Results for Research with the topic Underwriting

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Personal Lines Underwriting Transformation The New Age of Data 200x150

Personal Lines Underwriting Transformation: The New Age of Data

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
November 16, 2022
Number of Pages:
17
Price:
$1,495.00 USD

The personal lines segment is often the leader of transformation in the insurance industry. In particular, the segment has led the way in leveraging data to automate business, including within underwriting. more >

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Small Commercial Lines Underwriting Transformation The Next Level of Automation thumbnail 200x150

Small Commercial Lines Underwriting Transformation: The Next Level of Automation

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
October 26, 2022
Number of Pages:
17
Price:
$1,495.00 USD

In recent years, insurers focused on small commercial lines have had to reimagine their underwriting operations as customers’ needs and market dynamics have changed. more >

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Middle Market and Large Commercial Lines Underwriting Transformation The Next Era 200x150

Middle-Market and Large Commercial Lines Underwriting Transformation: The Next Era

Author(s):
Deborah M. Smallwood, Senior Partner
Mark A. Breading, Partner
Publication Date:
August 30, 2022
Number of Pages:
17
Price:
$1,495.00 USD

When the pandemic revealed gaps in insurers’ digital capabilities, many had to adapt to changing needs and demands or risk being left behind. more >

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20201215 Small CL UW eBook

Small Commercial Lines Underwriting Transformation: Mind the Gap

Author(s):
Deborah M. Smallwood, Senior Partner
Megan Bock Zarnoch, Guest Author
Publication Date:
December 16, 2020
Number of Pages:
15
Price:
$1,495.00 USD

P&C Commercial Lines Underwriting will look different in 2030, and the implications must inform today’s strategies. Small markets are already shifting to new digital, transformational business models. more >

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20201215 Mid Large CL UW eBook

Middle to Large Commercial Lines Underwriting Transformation: Under Construction

Author(s):
Deborah M. Smallwood, Senior Partner
Megan Bock Zarnoch, Guest Author
Publication Date:
December 16, 2020
Number of Pages:
15
Price:
$1,495.00 USD

P&C Commercial Lines Underwriting will look different in 2030, and the implications must inform today’s strategies. more >

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20200731 Underwriting CL

A Recipe for Commercial Lines Underwriting Transformation: Business Led, Technology Enabled With a Culture of Change Readiness

Author(s):
Deborah M. Smallwood, Senior Partner
Megan Bock Zarnoch, Guest Author
Publication Date:
August 3, 2020
Number of Pages:
18
Price:
$1,495.00 USD

P&C Commercial Lines Underwriting will look different in 2030. Small markets are already shifting to new digital, transformational business models. more >

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2019 12 18 Summit Recap Report

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 >

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20180424 CoreDeals

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 >

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20171109 AI PC

AI in P&C Insurance: Potential and Progress

Author(s):
Mark A. Breading, Partner
Publication Date:
November 9, 2017
Number of Pages:
5
Price:
$395.00 USD

Artificial intelligence (AI) has big implications for the property/casualty industry. AI is not a single technology, but a whole series of related technologies, such as machine learning, text mining, natural... more >

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20171005 Summit Recap

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 >

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20171004 InsurTech PL

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

more >

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20170912 LA Data Analytics

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 >

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20170718 PC Analytics

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 >

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20170112 7Bridges

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 >

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20161221 2017 Predictions

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 >

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20161102 SevenBridges

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 >

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20161006 Awards SP

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 >

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20160929 Summit Recap

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 >

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20160919 Insurer Awards

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 >

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20160623 telematics

Telematics in P&C Insurance: The Need to Move Beyond Pricing

Author(s):
Mark A. Breading, Partner
Publication Date:
June 23, 2016
Number of Pages:
11
Price:
$995.00 USD

Telematics in P&C Insurance provides a snapshot of telematics/usage-based insurance programs in North America. Telematics for usage-based insurance continues to advance in North America, albeit at a measured pace. more >

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20160607 CoreTrends

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 >

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20160211 CRM

CRM in Insurance: New Visibility and Role in the Digital Age

Author(s):
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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20150930 AwardsSPCaseStudies

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 >

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20150929 SummitResearch

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 >

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20150921 AwardCaseStudies Insurers

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 >

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20150715 Core Transformation

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 >

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20150520 Next Gen

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 >

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20150224 Top10 Imperatives

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 >

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20150210 PAS

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 >

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20150129 Auto Landscape

The Changing Auto Insurance Landscape: Influencers Driving Disruption and Change

Author(s):
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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20141001 Summit Brief

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 >

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20140928 Innovation in Action Insurer Highlights

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 >

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20140411 next gen insurer

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 >

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20140318 state commercial markets

State of Commercial Markets Underwriting Automation

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 >

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20131230 Current State PAS LOB

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 >

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20131230 Top 10 Imperatives

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 >

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2013 10 16 Innovation in Insurance Customer Experience

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 >

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20131003 SMA Summit Recap

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 >

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201409 Innovation In Action

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 >

Research Info Request

20130726 PAS PC Plans Priorities

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 >

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2013 07 15 Product Development

Product Development: Insurer Plans and Priorities

Author(s):
Karen Furtado, Partner
Publication Date:
July 15, 2013
Number of Pages:
28
Price:
$1,495.00 USD

The pressure is on. Now more than ever, insurers are focusing on improving their capabilities for implementing new products and product changes. more >

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20130612 Telematics Usage Based for Agents

Telematics/Usage-Based Insurance: Implications for Agents

Author(s):
Mark A. Breading, Partner
Richard Welch, Guest Author
Publication Date:
June 12, 2013
Number of Pages:
7
Price:
$995.00 USD

Much has been written about the implications of usage-based insurance for insurance companies and consumers, but little attention has been paid to the implications for agents. more >

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20130522 Distribution Portal Insights

Distribution Management: Portal Insights

Author(s):
Deborah M. Smallwood, Senior Partner
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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20130306 Distribution Connectivity Plans Priorities

Distribution Management: Connectivity Plans and Priorities

Author(s):
Deborah M. Smallwood, Senior Partner
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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20130226 Telematics Progressive Announcement

Telematics/Usage-Based Insurance: Progressive’s Licensing Announcement

Author(s):
Mark A. Breading, Partner
Richard Welch, Guest Author
Publication Date:
February 26, 2013
Number of Pages:
5
Price:
$995.00 USD

This research brief, the third in SMA’s Telematics/Usage-Based Insurance Series, presents SMA’s insights on the recent licensing announcement by Progressive Insurance. more >

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20130215 Telematics Insurer Priorities

Telematics/Usage-Based Insurance: Insurer Priorities and Plans

Author(s):
Richard Welch, Guest Author
Mark A. Breading, Partner
Publication Date:
February 15, 2013
Number of Pages:
23
Price:
$1,495.00 USD

Usage-based insurance (UBI) is poised to transform the personal auto insurance market over the next 5-10 years. more >

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20130123 Top Imperatives Insurers 2013

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 >

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20121203 Telematics

Telematics/Usage-Based Insurance

Author(s):
Richard Welch, Guest Author
Mark A. Breading, Partner
Publication Date:
November 30, 2012
Number of Pages:
11
Price:
$995.00 USD

Any company with a stake in the personal auto insurance business must recognize that usage-based insurance (UBI) is a market disrupting force that will have a major impact over the... more >

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20120330 Top 10 Imperatives

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 >

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20120220 Underwriting Automation

Underwriting Automation

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 >

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20110831 CCM ECM Insurer SP

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 >

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20110708 Policy Admin Systems

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 >

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20110121 CCM ECM Agent Priorities

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 >

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20110110 Mastering Commercial Lines Automation

Mastering Commercial Lines Automation

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 >

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20110103 CCM ECM Insurer Buying Behavior2

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 >

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20110103 CCM ECM Insurer Buying Behavior

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 >

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20100609 Distribution Pathways

Distribution Pathways

Author(s):
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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20100315 top 10 imperatives

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 >

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