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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >