
2020 P&C Core Systems Purchasing Trends: Foundational Technology Fueling Digital Transformation
- 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 >

P&C Tech Plans in the COVID-19 Era: SMA Market Pulse Insights
- Author(s):
- Deborah M. Smallwood, Senior Partner
- Karen Furtado, Partner
- Mark A. Breading, Partner
- Publication Date:
- May 15, 2020
- Number of Pages:
- 14
- Price:
- $1,495.00 USD
How are insurer plans and investments changing due to the pandemic? Are they pausing initiatives or even cutting back? Are they reshaping their plans? Accelerating initiatives? Or just staying the... more >

2019 P&C Core Systems Purchasing Trends: Foundational Technology to Fuel the Transformation Journey
- 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 >

Transformation in Action: Success Stories and Use Cases
- 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 >

P&C Core Systems Purchasing Trends: Foundational Technology to Fuel the Transformation Journey
- 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 >

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

Emerging Technologies in P&C: Insurer Strategies and Plans Through 2020
- Author(s):
- 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 >

2017 SMA Summit: Winning With Convergence
- 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 >

InsurTech and Personal Lines: Examples, Use Cases, and Implications
- Author(s):
- Deborah M. Smallwood, Senior Partner
- 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
- Author(s):
- 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
- Author(s):
- 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 >

Bridging to the Future With Core Systems Modernization
- 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 >

Insurance in Transformation: Building 7 Bridges to the Future
- 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
- 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
- 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
- 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
- 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
- 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 >

Insurers' Core Systems Buying Trends
- 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
- 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
- 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
- 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 >

Core Transformation: Top 10 Success Factors
- 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
- 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 >

SMA Top 10 Imperatives for Insurers – 2015
- 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
- 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
- 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
- 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)
- 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
- 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
- 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 >

Policy Administration: L&A Plans and Priorities
- 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
- 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
- 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
- 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
- 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
- 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?
- 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 >

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 >

CCM & ECM: Insurer Capabilities and Solution Provider Alignment
- Author(s):
- Mark A. Breading, Partner
- Publication Date:
- August 31, 2011
- Number of Pages:
- 23
- Price:
- $995.00 USD
The insurance industry in North America invests significant resources and IT spending on improving customer communications and better managing documents and information content. 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 >

CCM & ECM: Agent Priorities and Plans
- Author(s):
- Deborah M. Smallwood, Senior Partner
- 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 >

CCM & ECM: Insurer Buying Behavior
- Author(s):
- Deborah M. Smallwood, Senior Partner
- 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
- Author(s):
- Deborah M. Smallwood, Senior Partner
- 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 >

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 >