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  • Automating the Underwriting Process
    Automating the Underwriting Process NewsDirect article that discusses the benefits of automating the underwriting process. Underwriting speed, the east of case submission and sales support stand ...

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    • Authors: Susie Cour-Palais
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Underwriting - Life Insurance; Technology & Applications>E-commerce; Health & Disability>Electronic medical record
  • Medicare Advantage experience data: pitfalls and concerns beyond ASOP #23
    Medicare Advantage experience data: pitfalls and concerns beyond ASOP #23 Medicare Advantage Organizations must consider influences both internal and external to the adjudication process as they ...

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    • Authors: Michelle Wahab, Shelby Weber
    • Date: Mar 2019
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health information technology; Social Insurance>Medicare; Technology & Applications>Data warehousing
  • Let's Not Reinvent the Wheel
    Let's Not Reinvent the Wheel Actuarial modelers need to engage and leverage IT expertise in the design, maintenance, and control of actuarial models. Computer Science;Model Validation ...

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    • Authors: Brenda K Perras
    • Date: Jul 2015
    • Competency: Strategic Insight and Integration>Management partnership; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Actuarial Profession>Best practices; Technology & Applications>Computer science
  • The Salesman Who Doesn’t Sell
    The Salesman Who Doesn’t Sell Want to do business with agent Brian Greenberg? Drop that telephone. Don’t bother blocking out an afternoon appointment. No need to Google Map his office.By Corey ...
    • Authors: C Joseph Dahl
    • Date: Sep 2013
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; Communication>Written communication; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Analytics and informatics; Technology & Applications>E-commerce
  • Appendix Exhibit A
    Appendix Exhibit A End-User Computing (EUC) applications (such as Microsoft Excel, Microsoft Access, and others) provide a great benefit by allowing users to directly manage, control, and ...

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    • Authors: Society of Actuaries
    • Date: Apr 2013
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: CompAct
    • Topics: Technology & Applications>Software
  • Model Governance Checklist
    Model Governance Checklist This article covers the American Academy of Actuaries’ “Model Governance Checklist” that was created in response to PBR regulatory model governance needs. PBR;Model ...

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    • Authors: Michael Failor
    • Date: Apr 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Governance; Technology & Applications>Software
  • Applying FinTech and IT Practices to Building Actuarial Models
    Applying FinTech and IT Practices to Building Actuarial Models Discussion of how to apply FinTech and IT processes and technologies to building an in house actuarial models. Model validation; ...

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    • Authors: Michael Sullivan, Igor Nikitin
    • Date: Nov 2018
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Modeling & Statistical Methods>Modeling efficiency; Technology & Applications>Computer science
  • Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions
    Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions How including the intent and rationale of the tax law in system specifications can lead to better ...

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    • Authors: Scott Koehler
    • Date: Oct 2017
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Best practices; Public Policy; Technology & Applications>Software