| Contact Us

Shopping Cart

There are no items in your cart.

< Return to Research


Transformation in Action: Success Stories and Use Cases

2018 SMA Summit Report

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


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

An SMA Research Report

Authors:

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 »

Add this item to cart


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

An SMA Research Report

Authors:

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 »

Add this item to cart


Innovation is Mandatory: SMA Annual Innovation in Insurance Report

An SMA Research Report

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


Winning With Convergence: The 5 Foundational Realities

An SMA e-book

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


The Emergence of Microservices: New Possibilities on the Horizon

An SMA Research Brief

Authors:

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 »

Add this item to cart


2017 SMA Summit: Winning With Convergence

A Special SMA Research Report

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


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

An SMA e-book

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


Bridging to the Future With Core Systems Modernization

An SMA Research Report

Authors:

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 »

Add this item to cart


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

An SMA Research Report

Authors:

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 »

Add this item to cart


Insurance in Transformation: Building 7 Bridges to the Future

An SMA Research Report

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


SMA Top 10 Insurance Predictions for 2017

An SMA Research Report

Authors:

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 »

Add this item to cart


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

An SMA Research Report

Authors:

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 »

Add this item to cart


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

An SMA Special Report

Authors:

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 »

Add this item to cart


The 2016 SMA Summit Recap

An SMA Special Report

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


The 2016 SMA Innovation in Action Awards: Insurer Case Studies

An SMA Special Report

Authors:

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 »

Add this item to cart


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

An SMA Research Report

Authors:

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 »

Add this item to cart


Insurers' Core Systems Buying Trends

An SMA Research Report

Authors:

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 »

Add this item to cart


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

An SMA Special Report

Authors:

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 »

Add this item to cart


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 »

Add this item to cart


P&C Core Systems Trends: Deal Analysis

An SMA Research Report

Authors:

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 »

Add this item to cart


The Impact of Emerging Technologies in Claims

An SMA Research Brief

Authors:

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 »

Add this item to cart


Core Transformation: Top 10 Success Factors

An SMA Research Report

Authors:

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 »

Add this item to cart


The 2015 SMA Innovation in Action Awards: Insurer Case Studies

Authors:

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 »

Add this item to cart


Next-Gen Insurer: 2015 Update – The Journey Continues

An SMA Research Report

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


Claims Transformation: The Journey Beyond Modernization

An SMA Research Report

Authors:

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 »

Add this item to cart


SMA Top 10 Imperatives for Insurers – 2015

An SMA Research Report

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


Policy Administration: P&C Plans and Priorities

An SMA Research Report

Authors:

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 »

Add this item to cart


2014 SMA Summit Recap

An SMA Research Brief

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


2014 Innovation in Action ... Insurer Highlights

An SMA Research Brief

Authors:

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 »

Add this item to cart


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

An SMA Research Brief

Authors:

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 »

Add this item to cart


Improving the Customer Experience Through Communications and Document Management

An SMA Research Report

Authors:

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 »

Add this item to cart


The Next-Gen Insurer: Fueled by Innovation

An SMA Insights Report

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


State of Commercial Markets Underwriting Automation

An SMA Research Report

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


Policy Administration: L&A Plans and Priorities

An SMA Research Report

Authors:

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 »

Add this item to cart


SMA Top 10 Imperatives for Insurers – 2014

An SMA Research Report

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


2013 Innovation in Action … Insurer Highlights

An SMA Research Report

Authors:

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 »

Add this item to cart


Innovation in the Insurance Customer Experience: Examples and Guiding Principles

An SMA Research Brief

Authors:

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 »

Add this item to cart


2013 SMA Summit Recap

An SMA Research Brief

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


Policy Administration: P&C Plans and Priorities

An SMA Research Report

Authors:

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 »

Add this item to cart


SMA Top 10 Imperatives for Insurers - 2013

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


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

An SMA Point/Counterpoint Research Brief

Authors:

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 »

Add this item to cart


Claims Transformation

Positioning for the Future

Authors:

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 »

Add this item to cart


SMA 2012 Top 10 Imperatives

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


Underwriting Automation

Insurer Plans and Trends

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


Policy Administration Systems: Positioning for the Future

Authors:

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 »

Add this item to cart


Mastering Commercial Lines Automation

... balancing art and science

Authors:

Deborah M. Smallwood, Founder & CEO

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 »

Add this item to cart


SMA Top 10 Imperatives

Authors:

Deborah M. Smallwood, Founder & CEO

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.   This slide deck provides insight on... more »

Add this item to cart