Transformation in Action: Success Stories and Use Cases
2019 SMA Summit Report
Authors: |
Deborah M. Smallwood, Founder & CEO |
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 »
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 »
Agents and Brokers in the Digital Age
An SMA Research Report
Authors: |
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 »
P&C Insurance Distribution – Responding to a Rapidly Changing Ecosystem
An SMA Research Report
Authors: |
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 »
The Future of P&C Insurance Distribution: Transformation in the Digital Age
An SMA Research Report
Authors: |
Deborah M. Smallwood, Founder & CEO |
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 »
Data, Business Intelligence, and Analytics in Insurance – Agent View
An SMA Research Report
Authors: |
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 »
2017 InsurTech Recap: The Momentum Continues to Build
An SMA Research Report
Authors: |
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 »
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 »
Emerging Technologies in P&C: Insurer Strategies and Plans Through 2020
An SMA Research Report
Authors: |
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 »
Blockchain in Insurance: Awareness Grows, Activity Still Limited
An SMA Research Report
Authors: |
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 »
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 »
InsurTech and Personal Lines: Examples, Use Cases, and Implications
An SMA Research Report
Authors: |
Deborah M. Smallwood, Founder & CEO |
Mark A. Breading, Partner |
Publication Date: October 4, 2017
Number of Pages: 14
Price: $995.00 USD
Data and Analytics in Life and Annuity: Addressing Customer Requirements with New Insights
An SMA Research Report
Authors: |
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 »
Data and Analytics in Insurance: P&C View Through 2020
An SMA Research Report
Authors: |
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 »
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 »
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 »
Agency-Carrier Connectivity: Agent View
An SMA Research Report
Authors: |
Deborah M. Smallwood, Founder & CEO |
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 »
Agent-Carrier Connectivity: Personal Lines Insurers
An SMA Research Report
Authors: |
Deborah M. Smallwood, Founder & CEO |
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 »
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 »
Agency-Carrier Connectivity: Commercial Lines Insurers
An SMA Research Report
Authors: |
Karen Pauli, Principal |
Deborah M. Smallwood, Founder & CEO |
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 »
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 »
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 »
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 »
Customer Engagement at the Digital Edge in Insurance
An SMA Research Report
Authors: |
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 »
Maturing Technologies in Insurance: Agent/Broker View
An SMA Research Brief
Authors: |
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 »
Agents and Producers in the Digital Era: Producer View
An SMA Research Report
Authors: |
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 »
Agents and Producers in the Digital Era: Insurer View
An SMA Research Report
Authors: |
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 »
CRM in Insurance: New Visibility and Role in the Digital Age
An SMA Research Report
Authors: |
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 »
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 »
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
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 »
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 »
Customer Experience in Insurance: Insurer Strategies, Plans, and Progress
An SMA Research Report
Authors: |
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 »
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 »
The Changing Auto Insurance Landscape: Influencers Driving Disruption and Change
An SMA Research Report
Authors: |
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 »
MGA Market Sizing Report:US Commercial Lines Program Business
An SMA Research Report
Authors: |
Deborah M. Smallwood, Founder & CEO |
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 »
Customer Acquisition in Life and Annuities: Enabling Producers with Advanced Technology Solutions
An SMA Research Report
Authors: |
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
Distribution Management: Portal Insights
An SMA Research Report
Authors: |
Deborah M. Smallwood, Founder & CEO |
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 »
Distribution Management: Connectivity Plans and Priorities
An SMA Research Report
Authors: |
Deborah M. Smallwood, Founder & CEO |
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 »
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 »
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 »
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 »
CCM & ECM: Agent Priorities and Plans
Authors: |
Deborah M. Smallwood, Founder & CEO |
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 »
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 »
CCM & ECM: Insurer Buying Behavior
Authors: |
Deborah M. Smallwood, Founder & CEO |
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 »
CCM & ECM: Insurer Priorities and Plans
Authors: |
Deborah M. Smallwood, Founder & CEO |
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 »
Distribution Pathways
The Road to Excellence in Distribution for Insurers, Agents, and Solution Providers
Authors: |
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 »
Distribution Dynamics
Trends, Spending, and Maturity Assessments for Insurers and Agents
Authors: |
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 »
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 »
Agency Management Systems: Marketplace and Vendor Analysis
Satisfying today’s needs, Positioning for tomorrow’s opportunities
Authors: |
Deborah M. Smallwood, Founder & CEO |
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 »
