Lloyd's, CATEX and RFIB Event

Princeton and London, January 16, 2015

If your firm is involved with Canadian delegated authority business this event CATEX is co-sponsoring may be of interest to you.

Event Title: Straight through processing of Risk/Premium Bordereaux in Canada.

Event Summary: Lloyd's Canada, CATEX and RFIB entered into a collaborative effort to streamline the transfer of Risk information for the Canadian business. The focus of this project was to enable automated transfer of Risk and Premium bordereau data between Lineage and RFIB, a licensee of the CATEX Pivot Point Bordereau Management system. The presentation highlights the objectives, challenges, solutions, and outcome of the Project.

Event Location: ACORD London, London Underwriting Centre, Suite 1/3, 3 Minster Court, Mincing Lane, London EC3R 7DD, United Kingdom

Event Time: 11 a.m., Thursday, February 5, 2015

Event Length: 60 Minutes

Event RSVP Details: Event RSVP Details: The LUC is a controlled environment and space at the event is limited. Please email your intention to attend with your name and company affiliation to CATEXevents@catex.com

Presenters:
Lucie Payette, Senior Operations Manager, Lloyd's Canada Inc

Mark Kinsella, Head of Information Systems/Services, RFIB Group Ltd

David Belsham, Divisional Director, RFIB Group Ltd

Tom Bailey, Chairman, CATEX Europe

Program:
• Lloyd's Canada
• Lloyd's Canada
• Facts about Lloyd's in Canada
• Who we are and what we do
• User Demographics - # of Cover holder, Brokers, Markets
• Transactional / premium volume
• Lineage System
• History of the project
• Lloyd's of London Lineage user Group involvement
• Solution
• Benefits
• Results & Lessons Learned (Lineage)
• Next Steps

CATEX:
• Description of Solution
• Future expansion of functionality

RFIB:
• Results & Lessons Learned (RFIB)
• Next Step - Eliminate manual data entry by Coverholders by providing Data Import files to Lineage

Questions/Answers:
We look forward to seeing you there.

Sincerely,
Stephanie A. Fucetola
Senior Vice President/CATEX