Learn how insurance organizations can leverage FastTrack Analytics to improve financial, underwriting, agent & customer service operations. Use your data to gain competitive advantage in challenging economic times.

1. FastTrack! Analytics for Insurance Webinar May 12, 2010

2. Agenda

4. Advisory Services

5. Vertical Services

6. Enterprise Applications

7. Strategic Technical & Data Services

8. Founded in 1992

9. Headquartered in Wakefield, MA

10. 335 Employees

11. Large North American Footprint

12. Focus on Middle and Global 2000 Market

14. Why Analytics for Insurance? Why should I be considering analytics? Enhanced customer service, extendable to Agents Move from avalanche of data to actionable information Ad-hoc capabilities, remove the need for IT Analyzing information vs. searching for data Self-service access to key data points Visual hotspots, no more searching reports

15. FastTrack! Analytics – Insurance Focus Areas Build on the core dimensions by adding others to address specific business questions in one of these areas: Customer Service (Policy status, cash value, complementing products) Operations(Efficiency, Planning, Forecasting, Quality Metrics) Core Dimensions: Policy, Product, Client, Group, Eligibility, Claim Core Metrics: Sales, Persistency, Status, Premiums. Losses Agency(Products across region, TPA tracking, Agency production, Lapse rates, license / appointment tracking) Actuarial (Product types by region, profitability, rates) Finance(Planning and Budgeting Metrics, Customer or Item Profitability) Underwriting(Policy Status, Time to Issue, Declination rates, Replacements)

17. Time to decline by Underwriter

18. Rewrites by Underwriter

20. Where are we wasting time in our core processes?

22. More effective training procedures

27. Declination Rates by region / product / age band

34. Premium by CSR

38. Cost to roll out a new product

39. Target high value customer segment

41. What are my most profitable product lines?

43. Focus efforts on more profitable products

45. “It required too large of an investment to get started”

46. “I’m just too busy and short-staffed to get involved with a major initiative like data analytics”

47. “I’ve looked at several data analytics software packages, but it doesn’t really fit our unique business”

49. Based on accelerators that can be quickly customized to meet your specific business needs

52. Designed to leverage current in-house technology

53. Allows for expansion at your paceCost/Risk Sensitive

54. What are the Benefits of FastTrack! Analytics?

56. Define/confirm the data visualization capabilities required

57. Decompose the business problem(s) into required data

58. Confirm the high-level business-centric data model

59. Determine which accelerator components to use

60. Assemble the analytics data mart data model

61. Design/develop the data visualization/ dashboard

62. Create required roles

63. Create load utilities

64. Conduct testing

65. Prep for demos

66. Conduct initial demonstration of FastTrack! Solution with key stakeholders

67. Conduct up to 2 additional demo’s

68. Document recommendations for enhancements

70. Data visualization components

71. Analysis specific components

72. Industry specific

73. Logical groupings of components for business challenges

74. Dimensions

75. Attribute lists

76. Default hierarchies

77. Subject areas

79. Metrics grouping extract formats

80. Look-up values

82. Extending FastTrack! Analytics The FastTrack! Analytics pilot can be extended in many different ways towards the creation of an enterprise analytics platform More Sophisticated Analytics Extended to Other Departments Additional Integrated Subject Areas Additional Users/Roles More Analytical Views Expanded Metrics Additional Data Sets Expanded Dimensions

83. Q & A Questions? Thank You!