Technology Archives - ¾ÅÉ« Research /research/research-topics/technology/ Insurance Whitepapers, Research, Webinars, Surveys Wed, 17 Jun 2026 17:32:21 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 InsurTech Summit 2026 /research/research/insurtech-summit-2026/ Fri, 06 Feb 2026 02:00:25 +0000 /research/?post_type=research&p=21872 This summit brings together InsurTech leaders to explore how modern insurers can use technology, data, and AI to deliver better customer experiences ...

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This year’s focus: The CX Advantage—The InsurTech Playbook for Authentic Customer Experience

Customer experience is no longer just a front-end concern. It has become a differentiator that shapes business outcomes, customer retention, and long-term profitability.

As risks grow more complex and insurance buyers expect faster, more transparent interactions, insurers need to rethink how work is done. This summit brings together InsurTech leaders to explore how modern insurers can use technology, data, and AI to deliver better customer experiences and the innovative products that are helping with this challenge.

Attendees will leave with insights into how customer experience connects to operational efficiency and resilience, and how to turn CX from a buzzword into a business advantage.

Panel 1: Scaling Customer Experience
In insurance, customer experience isn’t just about sleek interfaces but removing friction from complex workflows so carriers can move faster and serve customers more effectively. This panel explores how InsurTech platforms are redesigning the day-to-day experience for underwriters, brokers, claims teams, and insureds, and why that experience determines whether new technology gets adopted.

Panel 2: Beyond the Pilot: Why Some Insurance AI Fails and What Actually Scales
After years of experimentation, insurers are confronting a hard challenge: AI pilots that never deliver ROI. This panel examines why some tools and proofs of concept fall short and what distinguishes AI initiatives that truly scale. Panelists will discuss whether the future belongs to AI-native platforms or hybrid approaches, and how carriers can move from experimentation to measurable business impact.

Panel 3: Making Decisions in Difficult Risk Environments
Today’s risk environment is defined by complexity with interconnected exposures, evolving threats, and overwhelming volumes of data that can obscure rather than clarify decision-making. For insurers, the challenge is no longer accessing information, but transforming it into confidence when decisions matter most.

Panel 4: How AI Is Redefining Claims Training and Customer Experience
Great claims experiences depend on skilled, confident adjusters, but traditionally, that expertise has taken years to develop. With an aging workforce, growing talent gaps, and increasingly complex risks, insurers no longer have years to build claims proficiency. This panel explores how AI-driven training tools are transforming how claims professionals learn, practice, and perform.

See the speaker lineup here:

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The Soft Market Advantage No One Talks About: Operational Excellence for MGAs /research/research/operational-excellence-for-mgas/ Thu, 05 Feb 2026 00:10:10 +0000 /research/?post_type=research&p=21853 IPS Founder Tim Anders will share why he's never tried to be the price leader, and how fundamentally sound ...

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How MGAs can use speed, consistency, and technology to stay ahead

A soft insurance market changes the rules for MGAs and wholesalers. As price pressure grows, brokers shop more aggressively and submission volumes rise—often without more bindable business.

During this discussion, IPS Founder Tim Anders will share why he’s never tried to be the price leader, and how fundamentally sound policy management becomes a competitive edge in a soft market.

We will discuss the “table stakes” that protect credibility and reduce regulatory risk, including forms management and updates, key integrations (licensing/E&O, sanctions screening, surplus lines taxes), bordereaux, and continuous improvement.

We’ll also look at how modern technology and AI helps teams execute these consistently, at speed, and at scale.


Presenters //

Tim Anders
President
Innovative Program Solutions

 

Chirag Choksi
Sr. Solution Consultant
Dyad


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3 KPIs That Guide High-Performing MGAs and Wholesalers /research/research/3-kpis-that-guide-high-performing-mgas-and-wholesalers/ Thu, 18 Dec 2025 17:09:58 +0000 /research/?post_type=research&p=21747 Are you tracking the metrics that truly drive MGA and wholesaler growth-or just collecting data?

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Are you tracking the metrics that truly drive MGA and wholesaler growth—or just collecting data?

Read this new white paper from Dyad to learn:

  • The three critical KPIs that high-performing insurance intermediaries use to win carrier contracts and scale their businesses.
  • Why most MGAs struggle to track these metrics accurately (and how modern technology solves this challenge).
  • How the right core platform transforms static data into actionable momentum, enabling seamless evolution from wholesaler to program administrator.

Download the white paper now and discover how to turn measurement into competitive advantage.

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Agentic AI in Action /research/research/agentic-ai-in-action/ Wed, 04 Jun 2025 17:19:59 +0000 /research/?post_type=research&p=21265 The term "agentic AI" is popping up more and more: autonomous systems that can take action without needing constant human oversight. Is this a new era for insurance?

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Is this a new era for insurance? The term “agentic AI” is popping up more and more, referring to autonomous systems that can take action without needing constant human oversight.

In the new episode of Between the Lines with Elizabeth Blosfield, our experts will unpack how these AI agents could be used to streamline claims processing, enhance risk assessment, bolster fraud detection, personalize customer engagement, and more. We’ll also discuss the risks associated with this new technology, including expanded cyber attack surfaces and concerns around bias, accountability, and privacy.

Register now to explore the benefits, challenges, and roadmaps for safely and ethically integrating agentic AI.

Elizabeth Blosfield
Host: Elizabeth Blosfield
Carrier Management
Deputy Editor
Sathish Manimuthu
NeuralMetrics
Chief Technology Officer
Hanif Sidi
EY Americas P&C
Business Consulting Leader
.

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How Data Fuels MGA Growth: The Falcon Risk Services Success Story /research/research/how-a-modern-data-platform-supports-strategic-differentiation-for-mgas/ Mon, 02 Jun 2025 20:01:08 +0000 /research/?post_type=research&p=21248 Top-performing MGAs are using data to scale faster, operate smarter, and even compete at the level of major carriers ...

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Top-performing MGAs are using data to scale faster, operate smarter, and even compete at the level of major carriers. In this real-world success story, you’ll see how Falcon Risk Services transformed its business with a modern data platform—built specifically for MGA needs — with technology leadership from OwlSurance Technologies, a business unit of ValueMomentum.

What You’ll Learn //

Panelists //

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Homeowners Data+AI Demo Day /research/research/homeowners-insurance-data-ai-demo-day/ Fri, 09 May 2025 23:16:32 +0000 /research/?post_type=research&p=21192 Discover the best AI and data-driven solutions helping home insurers stay competitive in this tough market ...

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The future is certain to be more risky, and homeowners risk is harder than ever.

Discover the best AI and data-driven solutions helping home insurers stay competitive in this tough market.

  • Fast-Paced Virtual Event. Evaluate new vendors quickly with 8+ side-by-side live demos.
  • Made for Insurers. This event focuses on tools that solve real-world carrier and MGA challenges, all curated specifically for the homeowners market.
  • Live Demos Only. No pitches. No sales calls. Just “show-me-what-it-does” walkthroughs.


Who should attend?
Underwriters, product managers, innovation teams, and execs at insurers, MGAs, and reinsurers focused on homeowners coverage.

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Weathering the Storm: Cyber Insurance Risk in 2024 /research/research/weathering-the-storm-cyber-insurance-risk-in-2024/ Thu, 01 Feb 2024 17:40:49 +0000 /research/?post_type=research&p=20030 As cyber risks grow and the technology that criminals are using becomes more advanced, how can insurers weather the cyber storm?

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As cyber risks grow and the technology that criminals are using becomes more advanced, how can insurers weather the cyber storm?

In this webinar, experts will discuss the likelihood of a widespread cyber event impacting an insurer’s portfolio and how insurers can prepare for accumulating cyber risk.

Watch now on-demand!

Here’s what we’ll cover:

  • What cyber accumulation risk means for insurers
  • What new tech tools can help with risk modeling
  • How AI can assist in the risk assessment process
  • How insurers can navigate an environment of
    constant change


Meet the Expert Panel:

Host: Elizabeth Blosfield
Deputy Editor at
Carrier Management
Max Perkins
Head of Innovation for Cyber
& Technology at AXIS Capital
Norman Niami
Immediate Past Chairperson
& Member of The American
Academy of Actuaries
Erica Davis
Managing Director and
Global Co-head of Cyber
at Guy Carpenter

 

 

Max Perkins is the Head of Strategy and Innovation for AXIS Global Cyber and Technology insurance. In his role, Max supports AXIS in maintaining a position as a thought leader in cyber and technology underwriting and risk transfer. He is also responsible for ensuring AXIS continues to develop innovative and effective ways of leading the understanding of cyber risk and cyber insurance. He provides AXIS with experienced insight for innovation opportunities around product development and, equally as important, the most efficient sourcing and use of capital to support the book of business. Max has 18 years of experience in the insurance industry. Prior to joining AXIS in 2020, he was Senior Vice President at Lockton Companies. He has also roles at AIG, Beazley and Chubb.

Norman Niami is a member and immediate past chairperson of the American Academy of Actuaries’ Committee on Cyber Risk. In 2022, he received an Outstanding Volunteerism Award from the Academy for his exceptional leadership in shepherding the committee’s update and expansion of the Cyber Risk Toolkit. He is also a member of the Casualty Committee of the Actuarial Standards Board, and of the ASB’s ASOP No. 39 Task Force, and serves on the Casualty Actuarial Society’s (CAS) Examination Committee and contributes to the International Actuarial Association on behalf of the CAS. He is Vice President, Actuary, at the American Property Casualty Insurance Association.

Erica Davis is Managing Director and Global Co-Head of Cyber at Guy Carpenter.  Erica joined the Guy Carpenter team through the 2019 Marsh and McLennan acquisition of JLT Group, where she led the Cyber and E&O practice for JLT Re in North America.  Erica serves clients by utilizing years of  cyber, professional and multi-line underwriting expertise to design new products for emerging cyber risks. Erica joined JLT Re from Zurich, where she was senior vice president and Head of Cyber & Professional Liability for Zurich North America. Erica had national oversight of the Professional Liability, Security & Privacy and Employed Lawyers lines of business, with a specialization and thought leadership position in network security and privacy risk transfer solutions. Erica is a key contributor to the public sector dialogue around cyber insurance and has provided testimony to the House Small Business Committee as an expert witness in cyber security insurance.  As a prominent leader in understanding cyber risk at an enterprise level, she has presented at the National Institute of Standards and Technology and is a member of the Advisory Committee of Risk Sharing Mechanisms (ACRSM), which advises Treasury’s Federal Insurance Office on terrorism and potential structures for risk sharing across the industry.

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COVID-19 Outbreak’s Impact on Global High-Tech Industry /research/research/covid-19-outbreaks-impact-on-global-high-tech-industry/ Fri, 06 Mar 2020 22:18:57 +0000 /research/?post_type=research&p=16429 This brief shares TrendForce’s investigations of key component and other downstream technology industries, under the impact of the COVID-19 outbreak, with the latest data as of February 14, 2020. The brief comments on the following components and industries and the risk related to supply chain impact: Semiconductors Memory products Panels Communications Optical communications IoT 5G … more

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This brief shares TrendForce’s investigations of key component and other downstream technology industries, under the impact of the COVID-19 outbreak, with the latest data as of February 14, 2020.

The brief comments on the following components and industries and the risk related to supply chain impact:

  • Semiconductors
  • Memory products
  • Panels
  • Communications
    • Optical communications
    • IoT
    • 5G
  • Green Energy
    • LED
    • Lithium-Ion Batteries
    • Photovoltaics
  • Consumer Electronics and Automobiles
    • Wearables
    • Smartphones
    • Notebooks, LCD monitors, and LCD TVs
    • Video Game Consoles
    • Smart Speakers
    • Automobiles

We thank TrendForce for sharing this report with our audience.

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Driving Safety: Undertaking a Technology Transformation to Create Safer Roads /research/research/driving-safety-undertaking-a-technology-transformation-to-create-safer-roads/ Wed, 04 Mar 2020 15:05:39 +0000 /research/?post_type=research&p=16385 Now available on demand! Indiana-based Protective Insurance has nearly 100 years of experience safeguarding fleets of trucks and their drivers. As new datasets such as IoT and traffic data have become more readily available, and advanced technologies like distributed computing become more ubiquitous, the senior leadership team at Protective has conceived a bold vision for … more

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Now available on demand!

Indiana-based Protective Insurance has nearly 100 years of experience safeguarding fleets of trucks and their drivers. As new datasets such as IoT and traffic data have become more readily available, and advanced technologies like distributed computing become more ubiquitous, the senior leadership team at Protective has conceived a bold vision for the future.

Join in to hear Jeremy Johnson, CEO of Protective, discuss their technology transformation journey and how they plan to use technology and data science to drive profitable growth by making the roads safer.
The panel will discuss:

  • The planned transformation journey to implement an integrated underwriting workbench and policy administration system
  • How this will drive automation and evidence-based underwriting
  • How the resulting data insights will lead to development of new safe driver incentives.

Join in to listen to our panelists discuss their ultimate goal to leverage Two Sigma Insurance Quantified’s cloud-first underwriting workbench and data science capabilities to provide insights to incentivize safer driving behaviors from Protective’s customers.

Meet our speakers

  Jeremy Johnson, CEO, Protective Insurance

Barry Liang, VP Solution Architect, Two Sigma Insurance Quantified (TSIQ)

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Deloitte 2019 Insurance Outlook Report /research/research/deloitte-2019-insurance-outlook-report/ Mon, 15 Apr 2019 17:26:25 +0000 /research/?post_type=research&p=15820 Growing economy bolsters insurers, but longer-term trends may require transformation, states Deloitte Center for Financial Services, in its new outlook report. Gain insights into the following industry trends: Technology Future of work Product development Merger & acquisition Regulations Sustainability Cyber risk Privacy Tax Reform We thank Deloitte Center for Financial Services for sharing this report … more

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Growing economy bolsters insurers, but longer-term trends may require transformation, states Deloitte Center for Financial Services, in its new outlook report.

Gain insights into the following industry trends:

  • Technology
  • Future of work
  • Product development
  • Merger & acquisition
  • Regulations
  • Sustainability
  • Cyber risk
  • Privacy
  • Tax Reform

We thank Deloitte Center for Financial Services for sharing this report with our audience.

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PwC CEO Survey: Insurance Trends 2019 /research/research/pwc-ceo-survey-insurance-trends-2019/ Mon, 15 Apr 2019 15:41:30 +0000 /research/?post_type=research&p=15816 We thank PwC for sharing the insurance portion of their 22nd CEO Survey trend series with our audience.  As shown by responses from 140 insurance industry leaders taking part in PwC’s 22nd Annual Global CEO Survey, initial trepidation over digital transformation is turning into optimism. This report explores the progress made and challenges faced by insurers … more

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We thank PwC for sharing the insurance portion of their 22nd CEO Survey trend series with our audience.  As shown by responses from 140 insurance industry leaders taking part in PwC’s 22nd Annual Global CEO Survey, initial trepidation over digital transformation is turning into optimism.

This report explores the progress made and challenges faced by insurers embracing digital transformation.  PwC concludes with five essential priorities for the c-suite to consider as initiatives continue in 2019.

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Preparing for the Future of Transportation /research/research/preparing-for-the-future-of-transportation/ Mon, 03 Dec 2018 19:46:41 +0000 /research/?post_type=research&p=15587 Automated Vehicles 3.0 was published in October, introducing guiding principles and describing the department’s strategy to address existing barriers to safety innovation and progress.  It also communicates important policy issues and identifies opportunities for cross-modal collaboration. This 43-page report also contains latest safety data, a map of all deployed and planned connected car projects and … more

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Automated Vehicles 3.0 was published in October, introducing guiding principles and describing the department’s strategy to address existing barriers to safety innovation and progress.  It also communicates important policy issues and identifies opportunities for cross-modal collaboration.

This 43-page report also contains latest safety data, a map of all deployed and planned connected car projects and a lengthy addendum of terms and standardized documentation to support your knowledge of automated vehicle development.

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ITIF Technology Explainer Series /research/research/itif-technology-explainer-series/ Mon, 22 Oct 2018 18:40:52 +0000 /research/?post_type=research&p=15519 The Information Technology and Innovation Foundation (ITIF) authored 5 briefs explaining the fundamentals of new technologies – how they work and why they matter.  As many of these impact the insurance industry, we’ve compiled these into a single document for your convenience.  The download includes 2 pages briefs on each of the following topics: 5G … more

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The Information Technology and Innovation Foundation (ITIF) authored 5 briefs explaining the fundamentals of new technologies – how they work and why they matter.  As many of these impact the insurance industry, we’ve compiled these into a single document for your convenience.  The download includes 2 pages briefs on each of the following topics:

  • 5G
  • AI
  • Blockchain
  • Digital Platform
  • Gene Editing
  • Internet of Things
  • Quantum Computing

We thank the ITIF for sharing these briefs with our audience.

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June Patent Activity Brief /research/research/june-patent-activity-brief/ Fri, 13 Jul 2018 18:31:37 +0000 /research/?post_type=research&p=15310 A review of patent applications reveals trends and focus within an industry.  What does patent activity tell us about the insurance industry? In June, we see that State Farm and Allstate are leading beneficiaries of a number of patent applications and that data gathering for claims, inspections and customer engagement is front and center. Download … more

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A review of patent applications reveals trends and focus within an industry.  What does patent activity tell us about the insurance industry? In June, we see that State Farm and Allstate are leading beneficiaries of a number of patent applications and that data gathering for claims, inspections and customer engagement is front and center.

Download this brief for a quick analysis and application summaries of all of the June activity, with links to full details at the USPTO.

We thank SQOOP for making our search efficient so we can aggregate the information quickly and accurately for you.

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Blockchain: What Possibilities Lay Ahead for Property/Casualty Insurers /research/research/blockchain-what-possibilities-lay-ahead-for-property-casualty-insurers/ Tue, 06 Mar 2018 15:59:57 +0000 /research/?post_type=research&p=15053 In this report, Jonathan Rodgers, NAMIC’s financial regulation manager, explores the potential uses, and pitfalls, of blockchain technology for the property/casualty insurance industry. Rodgers examines several aspects of the insurance business in which blockchain could provide more security and efficiency, as well as the challenges or regulatory burdens that could derail acceptance of blockchain technology.

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In this report, Jonathan Rodgers, NAMIC’s financial regulation manager, explores the potential uses, and pitfalls, of blockchain technology for the property/casualty insurance industry. Rodgers examines several aspects of the insurance business in which blockchain could provide more security and efficiency, as well as the challenges or regulatory burdens that could derail acceptance of blockchain technology.

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