2. About Oceanwide
Leading provider of hosted insurance software solutions for the global property & casualty insurance industry
100 + employees with a broad range of technology & insurance expertise
Global footprint – Montreal, London, Hong Kong, Antwerp and Bogota
Privately-held, owner-managed
Focused on standards-based innovation to help our customers manage & expand their product distribution
Genoa: largest global marine insurance platform

3. About Oceanwide • Guiding Principles
Streamline inter-company collaboration, reduce data entry costs & errors, and deliver powerful business intelligence functionality to our customers Develop expertise in all targeted lines of insurance to provide sound advice to customers and rich functionality to address their most complex requirements Offer complete solutions, combining software with end-to- end implementation services, application hosting, 24/7 help- desk & marketing support Partner with our clients, sharing the risks and rewards of the software, by charging minimal setup fees coupled with success-based pricing

4. Track Record of Success
Insurers & MGAs
Brokers
Zurich
Chartis
Chubb
Allianz
CV Starr
Great American
Hartford
Lloyd’s of London
IMU/ One Beacon
Catlin
Unigroup
Sea Cargo
Van Breda
Mitsui Sumitomo
Max Specialty
Watkins
Amica
Aon
Marsh
Nacora
Roanoke
Willis
Miller Insurance
Integro
Equinox
WRRG
HSBC
What is the % against fortune 500?

5. Bridge • Overview
An easy to use platform to automate and optimize the sale and distribution of insurance products
Oceanwide Bridge opens up a world of possibilities:
Sell your products through a new, inexpensive web platform
Offer an automated, quote-bind-issue solution to your brokers, agents and other distributors
Quickly launch new products to exploit market opportunities
Present your agents with a consistent interface to your multiple back-end policy administration systems
Import, process and consolidate data from all your distributors’ systems through a variety of integration tools

6. Policy Administration System
Bridge • Workflow
Back-office Systems
Policy Administration System
Data/ Document Warehouse
Accounting Systems
Policy Rules & Rating
Booked Policies
Invoices
& Payments
External Databases S u b m i s o n Q t e , P l c
& Invoices
Oceanwide Bridge
ACORD XML or Web Forms
Credit Card Processors
Insurer / Broker Setup, Control & Monitoring
Other Distribution Channels
Brokers, Agents & Cover Holders
Direct Assured Access via Internet

7. Bridge • Benefits Improved Underwriting Control User-Friendly
Distributor
Experience
Quick
Low-Cost
Startup
Lower Administrative &
Processing Costs
Comprehensive
Implementation
Support

8. Quick Low-cost Startup
Minimal startup fees – success-based pricing
Fully hosted  No IT support infrastructure required
Simplified branding of your web site & documentation
Excel import/export tools for data loading
Easy on-line product configuration process:
Application and submission forms
Rating and underwriting rules
Quote and policy document templates
Built-in integration with payment processors & 3rd-party databases

9. User-friendly distributor experience
Easy-to-use front end for brokers, agents and other distributors intuitively designed to mimic their workflow
Maintains a consistent distribution interface to multiple, changing back-end policy administration systems
Processes submissions, issues quotes & policy forms
Simplifies and automates endorsements & renewals
Imports bordereaux data & maps to ACORD standards
Allows claimants to report losses & track claim status 24x7
Multi-lingual, multi-currency, multi-company, multi-product

10. Improved Underwriting Control
Allows for specific underwriting rules, premium rating and coverage terms for each product, distributor and cover
Validates all submissions against defined rules
Ensures the accuracy of policy documentation
Streamlined referral workflow focuses underwriters on exception cases
Maintains a detailed audit trail
Offers powerful reporting tools and real-time monitoring of risk data

11. Lower Administrative & Processing Costs
Enhances “self-service” capabilities, avoiding repetitive data entry processes
Automatically calculates premium, taxes & charges
Streamlines workflow with & dashboard alerts
Builds and stores an electronic claims file
Issues and stores all policy documentation
Generates monthly invoices
Processes credit card payments
Automates renewal processing

12. Comprehensive Implementation Support
Success-based fee structure
Experienced implementation team
Global presence
Product configuration assistance
Web-conference training
On-site training seminars
Custom eLearning centers
24x7 multi-lingual help desk support
Tele-sales team
Internet marketing services

13. State-of-the-art Technology
Experienced team of .NET & Biztalk developers
Data stored natively in ACORD XML
Scalable services oriented architecture (SOA)
World-class hosting infrastructure
Sarbanes-Oxley / SAS70 compliant processes
3rd party security testing
Daily data downloads
Option to deploy in-house

14. Success Stories

15. Success Story • Yacht Straight-through Processing
The Company & Objective
The Solution
An insurer wants to launch a recreational marine practice and offer a network of specialized brokers a self-service portal for processing and binding recreational marine insurance products
Streamlined processing of high volume, low premium risks
Underwriting resource applied only to exceptions and complex risks
Underwriting rules applied based on real- time access to risk details and aggregations
Ability for brokers to print all quote & policy documentation instantly while adhering to insurer’s internal compliance & operating processes
The Challenge
Fully automated broker portal with quote, bind and policy issuance
Referral-processing workflow for manually quoting exceptions and complex risks
Premium management tools to help coverholders generate invoices and track payments
Direct integration with insurer back-office policy administration, accounting and data warehouse systems
Results
Successfully product launch with $10+ Million premium written in first year
1000s of yachts insured through national network of specialized brokers
Complete integration with downstream system and cost-effective management by a small underwriting team

16. Success Story • Bank Distribution Opportunity
The Company & Objective
The Solution
An insurer wants to distribute various commercial insurance products through a large European bank leveraging bank’s local distribution power to tap into local small/medium-sized company market.
Insurance products configured and maintained within system by insurer
Integration with bank’s financial trade application for access by bank employees and branch sales staff
Seamless integration with bank’s online offering for direct online sales to bank customers
Automatic quotes and certificate issued directly through the bank’s systems
The Challenge
Efficient, cost-effective method to process a high volume of one-off transactions with no manual intervention
Elimination of redundant data entry & associated errors
Easy access to insurance coverage details for bank employees to assist their sales efforts
Calculation of bank fees and revenue in addition to premium using separate rate schedules
Results
Significant new revenue stream successfully generated for the bank
Deepened relationship between insurer and bank resulting in cross-selling of other insurance products to customer base

17. Success Story • Bridge E-commerce portal
The Company & Objective
The Solution
A Broker wants to sell cargo insurance online under through a self-service web portal to small and mid-sized freight forwarders
Easy online registration process for clients
Automated rating and insuring conditions specific to each of thousands of individual shipment declarations
Collaborative referral handling for exceptions
Instant certificate issuance
Credit card payment processing
Online claims reporting and status
Powerful reporting tools
The Challenge
Cost-efficient solution for processing transactions from thousands of small clients & low-premium transactions
Tight control and underwriting to avoid adverse selection
Ability to rate individual shipments using many rating factors
Integration with inside sales team and powerful CRM tools
Detailed billing information by shipment & multiple efficient modes of payment processing (Pay as you go, monthly invoicing, partial payment, deposits, etc…)
Results
100,000+ transactions per year handled by a team of 2 brokers
Increased premium growth while maintaining low claims ratio year-on-year for the last 12 years to build a multi-million dollar profitable book of business

18. Success Story • Forwarder Software Integration
The Company & Objective
The Solution
A global freight forwarder wants to streamline and control their cargo insurance offering through an efficient automated Solution
Complete integration of quote, bind & issue offering with forwarder’s freight management software
Forwarder receives quote and certificate documents directly through their existing software
Interface is based on web services
Forwarder sell price tracked separately
Collaborative referral processing for special quotes from insurer
The Challenge
Streamlined processing time for freight bookings
Elimination of redundant data entry and associated errors
Handling of complex ratings for individual shipments that consider the wide range of destinations, customers & commodities shipped
Need for forwarder to track their revenue generated from the sale of insurance
Insurance premium embedded in forwarder’s quote and customer billing
Results
Significant growth in amount of insurance sold
Reduced administrative cost and improved underwriting results through real-time monitoring by insurers

19. Success Story • Relocation Insurance B2C
The Company & Objective
The Solution
A US broker wants to distribute a London Market relocation insurance product through moving and relocation companies
Individual policies with rates and conditions for each relocation/moving company and corporate client
Automatic premium calculation for shipment and storage declarations
Integrated billing and invoicing
Online loss reporting and claims status
Full claims management and adjustment functionality
Advanced analytics and BI reporting through Cognos integration
The Challenge
Web-based portal for recording details of moves and storage consignments
Online reporting and tracking of claims by a global network of claims representatives
Powerful analysis tools to drive loss control measures and control underwriting results
Results
Increased profitability through reduced administrative costs
Increased customer satisfaction through the use of electronic servicing

20. Thank You Montreal | London | Hong Kong | Antwerp | Bogota
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