Scaling for the Future:
The State of Insurance Management Platforms 2025-2026
This survey report uncovers the current state of insurance technologies, the challenges companies are facing with these systems, and what decision makers are looking for as they turn their focus towards modernization, consolidation, and change.
A sneak peek inside the report
of companies plan to upgrade to newer technologies, with 51% intending to do so within the next 1-3 years
plan a full “rip and replace” of their core system, the majority (60%) prefer a more targeted approach, replacing specific modules
of respondents cited document management as the module most urgently in need of an upgrade, followed by contract builders (29%) and placing platforms (27%)
of leaders identified a lack of investment as the top barrier, followed by resistance to change from employees (23%)
In the full report, you'll learn:
The top 10 operational challenges created by existing processes, from analytical reporting to claims tracking.
Why compatibility with existing systems is the #1 reason organizations are hesitant to update.
The key considerations for C-suite leaders when selecting a new platform, where enabling business growth (39%) outweighs budget (33%).
How AI adoption and its benefits vary significantly by company size, with larger insurers leading the way.
A demographic breakdown of the 200 C-suite leaders surveyed by country, company size, and role.
