Finance Transformation in Insurance : a conversation with Paolo Rubano

Most people purchase Life Insurance in an attempt to reduce the financial pressure on loved ones and other beneficiaries when someone dies. However, many individuals fail to realize the Living Benefits found in Life Insurance contracts. Explore benefits the policy owner may take advantage of wile still alive. Examine how Cash Values in policies are created, and how they can be extracted by a living policy owner in the most tax advantaged manner. Review the tax consequences of Qualified Retirement Plans. Discover how a business an use the Living Benefits of a Life policy to recruit, retain and reward key employees in a business, as well as to allow the business owner to move business dollars into their personal account for retirement. Briefly review various Life Insurance Riders to focus on their Living Benefits, Vertical Settlements (Life Settlements), and the Annuity side of life contracts.

Addressing Medicare recovery claims is a critical part of Medicare secondary payer (MSP) compliance. Failure to properly resolve these claims exposes insurers to significant liability – including Treasury actions and double damages. All non-group health insurers – WC, liability, no-fault, and others -- are in Medicare’s bull’s eye and it is critical you a have solid game plan in place. This session will help you get a handle on Medicare recovery claims, identify key CMS trends, and outline steps you can take to improve your practices.

Emerging personal auto and homeowners trends have insurance leaders seeking ways to adapt nimbly, win business efficiently, and lift the customer experience (CX) while digitizing the quoting process.

In a climate of rising denials, hidden insurance coverage, and a shifting payer mix, it’s imperative that healthcare providers have a comprehensive strategy to identify and manage clinical and technical denials. Hear how one large health system currently leverages robust solutions—for denial prevention, A/R recoveries, and insurance discovery—to drive maximum reimbursements and improve profitability.