DAVE TWEEDY 2015 RMIS - Advisen Ltd. · 2018-03-29 · can about the current state of RMIS offerings and the differences among RMIS platforms also makes this effort highly relevant

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Provider AssessmentVERSION TWO

2015RMISREVIEW

DAVE TWEEDY

2 July 2015 | www.advisenltd.com

2015 RMIS REVIEW

THANK YOU TO OUR SPONSORSPLATINUM SPONSORS

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2015 RMIS REVIEW

TABLE OF CONTENTS

2015 Letter from Dave Tweedy ...................................................................................... 7

List of Bundled/Unbundled Providers ............................................................................ 11

Publisher’s Note .............................................................................................................. 15

Dave Tweedy’s Comparison & Evaluation ....................................................................... 19

Bundled Industry Discussion ........................................................................................... 21

Unbundled Industry Discussion ....................................................................................... 23

Claims Administration - Oriented Systems ..................................................................... 27

Rumor Mill and Recent News Discussion ........................................................................ 31

RMIS Review Questionnaire Transparency ...................................................................... 34

Minimum RMIS Standards ............................................................................................... 39

Summary Ranking for Bundled Providers ........................................................................ 41

Summary Ranking for Unbundled Providers ................................................................... 43

Technology vs. Functionality .......................................................................................... 45

Bundled Systems............................................................................................................. 47

Unbundled Systems ........................................................................................................ 58

Appendix ........................................................................................................................ 76

About ............................................................................................................................. 78

Copyright © 2015 Advisen Ltd. All rights reserved. No component or derivative of this RMIS Review material, in whole or in part, may be reproduced, repurposed,

or redistributed without prior permission from [email protected]

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2015 RMIS REVIEW

2015 LETTER FROM DAVE TWEEDYI want to thank both Bickmore, my employer, and Advisen, my editor and publisher for their continued support in

the production of RMIS Review, 2015 Version. I also want to thank each vendor for cooperating with us by filling out

and submitting their surveys and answering questions. Without their cooperation, this survey would not exist. They

represent the best of the best.

Lastly, I want to thank my colleague, Paul Cross, who served as my editor, critic, chart designer and sounding board as

we put this e-book together.

As with past editions, this Review is meant to be a guide to those who are seeking to buy, upgrade, change or otherwise

study this unique sub-industry. The ratings are mostly based on what the vendors supplied in their questionnaire. Of

course, we perform due diligence within the industry to confirm any questions. We also reserve the right to add our 2

cents worth.

The Review is modeled after Consumers Report with some Gartner and Celent thrown in for good measure. It is not

foolproof. We recognize that not all vendors will be happy. However, we strive to be as objective as possible in providing

nothing but the facts and my honest opinion based on over 35 years in the RMIS marketplace. I do not have “a dog in this

hunt”. I want to help my clients and clients-to-be. After all, selecting a RMIS is not the easiest or cheapest thing to do.

We at RMIS Review are always looking to improve. We would like more vendors to become a part of it in the future. We

invite readers (vendors and system users alike) to write and make suggestions on how to improve the content. Next year

(2016) we will provide a new and updated Users’ Feedback version. We will be changing and hopefully improving the

questionnaire to give readers and vendors alike more information on how they are perceived.

We appreciate the opportunity of presenting this year’s edition of RMIS Review to you all. We trust you find its contents helpful.

Dave Tweedy CMC, RMIS DirectorBickmore

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2015 RMIS REVIEW

LIST OF BUNDLED PROVIDERS:

•AIG

•Broadspire (Risk Sciences Group)

•CNA

•ESIS

•Gallagher Bassett

•Liberty Mutual

•Sedgwick

•Travelers

•York

LIST OF UNBUNDLED PROVIDERS:

•APP Technologies

•Marsh ClearSight

•Computer Sciences Corporation

•DAVID Corporation

•EBIX, Inc.

•Effisoft

• INFORM Applications

•JDi Data

•Mountain View Software

•Microsoft

•Origami Risk, LLC

•PCIS

•Risk Sciences Group

•Riskonnect

•Solartis

•Systema Software

•Ventiv Technology

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2015 RMIS REVIEW

PUBLISHER’S NOTEAdvisen is proud to once again publish this year’s RMIS Review. Under the watchful eye of Dave Tweedy, this year’s

RMIS Review - like our 2013 effort – is based upon an extensive RMIS Provider questionnaire. Our plan is to conduct this

analysis for publication every two years. On even years, such as next year’s 2016 edition, we will conduct our RMIS User

Survey and report on user views and sentiments.

However, like previous years, our annual goal is to produce a quintessential document that is a “must read” for RMIS

users & future RMIS users as well as RMIS providers. As more insureds discover the virtues of a RMIS compared to their

excel spreadsheet, and as the complexities confronting the Risk Management departments around the world increase,

the RMIS Review is one of very few independent sources of information in this competitive vendor arena.

You are one of over 2,500 readers who will download and review this document. Your inclination to learn as much as you

can about the current state of RMIS offerings and the differences among RMIS platforms also makes this effort highly

relevant for our 13 sponsors. This publication has become the definitive information authority on the subject of RMIS.

Version Two

This Version Two of the 2015 RMIS Review is being published in early July 2015. As has become our tradition,

a preliminary version of the RMIS Review was first published in late April; this version corrects and updates an

assortment of editing and formatting issues. The three most significant material changes in Version Two are 1) the

unbundled provider rankings have been adjusted slightly; 2) some material deemed less effective has been removed,

such as the scores on incomplete data submissions and the glossary; and 3) a profile for Microsoft has been added

- based solely upon the author’s market knowledge - to illustrate the relative advantages and disadvantages of

Microsoft as a RMIS Provider.

Participation

Also like prior years, we have encouraged as many RMIS providers as possible to participate. This 2015 edition features

responses from 25 RMIS providers - 9 bundled providers and 16 unbundled providers – almost a 20% increase over our

2013 effort. Note that there is no charge to participate.

Compared to the 2013 edition, we welcomed back these 8 bundled providers: AIG, Broadspire, CNA, ESIS, Gallagher

Bassett, Liberty Mutual, Sedgwick, and Travelers.

A new 2015 response was also received from York Risk Services Group.

Zurich responded in 2013, but did not respond for the current review.


2015 RMIS REVIEW

For unbundled providers in 2015, we welcomed back 12 RMIS platforms: APP Technologies, CSC, DAVID Corp, Ebix,

INFORM Applications, MountainView Corporation, Origami Risk, Riskonnect, Risk Sciences Group, Marsh ClearSight (fka

Stars), Systema Software, and Ventiv Technologies (fka Aon eSolutions).

New 2015 responses were also received from these 4 unbundled providers: EFFISOFT, JDi Data, PCIS, and Solartis.

Thank You

We thank you – the reader – for your interest in this material. It is our firm belief that publications like this simply make

comparative information more accessible and more relevant. We hope that you appreciate several enhancements

throughout this document whereby we have sought to present a giant amount of material in the most digestible way.

Lastly, we thank Dave Tweedy for his vigilant dedication to his own exacting standards. When it comes to navigating

the complex world of bundled and unbundled RMIS platforms, Dave is unmatched in both knowledge & experience as

well as his inclination to provide fair & impartial assessments above all else. It’s a true pleasure to work with Dave on this

project.

Look Ahead & Look Back

Reader comments and questions are invited via [email protected]

RMIS Providers who want to participate or keep us updated should use the RMIS Provider Info submission button located

on: http://www.advisenltd.com/research/rmis-review-dave-tweedy

To download the 2013 RMIS Review Provider Assessment or the 2014 RMIS Review User’s Perspective, use the links

posted at the bottom of this page: http://www.advisenltd.com/research/rmis-review-dave-tweedy

To learn about sponsorship opportunities in the 2016 edition, contact [email protected]

Jeffrey CohenExecutive Vice President

Advisen

mailto:RMISsurvey%40advisen.com?subject=RMIS%20Comments%20and%20questions

http://www.advisenltd.com/research/rmis-review-dave-tweedy

http://www.advisenltd.com/research/rmis-review-dave-tweedy

mailto:Ads%40advisen.com?subject=RMIS%20Sponsorship%20opportunities

You have a passion for your business.We have a passion for protecting it.You live for the challenge of managing risks. You have a passion for your company. Liberty Mutual Insurance has a passion for protecting it and is committed to developing tools that make it easy for our customers to better manage claims. Our innovative risk management information system, RISKTRAC®, helps you easily track, manage, and report on claims.

Visit us at RIMS booth #821 to demo our RISKTRAC products, including our award winning Workers Compensation Analytics Interactive Dashboard. To learn more about Liberty Mutual Insurance visit libertymutualgroup.com/business.

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Source: Internal analysis of 2013 data published by SNL Financial.


2015 RMIS REVIEW

DAVE TWEEDY’S COMPARISON & EVALUATIONSince I first started writing RMIS Review in 1984, the primary goal has been to provide the reader with information on

the most significant risk and claims management information systems available today.

Like before, we contend that those vendors and systems represented in this analysis are the best available in this niche

marketplace. We are always interested in expanding the number of vendors participating in the Review.

We are pleased to have PCIS, Solartis and JDi as new participants. We welcome back Effisoft after a few years’ hiatus.

We hope that the Hartford and Zurich will return to RMIS Review in the future. We welcome all RMIS providers to

participate in this effort; there is no fee associated with participation.

The RMIS Review is divided between Bundled and Unbundled system providers. Bundled systems remain with the

vendor if the client leaves. For example, if someone had Broadspire or Travelers as a TPA or insurer, they would have

access to the proprietary RMIS of those firms until they left to another firm. By contrast, an unbundled RMIS is portable

and stays with the client regardless of the TPAs or insurers involved.

In this Version 2 of the RMIS Review, we seek to make amends for spelling and other unintentional errors made in the

first version released at RIMS in April 2015.

Evaluation Criteria:

Our primary source of information came from the vendors themselves via their responses to our online survey. Bundled

vendors responded to 84 questions while unbundled vendors had 96 questions to answer. We analyzed and compared

responses across 23 criteria within 3 major categories – Technology, Functionality and Organization. The criteria are

shown in the table below and defined in the Appendix.

Technology Functionality Organization

Architecture Lines of business supported Stability & Support

System Scalability* Dashboards & Alerts Service & Sales team

Platform Standard Reports R&D investment

Mobile Devices Policy & Exposure Growth*

Security Analytics & Metrics Client Retention*

Browser Neutrality Claims Management User Conference

Claims Administration*

3rd party reporting

Other system interfaces*

Multi-lingual; multi-currency

*Applicable only to the unbundled vendors


2015 RMIS REVIEW

In addition to vendor survey responses, RMIS Review’s evaluations include our own opinions and interpretations,

independent research and follow-up conversations with vendors. User Feedback is not a part of this year’s study, as it was

in the 2013 version. We will conduct a revised and updated User Feedback-based review in early 2016.

As a matter of fact, we would appreciate and invite readers’ suggestions as to what they would like to see in future

versions of the Review. Please submit suggestions to us at [email protected] which includes Dave Tweedy. If

you want to contact Dave Tweedy only, please contact him at [email protected]

Rating Discussion

Based on a proprietary and weighted scoring scheme, we are able to group vendors into the following rating categories:

•Superior: Superior: Meets all criteria posed in questionnaire and matches our market knowledge;

•Excellent: Meets most of the criteria posed and matches our market knowledge;

•Good: Meets a good percentage of criteria posed and matches our market knowledge;

•Average: Meets about half of criteria posed and matches our market knowledge;

•Below Average: Meets few of criteria posed and matches our market knowledge

Each of the individual vendor/system write-ups (beginning on page 42) will have an introduction, an overall rating, a

listing of Strengths and Weaknesses, a link to the vendor’s survey responses and a chart indicating ratings within each

evaluation criteria.


2015 RMIS REVIEW

BUNDLED INDUSTRY DISCUSSION

TPA Based Systems Insurer Based Systems

Broadspire (division of Crawford & Co.) AIG

ESIS (division of ACE Insurance) CNA

Gallagher Bassett Liberty Mutual Insurance Group

Sedgwick CMS Travelers Insurance Group

York Risk Management Services

Zurich declined to participate this year.

We separated the bundled systems into those provided by insurers and those provided by TPAs. In the past, the

functionality seems more robust with TPA systems than insurer ones. That trend continued this year.

TPA Based systems:

There hasn’t been too much change since 2013 except that we now have York Risk Services Group included. Each TPA

achieved an Excellent rating. However, there were differences within the rating:

Excellent Rated:

•Broadspire: By a small difference, Broadspire retained top bundled RMIS honors. The primary reason is that they

utilize the software (Dmitri) and services of Risk Sciences Group, one of oldest and top ranked RMIS-oriented vendor

in the industry. RSG is a division of Crawford & Co. The Dmitri system provides great flexibility and analytical

capabilities to Broadspire. Crawford senior management continues to support RSG which is certainly evident in its

bundled operations with Broadspire.

•Gallagher Bassett/York (tied for 2nd): Both GB and York have struck individual agreements with top ranked,

unbundled vendor, Origami Risk to provide their customer facing RMIS software. GB’s version is called Luminos

while York’s is called FOCUS. With some minor variations, the software is being used in a similar fashion by both

TPAs. RMIS Review believes that as the Origami software becomes more deployed and utilized by both TPAs, the

functionality will increase. Both TPAs have recognized the need to invest in good systems to keep up with their

competition and provide the best service to their clients.

•Sedgwick CMS: ViaOne is the client facing system for Sedgwick CMS clients. It draws its information from the

underlying claims system, JURIS, and provides clients with good claims analysis information.

•ESIS: GlobalRiskAdvantage is the client facing system provided by ESIS, a division of Ace. It provides solid claims

information to ESIS clients.


2015 RMIS REVIEW

Insurer Based systems:

All of the insurers provide their policyholders with good analysis on their claims. The rankings within rating categories are

similar to those from 2013 and discussed below:

Excellent Ranked systems:

•AIG: The IntelliRisk suite of client systems ranked first this year. Advanced IntelliRisk provides detailed analysis to

larger clients at a fee while the traditional IntelliRisk is available to any AIG business policyholder. The technology

and functionality of the software and the size of the service staff, shows the continued interest and investment that

AIG places in IntelliRisk.

•Travelers: eCARMA has been one of the most functional and visually pleasing bundled systems for many years. It

continues to show the high regard that senior management in Travelers has for this system.

•Liberty Mutual: RISKTRAC has definitely improved over the years and provides a very good claims information

system. They had a large system upgrade within the past few years with improved reporting and analytical

capabilities.

Good Ranked systems:

•CNA: eSight provides good claims information and reports to its client base. It is a definite improvement to its

predecessor, Clearview, which had less reports and not fully web-based


2015 RMIS REVIEW

UNBUNDLED INDUSTRY DISCUSSIONThis year’s unbundled participants are:

Comprehensive/Hybrid Oriented Systems

Claims Administration Oriented Systems

RMIS Oriented

DAVID APP Technology Effisoft

JDi CSC INFORM

Marsh ClearSight EBIX Risk Sciences Group*

Origami Risk Mountain View Software Solartis

Riskonnect PCIS

Ventiv (formerly Aon eSolutions) Systema*

*RSG and Systema have a partnership in place. No current joint clients yet.

We distinguish the Unbundled sector as follows:

•Comprehensive or hybrid systems;

•Claims administration-oriented systems:

•RMIS-oriented systems:

We realize that labels have shortcomings and some vendors might object to being put in one category vs the other.

For example, a vendor placed in the RMIS-oriented category may rightly claim that they do some claims administration

services to some of their clients. However, our goal is to simplify the evaluation process and grouping similar systems

allows us to make more relevant comparisons. The predominant orientation of the vendor and system, as demonstrated

by its client base, system functionality and our market knowledge, is what determines the most reasonable category.

Comprehensive/Hybrid Systems:

Superior Ranked: Two vendors have stood at the top of the industry for the past several years and it’s become nearly

impossible to rank one ahead of the other.

•Origami; Riskonnect: Because it was virtually impossible to make a clear differentiation, we ranked them as tied

for number 1. They are the only two vendors with a Superior rating. The combination of excellent technology,

experience, marketing savvy, good funding and solid personnel and leadership is a hard to beat One or both of

these vendors were included in most of the competitive bid projects I’ve recently participated on as a consultant.

There are similarities. Both were founded by men who had run previous RMIS enterprises. Both utilized the public

cloud upon which they built out their applications. Many of the employees of each vendor have long years of

experience with other RMIS providers. Both are extremely good at marketing. Both are innovative. Both have had

rumors circulated about being a target of acquisition (Discussed later).

Risk managers have always turned to us with their hardest problems.

For more than 40 years, we’ve delivered creative, proven solutions.

You may not recognize our name, but Ventiv Technology became an independent company last year when Aon eSolutions became part of the strategic investment firm Symphony Technology Group (STG). Our name and ownership may have changed, but our unrelenting passion for inspired thinking and client success hasn’t changed.

We understand that your job is more challenging than ever. More data. Increased business complexity. Greater security risks. Heightened expectations. Less time to respond, and with fewer resources.

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Control: The buck stops here. Ventiv is the only independent software provider who owns and is responsible for our system, end-to-end. Other providers rely on 3rd party platforms and have limited control over development priorities, security or performance.

Independence: Your interests come first. Ventiv is the only independent software provider with the ability to put your interests first and the resources required to continuously evolve our products to deliver mission critical capabilities that better meet your needs.

Purpose-Built: Products designed to support how you work. Ventiv is the only provider with risk, insurance & safety products developed from the ground up using the latest technology, meeting your needs with integrated capabilities like data services and predictive analytics.

Support: The ability to serve and grow with your business. Ventiv is the only software provider who includes 24 hour local support in the US, EMEA and Asia-Pacific. We also have dedicated account teams who know and care about your business needs, and not just our software.

Security: Protect your data at all times. The average data breach cost $3.5 million in 2013. Ventiv delivers our solutions via the industry’s only fully owned and managed private cloud. Other providers put your data at risk by involving external fourth- and fifth-party vendors.

For the best information management solutions, risk managers turn to Ventiv Technology. But don’t just take our word for it. Ventiv received Business Insurance magazine’s 2015 Innovation Award for its Combined Corporate & Captive Risk Management Solution. It exemplifies our ability to solve critical client problems by combining our proven technology with our deep industry experience.

We’ve done it again this yearRedesigned for 2015, our most advanced version ever of RiskConsole lets you take control of

your risk, safety and insurance management programs. Key enhancements include:

CUSTOMIZABLE DASHBOARDSEasy-to-use widgets let you choose from numerous key-performance statistics and indices to build the exact dashboards you need.

EMPOWERED SELF-SERVICEClient administrators can add new fields and objects and design and modify screens. Everyday users can be presented tailored screen views.

POWERFUL GEOGRAPHICAL ANALYTICS New analytic tools and data sources, including flood zones, improve ability to allocate loss-control resources, validate exposures and drive down premiums.

INTEGRATED SAFETY MANAGEMENTTrack and evaluate pre-loss activities (safetymeetings, surveys, audits, preventive measures)and link them directly to your loss experience.

DYNAMIC DATA INTAKECapture complete, accurate information from the field with our new “Flexible Forms” tool: from incidents and claims to safety audits and surveys.

VISUAL POLICY MANAGEMENT Analyze program coverage, spot coverage gaps, and view placements by insurer with our redesigned policy module and built-in mud-map report tool.

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2015 RMIS REVIEW

There are differences. One is based upon the Amazon public cloud (Origami) while the other utilizes Force.com

(Riskonnect). Riskonnect has developed applications across a wide swath of functionality from claims to governance

and enterprise risk management. Origami has been very successful in private labeling its software to insurance

providers or TPAs (like York and Gallagher Bassett).

Both companies continue very impressive growth and profitability trajectories. They have set the trend for the RMIS

industry for the past 5 years.

Excellent Ranked: Many unbundled vendors fall into this larger category. However, based on both new information

received since the initial release at RIMS and a further analysis of the data previously submitted, we have made a change.

Two vendors are virtually indistinguishable in this category. Marsh ClearSight (formerly CSStars) and Ventiv Technologies

(formerly Aon eSolutions) are very similar in terms of functionality, organization and technology elements. Therefore, we

consider them to be equivalent in rank.

•Marsh ClearSight: The former CSSTARS, ClearSight remains the largest RMIS provider with the most clients and

most generated revenue. In addition to its rebranding, ClearSight’s next-generation risk management platform seeks

to integrate analytics, collaboration, and applications in a single cloud-based solution for risk managers. They have

made more of a move to get closer to their parent (Marsh) which represents a distinct departure from past CSStars’

leadership doctrine. Marsh has definite demonstrated its support of ClearSight. They have added new clients and

continuing to improve its application base (Enterprise, Alpha) with an ever growing focus on data analytics, predictive

modeling and TCOR development (Total Cost of Risk).

•Ventiv Technology: Taking the exact opposite path, Ventiv Technology (a division of Symphony) departed from its

broker-based owner last year (Aon) and established itself as a stand-alone, independent organization. They have

maintained a strategic partnership with Aon but Ventiv is now able to chart a different course as an independent.

They have been very successful in establishing a new identity, keeping their large client base, and have continuing to

grow and innovate. They have a robust system, RiskConsole, that appeals to the largest of clients. But they have also

developed RiskConsole Express, a lighter version that appeals to the virtually ignored middle market which, as a whole,

looks for as robust a solution as possible for considerably less than the $100,000 lower limit cost of a typical RMIS.

•DAVID Corporation: Since new leadership took the helm at DAVID Corp, as we predicted, there has been non-stop

activity at the 30 year old vendor headquarters. New offices are opening up; experienced people are being hired,

deals are being won. Investments in the older system applications are being made. We have seen a dramatic uptick

on DAVID involvement across the RMIS and claims management landscape. We look for continued improvement

Good ranked:

•JDi Data: Although new to RMIS Review, JDI has been providing risk/claims solutions since 1993. They have a good

collection of claims and policy/underwriting applications based on solid technology. They are independent and

based in Ft. Lauderdale, FL.


2015 RMIS REVIEW

CLAIMS ADMINISTRATION-ORIENTED SYSTEMS These systems may have some risk management capabilities but their primary focus is on claims administration.

Excellent Ranked: There were a number of vendors that fit this description and it was very hard to differentiate among

them.

•Systema: Systema Software, based in Larkspur, CA, maintains its top claims administration oriented status in RMIS

Review from 2013 but the competition was very close. Systema continues to grow at a rapid pace with a very good

staff of sales and support personnel, good leadership, continued software innovations, and a valuable strategic

partnership with Risk Sciences Group. This strategic partnership combines a vendor strong in RMIS with another

strong in Claims Administration.

•EBIX/CSC (tied): Both EBIX and CSC are large insurance technology firms and have been providing solid

applications to the insurance marketplace for years. Again, a case could be made for both companies that they

could be placed in the Comprehensive systems category because both have risk management and data analysis

capabilities. Their focus however has been in providing good claims administration software to the risk and

insurance industries and they continue to do that very well.

•PCIS: PCIS is another new vendor to the RMIS Review but they have been in the insurance systems space for over 30

years. Their first RMIS was sold in 2012 so that are new to this industry. We were impressed with their array of claims

administration capabilities combined with good technology.

•APP Technology: Once again, despite their small size (both in number of employees and number of installations),

APP ranks as an excellent claims administration vendor with solid technology.

Average Ranked:

•Mountain View: A division of Gallagher Bassett Services, Mountain View has been providing good claims

administration systems to self-insured organizations for a number of years. If they had answered more questions on

the survey, a different ranking would probably have been given.

RMIS-Oriented Systems: These systems focus more on RMIS related functions than they do on providing a claims

administration solution.

Excellent Ranked:

•Risk Sciences Group: RSG is the clear cut winner in this category. We would have included them in the

Comprehensive category if they possessed an internal capability of handling Workers Compensation claims


2015 RMIS REVIEW

administration. However, since last year, RSG has been in a strategic relationship with Systema Software of

California, the top ranked claims oriented system (and a system that handles Workers Compensation) claims

administration. There have been no sales as yet but we are told that there are several opportunities in both RSG’s

and Systema’s pipeline.

RSG is also unique in that it provides the software for Broadspire, division of Crawford & Co. Broadspire was the

top ranked system in the bundled space. RSG only submitted one questionnaire that covered both its bundled and

unbundled information. They did not make any differentiations between its unbundled and bundled data so we

were not able to provide any specific breakdowns.

•Solartis: This is the first time for Solartis in RMIS Review although they have been in the insurance software field for a

number of years. Solartis, like Effisoft, is not your traditional RMIS with an active claims focus. It is a data aggregator

and reporting tool and executes those functions very well.

Good Ranked:

• INFORM Applications: INFORM is one of the oldest RMIS providers in the industry (1985 first RMIS installation) and

they have a reputation of being a very solid service organization as evidenced in 2014 RMIS Review (User Feedback).

•Effisoft: This internationally based firm returns to RMIS Review after a several year absence. They had a RMIS

product at that time but now are focused on providing a reinsurance/excess system. As such, they are not your

typical RMIS provider. However, from an excess system perspective, they would rank very high.


2015 RMIS REVIEW

RUMOR MILL AND RECENT NEWS DISCUSSIONBecause it is a dynamic industry, there are always changes; sometimes, right up to the last minute before RIMS. Plus,

there are rumors circulating out in the industry about some of the leading vendors. We started to deal with these rumors

in the 2014 RMIS Review, when there was strong evidence that Aon was getting ready to sell eSolutions. We need to

continue that due diligence to address rumors within the RMIS community.

Rumors: The most popular ones being circulated are ones concerning the acquisition of Origami Risk, Riskonnect and

the unbundled part of Risk Sciences Group (division of Crawford & Company) by larger organizations.

RMIS Review contacted each of the presidents of these organizations. Here are their responses:

Origami Risk

“Origami Risk is owned solely by its management. We like our independence and think that approach best serves

our clients. We do not have any plans to sell Origami Risk.”

Bob Petrie

President,

Origami Risk

..................................................................................................................................................................................................

Riskonnect

“Three things have happened recently bringing a lot of attention to the risk management software market. First

Riskonnect’s success and growth is unprecedented in the industry. Second, Aon decided to divest itself of its

software division, Aon eSolutions. And that due diligence and bidding process garnered substantial interest from

the investment community, shining a spotlight on this software market. Third, Riskonnect’s transformation of what

technology can do for risk managers has broadened the number of companies, departments, and careers that can

benefit from a risk management work platform, dramatically increasing the size of the market.

As far as Riskonnect goes, we are having a blast, and have no intention of letting someone else have all the fun.

We are the fastest growing company in the industry and we have every intention of keeping the pedal to the

metal. Our leadership controls the company, and we see no reason to change that.”

Bob Morrell

CEO, Co-Founder

Riskonnect

..................................................................................................................................................................................................

Risk Sciences Group


2015 RMIS REVIEW

“Risk Sciences Group remains totally committed to our Unbundled business. We look forward to continuing to

grow and expand the business in the years ahead.”

Mark Stergio

President

Risk Sciences Group

..................................................................................................................................................................................................

RMIS Review believes that good, well run organizations always invite interest by larger organizations. After all, it

happened with Ventiv the previous year. We will continue to watch and follow up all pertinent rumors that would affect

the clients and prospects of these vendors.

Other Industry News: Rebranding by Major Vendors

1. Marsh ClearSight: The rebranding of CSSTARSto Marsh ClearSight was a significant move for the largest RMIS

provider. Here’s a comment by Paul Marushka, President of ClearSight:

“Marsh ClearSight, under its new brand and new software platform, is making a strategic move to further

integrate STARS innovative technology and analytics with Marsh’s extensive data and industry resources. The

goal is to assist organizations across the entire risk management ecosystem with integrated applications on a

collaborative platform enhancing the workflow and decision-making among corporations, brokers, insurance

carriers, re-insurers and other stakeholders. This move broadens the scope of the business beyond traditional

risk management and into the realm of dynamic decision-making with real-time data and analytics across the

entire risk management value chain.”

ClearSight is putting itself in the same circle as other large technology consulting operations such as IBM Global

Services, Accenture, Oracle and SAP. Their market is expanded beyond the traditional RMIS marketplace.

2. Ventiv Technology: Nearly one year after its acquisition by Symphony, Ventiv Technology has made great strides to

confirm its place within the top providers of comprehensive RMIS systems. RiskConsole UX, with its completely new

user interface, and the continued support of RiskConsole Express (aimed at the middle market), plus a very successful

Users Conference all show the positives that took place since Ventiv became an independent vendor.

Symphony itself continues to be bullish on the investment.

“Symphony continues to be very excited about Ventiv Technology. Since our acquisition last year, we have

been pleased with the innovation and growth generated by our people in a challenging, yet rewarding,

business environment. We look forward to even greater results in the coming years.”

Bill Chisholm,

Managing Partner

Symphony Technology Group

• Comprehensive claims system to manage multiple lines • Feature rich, highly configurable and seamless integration • Elegant design improves examiner productivity, efficiency, and focus

• Breakthrough WC compliance: flash forms, comp rates, and automated EDI for FROI and SROI

• Advanced business intelligence, as well as mobile and cloud capabilities

900 Larkspur Landing Circle, Suite 201, Larkspur, CA 94939800-272-9102 • www.systemasoft.com

Next Generation in Claims Software:Fast. Flexible. Functional.

To schedule a demo, contact [email protected] or visit www.systemasoft.com

for more information.

REQUEST A DEMO

Top-Rated ClaimsAdministrationSystem in AdvisenRMIS Review

AOverallGrade

The RMIS Review provides readers with information on the most significant risk managment information systems. It’s a comparison of the “best of the best” systems on the market.

SIMS Claims was rated as the top claims adminstration system in the Review with particularly high ratings in:

Scalability

Workflow

System Logic

A+

A+

A


2015 RMIS REVIEW

RMIS REVIEW QUESTIONNAIRE TRANSPARENCYNew for the 2015 RMIS Review Provider Assessment, we are presenting our first rendition of Questionnaire Transparency.

We believe that some of our readers will want to know the relative level of response completeness associated with each

RMIS Provider’s questionnaire.

Please note that only those 25 RMIS Providers included in this report appear on this list; by definition all other non-

participating RMIS Providers would be deemed to be “Incomplete.” We invite our readers to encourage those RMIS

Providers to respond for our 2017 edition.

Also note that the 2015 RMIS Review includes links to each provider’s raw responses, so while our readers can view all

response gaps, no effort was made to rank or score the impact of relative blank response compare to another.

Lastly, this approach does not account for situations whereby a provider used “no response” to indicate that a response

was “not relevant” or “not applicable.”

Unbundled

Vendor Missing

APP Technologies 77 R&D percent

EBIX < none >

Solartis < none >

Ventiv Technology 76 Total Revenue85 RMIS revenue87 Revenue activities (%)

DAVID Corporation 39 ISO 27001 certification76 Total Revenue85 RMIS revenue

PCIS < very little “”additional”” info provided when given opportunity >76 Total Revenue85 RMIS revenue

Risk Sciences Group 76 Total Revenue85 RMIS revenue87 Revenue activities (%)

Computer Sciences Corporation 54 Hourly rate76 Total Revenue77 R&D percent78 Customers (partial)87 Revenue activities (%)”

CS Stars 76 Total Revenue85 RMIS revenue86 Revenue generating activities87 Revenue activities (%)


2015 RMIS REVIEW

Vendor Missing

Riskonnect 76 Total Revenue77 R&D percent85 RMIS revenue87 Revenue activities (%)

Origami Risk 76 Total Revenue77 R&D percent85 RMIS revenue87 Revenue activities (%)

Systema Software 76 Total Revenue77 R&D percent85 RMIS revenue87 Revenue activities (%)

JDI Data 24 Workflow43 Encryption protocols50 TPA interfaces76 Total Revenue77 R&D percent78 Customer statistics87 Revenue activities (%)

INFORM 42 Technologies supported74/75 Employees76 Total Revenue77 R&D percent78 Customers81 Competitors82 Programming language85 RMIS revenue87 Revenue activities (%)

Effisoft < absolutely no “additional” info provided when given opportunity >42 Technologies supported43 Encryption protocols48 Cyber54 Hourly rate78 Customer statistics84 Mobile86 Revenue activities


2015 RMIS REVIEW

Vendor Missing

Mountain View Software < very little “additional” info provided when given opportunity >8 Document management17 Analytics20 ERM21 Current innovations23 TCOR24 Workflow25 Claims Management features31 Platform maintenance32 Tracking software33-35 Misc (all blank)37 Infrastructure maintenance42 Data standards43 Encryption protocols50,51 TPA interfaces54 Hourly rate55 EDI ComplianceAnd many more ...

Bundled

Vendor Missing

Broadspire 67 Total revenue

AIG "35 ISO Certification 42 Cyber”

Sedgwick "36 Encryption at rest67 Total revenue”

ESIS 18 ERM67 Total revenue68 R&D percent82 Multilingual

Gallagher Bassett “65,66 RMIS Employees67 Total revenue68 R&D percent69 Customer statistics71 RMIS competitors77 Implementation estimates”

CNA “< tons of N/A, “”eSight not marketed”” >42 Cyber67 Total revenue68 R&D percent71 RMIS competitors77 Implementation estimates”

York Risk Services Group “18 ERM20 Allocation21 Workflow67 Total revenue68 R&D percent71 RMIS competitors”


2015 RMIS REVIEW

Vendor Missing

Liberty Mutual “38 Tech standards39 Encryption protocols40 APIs offered42 Cyber45 Hourly rate57 Tracking deliveries64 Officers65,66 RMIS Employees67 Total revenue68 R&D percent69 Customer statistics71 RMIS competitors75 Pricing approach77 Implementation estimates”

Travelers “35 ISO Certification36 Encryption at rest37 Encryption at fields38 Tech standards39 Encryption protocols40 APIs offered42 Cyber45 TPA interfaces46 Hourly67 Total revenue68 R&D percent69 Customer statistics71 RMIS competitors75 Pricing approach77 Implementation estimates78 Implementation fees79 Implementation one time”


2015 RMIS REVIEW

MINIMUM RMIS STANDARDSRisk Management Information Systems take many forms and have since their inception in the late 1960s when Corporate

Systems first introduced a mainframe based system that took feeds from insurance companies and generated large

paper loss runs in some organized format. Technology and tools have progressed significantly since those days. But,

even today, Excel spreadsheets remain a very popular choice for an RMIS. I know of two Fortune 100 companies who

only recently switched to off-the-shelf systems from Excel this year.

So what should define a proper RMIS? We believe the RMIS must possess, at least, the following attributes:

1. Technology:

•Web based

•SaaS (software as a service preferred)

•Multiple browsers supported (at least IE and either Chrome, Firefox or Safari)

•Supports some devices (iPhone and/or Droid smartphones; tablets)

•High level of platform and system security

•Ability to easily integrate with internal systems (HR, general ledger, etc.)

2. Functionality:

•Data aggregation through powerful databases

•Robust, yet simple to use, reporting

•Visual (dashboards, graphics)

•Supports multiple lines of business

•Some policy management

•Certificates of insurance

•Multi-lingual, multi-currency helpful

•Business intelligence reporting available

3. Organization:

•Experienced sales and support personnel

•High degree of research and develop investment

•User conference and/or frequent conference calls and emails to clients

•Commitment to grow and expand

4. User Perspective:

• Immediate returned calls or emails

• Intuitive system (easy to learn and use)

•On-line help videos or FAQs

•Consistent service team (no frequent switching of people)

SATISFY YOUR NEEDFOR SPEED

Blow away your competition with speedy, accurate claims processing using CSC’s RISKMASTER® Accelerator. This total claims and legal management system integrates all claims processes, gives you up-to-date data and streamlines workflow. Transform your claims and risk operations with RISKMASTER Accelerator — and hold on tight.

Learn how CSC can help you control your risk, claims and legal environment. RISKMASTER Accelerator provides the flexibility you need without the complex processes. It offers multilingual and multicurrency functionality, and its Web-based service- oriented architecture ensures fast implementation.

• Streamline your processes and improve flexibility

• Accelerate data exploration and reporting with our new business analytics tools

• Control risk and mitigate future losses

• Boost productivity with new mobile apps

• Increase efficiency across the enterprise

• Keep you adjusters connected with CSC’s mobile claims technology

• Save 8% or more on legal expenses

www.csc.com/risk_management_and_claims


2015 RMIS REVIEW

SUMMARY RANKING FOR BUNDLED PROVIDERS

TPA Systems Rating

1 Broadspire Excellent

2 Gallagher Bassett Excellent

2 York Excellent

4 Sedgwick Excellent

5 ESIS Excellent

Insurer Systems Rating

1 AIG Excellent

2 Travelers Excellent

3 Liberty Mutual Excellent

4 CNA Good

Overall Rating

1 Broadspire Excellent

2 Gallagher Bassett Excellent

2 York Excellent

4 AIG Excellent

5 Sedgwick Excellent

6 ESIS Excellent

7 Travelers Excellent

8 Liberty Mutual Excellent

9 CNA Good

tie

tie

CLAIMS MANAGEMENT | MANAGED CARE | RISK MANAGEMENT | LOSS CONTROLwww.YORKRSG.com

Results matter. That’s why you need a risk management partner who delivers the results you want.

How do we do that? By using sophisticated predictive analytics to proactively manage claims and keep costs from spiraling out of control. By quickly getting injured workers to the right provider to speed their recovery. By integrating our managed care services to maximize the benefits of each component. By reducing unnecessary litigation and legal expenses. Everything we do is focused on reducing your total cost of risk. Because that’s the result you’re looking for.

You expect superior results. That’s what we deliver.

you expect. we deliver.


2015 RMIS REVIEW

SUMMARY RANKING FOR UNBUNDLED PROVIDERS

Comprehensive/Hybrid Rating

1 Origami Superior

1 Riskonnect Superior

3 Marsh ClearSight Excellent

3 Ventiv Technology Excellent

5 DAVID Corporation Excellent

6 JDi Data Good

CMIS Oriented Rating

1 Systema Excellent

2 EBIX Excellent

2 CSC Excellent

4 PCIS Excellent

5 APP Technologies Excellent

6 Mountain View Software Average

RMIS Oriented Rating

1 Risk Sciences Group Excellent

2 Solartis Excellent

3 INFORM Good

4 Effi soft Good

Overall Rating

1 Origami Superior

1 Riskonnect Superior

3 Marsh ClearSight Excellent

3 Ventiv Technology Excellent

5 DAVID Corporation Excellent

6 Risk Sciences Group Excellent

7 Systema Excellent

8 CSC Excellent

8 EBIX Excellent

10 PCIS Excellent

11 APP Technologies Excellent

12 Solartis Excellent

13 JDi Data Good

14 INFORM Good

15 Effi soft Good

16 Mountain View Software Average

tie

tie

tie

tie

tie

tie

informapplications.com631.851.0222 Ext. 10

INFORM Applications

INFORM’s Risk Management Information System provides a very powerful yet easy to use solution for small to very large clients.

We provide Carrier Data Consolidation, and Claims Management and Reporting, all in one web-based service.

Claim Predator® The Predictive Modeling offering for

claims management. Empowers the Risk

Professional to take proactive steps to reduce claim

costs by providing a data-driven early warning of

potentially high cost claims.

Call today for more details.

INFORM Provides: • Dynamic Portals/Dashboards/Score Cards

• Powerful Drag and Drop Reports/Graphs

• Claims Management • OSHA

• Claim and Incident Reporting • Data Conversion

• Incident Investigation • Loss Prevention Tracking

• Litigation Management • Certificate of Insurance Tracking

• Fleet Management • Claims Auditing

• Employee/Customer Relations

• Medicare Section 111 Reporting

See us in New Orleans at Booth #611

Ready for the Next Big Thing?


2015 RMIS REVIEW

TECHNOLOGY vs. FUNCTIONALITYThis diagram is meant to represent a graphical depiction of two of the three significant elements of an RMIS:

Functionality and Technology. What isn’t represented is “Organization”. As you can see, the top rated systems

with superior technology and a wide breadth of functionality are shown at the upper right of the chart.

Insurance and services provided by member companies of American International Group, Inc. Coverage may not be available in all jurisdictions and is subject to actual policy language. Service options vary depending on lines of business and countries. For additional information, please visit our website at www.aig.com. Certain products and services may be provided by independent third parties. Insurance products may be distributed through affiliated or unaffiliated entities. Certain property-casualty coverages may be provided by a surplus lines insurer. Surplus lines insurers do not generally participate in state guaranty funds and insureds are therefore not protected by such funds.

Facilitate Every Step of the Claims Process With IntelliRisk Services.

AIG has the tools to help customers and brokers around the world manage their claims program and reduce costs.IntelliRisk® provides fast, convenient access to basic claim and policy information with the ability to create month-end and point-in-time valuated loss reports on demand.

IntelliRisk® Advanced offers sophisticated risk and claim management features such as an interactive dashboard, real time access to Adjuster Activity Notes, proactive alerts on significant claim events, customizable ad hoc and standard reports, Profiling to identify high cost claims, OSHA reporting and much more. A mobile version is available that can be accessed using a web-enabled Smartphone or tablet.

Data from around the world is consolidated and available in multiple common currencies, providing true global analysis and reporting capabilities.

To learn more about IntelliRisk products and services visit www.aig.com/intellirisk or call 1 800 767 2524 (U.S./Canada) | 1 973 402 2802 (International)

1132K AIG Intellirisk Ad for Advisen_v2.indd 1 3/20/15 3:00 PM


2015 RMIS REVIEW

BUNDLED SYSTEMS

AIG............................................................................................48

Broadspire (Risk Sciences Group) ..............................................49

CNA ..........................................................................................50

ESIS ...........................................................................................51

Gallagher Bassett ......................................................................52

Liberty Mutual ..........................................................................53

Sedgwick ..................................................................................54

Travelers ...................................................................................55

York...........................................................................................56


2015 RMIS REVIEW

AIGIntelliRisk Advanced; Intellirisk

TECHNOLOGY ORGANIZATIONSYSTEM FUNCTIONALITY

American International Group, Inc. (AIG) is a leading interna-tional insurance organization serving customers in more than 100 countries and jurisdictions. AIG companies serve com-mercial, institutional, and individual customers through one of the most extensive worldwide property-casualty networks of any insurers.

IntelliRisk Services off ers risk management information services for policyholders of AIG Insurance. Our suite of products helps customers manage their claim programs and reduce costs. Designated business and technology professionals back all RMIS products and services and work with our customers to provide customized solutions.

Strengths Excellent claims analysis tool

Excellent use of multiple browser technology and mobile devices

Well-supported by senior man-agement

Weaknesses Limited in policy and risk track-

ing

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SuperiorExcellentGoodAverageBelow Average

View AIG’s Survey Responses: http://www.advisenltd.com/wp-content/uploads/2013/09/aig-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/aig-bundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

Broadspire (Risk Sciences Group)Dmitri Suite

NOITAZINAGROYGOLONHCET SYSTEM FUNCTIONALITY

As a part of the Crawford family of companies, Risk Sciences Group is a part of the world’s largest independent provider of claims man-agement solutions with an expansive global network serving clients in more than 70 countries.

RSG acts as a stand-alone risk management information services company, supporting Crawford and sister company Broadspire’s clients as well as working with other carriers, TPAs and self-insured companies. This allows companies the fl exibility to fi nd the best service providers for their needs.

Since 1978, we have provided our clients with leading, independent risk management information services. Our technology is easily accessible to users, secure and easy to use. Most important, our clients are reassured by our high level of integrity and business ethics. As a result, our clients gain the insights necessary to reduce their overall cost of risk.

Dimitri Suite helps organizations gain a better understanding of their risk landscape. Through quick access to accurate aggregated data and analytics, clients can gain insights that could save millions in claim costs.

Strengths Utilizes the same RMIS of excel-

lent unbundled vendor RSG

Excellent data analytics and predictive modelling capabilities

Weaknesses No signifi cant weaknesses


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View Broadspire’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/risk-sciences-group-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/risk-sciences-group-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/risk-sciences-group-bundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

CNAeSight


At CNA, we focus on what we do best — providing insurance solutions that allow our customers to better manage their risks and grow profi tably. We use our expertise to continually evolve our products and services to anticipate and address our custom-ers’ needs. Our broad portfolio enables us to respond to a wide range of business risks while focusing on the specialized needs of our insureds in construction, manufacturing, technology, healthcare, professional services, fi nancial institutions and small business.

eSight is CNA’s proprietarily developed customer claim informa-tion and analysis application designed to provide secure, easy access to policyholder claim detail, including adjuster notes, fi nancial transactions and claim activities.

Strengths Mobile device access to eSight

Weaknesses Limited functionality

No access to other carrier data

Limited browser types

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View CNA’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/cna-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/cna-bundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

ESISGlobal RiskAdvantage


Organized in 1953, ESIS is part of the ACE Group. ESIS provides a wide range of risk management products and services in the United States and around the world.

ESIS combines meaningful analysis of loss data with the power of Web technology through its Global RiskAdvantage risk management information system.

Strengths Improved dashboard and ease of

use

Solid claims analysis system

Weaknesses Weaker on risk management,

analytics


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View ESIS’ Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/esis-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/esis-bundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

Gallagher BassettRISX-FACS; Luminos


Gallagher Bassett is the largest property/casualty third party administrator. With operations in the United States, Canada, the United Kingdom and Australia, we are the trusted advisor and collaborative partner to more than 3400 companies from every sector of the economy, worldwide.

Attaining leadership in any industry requires technological excel-lence. Our proprietary risk management information system, RISX-FACS®, transforms ordinary loss data into organized, meaningful information that allows you to make timelier and intelligent risk management decisions.

Luminos is the recently installed client-facing system, provided by Origami Risk, which draws information directly from RISX-FACS.

Strengths Utilizes top ranked Origami Risk

to provide the client facing RMIS

Full functionality of Origami is possible to GB clients, if desired.


In process of maximizing Luminos within GB array of systems.


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View Gallagher Bassett’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/gallagher-bassett-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/gallagher-bassett-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/gallagher-bassett-bundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

Liberty MutualRISKTRAC


As a business with more than 1,000 employees and mul-tiple locations, the right insurance coverage is a critical component of your business’s success. At Liberty Mutual Insurance, we understand the coverages and services needed to keep the largest, most complex businesses pro-tected.

RISKTRAC is Liberty Mutual Group’s Risk Management Information System, off ered exclusively to our customers.

Strengths Good claims analysis tool

Good link to Liberty’s data ana-lytics and predictive model alerts

Weaknesses Limited risk and policy manage-

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View Gallagher Bassett’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/liberty-mutual-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/liberty-mutual-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/liberty-mutual-bundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

Sedgwick CMSViaOne; Juris


Sedgwick is the leading global provider of innovative, technology-enabled claims and productivity management solutions, delivering a world of expert resources to a diverse client base through nearly 12,000 colleagues in some 275 offi ces located in the U.S., Canada, Puerto Rico and the U.K. We off er the broadest array of integrated services available in the industry, delivered by experienced, knowledgeable and dedicated people.

Our viaOne® suite of web-based tools provides convenient on-line access to the claims information, and user-controlled data management and reporting capabilities of the Sedgwick JURIS® system. Clients who elect viaOne options can conveniently report new claims, enter notes, view and track claims informa-tion, manage OSHA reporting, and generate customized reports online. Juris is the back-end claims system while viaOne is the client-facing front end.

Strengths Excellent claims information

system

Weaknesses Limited risk management/insur-

ance analysis


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View Sedgwick’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/sedgwick-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/sedgwick-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/sedgwick-bundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

TravelerseCarma


Traveler Insurance Company, based in Hartford, CT, is one of the largest and most respected Property/Casualty insurance companies in the world for both commercial and personal lines. Their National Accounts division provides tailored bundled and unbundled loss-sensitive primary casualty programs and claim administration services for customers with $1 million or more total cost of risk.

They also provide a world-class RMIS. Whether you’re insured or self-insure, have a bundled or unbundled program, Travel-ers e-CARMA® can help you manage your loss costs. Our risk management information system, an industry pace-setter since 1981, can provide you with the timely, comprehensive informa-tion you need to analyze loss data, keep up with claim activity and discover loss trends. e-CARMA Mobile Risk ManagerTM will allow you to access vital risk management information anywhere, anytime on your mobile device with a web browser.

Strengths High level support by National

Accounts

Good dashboards and metrics

Great support staff

Weaknesses Limited browser options

Limited risk management/ana-lytics


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View Traveler’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/travelers-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/travelers-bundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

YorkFOCUS


York Risk Services Group is a premier provider of insurance, risk management, alternative risk, pool administration and claims management solutions to clients across hundreds of industries.

FOCUS is York’s powerful, yet easy-to-use customer interface that gives you instant access to the information you want, exactly the way you want to see it. Not only can you easily view the details of a claim that your adjuster sees, you can instantly examine that claim in a specifi c context (e.g., similar claims, line of business, cause of loss, timeframe, etc.).

Every data fi eld in York Claims Expert is available to you in FOCUS, where data visualization and interactive tools transform volumes of data into useful information that can be understood at a glance.

Strengths Utilizes top ranked Origami Risk

to provide the client facing RMIS

Full functionality of Origami is possible to York clients, if desired



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View York’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/york-risk-services-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/york-risk-services-bundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/york-risk-services-bundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

UNBUNDLED SYSTEMSAPP Technologies .....................................................................59

Marsh ClearSight ......................................................................60

Computer Sciences Corporation ...............................................61

DAVID Corporation ...................................................................62

EBIX, Inc....................................................................................63

Effisoft ......................................................................................64

INFORM Applications ...............................................................65

JDi Data ....................................................................................66

Microsoft...................................................................................67

Mountain View Software...........................................................68

Origami Risk, LLC ......................................................................69

PCIS ..........................................................................................70

Risk Sciences Group ..................................................................71

Riskonnect ................................................................................72

Solartis ......................................................................................73

Systema Software .....................................................................74

Ventiv Technologies ..................................................................75


2015 RMIS REVIEW

APP Technologies


APP Technologies, LLC was founded in 2003 with the mission of bringing exceptional claims software to the transportation industry. Our software was quickly embraced by a wide range of industries. We’ve come a long way since then: our solutions are in daily use throughout North America and handle claims and risk scenarios across many industries and lines of coverage, includ-ing P&C, automobile, GL, workers’ compensation, warranty, and more.

Incident Management System (IMS) is an advanced claims and risk management software system built around the needs of self-insureds, third-party administrators (TPAs), and all companies that need to track losses and claims.

Strengths Well designed, robust claims

administration system

Weaknesses Limited resources compared to

larger companies


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View APP Technologies’ Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/app-technologies-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/app-technologies-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/app-technologies-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

Marsh ClearSightEnterprise, PE, Next Generation


A business unit of Marsh LLC, Marsh ClearSight supports more than 750 customers in 25 countries and has a trusted data store of over 60 million claims amassed through decades of opera-tion. With the industry’s single largest risk database, Marsh ClearSight uniquely enables its customers to accurately analyze trends, gain industry insights, optimize decision-making, and reduce costs across the entire risk lifecycle.

Enterprise, Professional Edition and Next Generation are all part of the ClearSight suite of risk and claims management tools.

Author’s note: This name change from CSStars to Marsh Clear-Sight was released to the public on April 14, 2015. We invite readers to go to the new website to read their press release.

Strengths Largest system provider in the

industry

Comprehensive risk and claim management solutions

Top ranked data analytics and benchmarking


As with any new initiative (mov-ing from STARS to ClearSight) we will watch to see how this rolls out for current and potential clients.


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View Marsh ClearSight’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/stars-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/stars-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

Computer Sciences CorporationRiskMaster Accelerator


A Fortune 200 company, CSC is one of the world’s largest and most respected providers of information technology services. Since 1959, the organizations that collaborate with us have benefi ted from every wave of IT innovation.

RISKMASTER® Accelerator, the world’s most widely used risk and claims management software, provides a variety of power-ful, scalable RMIS analysis and reporting capabilities available independently or as part of a comprehensive, integrated claims and risk management solution. It can help you evaluate injuries, control legal costs, identify potential fraud, automate policy administration and much more.

Strengths Solid claims administration

product

Multiple insurance products

Large technology company

Weaknesses Not risk management or enter-

prise risk oriented

Older architecture

Questionable upper management support for RiskMaster


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View Computer Science Corporation’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/csc-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/csc-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

DAVID CorporationNavRisk


DAVID Corporation is a Risk, Claims and Insurance software er

proven cloud based solutions for the alternative risk market including self-insured organizations, insured’s, public entity risk pools, third party administrators and related insurance users.

Backed by three decades of experience and client success, we help ectively by improv-

ing risk outcomes, meeting compliance requirements, increasing client retention, and leveraging both claims as well as policy data to improve their competitiveness.

NavRisk is a full service risk management and insurance soft-ware solution currently in production with various Insured Organizations, TPAs, a nd Risk Pools. NavRisk is a RMIS which integrates claims, policy and reporting to help organizations improve operations, reduce expenses, increase productivity and enhance agent and customer satisfaction.

Strengths erings

including RMIS, claims adminis-tration and policy/underwriting functions;

Long history of providing system solutions to the risk and claims industry


The new management team is in the process of upgrading all aspects of the organization from the service team to the underlying technology. It takes time, but it appears to be going well.


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View David Corporation’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/david-corp-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/david-corp-unbundled-vendor-rmis-2015-04-27.p

http://www.advisenltd.com/wp-content/uploads/2013/09/david-corp-unbundled-vendor-rmis-2015-04-27.p


2015 RMIS REVIEW

EBIX, Inc.RiskEnvision


Ebix is a leading international supplier of software and e-com-merce solutions to the insurance industry. Ebix provides a series of application software products for the insurance industry ranging from carrier systems, agency systems and exchanges to custom software development for all entities involved in the insurance and fi nancial industries. Ebix powers businesses in more than 50 countries across six continents.

RiskEnvision is a modular, comprehensive suite of enterprise-level RMIS products that off ers a 100% web-based total risk management and claim administration solution. RiskEnvi-sion can be deployed to support risk management and claims administration functions including payment processing, reserve management, form letters and correspondence, policy manage-ment, diary, reporting, and more for Auto, GL, Product, Property, and Worker Compensation lines of insurance coverage in a user-friendly application, with minimal maintenance overhead.

Strengths Solid claims administration sys-

tem with some risk management analysis functions.

Part of a large insurance software organization with complemen-tary service off erings

EDI Compliance services


More claims than Risk Mgt/En-terprise oriented


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View EBIX, Inc.’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/ebix-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/ebix-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

Effi softWebXL


Effi soft delivers software solutions to the Insurance, reinsurance and Risk Management industries worldwide. Our products are designed for all insurance professionals comprising from risk managers to reinsurers, insurance companies and brokerage fi rms.

Effi soft has a customer base of over 300 companies in 5 conti-nents, many of which are listed on the NYSE, FTSE and CAC40. We are headquartered in Paris, France, and have offi ces in Dallas and London. We serve the Asian & African markets through our affi liates in Singapore and Johannesburg.

WebXL is an end-to-end reinsurance platform designed to support the entire range of ceded, assumed and retroceded rein-surance for all major lines of property/casualty insurance lines.

Strengths Comprehensive reinsurance

software package

International orientation

Weaknesses Claims administration

Not designed for the primary layer-oriented RMIS marketplace


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View Effisoft’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/effisoft-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/effisoft-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/effisoft-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

INFORM ApplicationsINFORM RMIS


INFORM is an independent provider. We work with all type of organizations. We service corporate, non-profi ts, manufacturing, food, hospitality organizations, non-profi t, governmental agen-cies, carriers, TPAs and more. We also can partner with Brokers and TPAs to provide INFORM to their clients be it INFORM or a customized private label branding.

INFORM comes to you with deep roots in the insurance broker-age business and was originally created in 1979 at Fred. S. James. INFORM Applications has been a subsidiary of Information Builders since 1999. Prior to that INFORM was created and developed at Sedgwick, PLC (now Marsh & McLennan). As an independent company INFORM has constantly expanded its suite of solutions.

INFORM off ers a suite comprehensive line-up of easy-to-use reporting tools and data intake tools. Whether your needs are basic or complex needs INFORM has a solution.

Strengths Experienced, long term RMIS

provider

Data analytics (claim predator)

Weaknesses RMIS oriented

Limited resources compared to larger companies


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View INFORM Applications’ Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/inform-applications-unbundled-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/inform-applications-unbundled-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/inform-applications-unbundled-rmis-2015-04-27.pdf


2015 RMIS REVIEW

JDi DataClaims Manager; Policy Administrator


For three decades, JDi Data Corporation has developed innovative insurance software systems. As a lead-ing technology solutions provider and developer we specialize in both standard and customized insurance management software that streamlines your work processes.

Claims Manager off ers streamlined claims manage-ment solutions, standard or customized for Workers’ Compensation Claims, P&C Insurance, Risk Claims Departments, TPA’s, and Risk Managers for improving productivity while reducing risks and losses.

Strengths Solid claims system

Other insurance software (Un-derwriting)

Weaknesses Not as risk management oriented

Limited resources compared to larger companies


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View JDi Data’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/jdi-data-corp-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/jdi-data-corp-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/jdi-data-corp-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

MicrosoftMicrosoft Offi ce


Microsoft Offi ice is a suite of desktop productivity applica-tions. First announced by Bill Gates at COMDEX in 1988, Offi ce originally off ered Word, Excel and Powerpoint. Over the years, Offi ce applications have grown substantially closer with shared features such as a common spell checker, OLE data integration and Visual Basic for Applications scripting language. Microsoft also postitions Offi ce as a development platform for line-of-business software under the Offi ce Business Applications brand.

Offi ce is a software application, rather than a system and is really not comparable to a RMIS (bundled or unbundled) on a feature by feature basis. However, many risk manage-ment professionals use it (especially Excel) to track policies, exposures, claims, and premiums. Similarly, they use it to generate reports and graphs. Some use Excel’s limited data-base functionality to keep records on claims, certifi cates of insurance and policies. Others (although not as frequently) use the more robust Access for database management. However, in all cases, there is no RMIS template for Offi ce. Everything must be manually developed.

Strengths Experienced, long term software

provider

Flexibility and adaptability

Low cost and easy to learn

Integrates with most systems

Weaknesses Requires manual customization

to design reports, macros and databases

Not a claims or decision support system

Does not purport to be a RMIS or Claims system

No RMIS or Claims-related ser-vice help

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2015 RMIS REVIEW

Mountain View SoftwareClaimZone


MountainView Software is a division of Gallagher Bassett Services, Inc., which is part of the Arthur J Gallagher family of companies.. MountainView Software was acquired by Gallagher Bassett in the summer of 2002.

Founded in 1994, MountainView Software was built on the foundation of superior products and technical support. For over 20 years, MountainView Software has provided a claims management and reporting software tool for profes-sional claims adjusters called ClaimZone.

Strengths Claims administration oriented

Solid owner

Weaknesses Limited functionality beyond

claims

Left many questions unanswered on survey

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View Mountain View Software’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/mountainview-software-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/mountainview-software-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/mountainview-software-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

Origami Risk, LLCOrigami Risk RMIS


Origami Risk was founded by industry veterans committed to bringing new ideas and advanced features to the RMIS and Claims Administration market, Origami Risk’s software, auto-mation tools, staffi ng model and business model are all focused on one thing: successful clients.

The Origami Risk RMIS is designed to lower clients’ total cost of risk. Our platform off ers fl exibility, speed, automation and tools for data import, claims management, analysis and report-ing. The platform is scalable and is used by Risk Managers, TPAs, Pools, Insurance Companies and Brokers.

Origami Risk’s approach to customer service is unique. Each client is assigned an industry veteran and that veteran stays with our clients from implementation to ongoing support. This ensures clients have a dedicated team that knows them, their business, how they use the system today and their plans for tomorrow

Strengths Comprehensive RMIS and

Claims Administration system

Wide client base including TPAs, insurers

State of the art technology

Superlative experience in RMIS industry

Robust Growth

Weaknesses No self-hosted options, only SaaS

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View Origami Risk’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/origami-risk-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/origami-risk-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/origami-risk-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

PCISCompVision; ClaimsVision


We are a leader in comprehensive policy administration and claims. For over 35 years, PCIS has teamed with our property and casualty insurance clients to develop easily integrated, knowledge-infused solutions.

The PCIS Vision suite of insurance processing solutions are built with the guidance of industry’s best minds in underwriting, policy administration, premium accounting and claims manage-ment.

Our technology platform is easy to administer and use, and scales to meet the requirements of carriers, self-insureds and third-party administrators.

Strengths Scalable claims administration

based system for self-insureds, carriers and TPAs

Underwriting solutions available

Weaknesses Not RMIS oriented

Not multilingual/multicurrency


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View PCIS’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/pcis-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/pcis-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

Risk Sciences GroupDmitri Suite


As a part of the Crawford family of companies, RSG is a part of the world’s largest independent provider of claims management solutions with an expansive global network serving clients in more than 70 countries.

RSG acts as a stand-alone risk management information services company, supporting Crawford and sister company Broadspire’s clients as well as working with other carriers, TPAs and self-insured companies. This allows companies the fl exibility to fi nd the best service providers for their needs.

Since 1978, we have provided our clients with leading, inde-pendent risk management information services. Our account

er their expertise to each of our clients programs. Our technology is easily accessible to users, secure and easy to use.

The Dimitri Suite risk management information system helps organizations gain a better understanding of their risk landscape. Through quick access to accurate aggregated data and analytics, clients can gain insights that could save millions in claim costs.

Strengths Very analytical RMIS

Improved usability

Weaknesses Perceived greater support for

bundled (Broadspire) rather than unbundled standalone business.

No WC Claims administration (however, there is a partnership with Systema for prospects with this need)


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View Risk Sciences Group’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/risk-sciences-group-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/risk-sciences-group-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/risk-sciences-group-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

RiskonnectRiskonnect RMIS, et al


Riskonnect, Inc. is the provider of a premier, enterprise-class technology platform for the risk management industry. As an independent innovator in risk management technology, Riskonnect develops and markets a growing suite of technol-ogy solutions on a world-class cloud computing model, helping clients elevate their risk management programs, safety solutions and programs for management of risks across the enterprise.

Through Riskonnect RMIS, Riskonnect GRC, Riskonnect EHS, Riskonnect Healthcare, and other Riskonnect applications, the company provides the risk management industry with the specifi c, confi gurable solutions needed to reduce losses, control risk and aff ect shareholder value.

Strengths Most comprehensive array of

RMIS, Claims, and Enterprise risk oriented solutions

Diverse client base

State of the art technology

Superlative experience in RMIS industry

Robust Growth

Weaknesses No self-hosted options, only SaaS

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View Riskonnect’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/riskonnect-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/riskonnect-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/riskonnect-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

SolartisRisk and Policy Manager


We were built from the ground up in 2004 by the founding team that runs Solartis today. We are a US company with operations in southern India. We are profi table, have no debt and employ over 300 people. The 3 founders of Solartis are insurance, business and technology executives committed to achieving the promise of our on-demand automation and BPO services model.

Solartis Risk and Policy Manager is cloud-based software used to track, manage and report on all insurance policies, risks, coverages, premiums, and processing activities as well as its participants (i.e. members, subsidiaries, profi t centers, business units) risks, coverages, premium contributions and insurance activities.

Strengths Innovative way to combine

policy-related information from a variety of sources for analysis

Sound technology

Weaknesses No claims management or

administration capabilities although software does collect claims data


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View Solartis’ Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/solartis-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/solartis-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/solartis-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

Systema SoftwareSIMS Claims


Systema was founded in May 2006 by Jose Tribuzio and a group of executives from the Insurance, Software and Consulting industries. In early 2007, The Berkshire Hathaway Homestate Companies went live with our fl agship product, SIMS Claims™, and since then we have experienced outstanding growth and profi tability.

SIMS Claims is a pure browser-based system, and was built by experienced enterprise system architects with direct input from a knowledgeable group of seasoned Insurance professionals. The system provides a complete set of out-of-the-box functionality enabling claims organizations to reduce expenses and increase productivity. SIMS Also provides the fl exibility companies need to confi gure the application to meet their unique business needs.

Strengths SIMS is a very robust claims

administration solution

Excellent growth

Independence

Weaknesses Lack of RMIS capabilities (how-

ever, has partnership with Risk Sciences Group to provide this capability; no joint deals as of this publishing)


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View Systema Software’s Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/systema-software-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/systema-software-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/systema-software-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

Ventiv TechnologyRiskConsole; iVOS


More than 550 organizations and 270,000 people around the world trust Ventiv Technology for their risk, insurance and safety software needs. We have more than 40 years of experi-ence in the technology business. Formerly a unit of Aon PLC, we became the independent company Ventiv Technology when we were acquired by Symphony Technology Group in September 2014.

We remain Aon’s technology partner for risk, claims and safety technology solutions. And our clients trust us to be safe and secure; Ventiv systems are delivered on our wholly owned and operated cloud solution, which is the industry’s most secure, transparent and accredited technology infrastructure. RiskConsole is the comprehensive RMIS while iVOS provides claims administration software. RiskConsole Express is the lighter version of RiskConsole aimed at the middle market.

Strengths Comprehensive software span-

ning all RMIS industry

Highly analytical

Oldest continuous unbundled RMIS provider (41 years)

Global footprint

Independence

RiskConsole Express is product directly created for the large and virtually untouched middle market


In fi nal stages of combining ap-plications into one integrated solution


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View Ventiv Technologies’ Survey Responses:http://www.advisenltd.com/wp-content/uploads/2013/09/ ventiv-technology-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/ventiv-technology-unbundled-vendor-rmis-2015-04-27.pdf

http://www.advisenltd.com/wp-content/uploads/2013/09/ventiv-technology-unbundled-vendor-rmis-2015-04-27.pdf


2015 RMIS REVIEW

Technology

Criteria Definition

Architecture This term describes the basic structure of the system: how it is designed, how it interfaces with other applications; how cohesive it is; how modern it is.

System Scalability This deals with how well the RMIS is able to handle a variety of clients, from small to large, especially in the claims administration and policy management areas.

Platform A platform is an underlying computer system on which application programs can run. This factor is meant to measure how advanced the vendor’s system platform is and whether it is cloud based, client server or other type of configuration.

Mobile Devices We focused on the RMIS systems’ compatibility with smartphones, iPads and tablets.

Security This section refers to the security features of the RMIS as well as how bugs and maintenance issues are handled by the vendor.

Browser Neutrality Does the system operate in multiple browser environments such as Microsoft Explorer; Firefox; Chrome, Safari and others?

FunctionalityCriteria Definition

Lines of Business Supported

This term refers to how robust and detailed the RMIS is in dealing with multiple lines of property/casualty insurance. It includes the number of LOBs as well as how detailed the functionality is per LOB.

Dashboards & Alerts This factor shows how rich and flexible the dashboards and alerts are within the system. Also, how easy they are to establish using the system’s business rules.

Policy & Exposure We considered how robust the RMIS is in tracking policy management, underwriting and exposures.

Analytics & Metrics Shows how well the RMIS conducts basic to advanced data analytics, metrics and key performance indicators (KPIs)

Claims Management Measures how well the conducts typical claims management activities: litigation management; adjuster notes review; diary; reserve analysis and similar.

Claims Administration Measures how robust the vendor’s claims solution is. (intended for self administration, TPAs or small insurers)

3rd Party reporting Measures how well the system handles the various third party reports such as CMS, 1099s, OSHA, FROI/SROI, etc.

Other system interfaces Measures how well the system handles interfaces with other systems both internal and external (i.e. HR, General Ledger; internal legal system, etc.)

Multi-lingual; multi-currency

Measures if the system handles multiple currencies and languages in a robust fashion.

OrganizationCriteria Definition

Stability & Support Measures the vendor’s stability in terms of economic; management; and personnel perspectives.

Service & Sales Teams How large and experiences are the service and sales teams supporting the clients?

Research & Development investment

How much does the vendor invest in annual R&D?

Growth What kind of economic and technological growth does the vendor generate from year to year?

Client Retention How well does the vendor retain its client base?

User Conference How often does the vendor hold conferences? How comprehensive and detailed is it?

AppendixEvaluation Criteria

Loss Insight

Access the power of more than 250,000 global severity events, exceeding $9 trillion in losses, and more than 20 million corporate litigations with Loss Insight.

Loss Insight provides data on significant accidents, lawsuits, regulatory actions, and events. A complementary suite of analytical tools enable analysis of trends to support decisions on risk evaluation, pricing, and program structure.program structure.

http://www.advisenltd.com/analytics/loss-insight/ Contact [email protected]


2015 RMIS REVIEW

ABOUT ADVISEN Advisen is leading the way to smarter and more efficient risk and insurance communities. Through its information,

analytics, ACORD messaging gateway, news, research, and events, Advisen reaches more than 150,000

commercial insurance and risk professionals at 8,000 organizations worldwide. The company was founded in 2000 and is

headquartered in New York City, with offices in the US and the UK. Visit www.advisenltd.com to learn more.

ABOUT BICKMOREBickmore is one of the nation’s largest independent, non-brokerage risk management, group administration, actuarial

services, and consulting firms. Bickmore was acquired by York Risk Services Group, Inc. in April, 2014, and continues to

operate as an independent consulting business unit.

Our clients include both public and private entities in over 30 states. The firm employs more than 100 professional

and support staff, including credentialed insurance and safety professionals, experienced pool managers, certified

public accountants, attorneys, credentialed actuaries, and certified workers’ compensation specialists. Bickmore is

headquartered in Sacramento, California, and also has offices in Oakland, Dana Ptoint, and Orange, California, Medford

and Portland, Oregon, and Providence, Rhode Island. Visit www.bickmore.net for more information.

Dave TweedyDavid Tweedy brings over thirty years of risk technology and claims management experience to Bickmore’s RMIS

practice. He provides both private and public sector clients with risk information technology strategies creating

premium solutions in this ever changing and growing area of risk management. As a leading expert in RMIS and claims

management he has worked with a variety of organizations, from large corporations to public entities in assessing and

redesigning insurer, TPA and independent based systems and improve their efficiency from technical, data quality and

functional perspectives

Paul CrossIn his role as Senior Consultant at Bickmore, Paul Cross provides data analysis, application development and reporting

activities for Enterprise Risk Management, Strategic Risk Management, Claims Administration, Regulatory and

Information Technology projects. He has over 20 years experience in the industry and has held positions as actuarial

analyst, information systems director, and risk management consultant. n

http://www.advisenltd.com/

http://www.bickmore.net/

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Leading the way to smarter and more efficient risk and insurance communities.

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Documents

DAVE TWEEDY 2015 RMIS - Advisen Ltd. · 2018-03-29 · can about the current state of RMIS offerings and the differences among RMIS platforms also makes this effort highly relevant