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Working Groups - Life, Annuity & Health

 

Listings Updated for Winter/Spring 2009 Cycle

Also see Cross Domain Working Groups

ACORD/NAILBA Pending Case Status

Site: http://teams.acord.org/apps/org/workgroup/life-acordnailbapendcs/
Email: life-acordnailbapendcs@teams.acord.org
Chair: Karen Mottley, Prudential; Jeff Kraber, NAILBA
See Proposal

The ACORD Case Status Notification message (#1125) is one of the more widely implemented messages in the ACORD LAH community. The group is working to:

  • Update the current ACORD/NAILBA implementation guide to reflect more recent versions of the ACORD Standard.
  • Prepare maintenance requests to update the ACORD Standard.
  • Validate a User Guide developed for a non-technical audience.
  • Focus on ACORD Case Status Notification transactions (125/1125).
  • Update the Guide to include more recent versions of the NAILBA EDI formats (if necessary).
  • Propose additional updates to the model and the guides based on discussions with the NAILBA Technology subcommittee.

Annuity Forms

Site: http://teams.acord.org/apps/org/workgroup/life-frma
Email: life-frma@teams.acord.org
Chair: Wendy Riihimaki, Allstate
See Proposal

This group is working to ensure standardized forms are designed in a way that would eliminate different versions of the same form for different carriers and different states. In addition to the standardization of other processes, the team is also committed to providing feedback toward the maintenance of standardized forms, such as form 951 - 1035 Exchange/Rollover/Transfer, as the forms are impacted by regulation or member request.

Annuity Products

Site: http://teams.acord.org/apps/org/workgroup/life-anwg
Email: life-anwg@teams.acord.org
Chair: Steve Kilbon, Hartford Life; Sandy Hampel, EbixExchange, Julie Appleget, AEGON
See Proposal

This working group provides a forum to address the Annuity product needs and ensures the appropriate standards are documented to allow for consistent implementations. This working group continues to:

  • Refine and expand the existing ACORD Life Standards as related to annuity products.
  • Where applicable, update the respective implementation guides based on actual usage to maintain their accuracy.
  • Provide support resources for ongoing and expanding implementations of annuity product related messages.

Employee Benefits

Site: http://teams.acord.org/apps/org/workgroup/life-empben
Email: life-empben@teams.acord.org
Chairs: Burt Tower, Mortenson, Matzelle & Meldrum Inc., & Tim Jordan, The Hartford
See Proposal

The group is working to further develop ACORD standards to support the employee benefits business within the insurance industry. The group plans to complete the development and forms implementation guides for the Basic RFP, Group Life, STD and LTD forms in preparation for pilot. The group will also support pilot testing and implementations and will submit updates to the ACORD LAH data model based on pilot findings. Also in scope is the expansion of the ACORD standards within the Framework to support RFI and RFP for life.

Illustration Transaction

Site: http://teams.acord.org/apps/org/workgroup/life-illustrations
Email: life-illustrations@teams.acord.org
Chair: TBD
See Proposal

This group will complete work on an Illustration Implementation Guide while removing gaps in the existing Illustration Request Transaction. The result will be a fully documented, service oriented transaction that can be used as an interface to calculation engines and/or full illustration services.

Life Architecture (LAWG)

Site: http://teams.acord.org/apps/org/workgroup/life-awg
Email: life-awg@teams.acord.org
Chair: Jim Brain, AEGON
See Proposal

LAWG serves to reduce variations in the interpretation of the Standard. It can produce written recommendations on the best practices for dealing with common problems in the use of the data model and improve the uniformity within the data model by reviewing proposals from Working Groups with specific business focus. The LAWG's primary role is to develop, establish, communicate, and enhance the architectural and technical structure of the Life/Annuity/Health Standards. In addition, they: give architectural advice regarding problems referred to us by individual member companies or by a working group; develop proposals for enhancements to the standard that do not fall within the scope of any active group; act as a forum for post-subcommittee cleanup of MR items; and serve as a liaison with the Joint Technical Efforts that are active.

Life Products

Site: http://teams.acord.org/apps/org/workgroup/life-ppfl/
Email: life-ppfl@teams.acord.org
Chair: Suzanne Brazeal, VERTEX Inc.
See Proposal

The overall purpose of this working group is to provide a forum to address the Life product needs and to ensure the appropriate standards are documented to allow for consistent implementations. The Life Product working group produced a draft implementation guide for Product Profile for Life (PPfL) product standards and is in need of a forum to address new business needs by developing enhancements and refinements to the ACORD LAH Standard.

Life Reinsurance

Site: http://teams.acord.org/apps/org/workgroup/life-reinsurance
Email: life-reinsurance@teams.acord.org
Chair: Ellen Fedorowicz, JNL; Simon Bell, LOGIQ3
See Proposal

The group is currently supporting pilot implementations and will support these this cycle while providing a forum for any implementation guide enhancements. They will also explore possible usage and adoption in the UK and European markets.

Long Term Care Forms

Site: http://teams.acord.org/apps/org/workgroup/life-formsltc
Email: life-formsltc@teams.acord.org
Chair: Sandra Latham, LTCI Partners
See Proposal

The ACORD Long Term Care Forms Working Group creates standardized forms and messages for use within the Long Term Care Insurance sector. They are currently working to:

  • Create activity diagram outlining high level carrier process.
  • Determine what changes, if any, need to be made to the LAH Standard to support LTC applications.
  • Develop a New Business Message Sub-Tran message for LTC applications.
  • Analyze current Pending Case Download Message to see if any additions are needed for LTC products.
  • Determine and prioritize development of the LTC forms that correlate to the process. Forms development will include standardization of the data elements represented on the form, eLabels (logical XML tags assigned to all fill-in fields) and XPath mappings from the Forms to the message(s). Forms will be assessed to align with this approach.

MR Review

Site: http://teams.acord.org/apps/org/workgroup/life-mr
Email: life-mr@teams.acord.org
Chairs: Karen Mottley, Prudential; Lynn Gadue, VERTEX
See Proposal

The MR Review Working Group is an open forum where all members who desire to can review and comment together on proposed changes (MRs) to a Standard and recommend clarifications and/or alternate proposed solutions. This forum will allow for the development of more universal solutions. The group can provide recommendations for approval or reasons for declination of an MR which will be noted on the MR reports along with corresponding comments (if provided) by the MR author(s), and such content will be included in the voting ballot materials.

Policy LifeCycle

Site: http://teams.acord.org/apps/org/workgroup/life-plc
Email: life-plc@teams.acord.org
Chairs: Pat Graham, Prudential; Laura D’Anna, EbixExchange
See Proposal

The core objective of this group is to develop implementation guides describing how to manage policies - proposed (New Business), pending (Issue & Underwriting), and active (In-force) - to support all lines of business (Annuity, Life, Disability/Health) and all distribution channels (captive, brokerage, bank / securities, direct, other).

This cycle, the group will review and prioritize all outstanding Working Group issues, resolving those considered to be critical as well as review of all messages impacted by work completed to-date. In addition they will:

  • Identify and complete changes.
  • Review the 103 New Business Message.
  • Revise the 103 to support Part B.
  • Document both the request and response messages in the Implementation Guide.
  • Use the information the PLC WG gathers about the 103 to facilitate the work being done by the AML Working Group.

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