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Celent Insurance Team Overview

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Celent is a global consulting firm specializing in insurance business and IT strategy. They have over 100 years of combined industry experience across their 7 insurance dedicated consultants. Celent provides advisory services, research reports, and consulting projects focused on areas such as policy administration, distribution, and technology trends to both insurers and insurance technology vendors.

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Introducing The Insurance Team
About Celent We are The industrys premier provider of Business and IT strategy research Ongoing advisory services Vertically-oriented consulting An experienced presence in insurance Insurance practice began in 2001 Staffed by industry experts with over 100 years of combined experience 7 FTEs devoted to insurance, with additional coverage by analysts in other practice areas A truly global firm Offices in North America, Europe and Asia Reports in English, French, Japanese, Mandarin, and more Coverage that spans many geographies A division of Oliver Wyman Global financial services consultancy 1,400 consultants, offices in 40 countries Domain experts throughout financial services, mirroring Celents coverage almost perfectly
Celents Areas of Focus Insurance-specific application-level technology Insurance-centric viewpoints on broader technology trends Business perspective on IT issues and vice versa IT management and strategy Market and user data
Craig Weber Senior Vice President, head of Celents global insurance team Based in San Antonio, TX 7 year veteran of Celent 18 years in life/annuities technology and strategy consulting Focus: business strategy, policy administration, distribution, new business Background: John Hancock, management consultant Analysis of e-business strategy for a commercial lines carrier Policy administration business case development for Tier 1 life/health carrier Market entry strategy for reinsurer seeking to launch software offering SAMPLE CONSULTING PROJECTS
Donald Light Senior Analyst Based in San Francisco 25+ years insurance business and technology consulting Focus: P/C new business, policy admin, claims, IT strategy, Rules/BPM/Financial solutions Allstate, Donald Light Consulting, Sapient Princeton, Berkeley MBA Vendor selection for national commercial lines insurer IT road map for commercial lines carrier Product launch and positioning assistance for core systems vendor Develop insurance go to market strategy for infrastructure vendor SAMPLE CONSULTING PROJECTS
Jeff Goldberg Senior Analyst Based in New York 10 years IT management and consulting Focus: Policy administration, IT strategy and governance, infrastructure, e-commerce, doc automation Princeton, New School MFA Background: Marsh, Harleysville E-business IT staffing strategy assessment and benchmarking for Top 10 multi-line carrier Policy administration vendor selection for commercial lines carrier Vendor selection for life insurance new business platform vendor for Tier 2 carrier SAMPLE CONSULTING PROJECTS
Mike Fitzgerald, CPCU Senior Analyst, based in Chicago P&C underwriting, billing, and operations; program / project management, U.S. and Global BPO Background: 20+ years in industry positions, including policy administration management, global project management, regional front-line operations MBA from Duke University, BA in Economics from Davidson Certified Project Management Professional (PMP) Facilitating senior-level stakeholders to create strategy for system replacement project Core system vendor selection, including RFP management, demonstrations, proofs of concept Business process redesign, planning migration based on newly purchased, modern technology SAMPLE CONSULTING PROJECTS
Catherine Stagg-Macey Senior Analyst Based in London IT strategy in top brokerage, 5+ years in IT consulting Focus: Policy administration, European trends, core system replacement challenges Marsh UK, KPMG (UK and South Africa) University of Witwatersrand Evaluation of build vs. buy strategy for a UK insurer Evaluation of internal systems for a Bermuda based speciality insurer Due diligence for private equity firm investing in insurance software space SAMPLE CONSULTING PROJECTS
Nicolas Michellod Senior Analyst Based in Zurich IT strategy, M&A integration Focus: Switzerland, Germany, France, Eastern Europe, fluent in French, English, and German Background: Former CEO of UNIQA in Geneva and Vienna MBA from Heriot Watt University, Edinburgh Business School, BA in Economics from University of Fribourg in Switzerland Customer satisfaction post-mortem for policy administration system vendor IT vendor partnership opportunities evaluation Risk management tools: competition analysis in Europe SAMPLE CONSULTING PROJECTS
Neil Katkov, Ph.D. Senior Vice President, head of Celents Asia operations Based in Tokyo, has also lived in Taipei, fluent in English, Japanese, and Chinese Expertise in the Asian financial services, distribution channels, and compliance issues such as anti-money laundering Background: corporate communications for Softbank, equity research at Salomon Brothers Asia Limited University of California at Berkeley, Harvard University Japan market assessment and entry strategy for global financial technology provider Due diligence of emerging insurance technology vendor in Asia Benchmarking of business continuity planning at financial institutions in Japan SAMPLE CONSULTING PROJECTS
Wenli Yuan, FLMI Senior Analyst Based in Bejing China (insurance and banking) Global InfoTech, Hisun Technology, Tai Kang Life Insurance Peking University Competitive assessment of a Policy Admin solution vendor for a global investment bank Asia market opportunities analyze for a securities transaction processing solution vendor Asia market entry strategy for asset management company SAMPLE CONSULTING PROJECTS
Insurance Account Support Chuck Smith Business Development
Customer Perspective Celent helped to efficiently guide us through an extensive evaluation of property casualty underwriting system solutions. Their deep domain knowledge, coupled with their intimate understanding of the insurance solution vendors, was critical to quicklybringing our evaluation process to a decision point. Vice President,Insurance Systems, global risk management company

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Celent Insurance Team Overview

  • 2. About Celent We are The industrys premier provider of Business and IT strategy research Ongoing advisory services Vertically-oriented consulting An experienced presence in insurance Insurance practice began in 2001 Staffed by industry experts with over 100 years of combined experience 7 FTEs devoted to insurance, with additional coverage by analysts in other practice areas A truly global firm Offices in North America, Europe and Asia Reports in English, French, Japanese, Mandarin, and more Coverage that spans many geographies A division of Oliver Wyman Global financial services consultancy 1,400 consultants, offices in 40 countries Domain experts throughout financial services, mirroring Celents coverage almost perfectly
  • 3. Celents Areas of Focus Insurance-specific application-level technology Insurance-centric viewpoints on broader technology trends Business perspective on IT issues and vice versa IT management and strategy Market and user data
  • 4. Craig Weber Senior Vice President, head of Celents global insurance team Based in San Antonio, TX 7 year veteran of Celent 18 years in life/annuities technology and strategy consulting Focus: business strategy, policy administration, distribution, new business Background: John Hancock, management consultant Analysis of e-business strategy for a commercial lines carrier Policy administration business case development for Tier 1 life/health carrier Market entry strategy for reinsurer seeking to launch software offering SAMPLE CONSULTING PROJECTS
  • 5. Donald Light Senior Analyst Based in San Francisco 25+ years insurance business and technology consulting Focus: P/C new business, policy admin, claims, IT strategy, Rules/BPM/Financial solutions Allstate, Donald Light Consulting, Sapient Princeton, Berkeley MBA Vendor selection for national commercial lines insurer IT road map for commercial lines carrier Product launch and positioning assistance for core systems vendor Develop insurance go to market strategy for infrastructure vendor SAMPLE CONSULTING PROJECTS
  • 6. Jeff Goldberg Senior Analyst Based in New York 10 years IT management and consulting Focus: Policy administration, IT strategy and governance, infrastructure, e-commerce, doc automation Princeton, New School MFA Background: Marsh, Harleysville E-business IT staffing strategy assessment and benchmarking for Top 10 multi-line carrier Policy administration vendor selection for commercial lines carrier Vendor selection for life insurance new business platform vendor for Tier 2 carrier SAMPLE CONSULTING PROJECTS
  • 7. Mike Fitzgerald, CPCU Senior Analyst, based in Chicago P&C underwriting, billing, and operations; program / project management, U.S. and Global BPO Background: 20+ years in industry positions, including policy administration management, global project management, regional front-line operations MBA from Duke University, BA in Economics from Davidson Certified Project Management Professional (PMP) Facilitating senior-level stakeholders to create strategy for system replacement project Core system vendor selection, including RFP management, demonstrations, proofs of concept Business process redesign, planning migration based on newly purchased, modern technology SAMPLE CONSULTING PROJECTS
  • 8. Catherine Stagg-Macey Senior Analyst Based in London IT strategy in top brokerage, 5+ years in IT consulting Focus: Policy administration, European trends, core system replacement challenges Marsh UK, KPMG (UK and South Africa) University of Witwatersrand Evaluation of build vs. buy strategy for a UK insurer Evaluation of internal systems for a Bermuda based speciality insurer Due diligence for private equity firm investing in insurance software space SAMPLE CONSULTING PROJECTS
  • 9. Nicolas Michellod Senior Analyst Based in Zurich IT strategy, M&A integration Focus: Switzerland, Germany, France, Eastern Europe, fluent in French, English, and German Background: Former CEO of UNIQA in Geneva and Vienna MBA from Heriot Watt University, Edinburgh Business School, BA in Economics from University of Fribourg in Switzerland Customer satisfaction post-mortem for policy administration system vendor IT vendor partnership opportunities evaluation Risk management tools: competition analysis in Europe SAMPLE CONSULTING PROJECTS
  • 10. Neil Katkov, Ph.D. Senior Vice President, head of Celents Asia operations Based in Tokyo, has also lived in Taipei, fluent in English, Japanese, and Chinese Expertise in the Asian financial services, distribution channels, and compliance issues such as anti-money laundering Background: corporate communications for Softbank, equity research at Salomon Brothers Asia Limited University of California at Berkeley, Harvard University Japan market assessment and entry strategy for global financial technology provider Due diligence of emerging insurance technology vendor in Asia Benchmarking of business continuity planning at financial institutions in Japan SAMPLE CONSULTING PROJECTS
  • 11. Wenli Yuan, FLMI Senior Analyst Based in Bejing China (insurance and banking) Global InfoTech, Hisun Technology, Tai Kang Life Insurance Peking University Competitive assessment of a Policy Admin solution vendor for a global investment bank Asia market opportunities analyze for a securities transaction processing solution vendor Asia market entry strategy for asset management company SAMPLE CONSULTING PROJECTS
  • 12. Insurance Account Support Chuck Smith Business Development
  • 13. Customer Perspective Celent helped to efficiently guide us through an extensive evaluation of property casualty underwriting system solutions. Their deep domain knowledge, coupled with their intimate understanding of the insurance solution vendors, was critical to quicklybringing our evaluation process to a decision point. Vice President,Insurance Systems, global risk management company