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An SMA Research Report


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 whether an individual insurance advisor is relevant anymore. Fundamentally, it all comes down to what the consumer wants. It is a pivotal time for agents and brokers in terms of executing an effective connectivity capability.

The report covers the business drivers, current state, future plans and projects, challenges, and investments that agent and brokers are making regarding agent-carrier connectivity. 

20161213 Agent View




Table of Contents

  • Executive Summary 3
  • Enterprise Landscape of Agency Connectivity 4
  • Process View of Agency Connectivity 9
  • SMA Call to Action 13
  • About the Research and Strategy Meets Action 14