Transcript Guardian Life Insurance

Mobile Insurance Work
Force
Thomas So
Business Development Director - Asia Pacific
www.ianywhere.com
Who is iAnywhere Solutions
• Leading provider of software and services
enabling anywhere, anytime access to enterprise
information
– Mobile, embedded and workgroup database solutions
– Mobile middleware solutions
– m-Business solutions
• Uniquely offers proven “always available” mBusiness technology platform
• Subsidiary of Sybase, Inc.
Who is iAnywhere Solutions
• Financial Strength
– $89 million USD revenue in 2001
– 30% operating margin
• Market Leader
– Mobile database market leader for 6 consecutive years
– Fastest growing embedded database vendor
– Over 6 million deployed technology licenses
– 73% market share in Mobile Database market
Mobile Database Market Leader
1996 Mobile Database Market Leader: SYBASE 55%
1997 Mobile Database Market Leader: SYBASE 58%
1998 Mobile Database Market Leader: SYBASE 61%
1999 Mobile Database Market Leader: SYBASE 63.5%
2000 Mobile Database Market Leader: iAnywhere Solutions 68%
2001 Mobile Database Market Leader: iAnywhere Solutions 73%
全方位領導地位
醫療單位
零售服務業
金融服務業
政府單位
銷售人員
自動化系統
(Leadership Across Markets)
Over 700 OEM Alliances
Awards and Accolades
• Java Developer's Journal (JDJ) Readers' Choice Awards,
Best Mobile Database Product, 2001
• META Group’s SPEX Product of the Month, Best Wireless
Application Server, 2001
• RealWare Merit Award, 2001
• Software Development Magazine’s Jolt Productivity Award,
2001
• Mobility Award For Best Database At Mobile Insights
Conference, May 2002
The Top Choice in Insurance
•Sybase technology is used in every one of the top
20 life insurers, and 22 of the top 25 property
casualty insurers
•68% of the SIA (Security Industry Association) firms
use Sybase as their production RDBMS
•100% of the Top 100 SIA member firms use Sybase
•7 out of top 10 insurance companies’ SFA is based
on Sybase iAnywhere
The Top Choice in Insurance
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Aetna
AIG
Allmerica
American General
Blue Cross of CA
Canada Life
CNA Insurance
Insurance Services Office
General Accident
General Reinsurance
Guardian Life Insurance
John Alden
John Hancock
Liberty Life
Liberty Mutual
London Life
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Manulife
Maritime Life Assurance 
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Marsh & Mclennan
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Mass Mutual
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Metropolitan Life
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Minnesota Mutual
National Association of 
Insurance Commissioners 
New York Life
Northwestern Mutual Life
Norwich Union
Protective Life
Prudential
Robert Plan
Royal Insurance
SCOR
St Paul Co’s.
The New England
Travelers
USF&G
Zurich
Kumbo Life Insurance
Korealife Insurance
Pin An Insurance
Application example
• Insurance agent’s application:
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manage clients& policy information
manage prospect information
Product information (Policy, Chart, Rate & others)
Proposal & validation Systems
Policy Pre-judgement
Internal news & notice
Sales management eg. Commission
Marketing information and document
Team management
Schedule & reminder
Application example
• Additional functions for Insurance companies or
agents (example):
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Trend and position of client group
Data mining and value analysis
Psychological analysis and sales guide
Policy and marketing analysis
Efficiency analysis & guide
Agent’s sales management
Training
Technology Enablers -- Devices
Technology Enablers -- Connectivity
Pervasive Area
Wide Area
WAP
Local Area
Personal Area
IrDA
Bluetooth
Home RF HomePNA
Personal Workspace
DSL
CDPD
GSM
TDMA
Ethernet
ISDN
WLAN
802.11
Ardis
Metricom
Mobitex
Cable
Office
Remote Office
Dial-Up
“Everywhere”
© 2000 META Group Inc., Stamford, CT, (203) 973-6700, metagroup.com
GPRS
3G
iAnywhere Products
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SQL Anywhere Studio 8
– Leading mobile, workgroup and embedded database
– Enterprise Synchronization
– ASA (for CE), Ultralite, Mobilink, SQL-Remote
m-Business Studio
– Comprehensive platform for Always Available mobile computing
– iAnywhere Wireless Server
Manage Anywhere Studio
– Mobile and remote device & application management
Mail Anywhere Studio
– Mobile e-mail synchronization
Message Anywhere Studio (coming soon)
– Application oriented messaging for mobile & wireless environment
– P2P messaging available
– Beta testing
AvantGo products (coming soon)
– Best known for offline web solutions
– February 26th, 2003 completed acquisition
Architecture
Oracle
Sybase
MS
SQL
SVR
IBM
DB2
Other
DBs
Bi-directional & Transactional Data Synchronization
Investment Methods
• Total ownership
– traditional buy & own model
• Sell to Agent (Direct Model)
– sell front-end solutions directly to agents
• Sell to Agent (Indirect Model)
– re-sell front-end solution to agents
• ASP
– operated by ASP consortium
– sell to agents as monthly subscription service
Customer Success Stories
Prudential Insurance & EZ Data
Solution
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Sales force automation application
built by EZ Data and deployed to
Prudential Insurance Sales Force
Benefits
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Deployed 12,000 seats across 300
offices allowing field agents to
access customer information from
anywhere in the country
Significant increases in employee
productivity and improved customer
service
Customer Success Stories
Prudential Insurance & EZ Data
Functions
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Calendar Management
Word Processing
Reports
Query
Client Discussion Notes
Letters Written
Investment Transaction
Client Appointments
Customer Success Stories
Korealife Insurance
Business Challenge
• Implement a mobile sales force automation system that will
support and
streamline all phases of the insurance sales cycle
Solution
• Laptop PCs equipped with Life Planner Notebook, a mobile sales force
automation application that provides up-to-date account information and marketing
data, enabling 20,000 financial planners to design customized insurance packages
from any location
Customer Success Stories
Korealife Insurance
Benefits
• Sales representative revenue up by an average of 30%
• Saved $10 million due to reduced requirements for desktop PCs
at sales offices
• Enhanced sales performance and reduced administration time
due to the ability of sales staff to issue insurance policies on the
spot
• Average time from selling a policy to underwriting cut in half
• Substantial cost savings realized by eliminating the need for
printed catalogues
Architecture – Korealife Insurance
Distributing
server
IBM 9672
Data of life planner’s
activation
Wireless Network
Marketing Supporting Data(CRM))
Internet Server
Internet support data
New Program
Customer Info Server
Marketing supporting data(CRM))
New program
- Branch office’s data server
Application Server
(win2000)
Customer Info DATA
New Program
Data of life planner’s
activation
Business Office’s PC
Portable PC for life planners
Korealife Insurance Function Table
MECA/FSS
Target customer information
management
• Customer information management
• Sales schedule management
• Marketing support system
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MECA/MGR
Version Management
• Automatic S/W distribution
• Real-time data
synchronization
Total financial consulting program
• Insurance design programs
• Total financial design
• Guarantee analysis program
Sales activity assistance program
• Sales activity Simulation
(under development)
• Mailing programs
• Promotion programs
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Sales activity analyzing program
Network detecting
system
• Automatic server
detecting
• Automatic network
detecting
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DB Connector
• DB connect management
• DB data management
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MECA/ENV
security and resource
management
• User approach control
• Equipment management
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Self-Study programs
Voice browser
• Voice recognition
• Voice synthesis
Guardian Life Insurance
Solution:
• Wireless Agent Automation solution to link
agents with corporate systems
• Wireless solution on a variety of devices
• Powered by m-Business Platform technolo
gies; built by iAnywhere Professional Servi
ces.
Benefits:
• Enables producers to increase both produc
tivity and client satisfaction
• Cost-effective extension of Guardian’s exist
ing, as well as new, corporate systems to w
ireless devices
Guardian Life Insurance - Functions
Login
Help
Alert Search
Main:
Type of
Search
Linked Account
Search
Legal Disclaimer
Linked Account
List
Policy
Detail
Policy/Contract
Search
Search for
Alerts
Policy/Contract
List
Contract
Detail
Value by Fund
Detail
.
Annuitant/Owner
Detail
Guardian Life Insurance – Support Devices
Device
Offline
Data Store
Data
Synchronizatio
n
Software
Distribution
Email
Alert
Messaging
Pocket PC
(Compaq
iPAQ)
UltraLite
with AES
encryption
MobiLink with
optional
Certicom SSL*
Mobile Mail
Pocket
Outlook
Inbox with
MM Client
MMS (SMS,
Email, Appto-App)
Palm OS
(Palm V)
UltraLite
with AES
encryption
MobiLink with
optional
Certicom SSL*
Mobile Mail
Palm Mail
with MM
Client
MMS (SMS,
Email, Appto-App)
RIM 857/957
Custom
solution
Custom solution
Custom
solution
RIM Email
Client
MMS (Email)
Mobile
Phone
N/A
N/A
N/A
N/A
MMS (SMS)
AES = Advanced Encryption Standard
MM = iAnywhere Mobile Mail
SSL = Secure Sockets Layer
MMS = iAnywhere Mobile Message Service
SMS = Short Message Service
N/A = Not Applicable
Guardian Life Insurance - Architecture
Wireless Network
Certicom
Internet
DMZ
Intranet
TCP/IP,
X25,
dialup, etc.
Carrier
MobileSys
Firewall
Openwave
HDML
Gateway
WAP
Gateway
Openwave
Proprietary
HTTPS
3DES
RIM Gateway
SMTP
Authentication
App to App
Gateway
HTTPS
Enterprise
Database
(DB2 UDB)
UCV Application
Server
(WebSphere)
SMS/
Paging
Gateway
HDML
Gateway
WAP
Gateway
Email
Gateway
External
JMS
Gateway
JMS Provider
Email to SMS
Gateway
Firewall
TCP/IP
iAnywhere Wireless Server
SMS Gateway
Message
Delivery
Rules
(MDR)
Mobile
User
Delivery
Service
(MUDS)
Application
Authentication
Engine
(eTRUST)
Personalization
Repository
Web Browser
Guardian Life Insurance – Sample
Screens