Research: AI & Kaizen in P&C Insurance

Your organization is invited to participate in a research study being conducted for a dissertation at the Swiss School of Business and Management (SSBM).

🔍 About This Research

This doctoral study investigates how U.S.-based Property & Casualty insurance companies are integrating Artificial Intelligence into their operations, with a particular focus on:

Kaizen and continuous improvement methodologies
Leadership strategies for AI adoption
Employee engagement and training approaches
The intersection of AI technology with operational excellence practices

The research examines multiple P&C sectors including commercial lines, workers' compensation, and other insurance types to understand how AI is transforming workflows, decision-making, and organizational culture.

Research Goals:

Understand how leadership drives AI adoption in continuous improvement initiatives
Document employee experiences with AI tools and training programs
Identify best practices for integrating AI with Lean/Six Sigma/Kaizen methodologies
Examine the human dimension of AI transformation in insurance operations

💡 Why Participate?

Your Insights Matter

Insurance professionals at all levels—from C-suite executives to frontline underwriters and claims adjusters—are experiencing AI transformation firsthand. Your perspective will help the industry understand:

What's actually working in AI implementation
Where challenges remain
How to support employees through technological change

Contribute to Industry Knowledge

This research will advance understanding of AI transformation in P&C insurance and may inform future best practices for the sector.

Ready to Contribute?

Your organization's participation makes a difference and helps create a roadmap for the future of AI integration in Property & Casualty insurance operations.

Review the details below to learn more about the study requirements and how to get started.

View Participation Details

📋 Participation Includes

SURVEY: Participants will be asked to complete a short online survey designed to gather insights into leadership strategies, organizational readiness, and continuous improvement practices in relation to artificial intelligence (AI) integration. The survey is administered through a secure, web-based platform and can be completed using any desktop or mobile device. It is estimated to take approximately 10--15 minutes to complete.
DOCUMENTATION (Optional): Organizations may also elect to provide relevant supporting documentation, such as process improvement reports, AI adoption frameworks, or leadership communication materials. These materials will be used solely for contextual analysis and will be handled in accordance with institutional research ethics and confidentiality standards.

You may participate in the survey without providing documentation. If you share documents, please remove sensitive details or provide redacted versions.

👥 Who Should Participate

This study seeks input from three types of insurance professionals:

Leadership Roles (5 per organization)

C-suite executives (CTO, CIO, COO, Chief AI/Data Officers)
VPs and Directors involved in AI strategy and decision-making
Innovation and Transformation leaders

IT/Technical Roles (5 per organization)

AI/ML engineers and data scientists
Product managers and solution architects
IT managers and project leads working on AI implementation

Frontline/End-User Roles (5 per organization)

Underwriters using AI-powered tools
Claims adjusters and examiners
Innovation and Transformation leaders
Case managers and operational staff

What's Involved?

One confidential online questionnaire (15-20 minutes)
Questions about your experience with AI tools, training, and workplace impact
Optional: Sharing internal documentation (AI strategy documents, training materials, etc.)

All responses are:

✓ Completely confidential

✓ Aggregated with others (no individual attribution)

✓ Used solely for academic research purposes

✓ Secured according to data protection standards

📅 Timeline

Participants are requested to complete and submit all surveys within two (2) weeks of signing the Organizational Informed Consent Form (PDF)

For organizations electing to provide documentation as described above, the requested materials should be submitted within the same timeframe --- two (2) weeks of signing the Organizational Document Release Form (PDF).

🔐 Confidentiality, Ethics, and Compliance

Your Privacy is Protected

All survey responses are completely anonymous
Company names and identifying information will be coded and de-identified
Individual responses will never be shared or attributed
Data will be aggregated across multiple organizations
No company-specific information will be disclosed without explicit permission

Data Security

Survey data stored on secure, encrypted servers
Access limited to the research team only
All data handling complies with GDPR and academic research ethics standards

Voluntary Participation

Participation is entirely voluntary
You may skip any questions you're uncomfortable answering
You may withdraw from the study at any time without penalty
Declining to participate will not affect your relationship with the researcher or institution

Research Compliance

This research complies with academic ethics standards and data protection regulations. Survey responses are collected and stored securely.

🎯 Benefits

There are no direct personal or financial benefits to participants. However, findings may be valuable to your organization and the broader P&C industry considering integrating AI into their practices by offering insights into successful AI adoption and continuous improvement practices.

❓ Frequently Asked Questions

Q: How much time does the survey take?

A: Approximately 15-20 minutes. You can complete it in one session or save and return later.

Q: Will my responses be shared with my employer?

A: No. All individual responses are confidential and anonymous. Only aggregated, de-identified findings may be shared.

Q: What types of questions will be asked?

A: Questions cover your experience with AI tools, training programs, workflow changes, leadership approaches, and continuous improvement practices.

Q: Can I participate if my company is just beginning to explore AI?

A: Yes! We're interested in organizations at all stages of AI adoption, from early exploration to scaled implementation.

Q: What if I can't answer all the questions?

A: You may skip any questions you're unable or uncomfortable answering. Partial responses are still valuable.

Q: Will participating take time away from my work?

A: The survey is designed to be completed during a convenient time of your choosing. Many participants complete it during a lunch break or outside work hours.

Q: How will the findings be used?

A: Findings will be published in academic formats (dissertation, journal articles) and shared as summary reports with participating organizations. The goal is to advance industry knowledge about AI transformation.

Q: Can I see the results?

A: Yes! Participating organizations will receive an anonymized summary report of key findings.

👤 About the Researcher

Alessandra Gutierrez de Leon is a doctoral candidate at the Swiss School of Business and Management specializing in organizational transformation, technology adoption, and operational excellence in the insurance sector.

Research Focus Areas:

Artificial Intelligence implementation in insurance operations
Kaizen and continuous improvement methodologies
Leadership strategy and change management
Employee engagement in technological transformation

Click here for more information on the researcher's academic and professional background.

📧 Contact

This research has been reviewed and approved by the Swiss School of Business and Management (SSBM) Ethics Board. If you have questions about the study, please contact:

Alessandra Gutierrez de Leon, Researcher and Doctoral Candidate