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Check out our latest research below or contact us to ask a question, arrange a call, or discuss a project.

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Low Interest Rates, Legacy Blocks, and IT Strategy in Life Insurance

The financial challenges of legacy blocks of business in a persistently low interest rate environment, in conjunction with the frailty of aging systems and complex technology environments, are creating an emerging economic dilemma for carriers.

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Webinar – Property/Casualty Policy Administration Trends and Issues

This webinar reviews the current state of policy admin systems in for property/casualty insurers.

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Business and Technology Trends: Specialty Lines

Specialty lines continue to be hypercompetitive, with technology playing an ever larger role in insurers’ ability to attract, retain, and serve clients and agents/brokers profitably.

Our clients enjoy unlimited phone and email access to our team. If there’s something you’d like more information about, or something you’d like to discuss with our team, please contact us at

  • Industry trend
  • Best practices
  • Peer behaviors
  • Technology issues
  • Vendors
  • Full-day or partial, single topic or several
  • Small group or large team meeting
  • Strategy workshop, opportunity analysis, best practices discussion, industry trends review
  • Contact us at to discuss your needs
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Webinar – Trends and Issues in Life/Annuity/Benefits Policy Administration Systems

This webinar will review the current state of policy admin systems in the L/H/A space.

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2017 PCI Information Technology Conference

2017 PCI Information Technology Conference April 2-5, 2017 New Orleans, LA Matthew Josefowicz, President and CEO, will be presenting at the 2017 PCI Information Technology Conference.

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Webinar – Business & Technology Trends in Group Life/Annuity/Benefits

This webinar will review some of the current business and tech trends in the group life business.

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