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Strategy

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3 min read

Agentic AI in Policy Servicing, Part 3: Keeping Agents in Control

The question raised in nearly every conversation about agentic AI is how to stay in control of automated actions without routing every decision past...

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3 min read

Agentic AI in Policy Servicing, Part 2: Four Places to Start

"A complex system that works is invariably found to have evolved from a simple system that worked." John Gall The strongest early candidates for...

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3 min read

Efficiency and Experience Are One Investment, Part 2: One Budget

"Tell me how you measure me, and I will tell you how I will behave." Eliyahu Goldratt Part 1 described how insurers came to fund efficiency and...

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2 min read

Efficiency and Experience Are One Investment, Part 1: The Split

"Every system is perfectly designed to get the results it gets." Paul Batalden Insurance planning often splits into two separate discussions. One...

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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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