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An SMA Research Report


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. Distributors are changing their sales and service approaches, including using data and analytics for deeper insights into operations and customers.  While some trends have a commonality, there are notable differences between agents and brokers over $10M in premium versus those under $10M. The gaps are important as insurers and distributors work toward common goals.

SMA’s Data and Analytics Spectrum provides the framework for interpreting this reports’ survey data. The report presents findings about adoption competency and where distributors are investing for sales and service (with a focus on policy service, billing, and claims). Insurers’ versus agents/brokers’ success factors for data and analytics initiatives are presented, as well as specific investment targets. Spending trends for agents of various sizes round out the report. 


20180116 Agent Data Analytics



Table of Contents

  • Executive Summary 3
  • Data, BI, and Analytics Usage and Plans 6
  • Spending on Data, BI, and Analytics 12
  • SMA Call to Action 15
  • About the Research and SMA 16