Policyholder Experience 2030:
the future of Insurance

Optimize digital transformation across pricing, process, and policyholder engagement.

Available On-Demand

Most insurers hear the word analytics and think of one thing – building risk or demand models for actuarial use. What if analytics is the solution to manage everything from digital data collection, to strategic process planning, to policyholder engagement, to measurement and optimization? 

We strongly believe that solid analytics, deeper customer insights, and agile modeling drive customer satisfaction and accelerate digital transformation and differentiation – across the pricing, process, and policyholder engagement aspects of your business.

Join us in this interactive virtual session to secure practical steps on how you can create a more connected policyholder experience with analytics. 

In this session, we will answer questions including:

  • Why do challenges exist around digital transformation in the insurance industry?
  • What’s involved in the technical and business transformation of the policyholder experience?
  • What are the benefits global insurers are seeing by using analytics for policyholder experience transformation and what are best practices?
  • What is missing to enable policyholder “full” experience transformation?
  • How can you stand out from the crowd?
  • Can SAS contribute to your existing policyholder engagement portfolio to provide an even better experience for your policyholders?

See you then!

Team SAS – Customer Intelligence!

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About the Experts


Jonathan Moran
Global Product Marketing, Customer Intelligence

Mr. Moran is responsible for global product marketing activities for SAS Customer Intelligence solutions. Mr. Moran has over 20 years of marketing technology and customer analytics industry experience. Prior to SAS, Mr. Moran worked at both Earnix and the Teradata Corporation in pre-sales, consulting, and marketing roles.

Over the past 20 plus years, Mr. Moran has had the opportunity to not only architect, develop, demonstrate, and implement analytical software solutions, but he has also had the opportunity to work on-site with Fortune 500 customers across industries helping them solve unique analytics business issues. 

Mr. Moran graduated from North Carolina State University with an undergraduate double major in Marketing and Spanish Languages and Literatures.  Mr. Moran also holds a MBA from North Carolina State University with a concentration in Technology Commercialization.  


Lisa Loftis 
Principal on the SAS CI team

Lisa Loftis a Principal on the SAS CI team is a CRM, CX, and BI expert with 30+ years of experience assisting organizations with customer strategy.  She has worked with numerous large organizations in North America, South America, Europe, and the United Kingdom on all aspects of successful data governance, BI and CRM.  She specializes in combining technology necessary to support CX and BI business strategies with organizational structures, executive leadership, and cultural factors required to migrate an organization toward effective implementation of customer strategies.  Industries include Banking, Investment, Insurance, Telecommunications, Retail, Utilities, Entertainment, Manufacturing and Distribution, and Pharmaceutical, Health Care and Automotive Roadside Assistance. Lisa speaks frequently at national and international conferences, and has co-authored the book Building the Customer-Centric Enterprise, (John Wiley & Sons, 2001).

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