Industry Research

Research Report – ManageMy Digital Customer and Agent Platform


Coming Soon !                                              Publication Date: December, 2023

Research report on ManageMy – a modular integrated digital customer and agent experience insurance solutions platform


Mantissa Group – Digital Readiness and Core Modernization


Industry Brief                                                Publication Date: April, 2022

Digital Readiness and Core Modernization CIO and technology leadership survey performed on behalf of Sureify 


Long Term Care Insurance:  The Industry


Industry Brief                                                 Publication Date: January, 2022

This foundational report provides a historical overview of the industry, increased government regulation, and why people buy LTC Insurance


Mantissa Group – RG Global Press Release


Press Release                                                    Publication Date: October, 2021

Mantissa’s strategic partnership with RD Global announcing market leading end-to-end Insurance Consulting Solution


Research Report – Sureify Digital Engagement Platform


Research Report                                               Publication Date: July, 2021

Research report on Sureify’s LifeTime Platform, the market-leading, modern digital engagement platform for Life Insurance & Annuity Industry


CIO Leadership Series:  Dr. Rajesh Krishnan (Industry Executive)


CIO Profile Series                                             Publication Date: April, 2021

We conducted this interview as part of the Mantissa Group CIO Series featuring prominent technology executives


Mantissa Brief:  The Product Developers Dilemma


Mantissa Brief                                                    Publication Date: March, 2021

Final Blog Post (#4): Combating the Silo’s. Addresses what happens once the product design proceeds to the next phase, implementation.


Mantissa Group – Penn River Press Release


Press Release                                                     Publication Date: March, 2021

Mantissa’s strategic partner Penn River announces first  ProductHub customer, reinforcing our relentless focus on Product Developers


Mantissa Group:  In The News


Mantissa News                                                   Publication Date: February, 2021

See our CEO and Founder being interviewed on impact to Life and Annuity Companies in COVID times


Mantissa Brief:  The Product Developers Dilemma


Mantissa Brief                                                     Publication Date: February, 2021

Blog Post #3: The “End Product”.  This post addresses what happens when (finally!) agreement has been reached on product design


CIO Leadership Series:  Dan McCoach (Industry Executive)


CIO Leadership Series                                         Publication Date: January, 2021

We conducted this interview as part of the Mantissa Group CIO Series featuring prominent technology executives


Mantissa Brief:  The Product Developers Dilemma


Mantissa Brief                                                        Publication Date: January, 2021

Blog Post #2: Herding Cats. This post addresses what happens after a product idea has emerged as the extended team gets organized and prepared


Mantissa Brief:  The Product Developers Dilemma


Mantissa Brief                                                         Publication Date: December, 2020

Blog Post #1:  The heart of any life insurance company is product development.  This brief provides some insight into the “ideation” phase


CIO Newsletter – December 2020


Mantissa CIO Newsletter 4Q2020                       Publication Date: December, 2020

Industry Newsletter for our CIO Audience with recent news, our leadership spotlight, and insights for year end 2020


CIO Leadership Series:  Peter J. Krockta (New York Life)


CIO Leadership Series                                          Publication Date: November, 2020

We conducted this interview as part of the Mantissa Group CIO Series featuring prominent technology executives


Life Insurance Series:  Part 2 – Life Insurance Distribution


Industry Brief                                                         Publication Date: October, 2020

This foundational report provides a overview of the different distribution models with a sneak peek into the next segment on technology


Life Insurance Series:  Part 1 – The Industry


Industry Brief                                                           Publication Date: October, 2020

This foundational report provides a historical overview of the industry, definition of  product types, and why people buy life insurance


Mantissa Group – Press Release


Press Release                                                            Publication Date: September, 2020

Penn River and Mantissa Group Introduces Partnership and ProductHub Platform


CIO Newsletter – July 2020


Mantissa CIO Newsletter 3Q2020                        Publication Date: July, 2020

Industry Newsletter for our CIO Audience with recent news, our software spotlight, and insights for the second half of 2020


Digital Series:  Part 5 – The Digital Touch


Industry Brief                                                            Publication Date: July, 2020

This last of our 5-part series on the the digital enterprise and this report focuses on digital engagement after the sale


Annuities Series:  Part 5 – The Future of the Industry


Industry Brief                                                            Publication Date: June, 2020

This last of our 5-part series focuses on the future of the annuities industry including industry developments and our view of 4 emerging trends


Digital Series:  Part 4 – The Digital Ecosystem


Industry Brief                                                              Publication Date: June, 2020

This fourth of our 5-part series provides a perspective of the digital ecosystem & builds upon our first three reports in the series


Annuities Series:  Part 4 – Industry Criticisms


Industry Brief                                                               Publication Date: June, 2020

This fourth of our 5-part series looks at the criticisms of the Annuities industry and attempts to place these criticisms into a broader context


Digital Series:  Part 3 – The Agent Perspective


Industry Brief                                                              Publication Date: May, 2020

This third of our 5-part series looks at the digital enterprise from the agent  perspective & builds upon our first two reports in the series


Annuities Series:  Part 3 – The Agent Perspective


Industry Brief                                                                Publication Date: May, 2020

This third of our 5-part series looks at the Annuities industry from an agent perspective & builds upon our first two reports in the series


Digital Series:  Part 2 – The Consumer Perspective


Industry Brief                                                                Publication Date: May, 2020

This second of our 5-part series looks at the digital enterprise from a consumer perspective & builds upon our first report Part 1: Digital Defined


Annuities Series:  Part 2 – The Consumer Perspective


Industry Brief                                                                 Publication Date: May, 2020

This second of our 5-part series looks at the Annuities industry from a consumer perspective & builds upon our first report Part 1: Annuities Defined


Digital Series:  Part 1 – Digital Defined


Industry Brief                                                                 Publication Date: May, 2020

This report provides a definition of the digital enterprise including what it means from both a technical and from a business strategy point of view


Annuities Series:  Part 1 – The Industry


Industry Brief                                                                  Publication Date: May, 2020

This foundational report provides a definition of annuities, product types and why these products are important to life & annuity companies and clients


CIO Newsletter – May 2020


Mantissa CIO Newsletter 2Q2020                               Publication Date: May, 2020

Industry Newsletter for our CIO Audience with recent news, our software spotlight, and insights for 2020


Research Report – Penn River Life and Annuity Policy Admin System


Research Report                                                              Publication Date: May, 2020

Research report on the Penn River cloud based policy administration system for Life and Annuity


Mantissa Group – An Unexpected Spotlight


Executive Brief                                                                 Publication Date: March, 2020

Our view of the leadership lesson that comes from a very serious technical challenge of the Coronavirus (COVID-19)


CIO Newsletter – January 2020


Mantissa CIO Newsletter 1Q2020                                Publication Date: January, 2020

Industry Newsletter for our CIO Audience with recent news, our software spotlight, and insights for 2020


CIO 10 Essential Elements for a Successful CIO


CIO Leadership                                                                 Publication Date: June, 2019

Our view of the 10 most critical priorities that need to be simultaneously addressed by the CIO to ensure long term success


Mantissa Brief:  Building a Team


Executive Brief                                                                  Publication Date: June, 2019

Our view of the criticality of building the right team and succession planning, not only for the CIO, but for companies of all sizes