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© Copyright Strategy Meets Action 2020
Strategy Meets Action
How SMA brings transformational insights to your organization
© Copyright Strategy Meets Action 2020 2
About Strategy Meets Action
Our clients advance and accelerate their transformational journeys by leveraging our
forward-thinking insights, deep vendor knowledge and vast industry experience…
WITH OUR TAILORED OFFERINGS, SMA CLIENTS GAIN…
THERE’S SIGNIFICANT TRANSFORMATION HAPPENING IN AND AROUND INSURANCE…
CLARITY ON STRATEGY
TRANSFORMATIONAL FOCUS
INFORMED DECISIONS
STRATEGY MEETS ACTION is an advisory firm that works exclusively with insurers and vendors in
the P&C market, offering advisory retainers and project-based consulting services.
© Copyright Strategy Meets Action 2020 3
Transformational Insights & Research Footprint
SMA is an established brand with a reputation for transformational thinking and focused excellence. SMA is a trusted advisor to C-level executives, bringing
strategic and pragmatic advice to influence the digital transformation journey…
20+ Reports Annually
200+ SMA Research
Reports and Briefs
100+ SMA Branded
Sponsored Thought
Leadership Papers
75 + Presentations/Workshops
Annually
(50 presentations/25 webinars)
1000+ Speaking Engagements
50 SMA Blogs Annually
300+ SMA Blogs
Monthly
Newsletters
Thousands of
followers and
thousands of Social
Media Posts,
Hundreds of
Bylines/Video Clips
Hundreds of P&C
Insurance Companies
advised/consulted
25 – 50 insurer
engagements / year
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Transformational Insights & Research Focus
Our transformational insights and research content are designed and delivered specifically for both business and technology C-level executives.
TRANSFORMATIONALINSIGHTS & RESEARCH
Strategic Insights
Insurer Use Cases
Adoption and Maturity
Vendor Landscape
DIGITAL DELIVERY
Research Notes
Workshops
Executive-Ready Presentations
Webinars
Short Takes Videos
DIGITAL BUSINESS
US PROPERTY & CASUALTY
PERSONAL AND COMMERCIAL LINES
Distribution
Underwriting
Billing
Claims
TRANSFORMATIONAL TECHNOLOGIESAI Family of Technologies
IoT/Wearables/Autonomous VehiclesNew User Interaction Tools
Blockchain
© Copyright Strategy Meets Action 2020 5
Transformational Insights & Research Example
A Recipe for Commercial Lines Underwriting TransformationBusiness Led, Technology Enabled with Culture of Change Readiness
Commercial Lines Underwriting Transformation Example
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Tailored Service Offerings Delivering High Business Value
ADVISORY RETAINER
YEARLY SUBSCRIPTION
Strategy Day Workshop (1)
On-Demand and Scheduled Calls (Updates, Insights & Trends, Topic Driven)
Deep Dive Presentations (6-8)(Educational on Transformational Business and Technologies)
Access to Knowledge, Research & Webinar Libraries (Insights and Digital Content)
TRANSFORMATION RETAINER
YEARLY SUBSCRIPTION
Transformation Workshops (4)
Tailored Monthly Checkpoints and Watchpoint Calls
Tailored Deep Dive Presentations (6-8)(Educational on Transformational Business and Technologies)
Access to Knowledge, Research & Webinar Libraries, Videos(Tailored Insights and Digital Content)
Sampling of Projects:
PROJECT-BASEDCONSULTING
PROJECT-BASED FIXED BID
2030 Transformation Workshop (2030 Scenario Planning)
Digital Strategy, Assessment & Roadmap Planning
Customer Experience Assessments, Workshops & Business Education
Vendor Selection – RFI/RFP
Project Risk Management
ALIGNED TO YOUR
TRANSFORMATIONAL NEEDS WITH
SMA INSIGHTS & CONTENT
SPECIFICALLY DESIGNED TO YOUR
TRANSFORMATIONAL NEEDS WITH
TAILORED SMA INSIGHT & CONTENT
AN ARRAY OF SERVICES TO
ACCELERATE YOUR STRATEGIES
TAILORED TO MEET YOUR NEEDS.
Strategic Thinking with Actionable Pragmatic Advice from our Experts and Transformational Insights & Research
tailored packaging to meet your needs
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TRANSFORMATIONAL RETAINER
Two Client Testimonials
“We have had a long and productive relationship withSMA. Because of the duration of our engagement, theyhave a good working knowledge of our structure, culture,and in many cases our technology assets that I havefound useful in driving to pragmatic approaches whenwe have so much diversity in our business models andsystems.
I don’t view SMA as replacing Gartner or Novaricabut as a great augmentation to those sources…I seethem as one part research firm and one partstrategic advisor…This advice and consultation is whatI’ve most come to value.
They consult with us and the business in workshops orother sessions to help us shape our strategies andcompare/contrast vs. what they are seeing in theindustry.”
TOP 20 P&C CL/Specialty Insurer ~ SVP of IT
(8 Years an SMA Client)
2030 TRANSFORMATIONAL WORKSHOP
▪ Agenda and format: Fluid based on needs. Each workshop can be broken into multiple sessions, from workshops with business leaders, to educational presentations to associates, to executive level conversations.
▪ Time: Half day to full day
▪ Audience: Executive Team, Business Leadership by functional areas, Personal Lines, Commercial Lines, Claims, Sales/Distribution and IT
▪ Approach: Engage leadership in deep thinking about where they envision their businesses in 5-10 years. There is pre-work that gets the participants on the same page in terms of a common understanding of the trends that present opportunities and threats to their businesses and a follow-up document that synthesizes the key results of the working session.
▪ Outcomes: Clarity among leadership on what are the real major trends and the strategic implications to strategies and plans.
“ I am amazed at the critical thinking and output from the workshop – in all the years I have lead strategic planning and discussions, I have never see such deep thinking and strategic insights. Thank you SMA.”
~EVP of Strategy & Risk at $5b P&C Insurer
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Our Experts
Karen Furtado, Partner … DIGITAL TRANSFORMATION | POLICY SERVICING | BILLING | CLAIMS | VENDOR LANDSCAPE - CORE
▪ Well-known authority on insurance technology and how it fuels transformation within insurance companies.▪ Passion is helping insurers prepare for the future of the industry through the decisions they make today.
▪ Prior Roles: Vice President of CGI's Insurance Practice, where she had responsibility for the development of their strategic direction andoversight of CGI's insurance software services, ASP services, and core insurance BPO practice.
Mark Breading, Partner … INNOVATION | TRANSFORMATIONAL TECHNOLOGIES | VENDOR LANDSCAPE - INSURTECH
▪ Widely recognized for his forward-thinking insights on the future of the insurance industry and innovative uses of technologies.▪ Passion is sharing inventive methodologies, fresh ideas, creative conceptualizations to incorporate transformational tech in business strategies.
▪ Prior Roles: IBM’s Global Insurance Strategist and Director of Global Financial Services Executive Conferences. In addition, leadership roles inconsulting, marketing, sales, business strategy, and has advised insurers around the world.
Judy Delarosa, Principal … CUSTOMER EXPERIENCE | AGENCY CONNECTIVITY | DIGITAL TRANSFORMATION
▪ Well known for her forward-thinking insights on CX that drive growth and ease of doing business between policyholders/agents/carriers.▪ Passion is helping insurers embrace customer experience best practices and developing CX strategizing for success in the digital age.
▪ Prior Roles: Spent her career at Chubb in various roles in IT and Business. Her last key role at Chubb was VP, Digital Manager, NorthAmerican Commercial Insurance, with responsibility for the development and execution of digital strategy, platforms, and omni-channel.
Karen Pauli, Principal … UNDERWRITING | CLAIMS | DATA AND ANALYTICS | VENDOR LANDSCAPE – INCUMBENTS & INSURTECH
▪ Well known for her extensive work with insurers and vendors to reimagine processes and procedures to change business outcomes.▪ Passion is exploring how technology can drive improved results, innovation, and transformation within insurance operations.
▪ Prior Roles: Research Director at CEB TowerGroup, and has held various management and executive positions at Crum & Forster, CommercialUnion/OneBeacon in claims settlement and fraud management, and began her career in underwriting.
Deb Smallwood, CEO & Founder … DIGITAL TRANSFORMATION | CUSTOMER EXPERIENCE | DISTRIBUTION | UNDERWRITING
▪ Widely recognized as an industry thought leader, known for her expertise in helping companies rethink the traditional business of insurance.▪ Passion is advising insurers on innovative ways to leverage transformational technologies to create a digital insurance business.
▪ Prior Roles: VP of the insurance practice at CEB TowerGroup, Chief Transformation Officer (CIO) at Insurance Company of the West (ICW),Partner at KPMG, and Head of Commercial Lines Application Development at Liberty Mutual.
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Accelerating Your Transformational Journey
Tailoring how your company leverages SMA services provides different business outcomes and business value to your company …
Understand the transformational trends and technologies relevant to
your strategies.
View your strategic initiatives through
a transformational lens.
Leverage SMA’s forward-thinking
insights and vendor knowledge for
informed decisions.
TRANSFORMATIONAL FOCUS
CLARITY ON STRATEGY
INFORMED DECISIONS
© Copyright Strategy Meets Action 2020 10
Contact Us
For more information on how SMA can support your organization’s transformational journey, contact us today
Kevin SaundersClient Engagement [email protected]
