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Strategy

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2 min read

Agentic AI in Policy Servicing, Part 1: Where It Fits and Where It Does Not

"There is nothing so useless as doing efficiently that which should not be done at all." Peter Drucker Policy servicing has absorbed automation for a...

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3 min read

Balancing Customer Needs with Strategic Vision

Executive Summary Insurance professionals often face the challenge of navigating between responding to immediate client needs and cultivating a...

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2 min read

Leveraging Porter’s Five Forces for Competitive Advantage in Insurance

Executive Summary Insurance professionals must adopt strategic frameworks that provide clarity on external market forces shaping competitive...

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2 min read

Strategic Insights for Insurers: Lessons from Roger Martin

Executive Summary After five years of the Playing to Win/Practitioner Insights series, Roger Martin’s latest retrospective offers a wealth of...

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3 min read

Applying David Kantor’s Heroic Modes to Leadership in Insurance

Executive Summary David Kantor’s Heroic Modes model offers a compelling lens to understand leadership behaviors and decision-making styles across...

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3 min read

The Crucial Role of Value System Choices In Optimizing Insurance ProductStrategy

Executive Summary In strategic planning, insurance professionals typically focus on three primary Where-to-Play (WTP) dimensions: geography, customer...

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2 min read

Rethinking ERM: Strategic Best Practices for Insurers

Executive Summary Enterprise Risk Management (ERM) frameworks have long been considered essential for aligning risk oversight with organizational...

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2 min read

Why Strategic Plans Often Fail in Insurance and How to Build Plans That Deliver Results

Executive Summary Strategic planning remains a cornerstone activity for insurance organizations seeking to navigate an increasingly complex market...

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2 min read

Elevating Insurance Strategy: Lessons from a Sommelier's Approach

Executive Summary In insurance, where data analytics and customer expectations continuously shift, the ability to discern subtle strategic...

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3 min read

Clarifying Vision, Strategy, Objectives, and Roadmaps: Essential Frameworks for Insurance Leaders

If your competitors can easily copy your strategy, it’s not strategy. It’s tactics. Executive Summary Business leaders often conflate vision,...

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