1. ACORD & Electronic Signatures Marcia Berner, ACE Director, Implementation Services ACORD Corporation Date

2. Who are we?.org Association for Cooperative Operations Research and Development

3. Insurance Data Standards, Forms, and Strategic Initiatives.org Standards Development Relationships & Implementation Services

4. SDO: Program and Locale Program Property & Casualty Life and Annuity Global Reinsurance and Large Commercial Lines Locale US & Canada Bermuda London Market South Africa Australia China India Russia

5. Current and Developing Standards P&C – XML V1.x – AML – eForms – AL3 (legacy) L&A – ACORD XML – ACORD AML – DTCC GRLC – DRI – Reinsurance standards

6. Facets of the ACORD Framework What insurance companies do Common interfaces and services definitions for insurance systems Glossary of terms used by all other facets of the Framework Logical persistence model based on the Information Model The relationships among insurance concepts

7. SDO: Our Members.org Insurance Carriers Agents/Brokers Distributers Solution Providers Industry Associations*

8. SDO: Member Driven Standards.org Agile approach Standards WG’s Specific WG’s Program WG

9. 2020: Relationship & Implementation Services.org Relationship Management Implementation Services Strategic Future Initiatives (R&D)

10. 2020: Strategic and Future Initiatives.org R&D Implementation Communities Metrics

11. Relationship of Activities Projects ACORD 2020 Vision SDO Standards Current Activities CommunitiesMetricsFutureR&D

12. Electronic Signature Community

13. Number Independent Agents* 1996 44,000 2002 40,000 2006 37,500 2012 38,500

14. Consumer Age Demographics

15. 2012 Top Technology Challenges Protecting Security of confidential info Ensuring confidentiality of data transmitted Marketing Effectively on the Internet New in 2012 – providing clients with mobile apps

16. Where is the industry? Property & Casualty – Low adoption – Understand there are benefits – Small number agents are using – Very small number carriers will accept Life & Annuity – NAVA/IRI standard for annuities – LBTC documenting requirements

17. AUGIE Community

18. Electronic Signature Community

19. Strategic Analysis Document

20. There is No Magic Bullet Grow Community Advocacy AUGIE 2013 Named Priority Webinars/Education Regional Summits ?Standards???? ? Regulators???? ? Associations????

22. Get Involved