
2020 P&C Core Systems Purchasing Trends: Foundational Technology Fueling Digital Transformation
An SMA Research Report
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 »

Claims Transformation Reset: The Impact of COVID-19
An SMA Research Report
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 »

2019 P&C Core Systems Purchasing Trends: Foundational Technology to Fuel the Transformation Journey
An SMA Research Report
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 »

Cloud and Core Systems: Top Ten Strategic Considerations
An SMA Research Report
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 »

Transformation in Action: Success Stories and Use Cases
2019 SMA Summit Report
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 »

Foundational Technologies in Personal Lines Insurance: Investment, Adoption, and Business Areas
An SMA Research Report
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 »

Foundational Technologies in Commercial Lines Insurance: Investment, Adoption, and Business Areas
An SMA Research Report
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 »

P&C Core Systems Purchasing Trends: Foundational Technology to Fuel the Transformation Journey
An SMA Research Report
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 »

Transformation in Action: Success Stories and Use Cases
2018 SMA Summit Report
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 »

The New World of Core Systems: How New Computing Trends Will Transform the Core Systems Paradigm
An SMA Research Report
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 »

Core Systems Purchasing to Thrive in the Digital World: What’s Hot – And What’s Not
An SMA Research Report
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 »

Innovation is Mandatory: SMA Annual Innovation in Insurance Report
An SMA Research 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 »

Winning With Convergence: The 5 Foundational Realities
An SMA e-book
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 »

The Emergence of Microservices: New Possibilities on the Horizon
An SMA Research Brief
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 »

2017 SMA Summit: Winning With Convergence
A Special SMA Research Report
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 »

Insurance Transformation: Looking 10 Years Back, Looking 10 Years Forward
An SMA e-book
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 »

Bridging to the Future With Core Systems Modernization
An SMA Research Report
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 »

Core Systems Purchasing Reaches the Tipping Point: What’s Hot – And What’s Not
An SMA Research Report
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 »

Insurance in Transformation: Building 7 Bridges to the Future
An SMA Research Report
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 »

SMA Top 10 Insurance Predictions for 2017
An SMA Research Report
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 »

Bridging Today to Tomorrow: Seven Paths to Become a Next-Gen Insurer
An SMA Research Report
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 »

The 2016 SMA Innovation in Action Awards: Solution Provider Case Studies
An SMA Special Report
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 »

The 2016 SMA Summit Recap
An SMA Special Report
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 »

The 2016 SMA Innovation in Action Awards: Insurer Case Studies
An SMA Special Report
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 »

The Changing Face of Claims: How Innovation Is Fueling Claims Transformation
An SMA Research Report
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 »

Insurers' Core Systems Buying Trends
An SMA Research Report
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 »

The 2015 SMA Innovation in Action Awards: Solution Provider Case Studies
An SMA Special Report
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 »

2015 SMA Summit Recap
An SMA Research Brief
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 »

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 »

P&C Core Systems Trends: Deal Analysis
An SMA Research Report
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 »

The Impact of Emerging Technologies in Claims
An SMA Research Brief
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 »

Core Transformation: Top 10 Success Factors
An SMA Research Report
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 »

Next-Gen Insurer: 2015 Update – The Journey Continues
An SMA Research Report
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 »

Claims Transformation: The Journey Beyond Modernization
An SMA Research Report
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 »

SMA Top 10 Imperatives for Insurers – 2015
An SMA Research Report
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 »

Policy Administration: P&C Plans and Priorities
An SMA Research Report
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 »

2014 SMA Summit Recap
An SMA Research Brief
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 »

2014 Innovation in Action ... Insurer Highlights
An SMA Research Brief
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 »

Managing Policy Documents: Trends in Using Policy Administration Systems (PAS) and Customer Communications Management (CCM)
An SMA Research Brief
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 »

Improving the Customer Experience Through Communications and Document Management
An SMA Research Report
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 »

The Next-Gen Insurer: Fueled by Innovation
An SMA Insights Report
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 »

State of Commercial Markets Underwriting Automation
An SMA Research Report
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 »

Policy Administration: L&A Plans and Priorities
An SMA Research Report
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 »

SMA Top 10 Imperatives for Insurers – 2014
An SMA Research Report
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 »

Innovation in the Insurance Customer Experience: Examples and Guiding Principles
An SMA Research Brief
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 »

2013 SMA Summit Recap
An SMA Research Brief
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 »

2013 Innovation in Action … Insurer Highlights
An SMA Research Report
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 »

Policy Administration: P&C Plans and Priorities
An SMA Research Report
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 »

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 »

The Management of Policy Documents: What Software Option is Best for Your Company?
An SMA Point/Counterpoint Research Brief
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 »

Claims Transformation
Positioning for the Future
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 »

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 »

Underwriting Automation
Insurer Plans and Trends
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 »

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 »

Mastering Commercial Lines Automation
... balancing art and science
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 »

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 »