Resources

Case Study

Forty-six states in two months:
How one insurer implemented ISO's commercial auto rating plan in record time

Publications

SMA Perspective
Capitalizing on Regulatory Content for Business Advantage

This perspective is based on SMA's experience, research, and insights.

ISO has purchased the distribution rights to this research and perspective. This is not paid-for research.

Recorded Web Seminars

Increasing Agent Policy Submissions
an Edgewater Technology and ISO web seminar

Learn how carriers use ISO’s automated rating and validation tools to quickly and easily provide agents with eth quotes they need. Jeff Lopata, CIO of Preferred Mutual Insurance Company, will discuss the business benefits realized by implementing an ISO rating solution with a new custom agent portal. ISO’s Todd Meyer and Edgewater Technology’s Phil Monahan will join Mr. Lopata to explore the challenges many organizations face and the potential solutions.

Presented by:
Jeff Lopata, CIO, Preferred Mutual Insurance Company
Todd Meyer, Senior Consultant, ISO Rating Solutions, ISO
Phil Monahan, Principal Consultant, Edgewater Technology, Inc.

Original presentation date:
Tuesday, January 17, 2012

Using Rate Modeling to Navigate the Fast-Changing Business Landscape
Hosted by: Insurance Networking News

Being able to extract policy data from your policy administration system to determine the effects of rate changes is a valuable tool for assessing and adjusting your book of business. Such rate variations are sometimes necessary when filing rates with state insurance departments. And determining the right price for each risk has always been difficult for carriers, particularly in light of volatile market conditions and underwriting cycles. This web seminar will examine how insurance carriers use rate modeling to improve profitability, identify market trends and meet the ever growing challenge of a fast-changing business environment.

Presented by:
Sheila Bertelsen, Senior Assistant Actuary, GuideOne Insurance
Todd Meyer, Senior Consultant — ISO Rating Solutions, ISO
Jon Kaplan, VP Product Development, AQS, Inc

Original Presentation Date:
December 2, 2010

Handling ISO Rate Management Successfully to Stay Current with ISO
Rate management can be a time-consuming task. Insurers have asked ISO to help, and we've responded with two products — ISO Rating Service® and ISO Electronic Rating Content. Both provide automated ISO content — direct from the source. In this session, you'll get a working demo of the products and learn how they can help you.

Presented by:
Todd Meyer, Senior Consultant – ISO Rating Solutions, ISO

Original Presentation Date:
Monday, March 7, 2011

How to Import ISO Electronic Rating Content™ into Your Core Systems to Achieve Growth and Reduce Costs
Join us to learn how you can automatically import ISO Electronic Rating ContentTM into your policy administration systems. You'll learn about flexible tools that let you apply your own company deviations quickly and easily. Keep current, reduce costs, and accelerate speed to market for standard ISO offerings and highly customized ones.

Presented by:
Karen Furtado, Partner, SMA Strategy Meets Action
Mark Sheehan, Assistant Vice President, ISO Rating Service, ISO
Drew Birtwistle, Product Manager, Camilion Solutions

Original Presentation Date:
Monday, January 17, 2010

click to view ISO Rating Service at-a-glance video

 

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