This BriteCon presentation encourages BriteCore users to explore web services beyond insurance processing to meet the demands of today's business environment.
2. OVERVIEW 2
Topics
for
Discussion
1. Why
Managed
Services
Ma=er
to
You
2. Advantages
of
the
Service
Model
3. Using
Managed
IT
Services
4. First
Hand
Accounts
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
3. 3
WHY IT MATTERS
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
4. WHY IT MATTERS
New
Business
Pressures
4
Expecta6ons
are
changing
for:
Work
Habits
and
Company
Culture
Customer
Service
-‐
Insured
and
Agent
Experience
Opera%onal
Efficiency
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
5. 5
WHY IT MATTERS
Complacency
Kills
Businesses
But
I’m
doing
great
as
is.
Average
age
of
your
employees,
agents,
insureds
Con%nually
refine
your
niche
Parable
of
the
boiling
frog
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
6. 6
WORK HABITS
Genera6on
Y
60%
2014
40% Born after 1980
Born before 1980
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7. 7
WORK HABITS
Genera6on
Y
25%
75%
2025
Born after 1980
Born before 1980
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
8. 8
WORK HABITS
Recrui6ng
and
Reten6on
50%
Believe
their
employer
discourages
new
ways
of
doing
things
and
will
not
reward
them
for
innova%ve
ideas.
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
9. 9
WORK HABITS
Recrui6ng
and
Reten6on
52%
Expect
to
eventually
work
independently,
instead
of
working
for
a
tradi%onal
company.
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
10. 10
WORK HABITS
Since
1994
400%
increase
in
“Fulfilling
Career”
while
“Secure
Career”
has
seen
a
54%
decline.
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
11. 11
WORK HABITS
Recrui6ng
and
Reten6on
Millennials
Expect
Quality
family
and
leisure
%me
Agency
within
an
organiza%on
Efficient
use
of
their
%me
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
12. 12
WORK HABITS
Recrui6ng
and
Reten6on
Millennials
Expect
Flexible
work
hours
and
loca%ons
Inclusive
company
culture,
open
management
Intui%ve
technology
and
high
automa%on
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13. 13
CUSTOMERS
Insured
and
Agent
Experience
Your
customers
have
or
will
have
op6ons.
Your
compe66on
is
con%nually
improving.
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14. 14
CUSTOMERS
Insured
and
Agent
Experience
You
are
compe6ng
with:
Large
na%onal
carriers
Other
local
mutuals
Direct
to
consumer
channels
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
15. 15
CUSTOMERS
Insured
and
Agent
Experience
Compe66ve
Advantage
(
Three
C’s
)
Customer
Service
Convenient
Access
Compe%%ve
Rates
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16. 16
CUSTOMERS
Insured
and
Agent
Experience
Customer
Service:
Friendly,
accessible
customer
service
representa%ves
Timely,
fair
claims
se=lement
Self-‐service
via
mobile
and
web
Relevant
and
targeted
communica%on
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17. 17
CUSTOMERS
Insured
and
Agent
Experience
Convenient
Access:
Quo%ng
Policy
Inquiry
Endorsements
First
No%ce
of
Loss
Claims
Inquiry
Billing
Payments
Documents
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18. 18
CUSTOMERS
Insured
and
Agent
Experience
Compe66ve
Rates:
You
can
reduce
rates
if
you
control
your
combined
ra%o
Expense
Ra%o:
opera%ng
efficiency,
reinsurance
expense
Loss
Ra%o:
Risks
analysis,
data
mining,
underwri%ng
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
19. 19
EFFICIENCY
Opportunity
Cost
Efficiency
Is
key
to
business
success
over
the
long
term.
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
20. 20
EFFICIENCY
Opportunity
Cost
Unnecessary
costs
steal
resources
from
real
business
opportuni6es.
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
21. 21
EFFICIENCY
Opportunity
Cost
Sunk
Costs:
Opera%ons
Facili%es
Processes
Reinsurance
Cost
Opportuni6es:
Customer
Experience
Superior
Staff
and
Service
Automa%on
Marke%ng
and
Expansion
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
22. 22
EFFICIENCY
Efficiency
at
Scale
Managed
services
can
help
you:
Manage
value
added
services
instead
of
infrastructure
Lay
a
progressive
technology
founda%on
Increase
the
quality
of
your
staff
Reallocate
resources
to
add
new
value
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
24. ADVANTAGES
Why
Is
This
Model
AZrac6ve?
24
8
Dis6nct
Advantages
Managed
IT
Ongoing
Updates
Control
Costs
Accessibility
Spreading
Risk
Disaster
Recovery
Higher
Security
Modern
Technology
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25. 25
ADVANTAGES
Why
Is
This
Model
AZrac6ve?
Managed
IT
Dedicated
Field
Professionals
24/7
Support
Drama%cally
Expanded
Capabili%es
Regular
Maintenance
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26. 26
ADVANTAGES
Why
Is
This
Model
AZrac6ve?
Ongoing
Updates
Best
Prac%ces
Agile
Project
Management
Con%nuous
Release
Steady
Incremental
Value
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
27. 27
ADVANTAGES
Why
Is
This
Model
AZrac6ve?
Controlled
Costs
Fixed
Monthly
Expense
over
Cap
Ex
Shared
Costs
Pay
Only
for
Required
Capacity
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
28. 28
ADVANTAGES
Why
Is
This
Model
AZrac6ve?
Accessibility
Browsers
are
Ubiquitous
on
all
Devices
No
VPN
or
RDC
Required
Extremely
Low
Down%me
Browsers
Already
Contain
Tools
for
Disabili%es
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
29. 29
ADVANTAGES
Why
Is
This
Model
AZrac6ve?
Spreading
Risk
Unlikely
Outage
of
All
Systems
Simultaneously
Security
Breach
Contained
Risk
of
Obsolescence
is
Minimized
and
Segmented
Easier
to
Quickly
Transi%on
from
One
Service
to
Another
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
30. 30
ADVANTAGES
Why
Is
This
Model
AZrac6ve?
Disaster
Recovery
Servers
Not
in
Your
Building
Backups
Inherent
in
Most
Services
Mul%
Availability
Zones
with
AWS
Local
Device
Agnos%c
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
31. 31
ADVANTAGES
Why
Is
This
Model
AZrac6ve?
Higher
Security
Build
Upon
Secure
Infrastructure
SOC
/
PCI
Audits
More
Eyes
Equals
Be=er
Assessment
Many
Contributors
with
Open
Source
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
32. 32
ADVANTAGES
Why
Is
This
Model
AZrac6ve?
Modern
Technology
Huge
Range
of
Modern
Technologies
to
U%lize
Web
Apps
are
Appealing
to
Higher
Caliber
of
Developers
Much
Quicker
to
Deploy
New
Tech
U%lize
Combined
Power
of
Infrastructure
and
Soaware
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
33. 33
BENEFITS
Why
Is
This
Model
AZrac6ve?
Address
Business
Pressures
Staffing
-‐
A=ract
Be=er
Talent
Customers
-‐
Be=er
Communica%on
and
Sales
Channels
Efficiency
-‐
Reduce
Your
Combined
Ra%o
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
35. SERVICES 35
Okay,
but…
How
How
do
I
leverage
web
services
to
drive
value?
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
36. SERVICES 36
Prac6cal
Applica6on
You
may
already
use:
Banking
Investments
Retail
Medical
Records
Search
Communica%ons
Media
Delivery
Messaging
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
37. SERVICES 37
Prac6cal
Applica6on
There
are
many
applica6ons
you
can
move
to
web
services
right
now
if
you
haven’t
already.
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
38. SERVICES 38
Prac6cal
Applica6on
Email
and
Messaging
Calendar
and
Planning
Documents
and
Spreadsheets
VoIP
Phone
System
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39. SERVICES 39
Prac6cal
Applica6on
Virtual
Mee%ngs
Website
Development
Time
Tracking
File
Storage
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
41. SERVICES 41
Prac6cal
Applica6on
Email
and
Messages
Storage
Import
History
Tagging
and
Flagging
Rules
and
Filters
Integra%ons
Spam
Filtering
Mobile
Integra%on
Admin
Management
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
42. GOOGLE 42
Email
and
Messaging
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
43. OFFICE 365 43
Email
and
Messaging
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
44. ZOHO 44
Email
and
Messaging
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
45. YAHOO 45
Email
and
Messaging
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
46. SERVICES 46
Key
Differen6ators
Calendar
and
Planning
Interface
Recurring
Events
Invita%ons
Physical
Resource
Send
As
Integra%ons
Mobile
Integra%on
Admin
Management
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
47. GOOGLE 47
Calendar
and
Planning
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
48. OFFICE 365 48
Calendar
and
Planning
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
49. ZOHO 49
Calendar
and
Planning
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
50. YAHOO 50
Calendar
and
Planning
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
51. SERVICES 51
Key
Differen6ators
Documents
and
Sheets
Web
Interface
Na%ve
Applica%ons
Formadng
Sharing
Sedngs
Familiarity
Font
Libraries
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
52. GOOGLE 52
Documents
and
Spreadsheets
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
53. OFFFICE 365 53
Documents
and
Spreadsheets
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
54. ZOHO 54
Documents
and
Spreadsheets
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
55. AWS ZOCALO 55
Documents
and
Spreadsheets
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
56. SERVICES 56
Key
Differen6ators
VoIP
Phones
PBX
Replacement
Call
Management
Mul%-‐Device
Support
Business
SMS
Integra%ons
Faxing
Transfer
to
Video
Integra%ons
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
57. RING CENTRAL 57
VoIP
Phones
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
58. MIGHTY CALL 58
VoIP
Phones
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59. OOMA 59
VoIP
Phones
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
60. PHONE.COM 60
VoIP
Phones
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
61. SERVICES 61
Key
Differen6ators
Virtual
Mee6ngs
Screen
Share
and
Video
Number
of
A=endees
Audio
and
Video
Clarity
Dependability
Recording
Switch
Presenter
Mobile
Integra%on
Sharing
Focus
Scope
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
62. RING CENTRAL 62
Virtual
Mee6ngs
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
68. WIX 68
Website
Development
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
69. WEEBLY 69
Website
Development
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
70. NAMIC WEB SERVICES 70
Website
Development
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
71. SERVICES 71
Key
Differen6ators
Time
Tracking
Dead
simple
interface
Timer
or
Manual
Entry
Tagging
/
Categorizing
Permission
Levels
Repor%ng
Integra%ons
Export
Mobile
App
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
72. TOGGL 72
Time
Tracking
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
73. TIMECAMP 73
Time
Tracking
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
74. TIMELY 74
Time
Tracking
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
75. TIMELY 75
Time
Tracking
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
76. SERVICES 76
Key
Differen6ators
File
Storage
Storage
Space
Desktop
App
Mobile
Browser
Mobile
Preview
Permissions
Integra%ons
-‐
BIG
HERE
Rollback
and
Restore
File
organiza%on
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
77. GOOGLE DRIVE 77
File
Storage
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
78. DROPBOX 78
File
Storage
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS
79. BOX 79
File
Storage
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86. SERVICES 86
Key
Differen6ators
Infrastructure
PaaS
vs.
IaaS
Range
of
Services
Pricing
Disparity
Soaware
Architecture
Servers
or
Workspaces
Control
vs.
Simplicity
IT
Exper%se
WEB-BASED SERVICES 10/19/2014 PHIL REYNOLDS