We surveyed 200+ insurance leaders to uncover where firms are feeling the most friction, how priorities shift between SMBs and enterprises, and what forward-thinking teams are doing to modernize their tech stacks.
About the Research
Insurance organizations are under growing pressure to modernize. Fragmented systems, rising customer expectations, and complex compliance requirements are making it harder to scale. Many firms still rely on legacy AMS platforms that don’t integrate cleanly with CRMs, marketing tools, or analytics systems. As a result, teams are stuck with manual processes, siloed data, and limited visibility. In many cases, the systems meant to support growth are slowing it down.
This report shares insights from over 200 insurance leaders across company sizes and specialties. It explores where firms are feeling the most friction, how priorities differ between SMBs and large enterprises, and what opportunities exist to streamline operations. From quoting and communication to AI adoption and analytics, the data reveals how forward-thinking teams are reimagining their tech stacks and where to start.
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