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Sheraton Boston Hotel
39 Dalton Street
Boston, MA 02199
November 13, 2012

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Agenda - Boston, MA

E-Signature Forum for Insurance Executives
November 13, 2012

Sheraton Boston Hotel
Boston, MA

Tuesday, November 13, 2012

8:00 a.m. – 9:00 a.m.                      
Registration Opens and Continental Breakfast

9:00 a.m. – 9:10 a.m.
Welcome and Introduction

Mary Ellen Power, Vice President Marketing, Silanis

9:10 a.m. – 10:00 a.m.                 
The Legal Landscape: E-Signature Legislation and Case Law

Patrick Hatfield, Partner, Locke Lord

Locke Lord LLP is a leading e-commerce law firm with deep expertise in insurance. In this session, Patrick Hatfield will conduct a review of the US electronic signature law and share lessons learned from recent case law. The presentation will also feature a six-point framework Locke Lord LLP developed to help mitigate legal risk when implementing electronic processes. Looking closely at issues of fraud, repudiation, admissibility and compliance, summit attendees will learn how a well-designed process, supported by the right technology, can actually reduce risk and increase the enforceability of e-transactions compared to paper processes.

10:00 a.m. – 11:00 a.m.                 
Enterprise E-Signature Requirements

Michael Laurie, VP of Product Strategy, Silanis

Led by 20-year industry veteran Michael Laurie, this presentation will review the top requirements of an enterprise e-signature solution and explain why they matter to insurance companies of every size. Michael will explain the four solution pillars that will help frame your requirements – e-sign framework for the best optimal process design, transaction management for visibility, access and control over customer transactions, evidence needed to create a legally enforceable transaction and architecture  to ensure tight integration with devices, services and back end systems. Armed with this insight, summit attendees will know how to create an optimal e-signature user experience with high adoption rates while meeting business and compliance requirements.

11:00 a.m. – 11:15 a.m.                 
Networking Break

11:15 a.m. – 12:00 p.m.                 
Best Practices for In-Person and Remote E-Signing

Francois LeBlanc, Director, Technical Sales, Silanis

With so many options for electronic signatures, how do you choose the right approach? While there is no universal “best” or “most legal” type of electronic signature, there are best practices that can help you create an optimal e-sign process to ensure high adoption. This demonstration will feature two scenarios – a proposed insured who meets in-person with an agent (mediated) and an applicant who is remote (unmediated), accessing the transaction via the web. These use cases will highlight the options for authenticating signers, presenting documents, capturing signatures and distributing signed documents in a real-world scenario using an iPhone, iPad and laptop.

12:00 p.m. – 12:30 p.m.                
Closing Keynote: Smarter Insurance: Global Markets, Technologies, and Implications

Pawel Stefanski, Value Creation Executive, Sales & Distribution, Global Insurance Industry, IBM

With extensive experience advising many insurers worldwide, Pawel Stefanski is responsible for value creation, insurance solutions and industry partnerships in IBM Global Insurance Industry organization. In this presentation, Pawel will share insights on how to navigate upcoming shifts in our industry's globalization, regulation, and business models. He will elaborate on the three pillars of success for best-in-class insurers, how IBM's Smarter Insurance vision can help insurers capitalize on change, and how key practical capabilities like customer intelligence, straight through processing, and electronic signatures will be foundational for any successful insurer strategy.

12:30 p.m.                                         
Networking Lunch  

Each attendee can choose a table pertaining to their area of interest to brainstorm, network and learn from the speakers and their peers.