We are thrilled to welcome Soss Strategy Group to the ITX family

Technology is not what usually causes an insurance company to fail. More often, the real challenge is that growth reveals the operational friction, disconnected workflows, competing priorities, unclear data, and product roadmaps that no longer fit the pace of the business.

And that’s where Soss Strategy Group creates real value.

Soss Strategy Group, founded by Lisa Soss, is a product and operations consultancy that helps carriers, distributors and insurtech vendors bring clarity to complex operational environments. The firm helps organizations cut through roadmap chaos, reduce manual drag, strengthen workflow design and align product, data and technology decisions to measurable business outcomes.

Lisa’s hands-on experience in insurance distribution is what sets her apart. Over 13 years as a product and operations leader, she has led data and API initiatives, workflow automation, digital transformation and operational overhauls from inside the industry. She understands how carriers, distributors, technology providers and operational teams intersect – and where execution often falls apart.

The approach of Soss Strategy Group is based on a clear and pragmatic outlook:

• Clean up your processes before you scale up.
• Before you build your roadmap, align it.
• Make your data matter – linked to KPIs, workflows and outcomes.
• Leverage AI where it delivers real operational leverage – not AI for AI’s sake.
  It doesn’t matter how fast you are if you’re not purposeful.

This kind of strategic clarity is becoming increasingly critical for insurance organizations managing modernization, AI adoption, workflow automation and growth. Technology alone is not a function of transformation. “Strong execution, operational discipline and clear product direction do.”

Soss Strategy Group has already proven the power of this approach with projects that have reduced manual processing, automated high-volume workflows, eliminated tedious follow-up, and dramatically increased efficiency in contract processing.

We are thrilled to have Soss Strategy Group join our community and provide a connection between Lisa’s expertise and insurance and insurtech leaders who are looking to develop smarter, more scalable and more effective insurance operations as the insurance and insurtech market continues to evolve.”

Find out more:
sossgroup.com