Description: CEO of National Liberty Corp. discusses relationship marketing, his company's new approach to direct-response insurance marketing. From the 1988 Record of Society of Actuaries, Vol. 14, No. 2.

Description: This 1978 session focused on persistency and agent retention. Questions addressed: 1. What are the current industry practices and experience with regard to the recruiting, training and retention of agents? 2. Are there ways of building the marketing system that can ease the cost impact of loss because of terminated agents? 3. To what extent are agents directed to markets that will allow them to survive ? 4. Are policy persistency studies valuable in helping general agents and managers identify poor markets? 5. Are persistency studies made that relate to the profile of the insured, in addition to relating to policy characteristics? 6. What uses are made of persistency data by agency to improve results? 7. How effective are persistency incentives in compensation plans for agents and home office field management?

Description: Panelists discuss various aspects of lead generation, including database development and management, market segmentation, and marketing techniques. From the Record of the Society of Actuaries, Vol. 23, No. 3.

Description: Hear an overview of InsurTech trends and challenges globally. Then, presenters will dive deeper to talk about InsurTech's application in insurance product distribution via smartphones and insurance company's risk selection, risk evaluation, risk control and the related challenges brought to actuaries. Specific applications and cases will be presented.

Description: In session 71 PD of the Montreal Spring Meeting panelists discuss how banks have entered the insurance markets in Canada, the U.S., U.K. and continental Europe. From the Record of the Society of Actuaries, Vol. 23, No. 2.

Description: This discussion covers the advantages and disadvantages in the adoption of annualized commission and how much investment a small company can afford to make in the study of individual agencies. From Transactions of Society of Actuaries 1959, Vol. 11, No. 30 AB.

Description: This presentation is an open forum from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. The panelists present the preliminary report of The Society of Actuaries Task Force for Research on Life Insurance Sales Illustrations, summarizing the results of the task force’s work to date. Acknowledging the near universal belief that current sales illustration practices are inadequate, the panelists, members of the task force, discuss the alternatives to current illustration practices that the task force identified. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 4A.

Description: This panel discussion, presented at the SOA's May 1976 Meeting in Houston, covered information and opinions related to consumerist trends and their actuarial implications. Discussions included: the U.S. Senate's Consumer Information and Fairness Act, NAIC disclosures, entitlement, changing life styles, confidentiality, availability of coverages, and Canadian consumerist developments.

Description: This session discussion is about New York state compensation issues: Agent owned captives, Persistency bonuses, Asset based compensation, Regulation 49 issues, Section 4228 issues. From Record of the Society of Actuaries Vol. 15, No. 3A.

Description: The presenters focus on traditional and non-traditional techniques for setting IBNR and assume some experience on the topic. Take in a brief overview of the basic development of IBNRs for financial reporting. Then explore general considerations and various methods used to estimate claim costs, plus understand variability in IBNR projections as well as challenges that arise in certain situations. There will be opportunities for the audience to share ideas and considerations based on past experiences.