Marketing & Distribution Section: Actuarial Innovation - Revolutionizing Marketing and Distribution with OKRs

SOA Podcasts - Society of Actuaries · Sep 2, 2025 · 8:54

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Join host Tiana Zhao as she explores the transformative power of Objectives and Key Results (OKRs) in the world of marketing and distribution actuarial work. This episode of the SOA Marketing and Distribution podcast dives deep into:

The fundamentals of OKR methodology and its adoption by tech giants
How OKRs can enhance clarity, focus, and measurable outcomes for actuaries
A practical example of implementing OKRs in an insurance company setting
Strategies for marketing and distribution actuaries to leverage OKRs effectively