Research

TechInvestmentsforMGAs thumbnail

Distribution Technologies for MGAs and MGUs: Plans for 2023 and Beyond

Author(s):
Mark A. Breading, Partner
Thad DeBerry, Partner
Publication Date:
April 28, 2023
Number of Pages:
18
Price:
$1,995.00 USD

The MGA and MGU landscape is growing rapidly as the distribution evolution continues across the insurance ecosystem. more >

Research Info Request

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2022 P&C Core Systems Purchasing Trends: Insurance Market Dynamics Shift Foundational Technology Needs

Author(s):
Tom Benton, Partner
Karen Furtado, Partner
Publication Date:
April 24, 2023
Number of Pages:
13
Price:
$1,495.00 USD

Digital transformation continues to drive technology innovation and investment at insurers. At the same time, they face new challenges of adapting to changing business environments and keeping up with the... more >

Research Info Request

Agency Distribution Small Commercial Figure 3 200x150

P&C Agency Distribution: Digital Strategies and Plans for Small Commercial Lines in 2023

Author(s):
Mark A. Breading, Partner
Publication Date:
March 16, 2023
Number of Pages:
16
Price:
$2,495.00 USD

In recent years, we have seen small commercial lines evolve thanks to technology advancements, changing customer/distributor expectations, external influences, and new distribution channels driving changes across the segment. more >

Research Info Request

Agency Distribution Figure 2 200x151

P&C Agency Distribution: Digital Strategies and Plans for Mid/Large Commercial Lines in 2023

Author(s):
Mark A. Breading, Partner
Publication Date:
March 7, 2023
Number of Pages:
14
Price:
$2,495.00 USD

The distribution landscape in the mid and large commercial lines segment is continually evolving as carriers invest in ways to improve agent/customer experience, increase efficiencies, and grow market reach. more >

Research Info Request

2023 strategic initiatives pc personal lines 200x150

2023 Strategic Initiatives: P&C Personal Lines

Author(s):
Mark A. Breading, Partner
Tom Benton, Partner
Heather Turner, Lead Research Analyst
Publication Date:
February 28, 2023
Number of Pages:
16
Price:
$1,495.00 USD

Despite ongoing economic pressures, including inflation and fears of a recession, many personal lines insurers are growing and transforming in 2023 by prioritizing key initiatives and seizing new opportunities. more >

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2023 strategic initiatives PC commercial lines 200x150

2023 Strategic Initiatives: P&C Commercial Lines

Author(s):
Mark A. Breading, Partner
Tom Benton, Partner
Thad DeBerry, Partner
Publication Date:
February 16, 2023
Number of Pages:
19
Price:
$1,495.00 USD

Commercial lines insurers are actively shifting their strategies as we move into 2023. Amid economic uncertainty, some insurers are being less aggressive but are still making progress on their foundational... more >

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CES 2023 Report 200x150

Top Trends at CES 2023: The Innovations P&C Insurers Need to Watch Now and in the Future

Author(s):
Mark A. Breading, Partner
Publication Date:
February 8, 2023
Number of Pages:
13
Price:
$1,495.00 USD

The annual Consumer Electronic Show (CES) from the Consumer Technology Association is considered the most influential technology event in the world. more >

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TransTechforPersonalLines 200x150

Transformational Technologies in P&C Personal Lines: Insurers' Progress in 2022 and Future Predictions

Author(s):
Mark A. Breading, Partner
Tom Benton, Partner
Heather Turner, Lead Research Analyst
Publication Date:
January 27, 2023
Number of Pages:
11
Price:
$1,495.00 USD

The personal lines segment is known as an industry pioneer of new technologies, especially during the challenges presented during the pandemic. more >

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Distribution Technologies for Personal Lines Carrier Plans for 2023 and Beyond 200x150

Distribution Technologies for Personal Lines: Carrier Plans for 2023 and Beyond

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
January 12, 2023
Number of Pages:
15
Price:
$1,495.00 USD

The personal lines industry has been at the frontline of industry-wide changes covering distribution, digital technologies, operations, and customer experience. more >

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Distribution Technologies for Small Commercial Lines Carrier Plans for 2023 and Beyond 200x150

Distribution Technologies for Small Commercial Lines: Carrier Plans for 2023 and Beyond

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
December 30, 2022
Number of Pages:
14
Price:
$1,495.00 USD

As the distribution landscape continues to evolve, small commercial lines carriers recognize that they must invest in and support their distribution partners, especially as risks become more sophisticated and complex. more >

Research Info Request

Untitled design 7

Top 10 Predictions for P&C Insurance in 2023

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Tom Benton, Partner
Thad DeBerry, Partner
Publication Date:
December 28, 2022
Number of Pages:
8
Price:
$995.00 USD

2023 promises to be another interesting one for the P&C insurance industry. The digital transformation underway is proving to be unstoppable, even in the face of uncertain market conditions. more >

Research Info Request

TransformationalTechnologiesinPandCCommercial 200x150

Transformational Technologies in P&C Commercial Lines: Insurers’ Progress for 2022 and Future Predictions

Author(s):
Mark A. Breading, Partner
Tom Benton, Partner
Heather Turner, Lead Research Analyst
Publication Date:
December 22, 2022
Number of Pages:
12
Price:
$1,495.00 USD

Transformational technologies continue to be the focus of insurers' strategies as they move toward greater optimization and innovation. more >

Research Info Request

Distribution technologies for mid large commercial lines carrier plans for 2023 and beyond 200x150

Distribution Technologies for Mid/Large Commercial Lines: Carrier Plans for 2023 and Beyond

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
December 14, 2022
Number of Pages:
13
Price:
$1,495.00 USD

Insurers focused on the mid-market and large commercial segments show no signs of slowing down their distribution evolution journeys. more >

Research Info Request

channel strategies for PC personal lines plans for 2023 and beyond 200x150

Channel Strategies for P&C Personal Lines: Plans for 2023 and Beyond

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
November 30, 2022
Number of Pages:
10
Price:
$1,495.00 USD

The personal lines segment is robust with various distribution channel options. The pandemic, innovation, shifting customer expectations, and economic uncertainty are pressing insurers to assess their channel strategies to consider... more >

Research Info Request

Personal Lines Underwriting Transformation The New Age of Data 200x150

Personal Lines Underwriting Transformation: The New Age of Data

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
November 16, 2022
Number of Pages:
17
Price:
$1,495.00 USD

The personal lines segment is often the leader of transformation in the insurance industry. In particular, the segment has led the way in leveraging data to automate business, including within underwriting. more >

Research Info Request

channel strategies pc small and mid large commercial lines plans for 2023 and beyond 200x150

Channel Strategies for P&C Small and Mid/Large Commercial Lines: Plans for 2023 and Beyond

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
November 7, 2022
Number of Pages:
12
Price:
$1,495.00 USD

The distribution environment is constantly evolving, and channel options in commercial lines are becoming more dynamic and innovative. more >

Research Info Request

Small Commercial Lines Underwriting Transformation The Next Level of Automation thumbnail 200x150

Small Commercial Lines Underwriting Transformation: The Next Level of Automation

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
October 26, 2022
Number of Pages:
17
Price:
$1,495.00 USD

In recent years, insurers focused on small commercial lines have had to reimagine their underwriting operations as customers’ needs and market dynamics have changed. more >

Research Info Request

MGA Business Models 200x150

MGA/MGU Business Models: The Evolution of MGAs in P&C Insurance

Author(s):
Mark A. Breading, Partner
Thad DeBerry, Partner
Publication Date:
October 19, 2022
Number of Pages:
13
Price:
$1,995.00 USD

Managing General Agencies (MGAs) and Managing General Underwriters (MGUs) play vital roles in the insurance ecosystem. more >

Research Info Request

PC Agency Distribution Digital Stategies and Plans for Personal Lines for 2023 Thumbnail

P&C Agency Distribution: Digital Strategies and Plans for Personal Lines for 2023

Author(s):
Mark A. Breading, Partner
Publication Date:
October 6, 2022
Number of Pages:
13
Price:
$2,495.00 USD

Through the years, personal lines agencies are often the first to experience changes in insurance distribution, especially those involving technology and digital transformation. more >

Research Info Request

ClaimsRRThumbnail090922

Top 20 InsurTechs in Claims: InsurTechs Impacting North American P&C

Author(s):
Mark A. Breading, Partner
Karen Furtado, Partner
Tom Benton, Partner
Publication Date:
September 8, 2022
Number of Pages:
20
Price:
$1,995.00 USD

The InsurTech market has experienced rapid growth and activity in the last decade, especially within the claims ecosystem. more >

Research Info Request

Middle Market and Large Commercial Lines Underwriting Transformation The Next Era 200x150

Middle-Market and Large Commercial Lines Underwriting Transformation: The Next Era

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
August 30, 2022
Number of Pages:
17
Price:
$1,495.00 USD

When the pandemic revealed gaps in insurers’ digital capabilities, many had to adapt to changing needs and demands or risk being left behind. more >

Research Info Request

vtalent report thumb

How P&C Insurance Vendors Are Responding to the Battle for Talent

Author(s):
Karen Furtado, Partner
Tom Benton, Partner
Publication Date:
June 29, 2022
Number of Pages:
12
Price:
$1,495.00 USD

The momentous trends that have emerged because of the pandemic have forever changed workforces across industries. more >

Research Info Request

Digital Transformation Initiatives 200 by 150

Digital Transformation in Personal Lines: Project Priorities for 2022 and Beyond

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
June 21, 2022
Number of Pages:
10
Price:
$1,495.00 USD

Personal lines insurers have historically been industry pioneers in implementing innovative solutions and processes, moving ahead of many of their peers in their digital transformation journeys. more >

Research Info Request

Untitled design 2

Digital Transformation in Commercial Lines: Project Priorities for 2022 and Beyond

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
June 6, 2022
Number of Pages:
11
Price:
$1,495.00 USD

How far along are commercial lines insurers in their digital transformation journeys? Although the pandemic accelerated transformational initiatives, those shifts also exposed vulnerabilities in carrier capabilities as well as new... more >

Research Info Request

RR051622 200x150

P&C Insurance Talent and the Workforce: Imperatives for Success in the Post-Pandemic World

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
May 16, 2022
Number of Pages:
18
Price:
$2,495.00 USD

The pandemic has forever changed the nature of the workforce – and the insurance industry is no exception. more >

Research Info Request

CoreDealsReportThumbnail 2022

2021 P&C Core Systems Purchasing Trends: Foundational Technology Continues to Enable Digital Transformation

Author(s):
Karen Furtado, Partner
Publication Date:
April 29, 2022
Number of Pages:
12
Price:
$1,495.00 USD

Core systems purchases are continuing to facilitate and accelerate digital transformation in the insurance industry, according to recent research by SMA that also spotlights deal trends in 2021. more >

Research Info Request

Figure1 033122 200x150C

The Race Toward True Digital Payment Experiences: The Digital Transformation of Premium and Claim Payments in 2022 and Beyond

Author(s):
Karen Furtado, Partner
Publication Date:
March 31, 2022
Number of Pages:
9
Price:
$1,495.00 USD

The digital payment landscape in property & casualty insurance has undergone rapid transformation in recent years, progressing from accepting newer forms of payment and issuing checks to focusing more on... more >

Research Info Request

Figure4 AgencyChannel Thumbnail

Channel Strategies and Plans for P&C Agencies: A View of Commercial and Personal Lines Segments in 2022

Author(s):
Mark A. Breading, Partner
Publication Date:
March 29, 2022
Number of Pages:
14
Price:
$2,495.00 USD

Retail insurance agencies have more channel partnership options now than ever before. While carriers are still an important channel partner, other avenues are emerging, and agencies are being strategic about... more >

Research Info Request

RR030822 200x150

2022 Strategic Initiatives: P&C Personal Lines

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
March 8, 2022
Number of Pages:
17
Price:
$1,495.00 USD

The personal lines insurance segment has undergone widespread digital transformation and innovation in recent years. During the pandemic, personal property & casualty insurers took their digital transformation plans to new... more >

Research Info Request

SMA RR 02232021 200x150

2022 Strategic Initiatives: P&C Commercial Lines

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
February 23, 2022
Number of Pages:
17
Price:
$1,495.00 USD

Property and casualty commercial lines insurers accelerated their digital transformation in 2021, making significant leaps forward in technology investments, workforce evolution, and strategic planning. more >

Research Info Request

Agency Digital Strategies PL 02162022 200x150am

P&C Agency Distribution: Digital Strategies and Plans for Personal Lines in 2022

Author(s):
Mark A. Breading, Partner
Publication Date:
February 16, 2022
Number of Pages:
17
Price:
$2,495.00 USD

The personal lines segment has been at the forefront of changes in distribution within the insurance industry. more >

Research Info Request

RR030822 200x150

P&C Agency Distribution: Digital Strategies and Plans for Small Commercial Lines in 2022

Author(s):
Mark A. Breading, Partner
Publication Date:
February 3, 2022
Number of Pages:
17
Price:
$2,495.00 USD

The distribution space has changed dramatically in recent years and will continue to evolve as digital transformation shapes the future of insurance. more >

Research Info Request

RR012722 200x151

P&C Agency Distribution: Digital Strategies and Plans for Mid and Large Commercial Lines in 2022

Author(s):
Mark A. Breading, Partner
Publication Date:
January 26, 2022
Number of Pages:
16
Price:
$2,495.00 USD

The insurance distribution channel has seldom stood still, especially when you consider all the changes retail agencies and brokers have undergone in recent years. more >

Research Info Request

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Transformational Technologies in P&C Personal Lines: Insurer Progress, Plans, and Predictions for 2022 and Beyond

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
December 29, 2021
Number of Pages:
13
Price:
$1,495.00 USD

Personal lines insurers responded quickly during the pandemic to meet consumers' rapidly evolving needs, including investing heavily in digital capabilities to allow for remote access for customers, agents, and employees. more >

Research Info Request

Figure1121321 200x150

Transformational Technologies in P&C Commercial Lines: Insurer Progress, Plans, and Predictions

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
December 13, 2021
Number of Pages:
13
Price:
$1,495.00 USD

How far have commercial lines insurers’ digital transformation plans progressed since 2020? Market activity suggests that insurers are reprioritizing their projects due to the effects of the pandemic, with plans... more >

Research Info Request

Fig1 111721 200x151

Distribution Technologies for MGAs and MGUs: Current State and Future Plans

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
November 17, 2021
Number of Pages:
16
Price:
$2,495.00 USD

Managing General Agents (MGAs) and Managing General Underwriters (MGUs) are experiencing rapid growth in today’s insurance environment. more >

Research Info Request

fig3200x150

P&C Claims in the Post-Pandemic Era: Emerging Stronger, Accelerating Transformation

Author(s):
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
September 17, 2021
Number of Pages:
12
Price:
$1,495.00 USD

The pandemic has served as a catalyst for digital transformation across the insurance industry, and claims has been no exception. more >

Research Info Request

Figure2200x150 090921

Distribution Technologies for Personal Lines: Carrier Progress and Plans

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
September 8, 2021
Number of Pages:
15
Price:
$1,495.00 USD

Within the insurance industry, the personal lines sector has frequently been the pioneer in building and enhancing digital capabilities. more >

Research Info Request

Figure20200x150083121

Distribution Technologies for Mid/Large Commercial: Carrier Progress and Plans

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
August 31, 2021
Number of Pages:
14
Price:
$1,495.00 USD

Traditionally, success in the middle-market and large commercial segments relied on deep expertise regarding customer risks and deep relationships with a network of distributors with access to those networks. more >

Research Info Request

Carrier Expectations for Distribution Channel Changes200x150

Distribution Technologies for Small Commercial: Carrier Progress and Plans

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
August 6, 2021
Number of Pages:
13
Price:
$1,495.00 USD

How far along are commercial lines carriers in delivering digital solutions to their agents and other distribution partners? SMA recently surveyed carriers focused on the small commercial market to assess... more >

Research Info Request

PLDigitalPlans200x150thumbnail

Personal Lines Digital Plans and the Post-Pandemic World: SMA Market Pulse Insights

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
July 30, 2021
Number of Pages:
11
Price:
$1,495.00 USD

The traditionally stable P&C personal lines insurance industry has been shaken up due to the pandemic. more >

Research Info Request

CommercialLinesDigitalPlansRR2021small

Commercial Lines Digital Plans and the Post-Pandemic World: SMA Market Pulse Insights

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
July 29, 2021
Number of Pages:
10
Price:
$1,495.00 USD

The past 18 months have been interesting (to say the least) for anyone involved in technology strategy, planning, or implementation. more >

Research Info Request

Figure2ThumbnailSmall

Channel Strategies and Plans for P&C Personal Lines: A View of Today’s Environment and What’s to Come

Author(s):
Mark A. Breading, Partner
Deborah M. Smallwood, Senior Partner
Publication Date:
July 16, 2021
Number of Pages:
9
Price:
$1,495.00 USD

It’s an interesting time for personal lines carriers. They are both building on their strong foundations and partnerships while also adapting to a quickly evolving market. more >

Research Info Request

Channels Accounting for More than 20 percent thumbnail

Channel Strategies and Plans for MGAs: Aggressive Expansion Underway

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
July 14, 2021
Number of Pages:
12
Price:
$2,495.00 USD

Managing General Agents (MGAs) occupy a unique position in the industry as both distribution partners to carriers and enablers of downstream channel partners. more >

Research Info Request

RR061621ThumbnialSmall

Channel Strategies and Plans for P&C Commercial Lines: A View of Small and Mid/Large Commercial Segments

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
June 17, 2021
Number of Pages:
10
Price:
$1,495.00 USD

Commercial lines insurers are expanding and strengthening their distribution channels. Most are developing stronger bonds with existing agent/broker channels, and many are exploring and implementing alternate channels to reach preferred... more >

Research Info Request

Untitled design 10

Customer Experience in P&C: Transformation in the Pandemic Era

Author(s):
Mark A. Breading, Partner
Judy Delarosa, Principal
Publication Date:
May 21, 2021
Number of Pages:
16
Price:
$1,495.00 USD

Improving the customer experience remains a top priority for insurers across all segments. However, the pandemic and related events of the past year have changed the expectations of agents and... more >

Research Info Request

20210420 CL Distribution Platforms

Commercial Lines Distribution Platforms: Rapidly Evolving Options for Carriers

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
April 21, 2021
Number of Pages:
12
Price:
$1,495.00 USD

Commercial lines insurers have many options for distribution partners. InsurTech startups and incumbents alike offer new capabilities as intermediaries connecting agencies and other distributors to carriers. more >

Research Info Request

20210405 2020 Core Deals

2020 P&C Core Systems Purchasing Trends: Foundational Technology Fueling Digital Transformation

Author(s):
Karen Furtado, Partner
Publication Date:
April 7, 2021
Number of Pages:
14
Price:
$1,995.00 USD

A new SMA research report, 2020 P&C Core Systems Purchasing Trends: Foundational Technology Fueling Digital Transformation, analyzes P&C insurers’ core systems buying decisions in 2020 and identifies significant trends in... more >

Research Info Request

20210319 2021 PL Digital Projects

Digital Transformation in Personal Lines: Project Priorities for 2021

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
March 23, 2021
Number of Pages:
11
Price:
$1,495.00 USD

Digital transformation for P&C Personal Lines insurers has been reshaped by the pandemic. What does this mean in terms of digital project priorities? What are the key projects that insurers... more >

Research Info Request

2021 02 26 CL Digital Projects

Digital Transformation in Commercial Lines: Project Priorities for 2021

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
February 26, 2021
Number of Pages:
14
Price:
$1,495.00 USD

Digital transformation for P&C Commercial Lines insurers has been reshaped by the pandemic. What does this mean in terms of digital project priorities? What are the key projects that insurers... more >

Research Info Request

20201217 2021 PL Strategic Initiatives

2021 Strategic Initiatives: P&C Personal Lines

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Publication Date:
December 17, 2020
Number of Pages:
18
Price:
$1,495.00 USD

2020 has been a year of adjustments in the strategies, plans, and budgets of P&C personal lines insurers. more >

Research Info Request

20201215 Small CL UW eBook

Small Commercial Lines Underwriting Transformation: Mind the Gap

Author(s):
Deborah M. Smallwood, Senior Partner
Megan Bock Zarnoch, Guest Author
Publication Date:
December 16, 2020
Number of Pages:
15
Price:
$1,495.00 USD

P&C Commercial Lines Underwriting will look different in 2030, and the implications must inform today’s strategies. Small markets are already shifting to new digital, transformational business models. more >

Research Info Request

20201215 Mid Large CL UW eBook

Middle to Large Commercial Lines Underwriting Transformation: Under Construction

Author(s):
Deborah M. Smallwood, Senior Partner
Megan Bock Zarnoch, Guest Author
Publication Date:
December 16, 2020
Number of Pages:
15
Price:
$1,495.00 USD

P&C Commercial Lines Underwriting will look different in 2030, and the implications must inform today’s strategies. more >

Research Info Request

20201203 CL Strategic Initiatives

2021 Strategic Initiatives: P&C Commercial Lines

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
December 4, 2020
Number of Pages:
17
Price:
$1,495.00 USD

2020 has been a year of adjustments in the strategies, plans, and budgets of P&C commercial lines insurers. more >

Research Info Request

20201109 IoT Report

IoT: Connecting P&C Insurers to New Business Opportunities

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
November 10, 2020
Number of Pages:
13
Price:
$1,495.00 USD

The Internet of Things (IoT) covers a wide expanse of technology and an equally wide expanse of business opportunities for both P&C commercial and personal lines organizations. more >

Research Info Request

20201102 Distribution Ecosystem

P&C Distribution (R)evolution: Blending Old and New Models

Author(s):
Mark A. Breading, Partner
Publication Date:
November 3, 2020
Number of Pages:
13
Price:
$1,495.00 USD

P&C distribution is transforming from the inside-out as well as the outside-in. This means that traditional distribution – from insurers through agents/brokers – is evolving, while new distribution channels from... more >

Research Info Request

20201015 AI PL

AI in P&C Personal Lines: Insurer Progress, Plans, and Predictions

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
October 16, 2020
Number of Pages:
15
Price:
$1,495.00 USD

Artificial Intelligence (AI) is transforming the P&C personal lines insurance business. The AI umbrella covers a number of technologies, and it is critical that personal lines insurers review each technology... more >

Research Info Request

20201008 AI CL

AI in P&C Commercial Lines: Insurer Progress, Plans, and Predictions

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
October 9, 2020
Number of Pages:
15
Price:
$1,495.00 USD

Artificial Intelligence (AI) is transforming the P&C commercial lines insurance business. The AI umbrella covers a number of technologies, and it is critical that commercial lines insurers review each technology... more >

Research Info Request

2020 10 06 Fall Market Pulse

P&C Tech Plans for 4Q into 2021: SMA Market Pulse Insights

Author(s):
Mark A. Breading, Partner
Deborah M. Smallwood, Senior Partner
Publication Date:
October 7, 2020
Number of Pages:
10
Price:
$1,495.00 USD

P&C insurers continue to adapt and adjust their plans around the momentous events of 2020. This research report is based on a new SMA Market Pulse Survey designed to assess... more >

Research Info Request

2020 09 24 Claims report

Claims Transformation Reset: The Impact of COVID-19

Author(s):
Karen Furtado, Partner
Karen Pauli, Principal
Publication Date:
September 25, 2020
Number of Pages:
13
Price:
$1,495.00 USD

The pandemic has altered the claims transformation journey. While most claims organizations were on a transformation path at the start of 2020, COVID constraints have changed the execution baseline and... more >

Research Info Request

2020 09 18 InsurTech Brief

The Top 10 Themes for InsurTech 2020: Operating in the Pandemic Era

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
September 18, 2020
Number of Pages:
10
Price:
$1,495.00 USD

The pandemic has changed almost all things in our personal and business lives. Some may believe that non-traditional insurance technology providers such as InsurTechs would fall to the back of... more >

Research Info Request

20200910 Transformational Tech CL

Transformational Technologies in P&C Personal Lines: Insurer Progress, Plans, and Projections

Author(s):
Mark A. Breading, Partner
Publication Date:
September 11, 2020
Number of Pages:
11
Price:
$1,495.00 USD

This report assesses technologies that SMA has categorized as transformational for P&C personal lines insurers. For each technology, insurers’ levels of investment and the stage of their activity are evaluated. more >

Research Info Request

20200910 Transformational Tech CL

Transformational Technologies in P&C Commercial Lines: Insurer Progress, Plans, and Projections

Author(s):
Mark A. Breading, Partner
Publication Date:
September 11, 2020
Number of Pages:
11
Price:
$1,495.00 USD

This report assesses technologies that SMA has categorized as transformational for P&C commercial insurers. For each technology, insurers’ levels of investment and the stage of their activity are evaluated. more >

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20200731 Underwriting CL

A Recipe for Commercial Lines Underwriting Transformation: Business Led, Technology Enabled With a Culture of Change Readiness

Author(s):
Deborah M. Smallwood, Senior Partner
Megan Bock Zarnoch, Guest Author
Publication Date:
August 3, 2020
Number of Pages:
18
Price:
$1,495.00 USD

P&C Commercial Lines Underwriting will look different in 2030. Small markets are already shifting to new digital, transformational business models. more >

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2020 07 21 Digital Communication

Digital Communications in Insurance: Managing Expanding Options

Author(s):
Mark A. Breading, Partner
Publication Date:
July 23, 2020
Number of Pages:
16
Price:
$1,495.00 USD

Communication patterns in insurance were already changing before the pandemic, and new options are now being adopted at an accelerated rate. more >

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20200708 Digital Payments

Digital Payments are Red Hot in Insurance

Author(s):
Karen Furtado, Partner
Publication Date:
July 13, 2020
Number of Pages:
13
Price:
$1,495.00 USD

Accelerating in Digital Transformation of Inbound and Outbound Payments more >

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20200623 Digital Platforms

Digital Platforms: Why Now, What It Is, and How to Move Forward

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
June 23, 2020
Number of Pages:
13
Price:
$1,495.00 USD

As we move to the other side of this pandemic, there is still much uncertainty about the economic and social impact of COVID-19. more >

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20200618 Scenarios COVID

P&C Insurance Post-COVID-19: Four Scenarios for the Future

Author(s):
Mark A. Breading, Partner
Publication Date:
June 19, 2020
Number of Pages:
10
Price:
$1,495.00 USD

Insurers are faced with more uncertainty in their strategic planning than ever before. The global pandemic, economic downturn, and societal upheavals across the US are making big impacts on P&C... more >

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2020 05 15 Market Pulse

P&C Tech Plans in the COVID-19 Era: SMA Market Pulse Insights

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Publication Date:
May 15, 2020
Number of Pages:
14
Price:
$1,495.00 USD

How are insurer plans and investments changing due to the pandemic? Are they pausing initiatives or even cutting back? Are they reshaping their plans? Accelerating initiatives? Or just staying the... more >

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20200422 Digital Readiness

The Moment of Truth: Digital Readiness and Response in the Midst of COVID-19

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
April 22, 2020
Number of Pages:
11
Price:
$1,495.00 USD

In the midst of all the COVID-19 pandemic chaos, distraction, and upheaval, insurers’ digital capabilities are being put to the test – across the entire ecosystem. more >

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2020 04 15 InsurTech 50

Top 50 InsurTechs in P&C Insurance

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
April 16, 2020
Number of Pages:
37
Price:
$1,495.00 USD

SMA has compiled a list of the top 50 InsurTech startups in the North American market to assist P&C insurers in making decisions about who to partner with and who... more >

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20200403 2019 core deals

2019 P&C Core Systems Purchasing Trends: Foundational Technology to Fuel the Transformation Journey

Author(s):
Karen Furtado, Partner
Publication Date:
April 3, 2020
Number of Pages:
12
Price:
$1,495.00 USD

2019 P&C Core Systems Purchasing Trends: Foundational Technology to Fuel the Transformation Journey analyzes P&C insurers’ core systems buying decisions in 2019 and identifies significant trends of insurers’ investments in... more >

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20200402 10 Moments of Truth

The 10 Moments of Truth and Watchpoints for the Future: How Insurers are Responding to COVID-19

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
April 2, 2020
Number of Pages:
7
Price:
$1,495.00 USD

This report brief outlines the “10 Moments of Truth for P&C Insurers,” highlighting the “whats” and “hows” of insurer response to COVID-19. more >

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20200213 2H19 InsurTech and Transformational Tech Snapshot

InsurTech and Transformational Tech: Highlights and Insights for 2H19

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
February 14, 2020
Number of Pages:
8
Price:
$995.00 USD

The second half of 2019 reveals that the InsurTech movement is in transition. Gaps in certain trends are growing, and new records are emerging. more >

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20200206 2020 PL Strategic Initiatives

2020 Strategic Initiatives: P&C Personal Lines

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
February 6, 2020
Number of Pages:
18
Price:
$1,495.00 USD

The personal lines insurance industry is in the midst of transformation. In fact, many insurers are striving to accelerate transformation within their companies. more >

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20200131 eBook 2020 Strategic Initiatives

Strategic Initiatives in P&C Insurance: 2020 and Beyond

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
January 31, 2020
Number of Pages:
13
Price:
$995.00 USD

Insurers are driving transformation through a series of major strategic initiatives – initiatives that span years and are central to their business strategies. more >

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20200128 2020 CL Strategic Initiatives

2020 Strategic Initiatives: P&C Commercial Lines

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
January 29, 2020
Number of Pages:
17
Price:
$1,495.00 USD

The commercial lines insurance industry is in a historic time of transformation. External forces are pushing against tradition and culture at an unprecedented rate. more >

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2019 12 20 2019 AI Report

AI Technologies in P&C: Insurer Progress, Plans, And Potential

Publication Date:
December 20, 2019
Number of Pages:
34
Price:
$1,495.00 USD

How is this report on AI in insurance different from many of the other reports that have been published? First, it is based on SMA Research that reflects the views... more >

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20191217 Cloud Core Systems

Cloud and Core Systems: Top Ten Strategic Considerations

Author(s):
Karen Furtado, Partner
Publication Date:
December 20, 2019
Number of Pages:
7
Price:
$995.00 USD

Cloud computing has become a fundamental requirement in the digital world and will play an even greater role as we move further into the new era of computing. more >

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2019 12 18 Summit Recap Report

Transformation in Action: Success Stories and Use Cases

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
December 18, 2019
Number of Pages:
25
Price:
$995.00 USD

SMA has released a new report on the 2019 SMA Summit: Transformation in Action which was held in New York City on December 4, 2019. more >

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2019 12 11 PL Transformational Tech

Transformational Technologies in P&C Personal Lines: Insurer Progress, Plans, and Projections

Publication Date:
December 11, 2019
Number of Pages:
15
Price:
$995.00 USD

Transformational technologies are poised to fundamentally alter the personal lines insurance sector over the next five to ten years. In some ways, the effects are already being felt. more >

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20191127 CL Transformational Tech

Transformational Technologies in P&C Commercial Lines: Insurer Progress, Plans, and Projections

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
November 27, 2019
Number of Pages:
14
Price:
$995.00 USD

Transformational technologies are poised to fundamentally alter the commercial lines insurance sector over the next five to ten years. In some ways, the effects are already being felt. more >

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2019 11 07 Innovation eBook.png

Insurance and the Innovation Journey: Lessons From a Decade of Progress

Publication Date:
November 8, 2019
Number of Pages:
17
Price:
$995.00 USD

The property/casualty insurance industry began a new wave of innovation almost a decade ago that has been gaining momentum over the past few years. more >

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2019 10 31 claims report

AI and Customer Experience: New Lenses for Claims Transformation

Author(s):
Karen Furtado, Partner
Karen Pauli, Principal
Publication Date:
October 31, 2019
Number of Pages:
9
Price:
$995.00 USD

The digitally connected world has generated many new customer demands, new digital content, new and expanding ecosystems, and the realities of operating in a real-time world. more >

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2019 08 02 1H19 InsurTech and Transformational Tech Snapshot

1H19 InsurTech and Transformational Tech Snapshot

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
July 31, 2019
Number of Pages:
9
Price:
$995.00 USD

After the first half of 2019, the InsurTech movement is alive and well. There are many reports and commentaries about funding, partnerships, company profiles, and trends. more >

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20190726 10 Guidelines Small Business Success

Ten Guidelines for Success in the Small Commercial Market

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
July 26, 2019
Number of Pages:
10
Price:
$995.00 USD

The P&C small commercial segment is viewed as an area of opportunity by many insurers. A great deal of activity and investment is underway related to new distribution channel options,... more >

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20190718 CX Commercial Lines

8 Critical Investments for Customer Experience Excellence: State of Commercial Lines Investments, Adoption and Maturity

Author(s):
Deborah M. Smallwood, Senior Partner
Judy Delarosa, Guest Author
Publication Date:
July 22, 2019
Number of Pages:
15
Price:
$1,495.00 USD

This SMA research report assesses customer experience maturity in P&C Commercial Lines in North America. The report covers the investment, maturity, business areas most affected, and current or emerging trends... more >

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20190711 Personal Lines Foundational Tech

Foundational Technologies in Personal Lines Insurance: Investment, Adoption, and Business Areas

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
July 12, 2019
Number of Pages:
34
Price:
$2,495.00 USD

The personal lines segment of the insurance industry is quite active, with many initiatives and projects underway across the value chain at insurers today. more >

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20190701 Insurance 2030

Insurance 2030: How Technology is Transforming the P&C Landscape

Author(s):
Mark A. Breading, Partner
Publication Date:
July 1, 2019
Number of Pages:
8
Price:
$995.00 USD

How much will the P&C industry transform by 2030? How will different segments be affected? Will risks change substantially? Will distribution, products, underwriting, claims, and other areas be dramatically different?... more >

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20190621 Commercial Lines Foundational Tech

Foundational Technologies in Commercial Lines Insurance: Investment, Adoption, and Business Areas

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
June 26, 2019
Number of Pages:
34
Price:
$2,495.00 USD

SMA research indicates that over half of P&C insurers are in transformation mode. For commercial lines insurers, the need to transform is driven by forces new to the segment: customer... more >

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20190516 PC Core Deals

P&C Core Systems Purchasing Trends: Foundational Technology to Fuel the Transformation Journey

Author(s):
Karen Furtado, Partner
Publication Date:
May 16, 2019
Number of Pages:
12
Price:
$995.00 USD

P&C Core Systems Purchasing Trends: Foundational Technology to Fuel the Transformation Journey analyzes P&C insurers’ core systems buying decisions in 2018 and identifies critical trends on insurers’ investments in their... more >

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20190430 SMA Transformation Journey to Future State

Bringing New Focus to the Transformation Journey: Accelerating Transformation With a New Lens

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Publication Date:
May 1, 2019
Number of Pages:
8
Price:
$995.00 USD

The transformation journey is a requirement for all insurers, but despite a great deal of progress, many insurers and the industry at large continue to approach transformation in a traditional... more >

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20190402 2019 Connected Vehicle

Connected Vehicles and Insurance: Ten Strategic Considerations

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
April 2, 2019
Number of Pages:
11
Price:
$995.00 USD

Technology and societal trends are transforming the way that people and goods are moved from one place to another. more >

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20190212 Smart Home and Buildings

Smart Homes and Buildings: Ten Strategic Considerations for Insurers

Author(s):
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
February 12, 2019
Number of Pages:
9
Price:
$995.00 USD

There is a broad recognition of the great potential for smart devices and solutions in homes and commercial properties. more >

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20190207 strategic initiatives personal lines

2019 Strategic Initiatives: P&C Personal Lines

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
February 7, 2019
Number of Pages:
13
Price:
$995.00 USD

The personal lines segment is hyper-competitive in today’s digital age. There is an urgency among all players – even the big brands – to innovate and transform for success in... more >

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20190122 the payment world explodes

The Payment World Explodes: The Need for Digital Customer Experiences Is Driving Payment Innovation

Author(s):
Karen Furtado, Partner
Publication Date:
January 23, 2019
Number of Pages:
14
Price:
$995.00 USD

Transformation is picking up speed throughout the inbound and outbound payment world in insurance. This Strategy Meets Action research report provides an overview of the exploding landscape of payment processing,... more >

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20190118 strategic initiatives commercial lines

2019 Strategic Initiatives: P&C Commercial Lines

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
January 18, 2019
Number of Pages:
15
Price:
$995.00 USD

The potential for revolutionary transformation in commercial lines has become unmistakable in the past year, and insurer strategies for 2019 are positioned to drive even more change. more >

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20181210 2019 Top Predictions

2019 Top Predictions for Insurance

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
December 10, 2018
Number of Pages:
9
Price:
$95.00 USD

Will current insurance trends continue, slow-down, or accelerate? Will brand new developments rock the industry? Each year SMA makes predictions about the upcoming year in insurance. more >

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20181128 Insurance in Transformation

Insurance in Transformation: New Models, New Partnerships, New Entrants, New VC Investments

Author(s):
Mark A. Breading, Partner
Publication Date:
November 28, 2018
Number of Pages:
9
Price:
$995.00 USD

We are witnessing an unprecedented era of experimentation in the insurance industry. There are important announcements every day regarding new activities, many of which would have been unheard of 10... more >

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20181113 Transformation in commercial lines

Transformation in Commercial Lines: The Five Steps for Data Prefill

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Pauli, Principal
Publication Date:
November 13, 2018
Number of Pages:
12
Price:
$995.00 USD

The commercial lines application process can be laborious, with much of the required information being a mystery to applicants. more >

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20181015 EmergingTeccPersonalLines

Emerging Tech in Personal Lines: Broad Implications, Significant Activity

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
October 15, 2018
Number of Pages:
15
Price:
$995.00 USD

Emerging technologies are affecting personal lines insurance in significant ways. They are changing the risks faced by customers, providing new options for interaction, revolutionizing how insurers assess and select risks,... more >

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20181005 EmergingTechCommercialLines

Emerging Tech in Commercial Lines: Ramping Up Adoption

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
October 5, 2018
Number of Pages:
14
Price:
$995.00 USD

Emerging technologies are spurring transformation at commercial lines organizations – but not all at the same rate or with the same business impact. more >

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20180928 Summit Brief

Transformation in Action: Success Stories and Use Cases

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
September 28, 2018
Number of Pages:
23
Price:
$995.00 USD

SMA has released a new report on the 2018 SMA Summit: Transformation in Action which was held in Boston on September 16 – 17, 2018. The Summit was a resounding success. more >

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20180914 New Digital Communications

Advanced Customer Communications in the Digital Age: New Options for Insurers

Author(s):
Mark A. Breading, Partner
Publication Date:
September 19, 2018
Number of Pages:
9
Price:
$995.00 USD

more >

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2018029 claims report

Claims Transformation: New Paths Forward for Reporting, Verification, and Communications

Author(s):
Karen Furtado, Partner
Karen Pauli, Principal
Publication Date:
August 30, 2018
Number of Pages:
10
Price:
$995.00 USD

Claims Transformation: New Paths Forward for Reporting, Verification, and Communications explores how advances in FNOL reporting, verification, and communication give insurers new paths to digital transformation. more >

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20180824 agent distribution

Agents and Brokers in the Digital Age

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
August 24, 2018
Number of Pages:
23
Price:
$1,495.00 USD

The demise of the independent agent and broker channel has been forecast for years. However, there is no evidence that this will be the case. more >

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20180723 PC Dist

P&C Insurance Distribution – Responding to a Rapidly Changing Ecosystem

Author(s):
Karen Pauli, Principal
Mark A. Breading, Partner
Publication Date:
July 23, 2018
Number of Pages:
9
Price:
$995.00 USD

Insurance product distribution is in a state of flux, and it is likely to remain that way forever. Consumers and business owners want choice. more >

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20180711 MunichRe Report

Who Is Really Disrupting The Insurance Industry? And What You Can Learn from Munich Re’s Journey

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Pauli, Principal
Publication Date:
July 11, 2018
Number of Pages:
8
Price:
$995.00 USD

“Disruption” is frequently an emotionally charged word. In today’s InsurTech-infused world, it has become a word that is most frequently associated with “aspiration versus reality.” Many external forces have been... more >

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Future of PC Distribution 20180629

The Future of P&C Insurance Distribution: Transformation in the Digital Age

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
June 29, 2018
Number of Pages:
9
Price:
$995.00 USD

There are many forces pressuring the P&C insurance distribution system, including digital, InsurTech, and customer expectations among others. more >

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20180523 New World Core

The New World of Core Systems: How New Computing Trends Will Transform the Core Systems Paradigm

Author(s):
Karen Furtado, Partner
Publication Date:
May 23, 2018
Number of Pages:
12
Price:
$995.00 USD

The New World of Core Systems: How New Computing Trends Will Transform the Core Systems Paradigm identifies the paradigm shift that digital transformation is driving in core systems and introduces... more >

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20180502 InsurTech LOB

InsurTech 2018: 10 Key Themes Will Shape the Future

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
May 2, 2018
Number of Pages:
17
Price:
$995.00 USD

2018 is a pivotal year for the InsurTech startup movement. This report identifies ten key themes that illustrate how InsurTech is changing and what to expect in the coming years. more >

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20180424 CoreDeals

Core Systems Purchasing to Thrive in the Digital World: What’s Hot – And What’s Not

Author(s):
Karen Furtado, Partner
Publication Date:
April 26, 2018
Number of Pages:
12
Price:
$995.00 USD

Core Systems Purchasing to Thrive in the Digital World: What’s Hot – And What’s Not analyzes P&C insurers’ core systems buying decisions in 2017, their significance, and bigger changes still... more >

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20180420 DigitalTransformation

Digital Transformation in Insurance: Discovering The Pathway to Digital Maturity

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
April 20, 2018
Number of Pages:
17
Price:
$995.00 USD

There is a lot of confusion about what digital means for insurers. This report introduces the SMA Digital Maturity Model to assist insurers in defining the scope of digital for... more >

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20180328 EmergTechLandscape

The Emerging Tech Landscape: 10 Mega-Trends for 2018 and Beyond

Author(s):
Mark A. Breading, Partner
Publication Date:
March 29, 2018
Number of Pages:
13
Price:
$995.00 USD

There are so many developments in the technology world and so much change that it is difficult to keep up. more >

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20180327 BusinessTech LA

2018 L&A Business and Technology Investments

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
March 27, 2018
Number of Pages:
10
Price:
$995.00 USD

Life and annuity insurers continue to play out strategic and technology initiatives, many of which started in 2017 or earlier. Change is clearly the norm, not the exception. more >

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20180320 BusinessTech CL

2018 Commercial Lines Business and Technology Investments

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
March 22, 2018
Number of Pages:
11
Price:
$995.00 USD

This report reflects the state of the industry technology investments, the business drivers, and the ongoing plans for specific projects for property/casualty commercial lines insurers. more >

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20180316 BusinessTech PL

2018 Personal Lines Business and Technology Investments

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
March 19, 2018
Number of Pages:
11
Price:
$995.00 USD

This report reflects the state of the industry technology investments, the business drivers, and the ongoing plans for specific projects for property/casualty personal lines insurers. more >

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20180222 StratInitPL

2018 Strategic Initiatives: P&C Personal Lines

Author(s):
Karen Furtado, Partner
Mark A. Breading, Partner
Publication Date:
February 22, 2018
Number of Pages:
11
Price:
$995.00 USD

They are facing many headwinds, but P&C personal lines insurers are actively pursuing transformation. This SMA research report reveals insurers’ plans regarding 12 strategic initiatives, including traditional initiatives like expanding... more >

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20180216 StratInitLA

2018 Strategic Initiatives: Life & Annuities

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
February 16, 2018
Number of Pages:
10
Price:
$995.00 USD

L&A insurers are clearly ramping up their response to growth and operational challenges. This SMA research report reveals insurers’ plans regarding twelve strategic initiatives, including traditional initiatives like data and... more >

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20180206 CL StratInit

2018 Strategic Initiatives: P&C Commercial Lines

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
February 6, 2018
Number of Pages:
14
Price:
$995.00 USD

Transformation is unquestionably underway in P&C commercial lines. This SMA research report reveals insurers’ plans regarding 12 strategic initiatives, including traditional initiatives like expanding distribution channels and modernizing core systems,... more >

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20180131 StrategicInitiatives

Strategic Initiatives in Insurance: 2018 and Beyond

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
January 31, 2018
Number of Pages:
14
Price:
$395.00 USD

Insurers are driving transformation through a series of major strategic initiatives – initiatives that span years and are central to their business strategies. more >

Research Info Request

20180116 Agent Data Analytics

Data, Business Intelligence, and Analytics in Insurance – Agent View

Author(s):
Karen Pauli, Principal
Publication Date:
January 16, 2018
Number of Pages:
17
Price:
$995.00 USD

Data and analytics initiatives are not just a priority for insurers. Agents and brokers are adopting and investing in capabilities as well. more >

Research Info Request

20180111 InnovationReport

Innovation is Mandatory: SMA Annual Innovation in Insurance Report

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
January 11, 2018
Number of Pages:
13
Price:
$995.00 USD

Innovation is normalizing in business models and being woven into business strategies and plans, and insurers are figuring out how to create a culture of innovation. more >

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20171229 InsurTech Recap

2017 InsurTech Recap: The Momentum Continues to Build

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
December 29, 2017
Number of Pages:
22
Price:
$395.00 USD

This research report contains a collection of thirteen blogs published by SMA over the past year on the InsurTech movement. The report includes a recap of the year for InsurTech. more >

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20171221 ebook winningconvergence

Winning With Convergence: The 5 Foundational Realities

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
December 22, 2017
Number of Pages:
16
Price:
$395.00 USD

The insurance industry is in transformation, resulting in huge challenges for managing current operations while leveraging new capabilities from InsurTech, emerging tech, and digital. more >

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20171207 Microservices

The Emergence of Microservices: New Possibilities on the Horizon

Author(s):
Karen Furtado, Partner
Publication Date:
December 7, 2017
Number of Pages:
4
Price:
$395.00 USD

Microservices are the latest capability that insurers are considering to address the new digital reality. This research brief provides an introduction to microservices and details how insurers are utilizing them... more >

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20171205 ProgressTowardConnectedWorld

Progress Toward a Connected World: A Compilation of Insurance Blogs

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Karen Pauli, Principal
Publication Date:
December 5, 2017
Number of Pages:
37
Price:
$695.00 USD

This research report includes twenty-one blogs published by SMA over the past year on emerging technologies and the connected world. more >

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20171129 Emerging Tech PC

Emerging Technologies in P&C: Insurer Strategies and Plans Through 2020

Author(s):
Mark A. Breading, Partner
Publication Date:
November 29, 2017
Number of Pages:
12
Price:
$995.00 USD

This research report assesses thirteen emerging technologies in the context of P&C insurers’ progress and plans. more >

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20171109 AI PC

AI in P&C Insurance: Potential and Progress

Author(s):
Mark A. Breading, Partner
Publication Date:
November 9, 2017
Number of Pages:
5
Price:
$395.00 USD

Artificial intelligence (AI) has big implications for the property/casualty industry. AI is not a single technology, but a whole series of related technologies, such as machine learning, text mining, natural... more >

Research Info Request

20171025 Blockchain

Blockchain in Insurance: Awareness Grows, Activity Still Limited

Author(s):
Mark A. Breading, Partner
Publication Date:
October 25, 2017
Number of Pages:
4
Price:
$395.00 USD

Blockchain technology is garnering headlines in both the tech and business worlds as a potential game-changer. more >

Research Info Request

20171005 Summit Recap

2017 SMA Summit: Winning With Convergence

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
October 5, 2017
Number of Pages:
15
Price:
$995.00 USD

This research report provides highlights from all of the speakers and sessions of the SMA Summit event held in Boston, September 18, 2017. more >

Research Info Request

20171004 InsurTech PL

InsurTech and Personal Lines: Examples, Use Cases, and Implications

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
October 4, 2017
Number of Pages:
14
Price:
$995.00 USD

more >

Research Info Request

20170912 LA Data Analytics

Data and Analytics in Life and Annuity: Addressing Customer Requirements with New Insights

Author(s):
Karen Pauli, Principal
Publication Date:
September 12, 2017
Number of Pages:
12
Price:
$995.00 USD

L&A insurers have always had data and analytics skills within actuarial departments. However, as L&A insurers struggle to attract new customers, the lack of those capabilities in business units and... more >

Research Info Request

20170829 SmartCities

Smart Cities and Insurance: Exploring the Implications

Author(s):
Mark A. Breading, Partner
Publication Date:
August 29, 2017
Number of Pages:
15
Price:
$995.00 USD

The concept of smart cities is gaining momentum, and many cities around the world are developing smart city strategies and implementing specific projects. more >

Research Info Request

20170803 InsuranceTransformation10Years

Insurance Transformation: Looking 10 Years Back, Looking 10 Years Forward

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
August 4, 2017
Number of Pages:
14
Price:
$395.00 USD

The world has changed dramatically in the last 10 years and is likely to change even more dramatically over the next 10. more >

Research Info Request

20170727 SpectrumReport

The New Era of Analytics in Insurance: Leveraging the SMA Data and Analytics Spectrum

Author(s):
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
July 27, 2017
Number of Pages:
13
Price:
$995.00 USD

Business intelligence, advanced analytics, and data are integral to insurer’s success in the digital age. This report highlights how data and analytics have evolved by introducing an updated version of... more >

Research Info Request

20170718 PC Analytics

Data and Analytics in Insurance: P&C View Through 2020

Author(s):
Karen Pauli, Principal
Publication Date:
July 18, 2017
Number of Pages:
20
Price:
$1,495.00 USD

This SMA report explores both the current state and future plans for data and analytics in the property and casualty industry in North America. more >

Research Info Request

20170713 InnovationBestPractices

The Top 10 Best Practices in Insurance Innovation

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
July 13, 2017
Number of Pages:
10
Price:
$395.00 USD

Some of the best innovation success stories are built out of the lessons learned from watching the attempts of others as they either falter or flourish. more >

Research Info Request

20170606 Core Modernizatino

Bridging to the Future With Core Systems Modernization

Author(s):
Karen Furtado, Partner
Publication Date:
June 6, 2017
Number of Pages:
10
Price:
$995.00 USD

Four out of five insurers are actively investing in core systems modernization and replacement, which is one of the seven SMA Bridges to the Future. more >

Research Info Request

20170525 Commercial Lines Tech

InsurTech and Commercial Lines: A Surge of Activity and New Implications

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
May 25, 2017
Number of Pages:
13
Price:
$995.00 USD

more >

Research Info Request

20170406 AI

AI/Machine Learning in Insurance: A Force to be Reckoned With

Author(s):
Mark A. Breading, Partner
Publication Date:
April 6, 2017
Number of Pages:
15
Price:
$995.00 USD

AI/machine learning is one of the top technology areas of interest for insurers today. This SMA research report takes a fresh look at the broad field of artificial intelligence, focusing... more >

Research Info Request

20170331 CoreTippingPoint

Core Systems Purchasing Reaches the Tipping Point: What’s Hot – And What’s Not

Author(s):
Karen Furtado, Partner
Publication Date:
March 31, 2017
Number of Pages:
10
Price:
$995.00 USD

Core Systems Purchasing Reaches the Tipping Point: What’s Hot – And What’s Not analyzes P&C insurers’ core systems buying decisions in 2016, their significance, and bigger changes still to come. more >

Research Info Request

20170315 Fraud

Fighting Fraud with Advanced Technology: Detection, Mitigation, and Prevention

Author(s):
Karen Pauli, Principal
Publication Date:
March 16, 2017
Number of Pages:
10
Price:
$995.00 USD

This report gives insurers a picture of how anti-fraud measures are changing – and will continue to change – as technology advances. more >

Research Info Request

20170228 EmergingTech

2017 Emerging Tech Landscape: Implications for Insurance

Author(s):
Mark A. Breading, Partner
Publication Date:
February 28, 2017
Number of Pages:
10
Price:
$995.00 USD

This report identifies four key trends in emerging technologies and discusses their implications for the insurance industry. more >

Research Info Request

20170223 Insurtech

2017 InsurTech Landscape: Aligning to Business Strategies

Author(s):
Mark A. Breading, Partner
Publication Date:
February 23, 2017
Number of Pages:
13
Price:
$995.00 USD

SMA has been actively engaged in the InsurTech movement through research, InsurTech clients, and involvement in related insurer strategies. more >

Research Info Request

20170209 IT Spending

2017 Insurance Technology Priorities and Spending

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
February 9, 2017
Number of Pages:
14
Price:
$995.00 USD

This report, part of SMA’s annual Insurance Ecosystem Research Series, reflects the state of the industry technology investments, the business drivers, and the ongoing plans for specific projects for property/casualty... more >

Research Info Request

20170126 StratInitiatives

Insurers' 2017 Strategic Initiatives: The Convergence of Traditional and New Initiatives

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Karen Pauli, Principal
Publication Date:
January 26, 2017
Number of Pages:
13
Price:
$995.00 USD

SMA has tracked and observed the strategic initiatives of insurers for many years. There are now distinct shifts underway – the convergence of new and traditional types of initiatives, the... more >

Research Info Request

20170112 7Bridges

Insurance in Transformation: Building 7 Bridges to the Future

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Karen Pauli, Principal
Publication Date:
January 12, 2017
Number of Pages:
10
Price:
$995.00 USD

In times of rapid evolution, it is imperative that organizations have clarity about the business actions they can take to get to the other side of a changed business environment. more >

Research Info Request

20161221 2017 Predictions

SMA Top 10 Insurance Predictions for 2017

Author(s):
Mark A. Breading, Partner
Karen Furtado, Partner
Karen Pauli, Principal
Publication Date:
December 21, 2016
Number of Pages:
8
Price:
$995.00 USD

2016 was a memorable year for insurance. Ongoing trends and game-changers are likely to make 2017 another year of transformation for insurance. more >

Research Info Request

20161213 Agent View

Agency-Carrier Connectivity: Agent View

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Pauli, Principal
Publication Date:
December 13, 2016
Number of Pages:
16
Price:
$995.00 USD

Insurance agency automation has been the subject of tens of thousands of articles and studies. More recently, the discussions are about whether agents and brokers will survive InsurTech and even... more >

Research Info Request

20161208 LA EmergTech

Emerging Technologies in L&A Insurance: 2016 and Beyond

Author(s):
Mark A. Breading, Partner
Publication Date:
December 8, 2016
Number of Pages:
11
Price:
$995.00 USD

This research report assesses thirteen emerging technologies in the context of Life and Annuity insurers’ progress and plans. more >

Research Info Request

20161206 innovation report

Innovation in Insurance in 2016: The Coming of Age

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
December 6, 2016
Number of Pages:
14
Price:
$995.00 USD

This is the fifth annual report on innovation from SMA, and is based on a survey of insurers and observations regarding market activities. more >

Research Info Request

20161129 AgentConnectivity

Agent-Carrier Connectivity: Personal Lines Insurers

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Pauli, Principal
Publication Date:
November 29, 2016
Number of Pages:
17
Price:
$995.00 USD

Traditional personal lines product distribution is under full-blown assault by InsurTech. SMA research shows that 30% of the approximately 600 InsurTech startups being tracked are focused on disrupting and displacing... more >

Research Info Request

20161110 Blockchain1

Blockchain in Insurance: Insurer Progress and Plans

Author(s):
Mark A. Breading, Partner
Publication Date:
November 10, 2016
Number of Pages:
11
Price:
$995.00 USD

Blockchain is a revolutionary technology that could fundamentally change the way business is conducted and result in the restructuring of major industries. more >

Research Info Request

20161102 SevenBridges

Bridging Today to Tomorrow: Seven Paths to Become a Next-Gen Insurer

Author(s):
Karen Furtado, Partner
Publication Date:
November 2, 2016
Number of Pages:
10
Price:
$995.00 USD

At the 2016 SMA Annual Summit, SMA introduced the concept of insurers building bridges from today to their future state as part of the transformation to becoming a Next-Gen Insurer. more >

Research Info Request

20161025 Agency Carrier CL

Agency-Carrier Connectivity: Commercial Lines Insurers

Author(s):
Karen Pauli, Principal
Deborah M. Smallwood, Senior Partner
Publication Date:
October 25, 2016
Number of Pages:
17
Price:
$995.00 USD

Commercial lines insurers are finding themselves in the midst of a hyper-competitive environment. New entrants, from the ranks of both the stalwart insurers and reinsurers and the start-ups leveraging leading... more >

Research Info Request

20161020 ConnectedWorld

Reflections on Emerging Tech and the Connected World

Author(s):
Mark A. Breading, Partner
Publication Date:
October 20, 2016
Number of Pages:
26
Price:
$395.00 USD

Developments in emerging tech, the connected world, and InsurTech are progressing at a dizzying pace. And the implications for the insurance industry are significant. more >

Research Info Request

20161006 Awards SP

The 2016 SMA Innovation in Action Awards: Solution Provider Case Studies

Author(s):
Karen Furtado, Partner
Publication Date:
October 6, 2016
Number of Pages:
19
Price:
$1,495.00 USD

The annual SMA Innovation in Action Awards for Solution Providers are given to those solution providers whose innovative solutions or services are enabling insurers to make real progress in their... more >

Research Info Request

20160929 Summit Recap

The 2016 SMA Summit Recap

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
September 29, 2016
Number of Pages:
14
Price:
$995.00 USD

This research report provides highlights from all of the speakers and sessions of the SMA Summit event held in Boston, Sept. 19, 2016. more >

Research Info Request

20160919 Insurer Awards

The 2016 SMA Innovation in Action Awards: Insurer Case Studies

Author(s):
Karen Furtado, Partner
Publication Date:
September 19, 2016
Number of Pages:
43
Price:
$2,500.00 USD

The annual SMA Innovation in Action Awards for Insurers are given to insurers of all types and sizes who are rethinking, reimagining, and reinventing the business of insurance. more >

Research Info Request

20160913 EmergingTechPC

Emerging Technologies in P&C Insurance: 2016 and Beyond

Author(s):
Mark A. Breading, Partner
Publication Date:
September 13, 2016
Number of Pages:
11
Price:
$995.00 USD

This research report assesses thirteen emerging technologies in the context of P&C insurers’ progress and plans. more >

Research Info Request

20160831 Insurtech

The InsurTech Universe: Understanding Company Positioning and Maturity

Author(s):
Mark A. Breading, Partner
Jennifer Overhulse, Principal Owner, St. Nick Media
Publication Date:
August 31, 2016
Number of Pages:
12
Price:
$995.00 USD

Tracking the activity and investments in the rapidly expanding InsurTech space is one thing. It is quite another for an individual insurer to assess which trends and companies are most... more >

Research Info Request

20160824 SVIACustExp

Customer Engagement at the Digital Edge in Insurance

Author(s):
Mark A. Breading, Partner
Mike Connor, Silicon Valley Insurance Accelerator
Publication Date:
August 23, 2016
Number of Pages:
20
Price:
$1,495.00 USD

This research report explores the new digital ecosystems and participants emerging to disrupt customer engagement in insurance. more >

Research Info Request

20160802 MaturingTech

Maturing Technologies in Insurance: Agent/Broker View

Author(s):
Mark A. Breading, Partner
Publication Date:
August 2, 2016
Number of Pages:
27
Price:
$995.00 USD

Advanced technologies such as mobile, cloud, analytics, social media, and collaboration are vital for agents and brokers. more >

Research Info Request

20160728 Claims

The Changing Face of Claims: How Innovation Is Fueling Claims Transformation

Author(s):
Karen Furtado, Partner
Karen Pauli, Principal
Publication Date:
July 28, 2016
Number of Pages:
15
Price:
$1,495.00 USD

Claims is a major area of innovation in the insurance industry today, driven by claims executives’ pragmatic need to increase efficiency, reduce complexity, and improve the customer experience. more >

Research Info Request

20160712 Top10Emerg

The Top 10 Ways Emerging Tech Will Transform Insurance

Author(s):
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
July 12, 2016
Number of Pages:
11
Price:
$995.00 USD

Emerging technologies are changing the world – and our research and work with insurers confirm that they will change the insurance industry in fundamental ways in the process. more >

Research Info Request

20160630 DataAnalytics

Data and Analytics in P&C Insurance: 2016 and Beyond

Author(s):
Mark A. Breading, Partner
Publication Date:
June 30, 2016
Number of Pages:
19
Price:
$1,495.00 USD

This SMA report explores both the current state and future plans for data and analytics in the property and casualty industry in North America. more >

Research Info Request

20160623 telematics

Telematics in P&C Insurance: The Need to Move Beyond Pricing

Author(s):
Mark A. Breading, Partner
Publication Date:
June 23, 2016
Number of Pages:
11
Price:
$995.00 USD

Telematics in P&C Insurance provides a snapshot of telematics/usage-based insurance programs in North America. Telematics for usage-based insurance continues to advance in North America, albeit at a measured pace. more >

Research Info Request

20160607 CoreTrends

Insurers' Core Systems Buying Trends

Author(s):
Karen Furtado, Partner
Publication Date:
June 7, 2016
Number of Pages:
14
Price:
$1,495.00 USD

Core modernization is a major way that insurers are positioning for the future to support the new business models and products that are being developed and to leverage new data sources. more >

Research Info Request

20160524 Agent Producers Producer View

Agents and Producers in the Digital Era: Producer View

Author(s):
Mark A. Breading, Partner
Monique Hesseling, Partner
Publication Date:
May 24, 2016
Number of Pages:
11
Price:
$995.00 USD

Agents and other producers have been wondering for a while now how they fit into the new digital world of insurance. more >

Research Info Request

20160510 agents producers insurer view

Agents and Producers in the Digital Era: Insurer View

Author(s):
Mark A. Breading, Partner
Monique Hesseling, Partner
Publication Date:
May 12, 2016
Number of Pages:
9
Price:
$995.00 USD

The role of agents and producers is in transition as insurers become more digital and strive toward omni-channel operations. more >

Research Info Request

20160218 ITSpend

2016 Insurance Technology Priorities and Spending

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Monique Hesseling, Partner
Mark A. Breading, Partner
Publication Date:
February 18, 2016
Number of Pages:
14
Price:
$995.00 USD

This report, part of SMA’s annual Insurance Ecosystem Research Series, reflects the state of the industry technology investments, the business drivers, and the ongoing plans for specific projects for property/casualty... more >

Research Info Request

20160211 CRM

CRM in Insurance: New Visibility and Role in the Digital Age

Author(s):
Mark A. Breading, Partner
Publication Date:
February 11, 2016
Number of Pages:
5
Price:
$395.00 USD

Customer Relationship Management (CRM) has a new lease on life in insurance. The intense focus on customer experience has resulted in a new appreciation for CRM solutions. more >

Research Info Request

20160204 ConnectedWorld

Insurance in the Connected World: Observations on Opportunities and Threats

Author(s):
Mark A. Breading, Partner
Publication Date:
February 4, 2016
Number of Pages:
11
Price:
$995.00 USD

There is a widespread understanding that the evolving connected world has very significant implications for insurers. more >

Research Info Request

20160128 Game Changers

Game Changers in Insurance: The Pace of Change Accelerates

Author(s):
Deborah M. Smallwood, Senior Partner
Monique Hesseling, Partner
Publication Date:
January 28, 2016
Number of Pages:
12
Price:
$995.00 USD

Insurers can no longer remain relatively isolated – the world is changing and the implications for the industry are huge. more >

Research Info Request

20160121 StrategicInitiatives

Insurers' 2016 Strategic Initiatives: Advancing Industry Transformation

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Monique Hesseling, Partner
Publication Date:
January 21, 2016
Number of Pages:
12
Price:
$995.00 USD

The insurance industry is in transformation. It is not always visible to those outside insurance, but many strategic initiatives are underway that are transforming individual companies and the industry at-large. more >

Research Info Request

Innovation SMA Research

Insurance in 2015: A Pivotal Year

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
January 4, 2016
Number of Pages:
4
Price:
$395.00 USD

This research brief contains SMA’s reflections on 2015, in the form of the top 10 trends that laid the foundation for the pivotal year and positioned the insurance industry for... more >

Research Info Request

20151215 Innovation Leaders

Innovation in Insurance: Continued Momentum and Making Impacts

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
December 15, 2015
Number of Pages:
10
Price:
$995.00 USD

This report takes a look at the continuing progress of innovation, highlighting the increasing pace of adoption and the upward movement in maturity levels among insurers in the context of... more >

Research Info Request

2015 10 29 Emerging Tech

Emerging Technologies: Five Key Themes for Insurers

Author(s):
Mark A. Breading, Partner
Publication Date:
October 29, 2015
Number of Pages:
14
Price:
$995.00 USD

The world is changing rapidly, and technology advancements are one of the major drivers of that change. more >

Research Info Request

20150930 AwardsSPCaseStudies

The 2015 SMA Innovation in Action Awards: Solution Provider Case Studies

Author(s):
Karen Furtado, Partner
Publication Date:
September 30, 2015
Number of Pages:
44
Price:
$4,500.00 USD

The annual SMA Innovation in Action Awards for Solution Providers are given to solution providers within the insurance ecosystem that have successfully implemented innovative and transformational solutions that create real... more >

Research Info Request

20150929 SummitResearch

2015 SMA Summit Recap

Publication Date:
September 29, 2015
Number of Pages:
10
Price:
$695.00 USD

Becoming a Next-Gen Insurer was the focus of the 2015 SMA Summit. A sold-out crowd gathered at the fourth annual SMA Summit held at the Boston Mandarin Oriental on September... more >

Research Info Request

Innovation SMA Research

Emerging Technologies in L&A

Author(s):
Mark A. Breading, Partner
Publication Date:
September 21, 2015
Number of Pages:
4
Price:
$395.00 USD

Emerging technologies have the potential to transform the life/annuity insurance industry, according to a recent SMA survey of insurance executives. more >

Research Info Request

Innovation SMA Research

Emerging Technologies in P&C

Author(s):
Mark A. Breading, Partner
Publication Date:
September 21, 2015
Number of Pages:
4
Price:
$395.00 USD

Emerging technologies have the potential to transform the property/casualty insurance industry, according to a recent SMA survey of insurance executives. more >

Research Info Request

20150921 AwardCaseStudies Insurers

The 2015 SMA Innovation in Action Awards: Insurer Case Studies

Author(s):
Karen Furtado, Partner
Publication Date:
September 21, 2015
Number of Pages:
50
Price:
$4,500.00 USD

The annual SMA Innovation in Action Awards for Insurers are given to insurers of all types and sizes that have successfully implemented innovative and transformational business and technology initiatives that... more >

Research Info Request

Innovation SMA Research

P&C Core Systems Trends: Deal Analysis

Author(s):
Karen Furtado, Partner
Publication Date:
September 14, 2015
Number of Pages:
5
Price:
$995.00 USD

The upward momentum in the acquisition of policy, billing, and claims systems by insurers looking to modernize is growing at an incredible rate. more >

Research Info Request

Innovation SMA Research

The Impact of Emerging Technologies in Claims

Author(s):
Karen Furtado, Partner
Publication Date:
July 30, 2015
Number of Pages:
7
Price:
$995.00 USD

SMA has identified three top emerging technologies for use in claims: drones and aerial imagery, artificial intelligence, and the Internet of Things (IoT). more >

Research Info Request

Innovation SMA Research

Mobile Technologies in Insurance

Author(s):
Mark A. Breading, Partner
Publication Date:
July 28, 2015
Number of Pages:
4
Price:
$695.00 USD

Mobile technology usage is becoming more widespread in insurance, but there are many opportunities to continue expanding into new areas and functions. more >

Research Info Request

20150715 Core Transformation

Core Transformation: Top 10 Success Factors

Author(s):
Karen Furtado, Partner
Publication Date:
July 16, 2015
Number of Pages:
8
Price:
$995.00 USD

Core transformation is especially vital because core systems (policy, billing, and claims) shape an insurer’s operations and business models in addition to providing critical core functionality. more >

Research Info Request

Innovation SMA Research

Collaboration Technologies in Insurance

Author(s):
Mark A. Breading, Partner
Publication Date:
July 9, 2015
Number of Pages:
4
Price:
$695.00 USD

The class of technologies referred to as collaboration technologies has expanded, matured, and enjoyed increased usage in insurance. more >

Research Info Request

Innovation SMA Research

Maturing Technologies in Insurance

Author(s):
Mark A. Breading, Partner
Publication Date:
June 11, 2015
Number of Pages:
3
Price:
$695.00 USD

Insurers have been investing in a key set of advanced technologies for several years, including mobile, cloud, analytics, social media, and collaboration. more >

Research Info Request

20150520 Next Gen

Next-Gen Insurer: 2015 Update – The Journey Continues

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
May 20, 2015
Number of Pages:
13
Price:
$995.00 USD

Since the 2014 publication of SMA’s groundbreaking report, Next-Gen Insurer: Fueled by Innovation, the pace of change has continued to intensify and gain momentum. more >

Research Info Request

20150423 Customer Experience

Customer Experience in Insurance: Insurer Strategies, Plans, and Progress

Author(s):
Mark A. Breading, Partner
Monique Hesseling, Partner
Publication Date:
April 23, 2015
Number of Pages:
23
Price:
$995.00 USD

The customer and agent experience remains a hot topic in insurance. This research report assesses the progress that insurers have made in improving the experience, investigating areas such as channel... more >

Research Info Request

20150331 Claims Transformation

Claims Transformation: The Journey Beyond Modernization

Author(s):
Karen Furtado, Partner
Denise Garth, Partner
Publication Date:
March 31, 2015
Number of Pages:
9
Price:
$995.00 USD

This report, the first in SMA’s thought leadership series on claims transformation, examines the need for changes in the end-to-end claims process, starting but not ending with claims system modernization. more >

Research Info Request

20150317 Unified digital strategy

Unified Digital Strategy: Succeeding in the Digital Revolution

Author(s):
Denise Garth, Partner
Publication Date:
March 17, 2015
Number of Pages:
23
Price:
$995.00 USD

This report provides a deeper look into the Unified Digital Strategy component of the Digital Insurer Framework. more >

Research Info Request

20150226 IT Spending

2015 Insurance Technology Priorities and Spending

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
February 27, 2015
Number of Pages:
14
Price:
$1,495.00 USD

This report, part of SMA’s annual Insurance Ecosystem Research Series, reflects the state of the industry technology investments, the business drivers, and the ongoing plans for specific projects for property... more >

Research Info Request

20150224 Top10 Imperatives

SMA Top 10 Imperatives for Insurers – 2015

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Karen Furtado, Partner
Denise Garth, Partner
Mary Ann Garwood, Partner
Monique Hesseling, Partner
Publication Date:
February 24, 2015
Number of Pages:
21
Price:
$995.00 USD

This research report presents SMA’s sixth annual look at the Top 10 Imperatives for Insurers. The list of SMA’s Top 10 Imperatives articulates the key areas that insurers should have... more >

Research Info Request

20150219 Innovation Mastery

Innovation Maturity in Insurance: Enabling the Next-Gen Insurer

Author(s):
Denise Garth, Partner
Guy Fraker, Guest Author
Publication Date:
February 19, 2015
Number of Pages:
14
Price:
$995.00 USD

This report provides a framework to help insurers assess their current innovation maturity level compared to where they want to be. more >

Research Info Request

20150210 PAS

Policy Administration: P&C Plans and Priorities

Author(s):
Karen Furtado, Partner
Publication Date:
February 10, 2015
Number of Pages:
24
Price:
$1,495.00 USD

This report, part of SMA's series on policy administration trends in the insurance industry, highlights both the progress that insurers have made toward modern PAS solutions and the lessons learned... more >

Research Info Request

20150129 Auto Landscape

The Changing Auto Insurance Landscape: Influencers Driving Disruption and Change

Author(s):
Denise Garth, Partner
Publication Date:
January 29, 2015
Number of Pages:
14
Price:
$995.00 USD

This research looks at the change and disruption that is greatly affecting auto insurance due to the convergence of multiple influencers, including the shared economy, connected cars, Google and Apple... more >

Research Info Request

20150127 MGA Sizing Report

MGA Market Sizing Report:US Commercial Lines Program Business

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
January 27, 2015
Number of Pages:
47
Price:
$4,500.00 USD

Historically, research on MGAs has not been widely undertaken, yet both MGAs and program business serve critical roles in the P&C industry. more >

Research Info Request

20150115 Strategic Investments

2015 Strategic Initiatives: Making sense of the shifts

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Denise Garth, Partner
Monique Hesseling, Partner
Publication Date:
January 15, 2015
Number of Pages:
11
Price:
$995.00 USD

The insurance industry has been investing in strategic initiatives for decades. For the past six years, SMA has been tracking and supporting the industry’s evolving maturity in our research and... more >

Research Info Request

20141217 Digital Insurer

The Digital Insurer: A Framework for Enterprise Capabilities in the Digital Age

Author(s):
Mark A. Breading, Partner
Monique Hesseling, Partner
Publication Date:
December 17, 2014
Number of Pages:
13
Price:
$995.00 USD

Insurers are striving to develop digital enterprise capabilities. The imperative today is to bring together all the individual digital capabilities into a unifying framework, resulting in a holistic approach to... more >

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Innovation in Insurance: Expanding Focus and Growing Momentum

Author(s):
Deborah M. Smallwood, Senior Partner
Denise Garth, Partner
Publication Date:
November 12, 2014
Number of Pages:
16
Price:
$995.00 USD

This research takes a new look at the continuing progress in and around innovation, highlighting an expanding focus and accelerating momentum. more >

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20141103 customer acquisition

Customer Acquisition in Life and Annuities: Enabling Producers with Advanced Technology Solutions

Author(s):
Mark A. Breading, Partner
Publication Date:
November 3, 2014
Number of Pages:
26
Price:
$1,495.00 USD

This SMA report assesses how L&A insurers are enhancing their technology capabilities to improve customer acquisition. more >

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20141031 Crowdsourcing and Open Innovation

Crowdsourcing and Open Innovation: Powering the Sharing Economy

Author(s):
Denise Garth, Partner
Publication Date:
October 31, 2014
Number of Pages:
12
Price:
$995.00 USD

The evolution of mankind and society has always been based on knowledge, expertise, collaboration, and good ideas. more >

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20141023 Data and Analytics in Insurance LA

Data and Analytics in Insurance: L&A Insurer Strategic Priorities and Operational Plans Through 2016

Author(s):
Mark A. Breading, Partner
Denise Garth, Partner
Publication Date:
October 23, 2014
Number of Pages:
25
Price:
$995.00 USD

This SMA report explores both the current state and future plans for data and analytics in the life and annuity industry in North America. more >

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20141014 Emerging Tech

Emerging Technologies: Reshaping the Next-Gen Insurer

Author(s):
Denise Garth, Partner
Publication Date:
October 14, 2014
Number of Pages:
30
Price:
$1,495.00 USD

Current technologies, along with the growing proliferation of emerging technologies, are now considered some of the greatest agents of change since the introduction of the Internet. more >

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20141001 Summit Brief

2014 SMA Summit Recap

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
October 1, 2014
Number of Pages:
7
Price:
$95.00 USD

The theme for the 2014 SMA Summit was The Innovation Journey: cultivate – activate – accelerate. more >

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20140928 Innovation in Action Insurer Highlights

2014 Innovation in Action ... Insurer Highlights

Author(s):
Karen Furtado, Partner
Publication Date:
September 29, 2014
Number of Pages:
35
Price:
$4,500.00 USD

Each year SMA recognizes several insurers and solution providers that demonstrate real progress in transforming and deploying next-generation technology for advantage. more >

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20140910 Big Data in Insurance Priorities Projects Investment

Big Data in Insurance: Insurer Priorities, Projects, and Investment Plans for 2014 and Beyond

Author(s):
Mark A. Breading, Partner
Denise Garth, Partner
Publication Date:
September 10, 2014
Number of Pages:
31
Price:
$1,495.00 USD

Big data is clearly a hot topic in insurance, but how far along is the industry in capitalizing on this technology approach? This SMA research report evaluates the current state... more >

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20140909 Big Data Org Tech

Big Data in Insurance: Emerging Trends in Organization and Technology

Author(s):
Denise Garth, Partner
Mark A. Breading, Partner
Publication Date:
September 10, 2014
Number of Pages:
13
Price:
$995.00 USD

Many insurers have invested in data, business intelligence, and analytics – and have had success with different initiatives that touch different areas of the business. more >

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20140828 Shifting Landscape

The Shifting Competitive Landscape: A New Breed of Industry Challengers

Author(s):
Denise Garth, Partner
Publication Date:
August 28, 2014
Number of Pages:
15
Price:
$995.00 USD

Historically, the insurance industry has assessed its competition by looking at those companies within the industry that directly compete and sell in the same market segments, offer similar products, use... more >

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20140806 Managing Policy Docs PAS CCM

Managing Policy Documents: Trends in Using Policy Administration Systems (PAS) and Customer Communications Management (CCM)

Author(s):
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
August 6, 2014
Number of Pages:
8
Price:
$395.00 USD

Many insurers are faced with determining the best approach for producing and delivering policy related documents to customers. more >

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2014 07 31 Internet of Things

The Internet of Things: Creating a Connected World

Author(s):
Denise Garth, Partner
Publication Date:
July 31, 2014
Number of Pages:
15
Price:
$995.00 USD

The future will be the cloud of things, the cloud of everything. The Internet of Things is transforming our digital environment from static and point-in-time to a dynamic, real-time, actionable... more >

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20140618 Data Analytics

Data and Analytics in Insurance: P&C Insurer Strategic Priorities and Operational Plans for 2014 and Beyond

Author(s):
Mark A. Breading, Partner
Denise Garth, Partner
Publication Date:
June 18, 2014
Number of Pages:
26
Price:
$995.00 USD

This SMA report explores both the current state and future plans for data and analytics in the property and casualty industry in North America. more >

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20140529 improving customer experience

Improving the Customer Experience Through Communications and Document Management

Author(s):
Mark A. Breading, Partner
Publication Date:
May 29, 2014
Number of Pages:
24
Price:
$995.00 USD

This SMA research report assesses how P&C and L&A insurers in North America are leveraging customer communications and document management to enhance the customer experience. more >

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20140425 top projects pc personal

SMA 2014 Insurance Ecosystem: P&C Insurer Business Applications and Technology Projects

Author(s):
Karen Furtado, Partner
Deborah M. Smallwood, Senior Partner
Publication Date:
April 25, 2014
Number of Pages:
25
Price:
$995.00 USD

This report, part of SMA’s annual Insurance Ecosystem Research Series, highlights key project priorities for property and casualty insurers in North America. more >

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20140411 next gen insurer

The Next-Gen Insurer: Fueled by Innovation

Author(s):
Deborah M. Smallwood, Senior Partner
Denise Garth, Partner
Publication Date:
April 11, 2014
Number of Pages:
22
Price:
$2,495.00 USD

Innovation is no longer just a nice-to-have initiative. It has become a must-have, strategic, core mandate that will define a new era of winners (and losers). more >

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20140318 state commercial markets

State of Commercial Markets Underwriting Automation

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
March 18, 2014
Number of Pages:
24
Price:
$995.00 USD

This research report investigates the state of commercial markets underwriting automation in the insurance industry. It examines the understanding and attitudes in all segments of the commercial lines business, ranging... more >

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20140307 insurance ecosystem la

2014 Insurance Ecosystem: L&A Insurer Business Applications and Technology Projects

Author(s):
Mark A. Breading, Partner
Publication Date:
March 7, 2014
Number of Pages:
16
Price:
$995.00 USD

This report, part of SMA’s annual Insurance Ecosystem Research Series, highlights key project priorities for life and annuity insurers in North America. more >

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20140411 next gen insurer

The New Face of M&A: Dawn of Next-Gen Insurer Business Models

Author(s):
Denise Garth, Partner
Publication Date:
March 2, 2014
Number of Pages:
9
Price:
$995.00 USD

There is a new trend in M&A in the industry, and technology companies are becoming a part of the M&A fabric. more >

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20140130 Google Insurance

Google and Insurance: Far Reaching Implications

Author(s):
Denise Garth, Partner
Publication Date:
January 31, 2014
Number of Pages:
8
Price:
$995.00 USD

Google has really ratcheted up the innovation momentum they started 2-3 years ago by broadening their digital, mobile, and data presence, and in doing so has raised the potential impact... more >

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20140123 insurance ecosystem spending

2014 Insurance Ecosystem: Insurer Technology Spending, Drivers, and Projects

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Mary Ann Garwood, Partner
Publication Date:
January 23, 2014
Number of Pages:
13
Price:
$1,495.00 USD

This report, part of SMA’s annual Insurance Ecosystem Research Series, addresses IT spending patterns in the North American property and casualty and life and annuities insurance industry. more >

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20131230 Current State PAS LOB

Policy Administration: L&A Plans and Priorities

Author(s):
Karen Furtado, Partner
Publication Date:
December 30, 2013
Number of Pages:
25
Price:
$1,495.00 USD

This SMA research report, Policy Administration: L&A Plans and Priorities, explores the current state of PAS systems, looks at what is influencing buying criteria, and examines the status of PAS implementations. more >

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20131230 Top 10 Imperatives

SMA Top 10 Imperatives for Insurers – 2014

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Mary Ann Garwood, Partner
Publication Date:
December 19, 2013
Number of Pages:
13
Price:
$95.00 USD

This research report presents SMA’s fifth annual look at the Top 10 Imperatives for Insurers. This year we’ve not only closely scrutinized and updated each of the Top 10, we’ve... more >

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20131129 Platforms Supported

Next-Gen Technology Trends: New Opportunities and Challenges for Insurers

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Mary Ann Garwood, Partner
Publication Date:
November 29, 2013
Number of Pages:
8
Price:
$395.00 USD

This research brief identifies five next generation technologies that are currently having the greatest impact on the insurance industry. more >

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20141123 IT Budget Spending

IT Budget and Spending Realities and Trends in the North American P&C Insurance Industry

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
November 14, 2013
Number of Pages:
17
Price:
$995.00 USD

Spending on information technology-based solutions in the insurance industry is healthy. Insurers are exploiting technology for market advantage and addressing the modernization of existing systems and architectures. more >

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2013 10 16 Innovation in Insurance

Innovation in Insurance: From Strategy to Execution

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
October 15, 2013
Number of Pages:
7
Price:
$395.00 USD

This research brief highlights how 2013 has been a breakthrough year for innovation in the insurance industry. more >

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2013 10 16 Innovation in Insurance Customer Experience

Innovation in the Insurance Customer Experience: Examples and Guiding Principles

Author(s):
Mark A. Breading, Partner
Publication Date:
October 7, 2013
Number of Pages:
5
Price:
$395.00 USD

Transforming the customer experience is one of the top imperatives insurers are pursuing to create differentiating strategies. more >

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20131003 SMA Summit Recap

2013 SMA Summit Recap

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
October 3, 2013
Number of Pages:
3
Price:
$95.00 USD

“What is innovative today will be expected tomorrow,” is a powerful insight, quoted from one of the roundtable breakout groups during the 2013 SMA Summit at the Mandarin Oriental in... more >

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201409 Innovation In Action

2013 Innovation in Action … Insurer Highlights

Author(s):
Karen Furtado, Partner
Publication Date:
September 18, 2013
Number of Pages:
46
Price:
$4,500.00 USD

Each year SMA recognizes several insurers and solution providers that demonstrate real progress in deploying next-generation technology for advantage. more >

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20130825 Innovations Cust Experience

Innovation in the Insurance Customer Experience: Strategic Considerations for Insurers

Author(s):
Mark A. Breading, Partner
Publication Date:
August 26, 2013
Number of Pages:
6
Price:
$395.00 USD

Many insurers are making improved customer experiences a centerpiece of their strategy, and are discovering that innovation plays a key role in their transformation to a customer-centric enterprise. more >

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20130726 PAS PC Plans Priorities

Policy Administration: P&C Plans and Priorities

Author(s):
Karen Furtado, Partner
Publication Date:
July 26, 2013
Number of Pages:
30
Price:
$1,495.00 USD

This SMA research report, Policy Administration: P&C Plans and Priorities, explores the current state of PAS systems, looks at what is influencing buying criteria, and examines the status of PAS implementations. more >

Research Info Request

20130715 Marketintel PC Watchpoints

MarketIntel Series: 3Q2013 WatchPoint Report

Author(s):
Neil Rekhi, Guest Author
Deborah M. Smallwood, Senior Partner
Publication Date:
July 24, 2013
Number of Pages:
20
Price:
$1,495.00 USD

SMA believes that market intelligence is critical for both insurers and solution providers. These insights are essential for strategy and planning. more >

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2013 07 15 Product Development

Product Development: Insurer Plans and Priorities

Author(s):
Karen Furtado, Partner
Publication Date:
July 15, 2013
Number of Pages:
28
Price:
$1,495.00 USD

The pressure is on. Now more than ever, insurers are focusing on improving their capabilities for implementing new products and product changes. more >

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20130617 Data Analytics LA

Data and Analytics in Insurance: L&A Plans & Priorities for 2013 and Beyond

Author(s):
Mark A. Breading, Partner
Publication Date:
June 17, 2013
Number of Pages:
26
Price:
$995.00 USD

This SMA report explores both the current state and future plans for data and analytics in the life and annuity industry, highlighting meaningful differences between individual and group, and differences... more >

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20130612 Telematics Usage Based for Agents

Telematics/Usage-Based Insurance: Implications for Agents

Author(s):
Mark A. Breading, Partner
Richard Welch, Guest Author
Publication Date:
June 12, 2013
Number of Pages:
7
Price:
$995.00 USD

Much has been written about the implications of usage-based insurance for insurance companies and consumers, but little attention has been paid to the implications for agents. more >

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20130522 Distribution Portal Insights

Distribution Management: Portal Insights

Author(s):
Deborah M. Smallwood, Senior Partner
Mary Ann Garwood, Partner
Publication Date:
May 22, 2013
Number of Pages:
9
Price:
$995.00 USD

Agility is the watchword for the next decade. There is no question that portals are playing a key role in distinguishing the leaders and driving competitive advantage. more >

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20130503 Data Anaytics PC 2013 Beyond

Data and Analytics in Insurance: P&C Plans and Priorities for 2013 and Beyond

Author(s):
Mark A. Breading, Partner
Publication Date:
May 3, 2013
Number of Pages:
26
Price:
$995.00 USD

This SMA report explores both the current state and future plans for data and analytics in the property and casualty industry, highlighting meaningful differences between personal and commercial lines, and... more >

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20130306 Distribution Connectivity Plans Priorities

Distribution Management: Connectivity Plans and Priorities

Author(s):
Deborah M. Smallwood, Senior Partner
Mary Ann Garwood, Partner
Publication Date:
March 6, 2013
Number of Pages:
24
Price:
$995.00 USD

The effectiveness of connectivity between insurers and their distribution partners continues to be a critical factor for competitive advantage. more >

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20130228 Top10 Mobile Trends

Top 10 Mobile Trends in Insurance 2013

Author(s):
Mark A. Breading, Partner
Publication Date:
February 28, 2013
Number of Pages:
6
Price:
$395.00 USD

SMA research finds that mobile technologies are one of the hottest areas of investment for insurers in 2013. more >

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20130226 Telematics Progressive Announcement

Telematics/Usage-Based Insurance: Progressive’s Licensing Announcement

Author(s):
Mark A. Breading, Partner
Richard Welch, Guest Author
Publication Date:
February 26, 2013
Number of Pages:
5
Price:
$995.00 USD

This research brief, the third in SMA’s Telematics/Usage-Based Insurance Series, presents SMA’s insights on the recent licensing announcement by Progressive Insurance. more >

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20130215 Telematics Insurer Priorities

Telematics/Usage-Based Insurance: Insurer Priorities and Plans

Author(s):
Richard Welch, Guest Author
Mark A. Breading, Partner
Publication Date:
February 15, 2013
Number of Pages:
23
Price:
$1,495.00 USD

Usage-based insurance (UBI) is poised to transform the personal auto insurance market over the next 5-10 years. more >

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20130131 Investing for Advantage

Investing for Advantage: 2013 Insurance Ecosystem

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Mary Ann Garwood, Partner
Publication Date:
January 31, 2013
Number of Pages:
13
Price:
$1,495.00 USD

This report, part of SMA’s annual Insurance Ecosystem Research Series, addresses IT spending patterns in the North American property and casualty and life and annuities insurance industry. more >

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20130123 Top Imperatives Insurers 2013

SMA Top 10 Imperatives for Insurers - 2013

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Mary Ann Garwood, Partner
Publication Date:
January 23, 2013
Number of Pages:
7
Price:
$95.00 USD

This research report presents SMA’s annual look at the Top 10 Imperatives for Insurers. These imperatives have been defined using SMA’s research and analysis as well as the insight gained... more >

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20121203 Telematics

Telematics/Usage-Based Insurance

Author(s):
Richard Welch, Guest Author
Mark A. Breading, Partner
Publication Date:
November 30, 2012
Number of Pages:
11
Price:
$995.00 USD

Any company with a stake in the personal auto insurance business must recognize that usage-based insurance (UBI) is a market disrupting force that will have a major impact over the... more >

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20121001 Data Analytics LA

Data and Analytics in Insurance

Author(s):
Mark A. Breading, Partner
Publication Date:
October 1, 2012
Number of Pages:
27
Price:
$995.00 USD

This SMA report explores both the current state and future plans for data and analytics in the life and annuity industry, highlighting meaningful differences between individual and group lines, and... more >

Research Info Request

20120925 Innovation in Insurance

Innovation in Insurance

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
September 24, 2012
Number of Pages:
7
Price:
$395.00 USD

Is innovation really happening in insurance? This SMA Research Brief tackles that question head on, based on a recent SMA survey and innovation discussions with insurers. more >

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20120912 Data Analytics PC

Data and Analytics in Insurance

Author(s):
Mark A. Breading, Partner
Publication Date:
September 10, 2012
Number of Pages:
26
Price:
$995.00 USD

This SMA report explores both the current state and future plans for data and analytics in the property and casualty industry, highlighting meaningful differences between personal and commercial lines, and... more >

Research Info Request

20120727 Ideation Crowdsourcing

Ideation and Crowdsourcing Power

Author(s):
Karen Furtado, Partner
Publication Date:
July 27, 2012
Number of Pages:
5
Price:
$395.00 USD

In today’s supercharged competitive world, it is critically important for insurers to find a way to capitalize on the expertise and creativity of their employees and the external market. more >

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20120717 Data Analytics Spending

Data and Analytics in Insurance

Author(s):
Mark A. Breading, Partner
Publication Date:
July 17, 2012
Number of Pages:
27
Price:
$1,495.00 USD

Data and analytics are taking center stage in insurance with the potential to reshape the industry. more >

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20120712 Management Policy Docs

The Management of Policy Documents: What Software Option is Best for Your Company?

Author(s):
Mark A. Breading, Partner
Karen Furtado, Partner
Publication Date:
July 12, 2012
Number of Pages:
8
Price:
$395.00 USD

Next generation technology advancements have ushered in a wave of new distribution and interaction channels, creating requirements for e-delivery that further complicate the already complex world of forms and document management. more >

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20120611 Claims Transformation

Claims Transformation

Author(s):
Karen Furtado, Partner
Publication Date:
June 11, 2012
Number of Pages:
32
Price:
$1,495.00 USD

The transformation of claims operations is well underway in some insurance organizations and just getting started in others. more >

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20120413 Paper to Digital

The Paper to Digital Transformation in Insurance

Author(s):
Mark A. Breading, Partner
Publication Date:
April 13, 2012
Number of Pages:
29
Price:
$995.00 USD

The paper-intensive insurance industry is undergoing a long transition to digital. This research report investigates which areas of the insurance business have made the most progress in reducing paper and... more >

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20120405 Mobile Social

Mobile and Social for Insurance: The Buzz to Bizz Gap

Author(s):
Mark A. Breading, Partner
Publication Date:
April 5, 2012
Number of Pages:
6
Price:
$95.00 USD

While social media and mobile are two very different ‘animals’, they frequently get lumped into the same conversational bucket. more >

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20120330 Top 10 Imperatives

SMA 2012 Top 10 Imperatives

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Mary Ann Garwood, Partner
Publication Date:
March 30, 2012
Number of Pages:
15
Price:
$95.00 USD

This research report presents SMA’s annual look at the Top 10 Imperatives for Insurers. These imperatives have been defined using SMA’s research and analysis as well as the insight gained... more >

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20120229 New Perspectives Mobile

New Perspectives on Mobile Technologies for Insurance

Author(s):
Mark A. Breading, Partner
Publication Date:
February 29, 2012
Number of Pages:
4
Price:
$95.00 USD

This SMA Research Brief takes a concise look at the status of mobile apps in the insurance industry. more >

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20120220 Underwriting Automation

Underwriting Automation

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
February 20, 2012
Number of Pages:
30
Price:
$1,495.00 USD

This report is part of a series of SMA research reports on specific insurance capability areas in the North American insurance industry. more >

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20120131 Insurance Ecosystem

2012 Insurance Ecosystem: Positioning for Growth

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Mary Ann Garwood, Partner
Publication Date:
January 31, 2012
Number of Pages:
13
Price:
$1,495.00 USD

This report, part of SMA's annual Insurance Ecosystem Research Series, addresses IT spending patterns in the North American property and casualty and life and annuities insurance industry. more >

Research Info Request

20111206 Mobile Technology Universe

The Mobile Technology Universe

Author(s):
Mark A. Breading, Partner
Publication Date:
December 6, 2011
Number of Pages:
13
Price:
$995.00 USD

Insurers were early adopters of mobile technologies for basic communications, but what is the current state of the art in the industry? This research report addresses that question, assessing the... more >

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20111007 Role Social Media Insurance

The Role of Social Media in Insurance

Author(s):
Karen Furtado, Partner
Publication Date:
October 7, 2011
Number of Pages:
16
Price:
$995.00 USD

Social media is a pervasive movement that is reshaping society and business – but does it really matter to insurers? This research report offers a different view than many by... more >

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20110831 CCM ECM Insurer SP

CCM & ECM: Insurer Capabilities and Solution Provider Alignment

Author(s):
Mark A. Breading, Partner
Publication Date:
August 31, 2011
Number of Pages:
23
Price:
$995.00 USD

The insurance industry in North America invests significant resources and IT spending on improving customer communications and better managing documents and information content. more >

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20110708 Policy Admin Systems

Policy Administration Systems: Positioning for the Future

Author(s):
Karen Furtado, Partner
Publication Date:
July 8, 2011
Number of Pages:
28
Price:
$1,495.00 USD

Policy Administrations System (PAS) implementations and conversions are expensive, resource intensive, and time consuming. Increasing competitive pressures and continuing economic challenges are prompting many P&C and L&A insurers to look... more >

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20110121 CCM ECM Agent Priorities

CCM & ECM: Agent Priorities and Plans

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
January 21, 2011
Number of Pages:
30
Price:
$995.00 USD

This report addresses the business drivers, priorities, and IT spending plans of agents and brokers for CCM and ECM. more >

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20110110 Mastering Commercial Lines Automation

Mastering Commercial Lines Automation

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
January 10, 2011
Number of Pages:
8
Price:
$95.00 USD

This SMA Insights Research Brief looks at advances that are being made in the automation of commercial lines. more >

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20110103 Next Gen Tech Trends

Next Generation Technology Trends

Author(s):
Deborah M. Smallwood, Senior Partner
Publication Date:
January 3, 2011
Number of Pages:
8
Price:
$95.00 USD

This SMA Insights Research Brief looks at the five next generation technology trends that are now having the most impact on the insurance industry and will continue to be of... more >

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20110103 CCM ECM Insurer Buying Behavior2

CCM & ECM: Insurer Buying Behavior

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
January 3, 2011
Number of Pages:
46
Price:
$1,495.00 USD

Business drivers and IT solution implementation for CCM and ECM solutions varies considerably by insurer size (tier) and major line of business. more >

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20110103 CCM ECM Insurer Buying Behavior

CCM & ECM: Insurer Priorities and Plans

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
January 3, 2011
Number of Pages:
28
Price:
$995.00 USD

Insurers in North America spend $7 Billion per year on the inter-related areas of customer communications management (CCM) and enterprise content management (ECM). more >

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20101111 LA Ecosystem Riding Wave

Life and Annuity Ecosystem: Riding the Wave

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Mary Ann Garwood, Partner
Publication Date:
November 11, 2010
Number of Pages:
19
Price:
$995.00 USD

As part of the SMA Insurance Ecosystem Research Series, this report is a first-of-a-kind detailed analysis of IT spending patterns in the North American life and annuity insurer environment. more >

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20100826 Social Media Insurance

Social Media in Insurance

Author(s):
Timothy Radwanski, Guest Author
Karen Furtado, Partner
Publication Date:
August 16, 2010
Number of Pages:
14
Price:
$995.00 USD

Social Media in Insurance provides a fresh, different perspective on this sizzling topic. The report explores how and where social media fits in insurance and presents guidelines for planning and... more >

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20100713 Insights Future Insurance

Insight on the Future of Insurance

Author(s):
Mark A. Breading, Partner
Publication Date:
July 13, 2010
Number of Pages:
18
Price:
$995.00 USD

Insight on the Future of Insurance provides a visionary view, using a 10-year time horizon, of how advances in information & communication technology (I&CT) will alter the landscape, and describes... more >

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20100609 Distribution Pathways

Distribution Pathways

Author(s):
Karen Furtado, Partner
Mark A. Breading, Partner
Publication Date:
June 9, 2010
Number of Pages:
19
Price:
$1,495.00 USD

Distribution Pathways reports on the business and technology capabilities and discusses solution options for the distribution capability in the property and casualty insurance industry. more >

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20100524 Distribution Dynamics

Distribution Dynamics

Author(s):
Karen Furtado, Partner
Mark A. Breading, Partner
Publication Date:
May 24, 2010
Number of Pages:
17
Price:
$1,495.00 USD

Distribution Dynamics reports on the current state of insurance distribution and discusses functional maturity and IT investment. more >

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20100423 insurance ecosystem fronting wave

Insurance Ecosystem: Fronting the Wave

Author(s):
Karen Furtado, Partner
Mark A. Breading, Partner
Publication Date:
April 23, 2010
Number of Pages:
13
Price:
$995.00 USD

This research report assesses the business drivers, IT spending patterns and IT approaches of insurance agencies in North America. more >

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20100315 top 10 imperatives

SMA Top 10 Imperatives

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Mark A. Breading, Partner
Mary Ann Garwood, Partner
Publication Date:
March 15, 2010
Number of Pages:
16
Price:
$95.00 USD

This research report presents srategic insights on the key initiatives all insurers should be considering - the "must haves" for charting a course to recovery. more >

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20100211 insurance ecosystem supporting wave

Insurance Ecosystem: Supporting the Wave

Author(s):
Karen Furtado, Partner
Mark A. Breading, Partner
Publication Date:
February 11, 2010
Number of Pages:
19
Price:
$1,495.00 USD

This report profiles the North American IT solution provider marketplace to assess how it is evolving to meet the needs of property and casualty insurers. more >

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20100125 insurance ecosystem catching wave

Insurance Ecosystem: Catching the Wave

Author(s):
Deborah M. Smallwood, Senior Partner
Mary Ann Garwood, Partner
Publication Date:
January 25, 2010
Number of Pages:
24
Price:
$1,495.00 USD

Part of the SMA Insurance Ecosystem Research Series, this landmark report profiles the IT buying behaviors of North American property and casualty insurance companies. more >

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20091112 insurance ecosystem managing wave

Insurance Ecosystem: Managing the Wave

Author(s):
Karen Furtado, Partner
Mark A. Breading, Partner
Publication Date:
November 12, 2009
Number of Pages:
30
Price:
$1,495.00 USD

This ground-breaking research report looks at how well insurance solution offerings meet the needs and wants of insurers by analyzing where there is alignment and where gaps exist, identifying opportunities... more >

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20091021 insurance ecosystem riding wave

Insurance Ecosystem: Riding the Wave

Author(s):
Mary Ann Garwood, Partner
Deborah M. Smallwood, Senior Partner
Publication Date:
October 21, 2009
Number of Pages:
27
Price:
$1,495.00 USD

As part of the SMA Insurance Ecosystem Research Series, this report is a first-of-a-kind detailed analysis of IT spending patterns in the North American property and casualty insurer environment. more >

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20091020 insurance ecosystem guide to marketplace

Insurance Ecosystem: Guide to the Marketplace

Author(s):
Mark A. Breading, Partner
Deborah M. Smallwood, Senior Partner
Publication Date:
October 20, 2009
Number of Pages:
15
Price:
$1,495.00 USD

The Marketplace Guide for Insurance is the foundational report in the SMA Insurance Ecosystem Research Series, providing baseline information about the insurance industry in a comprehensive yet concise manner. more >

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20090804 agency management systems

Agency Management Systems: Marketplace and Vendor Analysis

Author(s):
Deborah M. Smallwood, Senior Partner
Karen Furtado, Partner
Publication Date:
August 4, 2009
Number of Pages:
38
Price:
$1,495.00 USD

The Agency Management Systems: Marketplace and Vendor Analysis research report focuses on the business environment in the insurance agency marketplace and specifically explores the current and potential/future use of agency... more >

Research Info Request