Real Time Solutions for Carriers

War Against Keystrokes

Who we are• Software company with multiple solutions all dedicated to

distribution automation within the P&C insurance industry

• Installed at carriers or hosted for them; white-labeled

• Enable portals, book rolls, upload and real-time connectivity

• 100+ projects across 54 clients, all act as references

• Part of the Sword Group, a global player with $300m in annual revenue; leading all Sword Group activities in the insurance industry

CIO Lays out Agency Interface Landscape

Our agents love our upload

interface, right?

E-mail from agent to carrier

Better get my resume together…

What is AgencyConnect?

XML Product Definition

ACORD XML v1.17

AgencyConnect Supports…

AgencyConnect Roadmap• AgencyConnect v4.0 released Jan 2010

– Faster speed to market and better maintenance– Lays groundwork for toolkit– Supports Personal Package– Upgrade of existing client from v3.x to v4.0 in Feb

2010

• AgencyConnect 4.1 (Q2 2010)– More vendors: Hawksoft, Applied EPIC support, ACS,

Capital Rating– More Transport: TransactNOW PL Submit support

Why AgencyConnect• Proven • Experienced• Knowledgeable

• Many inputs, one ACORD XML output • Insulates carriers from changes in landscape

• SOA architecture• Integrates with point of sale, rating and core

processing systems

AgencyPortExperience & Speed to

Market

Mason Power(917) 348-3998

mpower@agencyport.com