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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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

more »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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