Global Insurance Industry Executive; IBM Industry Academy Member

“Technology and the Future of Work” at Distribution Conference for Financial Services

The term shifting sands is usually used to emphasize that something changes frequently, making it difficult to deal with and thus make plans. But the need for change also can lead to great opportunity. The theme for this year’s 2019 Distribution Conference for Financial Services – “Shifting Sands: Find Your Footing” seems perfect for conveying […]

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Putting insight to work with analytics and AI in insurance

When it comes to analytics, AI and even innovation – don’t be fooled – there are no magic solutions.  There’s no easy fix – especially for the insurance industry. Ah, so now you are wondering where I am going and why I initially sound pessimistic.  I am not negative.  In fact, I am excited.  I […]

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AAIS and IBM begin new chapter of blockchain in insurance

Timing may not be everything, but in life and business it is a critical element for success. When it comes to blockchain in insurance, we may have just witnessed the perfect confluence of timing with people, process and technology. The American Association of Insurance Services (AAIS) is one of just two US insurance ratings and […]

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Addressing a serious challenge in insurance today

It’s a fascinating time in the insurance industry. Insurers of all types face changes in the risk landscape such as new and emerging risk management techniques, the adoption of new capabilities, and exposures brought about by technology and so many human factors, to name just a few. One of the more pressing issues for insurance […]

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Blockchain use cases continue to emerge

There’s been so much talk about blockchain technology lately that one could wonder when the commercials might start running on Home Shopping Network. But other than some high level talk of a shared ledger and confusion with Bitcoin: most people still wonder what “it” is, and how it might actually make a difference. Blockchain simplified […]

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Measuring success: Financial performance management and innovation in the new world of insurance

Along my thirty-one year career as a field office, brokerage and home office insurance company employee, manager and Don Quixote, I enjoyed exploring how technology could be used to enhance the understanding of our business performance, our customer success and basic operations. I followed my passion to the ranks of technical business solutions providers where […]

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Unintended Consequences & Opportunities: Department of Labor Fiduciary Rule

The intent of the Department of Labor (DOL) Fiduciary Rule is pretty clear.  The goal is to protect the American consumer and his/her qualified retirement assets.  By expanding the scope of the instruments which qualify under ERISA to include life and annuity products, among many others, the DOL has expanded the fiduciary obligations of those […]

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Building the foundation for the next generation of customer engagement

When I look at the role of technology in the insurance industry, one of my first thoughts is how the proliferation of digital technologies has revolutionized the relationship between consumers and businesses. Today’s customers are more empowered than ever before. They can easily compare pricing, services and other differentiators to find the right products among […]

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