Maturing Technologies in Insurance: Agent/Broker View

An SMA Research Brief

Mark A. Breading, Senior Partner
Publication Date:
August 2, 2016
Number of Pages:
$995.00 USD

Advanced technologies such as mobile, cloud, analytics, social media, and collaboration are vital for agents and brokers. This research report, based on a survey of agents and brokers in North America, assesses the progress of the industry, looks at why agencies are investing, identifies where the technologies are being applied, and quantifies where agencies plan to continue to invest over the next three years (2016-2018).

The report analyzes agency plans and progress by size category. As an example, Figure 1 below highlights spending plans for agencies under $5 million in revenue.  

Figure 1. Tech Investment Plans for Maturing Technologies Over 3 Years (Agencies Under $5M)


20160802 MaturingTech



Table of Contents

  • Executive Summary 3
  • Business Drivers and IT Investment Plans 4
  • Status and Plans for Each Maturing Technology 10
  • About the Research and Strategy Meets Action 24