
Principal, Insurance P&C
Martina Conlon
Martina Conlon is a principal in Novarica's insurance practice focused on the P&C and healthcare markets. Martina is the primary researcher and author of market leading reports on agent portals, business intelligence, business process outsourcing and IT staffing strategies. She provides expertise on IT best practices, organizational approaches, and strategic technology architecture and planning. Her recent consulting experience includes vendor selection efforts, insurer peer benchmarking, IT organizational assessments and IT sourcing strategies. Prior to Novarica, Martina served as Director of Enterprise Technology for Arbella Insurance, where she was responsible all enterprise applications, including policy, billing, claims, business intelligence, websites and portals. She has also served as Principal Consultant with leading technology and consulting firms where she partnered with client executives to launch technology solutions to meet strategic business goals. She holds an MBA from Boston University and a BSEE from Tufts University.
Bill Bergdoll
Insurance Market Specialist
Pitney Bowes Document Management Solutions
Bill Bergdoll
Bill Bergdoll has spent the last 25 years working in the document production and management field. Bill began his career in the defense industry. He moved shortly after to Xerox where he advanced working both on local and national accounts dealing with all aspects of the document including design, creation, production, imaging, networking and distributed print systems. Bill has also worked in the web presentment and payment field with many of the top banking institutions in the US. Bill is part owner of a property-casualty agency in the Phoenix area and has worked on projects with a national carrier that include client management systems, imaging systems and billing management systems. Bill is currently the Insurance Market Specialist for Pitney Bowes Document Management Solutions.
Rohit Mathur
Head-Insurance Digitization Practice
Wipro Technologies
Rohit Mathur
Rohit Mathur has been with Wipro for 10years. He has been specializing in Managing Enterprise Application Deployments, Asset and workflow management and heads our Insurance Digitization Solutions Practice globally. Rohit has deep experience in solution design for cloud based solutions, digitization, workflows, IT apps and ERPs and is positioned to provide expert consulting and project management of business, logical and technical architectures in the areas of implementations, business process re-engineering, training, software implementation and service management.

While many insurance firms have made headway in improving some business processes with document management and content management systems, these systems are typically siloed and don’t address the strategic challenges of supporting enterprise-wide agility and providing consistent customer experience across the organization. Instead, insurers continue to manage disparate document management systems that lack the functionality to simplify the document stream for the entire business.

To achieve the most benefit from digitization, insurers will need to integrate paperless initiatives into existing system infrastructures and processes as well as to consolidate capture systems.
Attend this live webinar to learn how to:

  • Develop an enterprise-wide digitization roadmap
  • Leverage paper-free processes in continuous business improvement
  • Calculate return-on-investment of digitization projects and learn how a per-use model can reduce implementation and ongoing costs
  • Implement change management and overcome resistance to enterprise-wide digitization by galvanizing employees and assuring senior level support.
  • Evaluate solutions for scanning documents “at the door” including outsourcing digital mailrooms to deliver documents in hours rather than days.
Register for this webinar now to explore how digitization can revolutionize the insurance industry and learn strategies for implementing a future-proof digitization platform that reduces operating costs, improves customer service and allows insurers to focus on core competencies instead of document management.

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