One comprehensive scoresheet to identify weak spots
Let’s be honest: if your core system was a direct report, would you give it a performance bonus, or put it on a PIP?
Insurance technology can either be your biggest enabler, or your sneakiest saboteur. It’s rarely neutral.
The thing is, if your company is trying to make strategic bets on growth, efficiency, and improved customer experience, using a tech stack that’s out of date with current technological abilities could be working against you.
But… before diving down a panic spiral of planning a digital transformation project that’s more about buzzwords than utility and results, know there is a smarter way.
Using a guide to see exactly where your current tech stack is dragging you down and where it’s rightfully holding its own is an essential first step… which is why we’ve put together these scoresheets for insurers to see what improvements would matter most to them.
Why a scoresheet instead of a shopping list?
Tech vendors love to rattle off endless feature lists like it’s a game of insurance software bingo. But smart, ambitious insurance isn’t about who can show off the shiniest pieces of technology… it’s about who can deliver the actual outcomes.
These scoresheets flip the script.
They’re not about checking if your core system has feature X or integration Y. They’re about whether your tech stack actually gives you the leverage you need to achieve the agility, speed to market, customer loyalty, and operational efficiency that you, your stakeholders, and your customers desire.
They’re a diagnostic tool that helps you evaluate where your core system stands in six high-impact areas, including:
- Fast, frictionless, and personalized customer experiences
- Agility to launch new products quickly
- Empowering product developers to innovate without IT intervention
- Engaging with customers whenever & however they choose
- Providing value beyond insurance policy terms & ecosystem readiness
- Worry-free operations & less tech debt
It helps you score yourself in each area based on clearly defined criteria, so you know exactly where you stand.
A reality check that doesn’t sugar-coat or feamonger
What makes these scoresheets so helpful is their honesty.
They’re not fearmongering: they don’t assume you’re doomed if you haven’t completely re-platformed to the coolest technology out there. They acknowledge that some core systems are doing just fine for now.
However, if your core system is lacking somewhere, they will show you. They’ll also help you realize that if you’re too far behind in one particular area, you could end up with expensive, fragile workarounds and a customer experience that’s one typo away from a retention disaster.
How do they work?
This isn’t just a “rate yourself on a scale from 1-10” exercise. The scoresheets have clear definitions of what each score requires, and a well-structured point system.
Beyond that, they give you language to talk about transformation with your executives, product teams, and IT in a way that’s grounded and actionable.
Based on your scoring, you’ll get clarity on:
- What’s working (so you don’t have to bother fixing what isn’t broken)
- What’s weak (so you can stop applying duct tape to legacy problems & craft a smarter strategy)
- What needs to be prioritized (so you don’t get behind in the market and/or don’t get distracted with shiny marketing promises of one technology or another)
Download your copy & give your tech its annual performance review
If you’re not sure if or how your tech stack is sabotaging you — or if you want to know where the most critical points of improvement are — you need one of these scoresheets.
They’ll tell you whether your tech is helping you move faster and smarter, of if it’s quietly holding you back with bloated processes, patchwork fixes, and features that sounded great in 2012.
Think of it as an annual performance review for your technology: Honest, unbiased, and will help you both be more productive in the future.
Download the scoresheet for your line of business using the buttons below:
