Report

What We’re Hearing, Q2 2025: L/A/B Insurers

Life insurance executives have a dual mandate: modernize aging technology and enhance customer experiences.
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The second quarter of 2025 marked a pivotal moment for insurance technology transformation. Client advisory conversations reveal an industry at an inflection point, where traditional carriers must balance innovation with operational stability.

This report analyzes 652 client interactions with more than 188 conducted by Datos Insights advisory teams, examining technology trends, strategic initiatives, and market dynamics affecting life, annuity, and benefits providers.

Clients of Datos Insights’ Life, Annuities, & Benefits service can download this report.

About the Author

Paul Mattern

Paul Mattern

Paul Mattern is a Senior Principal in the Insurance practice at Datos Insights. He has over 30 years’ experience working in insurance and financial technology. He has expertise in IT leadership, strategy, and transformation across multiple lines of business. These include insurance (life, annuities), retirement services (401(k), 403(b), 457, pension closeouts), and group voluntary benefits. Paul also has experience with...

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Steven Kaye

Steven Kaye

Steven Kaye is Head of Knowledge Management at Datos Insights, and lead editor of the firm’s Business and Technology Trends in Insurance series. He has managed  a wide range of research projects since joining the firm in 2008. Previously, Steven worked for Accenture as an insurance researcher focused on the U.S. life and property/casualty markets. He also served in both knowledge management...

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