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An SMA Research Report


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. One thing that is different in 2018 is the pace of change, which is rapidly escalating. This report, supported by recent survey results and our work with insurers, covers the critical business drivers causing L&A insurers to invest in business projects, and technology and tools. Additionally, it presents survey results around mission-critical data and analytics projects which are simultaneously forming the foundation for internal and external business optimization as well driving innovation. Successfully balancing investments between producers and customers will ultimately be a dividing line between leaders and followers.


20180327 BusinessTech LA



Table of Contents

  • Key Takeaways 3
  • Research Findings and Analysis: Transformation Is the Way to Growth 4
  • Internal and External Forces: Balance Becomes Elemental 5
  • 2018 Business Projects: A Shift to Replacing 6
  • 2018 Technology and Tools Project Areas: Some New, Some Old 7
  • 2018 Data/Analytics Projects: Building a Foundation for Emerging Technology 8
  • SMA Call to Action 9
  • About Strategy Meets Action 10