White Papers and Research

Winning Strategies for Insurers:  How Industry Leaders are Excelling Outside the Comfort Zone 

Sponsor: IBM

As the world changes around them, many insurers are struggling to be profitable. A combination of disruptive forces — some economic, some societal, some technological — is shaking up the insurance industry comfort zone. Yet some leading insurers manage to stay ahead of the pack, but how?


Digital Reinvention:  Trust, Transparency and Technology in the Insurance World of Tomorrow 

Sponsor: IBM

If insurers want to succeed in today's digital world, they need to create experiences and business models that are orchestrated, symbiotic, contextual and cognitive.


Harnessing the Power of Big Data and Analytics for Insurance

Sponsor: IBM

Big data and analytics help insurance companies identify the next best action for customers. With the right solutions, companies can extract, integrate and analyze a large volume and variety of data, from call-center notes and voice recordings to web chats, telematics and social media.


Insurance CRM Cloud Case Study: ABD Insurance & Financial Advisory

Sponsor: Vlocity

As a leading Bay Area employee benefits and P&C brokerage known for its high expectations for both utilizing technology and delivering excellent customer service, ABD Insurance & Financial Services embraces the strategic tenet to “use technology for good”. ABD’s goal is to drive greater efficiency and improved customer experience with each client interaction.

The ABD Insurance case study highlights how using Vlocity Insurance to facilitate the integration between Salesforce.com and Vertafore resulted in:

  • Improved agent efficiency
  • A 360 degree customer view
  • Superior omni-channel customer experience

Learn how ABD deployed Vlocity Insurance in less than two months both in the cloud and on mobile devices.


The State of Salesforce 2015, Financial Services Edition

Sponsor: Bluewolf

Based on data collected in collaboration with MIT Sloan, Bluewolf’s State of Salesforce: Financial Services Edition shows how the best insurance and financial services companies are leveraging Salesforce to respond to digital disruption and deliver against customer’s rising expectations.


  • Companies are embracing the Salesforce1 Platform: Mobile, analytics, and industry specific solutions are top investments.
  • Budgets are on the rise: 72% will increase their investment in Salesforce in the coming year
  • Investment in Salesforce yields results: 61% cite Salesforce driving top-line growth or bottom line savings


Celent case study, Linking Predictive Analytics and Underwriting at Freedom Specialty Insurance Company

Sponsor: SAS

This Celent case study explores how an insurer built, refined and sustained its revolutionary analytic underwriting platform. Topics include the technology, process and people needed to pull it off, as well as lessons you can use to see the benefits of analytics in your underwriting operations.


Coalition Against Insurance Fraud (CAIF) research,
The State of Insurance Fraud Technology

Sponsor: SAS

The Coalition Against Insurance Fraud (CAIF) presents the findings of its research into insurers’ use of anti-fraud technology – and how it translates into more accurate pricing, competitive edge and lower premiums for policyholders. You’ll also get a good look at how your organization compares to the rest of the industry.


Decision-Driven Marketing: Maximizing customer engagement

Sponsor: SAS

This paper explains why effective customer engagement today requires real-time marketing with real-time decision management capabilities. It also highlights the many benefits of decision-driven marketing, such as improved acquisition and retention rates, reduced overall sales and service costs, and higher conversion rates.


Your Workforce – An Underperforming Asset?

Sponsor: Verint

Your workforce is likely one of your highest operational costs – they can be your greatest asset, or your greatest liability.  Read this brief Executive Perspective to learn how leading financial and professional services firms have taken a practical, three-step approach to understanding and improving day-to-day employee behavior – gaining
10 percent or more in employee productivity gains. 


Smart Configuration

Sponsor: Oceanwide

Many policy administration systems claim to be easily configurable but only Smart Configuration gives carriers smart agility and ease of use. This eBook describes the three hallmarks of Smart Configuration; helps you to determine if your current system offers maximum configurability; and provides real-world examples of how Smart Configuration has helped carriers.


Create a New Competitive Advantage

Sponsor: Altosoft

Achieving a competitive edge requires that you define and evolve your processes to maximize efforts on the most lucrative opportunities, manage time and costs and mitigate risk. This paper introduces you to process intelligence: a technology approach that monitors, analyzes and helps optimize your operational business processes to ensure compliance, eliminate risk and provide unprecedented insights to achieve operational excellence and maximize success.


Tipping the Scales: Risks vs. Rewards of Policy Administration System Migration

Sponsor: Oracle

Recent research shows that insurers feel their current IT systems are hindering their efforts to achieve their business goals—including the ability to outpace competitors in delivering products to market, and improving the efficiency of customer service. In an effort to improve their performance, many insurers are making core system replacement a top priority. Find out how the balance has shifted, and why now is the time to make the case for core system replacement. 


Stand-Alone Rating Engine: Leading Force Behind Core Transformation Projects in the P&C Market

Sponsor: Oracle

P&C carriers continue to face a growing problem: how to provide more flexibility, improve speed to market for rate changes and new product introductions as well as find a way to increase revenue growth and profitability. While replacing their core legacy system might be the ultimate answer, an easier 'fix' is what many carriers are hoping to find. Download this white paper to learn more about how insurers can manage transformation risk.


Four Trends in Document Automation

Sponsor: Oracle

Insurance companies rely on enterprise document automation (EDA) to dynamically create, manage and deliver communications to their customers and stakeholders, when and how they want them. In this paper, you will learn about four trends in EDA that can help you improve customer satisfaction, reduce cost and drive efficiency.


Five Keys to Marketing Analytics Excellence

Sponsor: SAS

This paper outlines ways marketers can use analytics to improve their chances of success by building a solid measurement plan that lets you define and measure diagnostic metrics. From defining success to targeting your audience to reporting your results, you’ll discover how your customer intelligence platform can align the customer journey with your marketing systems and processes.


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