Technology Showcase:

Business Process Management Software

for Insurance: Enabling Business Results

Deepak Singh, President & CTO

Becky Barnette, VP of Sales

Sponsored by:
Objective for today’s session

Š Discuss how business results are enabled by BPM Software (BPMS) with
three keys to success:
„ Speed
„ Ease
„ Scalability

Š Demonstrate how significant business results were enabled with the

implementation of Adeptia BPM software in Meadowbrook Insurance Group.

Š Conduct a live demonstration of Adeptia BPM software to demonstrate first

hand its speed, ease and scalability capabilities.

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Potential uses of BPM Software for the insurance industry
Š Automate rules (underwriting, claims, accounting, actuarial, risk control,
etc) and include human intervention as necessary
Š Automate processes to enable straight-thru processing (new business,
renewals, cancellation, endorsements, billing, etc)
Š Access data on a real time basis inside and outside the organization
Š Reduce costs to distribute products
Š Remove barriers to business such as manual application processes and
disconnected billing processes
Š Create ability to monitor and improve processes to insure efficiency and
excellent customer experiences

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Adeptia: The Company & Products

„ Adeptia, Headquartered in Chicago, R&D in India

„ Business Process Management Software
„ Integration Centric BPM Product
„ Powerful integration and workflow automation technology
„ Supports SOA initiatives
„ Enables Straight Through Processing

„ Insurance Industry expertise recognized by Celent

„ Insurance Industry domain experience of over 40 years
„ Specific Insurance Accelerators for the insurance industry
„ Agency Carrier Alliance Accelerator
„ Insurance Company Partner Integration Accelerator
„ Insurance Company System Integration Accelerator
„ Insurance Carrier Portal Accelerator

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Product used by many industry leaders

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Business Process Management vs. BPMS

BPM is a discipline that allows you to manage, automate and optimize the flow of
information and business process steps that span your organization’s systems,
people, customers and partners within and beyond your corporate boundaries.

ƒ Manage:
„ Document business processes.
„ Share and collaborate between Business Users and IT developers.

ƒ Automate:
„ Create individual human workflow tasks.
„ Create automated system services and activities.
„ Implement execution of process flows with real-time or batch triggers.

ƒ Optimize:
„ Track and monitor processes in-flight.
„ Analyze post-completion logs and reports to identify bottlenecks.
„ Enhance and improve performance
„ BPM never ends it improves over time

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How does BPMS enable business results?

Š Business results are enabled as a result of 3 key capabilities

SPEED – Time is more than money - Time Based Competition*
z Speed of deployment
z Speed of business execution
z Speed of STP
EASE
z Collaboration between business and IT
z Minimize custom coding
z Ease of business and IT execution
SCALABILITY
z Design for re-use vs. re-do
z SOA platform for growth
z Pay for needs now vs. the future

* Boston Consulting Group, 2007, downloaded October 25, 2007 from

http://www.bcg.com/this_is_bcg/mission/time_based_competition.html

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Case Study – Meadowbrook Insurance Group

Š Over $500 Million GWP

Š Alternative Risk Programs
Š Corporate Vision:
„ Reduce Barriers to customers, increase process efficiencies, and grow profitably

Š BPM Vision:
„ Enterprise wide effort working from the bottom up

Š Definition of Success:
„ Speed – Business and results
„ Ease – Make it easier for customers
„ Scalability – Tie costs to results, re-use whenever possible

Š Expected hard cost savings in the millions

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Business Problem— Slow and Costly Account
Current Process
MEADOWBROOK

AGENTS
3
1 2

Policy Mgmt System

Rec’vd Mail Business users
manually review
and process the
data files

Web Front Application

Business Problem:
Š Poor cash flow due to 45 day period to reconcile payments
Š Agency cost increased by long reconciliation and error correction process
Š MIG costs increased due to manual reconciliation efforts
Š Manual entry of data into MIG systems caused errors and increased costs
Š Prior attempts to automate failed

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Original “As-Is” Process – All manual

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Required Business Outcomes

Business Goals:
‰ Post cash receipts more quickly
‰ Create automated data transfer process, minimize time and manual
intervention
‰ Establish controls
‰ Allow business users to handle process

Technology goals:
‰ Use a tool that allows business & IT to work in a collaborative manner
‰ Create solutions that can be reused for future projects
‰ Create business rules to reduce human effort

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Solution – Account Current Process Automation
BEFORE
MEADOWBROOK

AGENTS
3
1 2
POINT –
Policy Mgmt System
Rec’vd Mail Business users
manually review
and process the
data files

Advantage System

AFTER

MEADOWBROOK

AGENTS F
I 3
1 2
R POINT –
Internet E Policy Mgmt System
W ADEPTIA
FTP Server
A
L
L 4

Business user Advantage System

resolves errors

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New Process – Highly automated

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Solution allows human intervention
Š Business users are notified by emails
when any error-records are found
Š They login via web-browser to review and
fix errors
Î Significant increase in productivity!

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Business and Technology goals achieved
BPM Success

Š All business goals met

;Post cash receipts more quickly
;Create automated data transfer process, minimize time
and manual intervention
;Establish controls
;Allow business users to handle process

Š All technology goals met

;Use a tool that allows business & IT to work in a
collaborative manner
;Create solutions that can be reused for future projects
;Create business rules to reduce human effort
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 Adeptia BPM Product Demonstration

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Adeptia: Combines Process Workflow and Integration

+ +
Services
Execution Engine
Repository
Design Studio

Process Management Data Integration

• Design process flows • Access and send data to any apps

• Define business and process rules • Handle many different data formats
• Assign Review, Approval or • Process bulk-data by applying
exceptions handling steps as workflow validation and mapping rules
tasks to business users

Process-centric, SOA-based approach

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Adeptia Demonstration

Š Business Analysts designing a

Process
„ Creating a business process and
specifying rules
„ Simulation of process

Š Developers automating process

and creating integration touch-
points
„ Data dictionary and schema
„ Data Mapping

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 THANK YOU

Before you leave please register to win a free

Adeptia Partner Integration Solution valued at
$50,000.

For additional information please visit: www.adeptia.com

Please contact Adeptia to schedule a personalized demonstration of

Adeptia technology.

Email: sales@adeptia.com
Phone: 312-229-1727 x118
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