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Core Systems Purchasing to Thrive in the Digital World: What’s Hot – And What’s Not

An SMA Research Report

Authors:

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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AI in P&C Insurance: Potential and Progress

An SMA Research Brief

Authors:

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

An SMA Research Report

Authors:

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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Insurers' Core Systems Buying Trends

An SMA Research Report

Authors:

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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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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Core Transformation: Top 10 Success Factors

An SMA Research Report

Authors:

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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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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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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Policy Administration: P&C Plans and Priorities

An SMA Research Report

Authors:

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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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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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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Policy Administration: L&A Plans and Priorities

An SMA Research Report

Authors:

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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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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Policy Administration: P&C Plans and Priorities

An SMA Research Report

Authors:

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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Product Development: Insurer Plans and Priorities

An SMA Research Report

Authors:

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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Telematics/Usage-Based Insurance: Implications for Agents

An SMA Research Brief

Authors:

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

An SMA Research Brief

Authors:

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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Telematics/Usage-Based Insurance: Insurer Priorities and Plans

An SMA Research Paper

Authors:

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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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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Telematics/Usage-Based Insurance

A Catalyst for Change

Authors:

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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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: Insurer Capabilities and Solution Provider Alignment

Authors:

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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Policy Administration Systems: Positioning for the Future

Authors:

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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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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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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