At AIG we worked in the Life Operations Division to lead a process review for New Business, Claims, Billing and Policy Owner service functions with the goal of identifying short, medium and long-term process improvements. The review resulted in a significant FTE savings across multiple Operations functions and significant cost savings created by automating manual processes or moving work to lower cost areas. We also led the Operations requirements and sign-off for a major conversion project, moving 1.2M policies to the Accenture Life and Annuity Platform (ALIP) over an 18 month period. This included defining business requirements for Life Operations and managing the review testing and delivery process for the admin system and all connected supporting systems.

At GPM We led a policy admin conversion effort to move policies from the legacy LSP system to the web-based GIAS (Concentrix) platform. We developed an agile delivery approach and designed the model-office testing strategy to streamline the delivery process. We also assisted in re-designing the Operations Call Center to dramatically improve SLA times. Solutions3000 also helped to implement a rules-based underwriting system and worked to implement electronic applications and signatures for GPM Life.

At National Western Life we led the conversion project to migrate 250K+ policies from a legacy system to the FAST web-based platform. We were responsible for the overall implementation effort which included defining and managing development sprints, unit and model office testing, back-end integration testing and the production deployment process. We also led the creation of an electronic application process with real-time underwriting (Ebix and Hannover Re) and electronic signatures (DocuSign). Solutions3000 also led the effort to implement DTCC and place the first Life product on the Ebix AnnuityNet platform.

At Catholic Life Insurance we implemented Electronic Applications for multiple products and lines of business and built the data integration layer to help move this data into the policy admin system. We also developed custom software to assign policy numbers to incoming applications (paper and electronic), created a custom suitability scoring system and created a workflow system to parse through attributes contained in inbound XML files to greatly reduce paper and increase accountability across departmental lines.

At iPipeline we were responsible for the successful delivery of iPipeline solutions to multiple client accounts. Managed multiple teams of project managers, developers, and business analysts in support of client projects. Solutions3000 was responsible for managing all aspects of the project to implement a fully integrated iPipeline e-application solution that included Illustrations, Advanced Sales Concepts and a Forms Repository. This role required in-depth requirement studies working with the project sponsors and business partners. Our role was vendor management, development and execution of the project plan, quality assurance testing, streamlining of workflow and processes, through to agent adoption and developing metrics to monitor usage and quality. Achieved implementation of the electronic application in 4 languages both domestically and internationally to support all traditional and non-traditional life and fixed and variable annuities. The total implementation included a forms repository and illustrations solution to support the producer in both a connected and disconnected environment.

Solutions3000 worked with VIP to implement a custom LexisNexis integration into their E-Application to allow data prefill for a majority of the applicant data. This improved accuracy of the E-App and significantly improved agent satisfaction. We also helped to build a custom integration to the DTCC database to pull in data for a proprietary project which helped increase customer retention.