The SMART-AI Framework

A systematic, measurable approach to AI transformation for insurance leadership

Framework Overview

Implementation Timeline

First 30 Days

  • •Conduct AI readiness assessment
  • •Define initial success metrics
  • •Identify pilot program candidates
  • •Establish governance structure

First 60 Days

  • •Complete AI strategy charter
  • •Secure board approval and funding
  • •Launch first pilot program
  • •Begin baseline measurement

First 90 Days

  • •Demonstrate initial pilot value
  • •Refine success metrics based on learning
  • •Plan scaling strategy
  • •Communicate early wins organization-wide

Expected Outcomes

  • •Clear AI strategy and investment framework
  • •2-3 successful pilot programs
  • •Organizational confidence in AI capabilities
  • •Foundation for scaling established