INDIANA FARM BUREAU & THUNDERHEAD:COLLABORATING FOR THE FUTURE

October 18th, 2010

AGENDA

› Business Challenge› Goal & Outcomes› Evaluation Criteria› The Thunderhead Difference› Program Management Approach› Business Benefits for IFBI› What’s next

OUR CHALLENGES

Rapid adoption of mobile & social media

channels

Third party disintermediation

of customer relationships

Customer service at the speed of light

Compliance overhead

increasing due to regulatory

and brand mandates

Increased customer

promiscuity & growing

resistance to revenue pull

Greater efficiency managing

multiple policies

Legacy systems

Lack of flexibility to provide

customization

Creating greater customer

satisfaction

Advocating for personalization

Retaining and growing our

customer base

Develop infrastructure where objects can be reused for interactive and on-demand documents

GOAL AND OUTCOMES SOUGHT

GOAL

SHORT-TERM

Leverage shared content

LONG-TERM

Empower business units to support & maintain document content changes

Provide customers the flexibility to receive communications regarding their current or potential insurance policies via the channel of their choice

Deliver highly personalized and relevant marketing messages as part of our overall communications

Simplify and personalize the billing process

THE SOLUTION WE CHOSE NEEDED TO....

Speed time to market

Enable more robust brand management

Interactive forms i.e. customize a

letter

Open standards Cost efficiencies

Security, versioning &

audit trail features

BUSINESS NEEDS

TECHNICAL NEEDS

Straight-forward integration with

existing systems

WAS BASED ON THE FOLLOWING:Support for structured, interactive and on-demand documents Breadth of interactive development Strengths in formats and conversions Commitment to XML and standards Multi-channel capability Template management User empowerment Separate data from content Usability of authoring environment

EVALUATION CRITERIA

› Rapid and flexible integration into IFBI’s existing infrastructure

› Adherence to open standards (XML)› Single source of content for multiple

channels› Ease of use› Enthusiasm of reference customers

THE THUNDERHEAD DIFFERENCE

Thunderhead fits our business and IT platforms. Our Graphic Specialist can create and manage large volumes of templates with ease.

Michael Brown, IFBI Manager, Systems Development ”

”

PROJECT MANAGEMENT APPROACH: PROJECT TIMELINE

Home LOBBy Sept 18, 2010

› Built exceed forms in Thunderhead: Home-owners policy docs, letters and invoices

› Effective cost management with the Thunderhead Quick Start Approach

› Used ‘footprint’ approach with exception to cosmetic issues

› Transparent to end-users

Auto LOB3Q 2011

› Building Auto Policy forms in Thunderhead: Auto policy docs and letters

Life LOBTBD

DELIVERED

BUSINESS BENEFITS

Efficient use of business and development resources: ›Automated labor intense

business process›Reduced IT support and

development›Simplified training allows

us to outsource

Improves customer experience

Simplified process and more operational efficiencies for our employees providing our clients service

WHAT NEXT?

Business training on tool

EXTEND THE ABILITY TO RESPOND QUICKLY TO BUSINESS REQUESTS

Business ownership of creation of new forms and revisions to existing forms

Interactive, highly customized forms

EXTEND THE SCOPE OF FORMS IN THUNDERHEAD

PROVIDE GREATER CUSTOMER CHOICE

Add claims forms for Homeowners and Auto

Allow customers to choose the delivery method for their documents

QUESTIONS?