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Feed Adoption Working Group – Moving Forward

Event Information

Date: September 20, 2017 – 9:00 AM - 4:00 PM ET
For: Members
Location: ivari's offices at 5000 Yonge St, Toronto, ON, M2N 7J8

Overview

Feed Adoption Working Group (FAWG) –Moving Forward

Please register as soon as possible so that we can handle logistics and the coordination of the associated vendor meetings.
 
September 20, 2017
9:00am-4:00pm
9:00am-1:00pm – CLIEDIS Meeting for CLIEDIS member distributors
1:00pm-4:00pm – Vendor Meetings, arranged with and by the vendor with their customers
ivari's offices at 5000 Yonge St, Toronto, ON, M2N 7J8

The event is for distributors and their respective agency management system vendors only.
 
You must be a CLIEDIS member to participate in the CLIEDIS meeting portion. If you wish to participate in only the vendor meeting portion, please let us know or contact your vendor directly to arrange.
 
 
The CLIEDIS Feed Adoption Working Group (FAWG) is gaining momentum. 
 
This session will include a combined meeting across all CLIEDIS distributor members in the morning along with vendor specific meetings in the afternoon.
 
In the combined morning session, attendees will review and discuss the feedback and action items including:
  • New feed/carrier specific documentation  
  • Feedback, tracking mechanisms
  • Fulfillment of a lobbying role
  • Success measurements
  • Potential enhancements to feeds to better support automation

Vendors are responsible for the agenda for their afternoon sessions.
 
This meeting is open to CLIEDIS member distributors and their AMS vendors who are processing feeds only.
 
You must be a CLIEDIS distributor member or invited AMS vendor to attend.
 
About FAWG
 
CLIEDIS is working for distributors to help define the role CLIEDIS and others can and should play in providing support for distributors to increase adoption and improve efficiencies.

Through FAWG we can determine how to work together to resolve the issues impeding the use of the data.  The outcome of this initiative will be used to direct future work efforts of CLIEDIS.
This event is open to CLIEDIS members.
Please login below to attend.
IF YOUR COMPANY IS A CLIEDIS MEMBER AND YOU DO NOT HAVE AN LOGIN ID, register here.
Registration Fee: $00 CAD
Registration Fee: $00 CAD

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Registration Fee: $00 CAD

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AN EMAIL WITH INFORMATION ABOUT THE EVENT WILL BE SENT TO YOU SHORTLY.
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THANK YOU FOR REGISTERING FOR THIS EVENT.
AN EMAIL WITH INFORMATION ABOUT THE EVENT WILL BE SENT TO YOU SHORTLY.
AN INVOICE WILL BE SENT TO YOU SEPARATELY.

Materials

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Agenda

FAWG Agenda for F2F Meeting
* Subject to change

September 20, 2017
9:00am-4:00pm

 
9:00-1:00  CLIEDIS Meeting for CLIEDIS member distributors
 
  • Communication Strategy Updates
    • Work to date with carriers and vendors on key topic areas
      • Issue communication/management/escalation
      • Feed maintenance processes
      • New feed development
      • Release scheduling
    • New feed release documentation (what’s in feed clarifications, related process questions)
      • What other questions should we be asking
    • Ticketing System for issue management, tracking
      • Pilot review
    • Knowledge Base of known issues
      • Pilot review
    • The Product Code matter
      • Inventory Results, next steps
         
  • Feed Updates to improve automation, clarification 
    • Discussion - Starter list underway (see end)
       
  • Success measurements
    • How to demonstrate success of initiative
       
  • Next Steps?


1:00-4:00  Vendor Meetings, arranged with and by the vendor with their customers?
 
  • AMS Vendor Customer Session
    • Agenda and invite list set by vendor; build on last session and impact of morning topics
 
 
Starter List - Feed update requests to date:

App Notification
  • Min and max premium for UL policies at coverage level
  • Add Revocable/Irrevocable indicator for beneficiaries
  • Rethink logic for handling cases split across MGAs  
  • Treatment of policy fee as part of primary coverage
  • Elimination period, benefit period and occupation class on disability and LTC coverages
  • Replacement indicator for app notifications which are conversions / replacements
  • FYC at Coverage level indication
  • Duration
 
Book of Business
  • Min and max premium for UL policies at coverage level
  • Add Revocable/Irrevocable indicator for beneficiaries
  • Rethink logic for handling cases split across MGAs  
  • Treatment of policy fee as part of primary coverage
  • Elimination period, benefit period and occupation class on disability and LTC coverages
  • Duration

Pending
  • Rethink logic for handling cases split across MGAs  
  • Treatment of policy fee as part of primary coverage
  • FYC at Coverage level indication (new completely)
 
 
Items to take up with carriers in advance to F2F and bring responses to F2F:
 
  • Treatment of child term riders
  • Where policy conversions land
  • What date is app received date