Taking Baby Steps to Transition to a Digital Insurance Brokerage

16 May 2018
There's no doubt you've heard the phrase "going digital." For many brokers and agents, that sounds time-consuming, complex, and downright scary.... Read More

Customer Service: The Best Insurance Brokerage Differentiator

9 May 2018
While customer service has long been key to success, in the world of insurance, changes in customer expectations and technology have given rise to new rules of engagement when delivering that service.... Read More

GDPR and the Insurance Industry: What Distributors Need to Know

25 Apr 2018
The General Data Protection Regulation (GDPR) is enforceable as of 25 May, 2018 and supersedes the European Union (EU) Data Protection Directive adopted in 1995.... Read More

The Reinvention of Vital Service Distribution in the Age of CVS-Aetna

23 Apr 2018
In December 2017, CVS Health entered an agreement to buy Aetna for roughly $69 billion.  The announcement made the business world sit up and take notice. ... Read More

Can The Right Insurance Broker Platform Help You Survive a Soft Market?

16 Apr 2018
I'll give you the bad news first: the insurance industry is in the midst of a soft and still softening market. In most industries, a soft market simply means more sellers than buyers. ... Read More

Getting the Most Out of Insurance Broker Tech Investments

10 Apr 2018
Small and medium enterprise (SME) brokerages are at a crossroads. While they don’t have the budget of their larger counterparts, they do have the potential for a serious competitive advantage.... Read More

5 Reasons Your Insurance Operation Needs a Smart Business Management System

28 Feb 2018
How is your business running today? Are your agents buried under piles of paperwork? Does the sales cycle seem never-ending with delays at each stage in the process?... Read More

The Practical Value of Visualizing Your Insurance Sales Process

19 Feb 2018
Many insurance agents still use unstructured, untrackable, and inefficient methods when it comes to prospecting and closing deals.... Read More

Streamline Operational Knowledge Transfer In Your Insurance Brokerage

12 Feb 2018
Transferring information from one department to another seems like it should be easy, but in reality it’s profoundly challenging.... Read More

How to Accelerate the Sales Process of Complex Insurance Policies

6 Feb 2018
Complex insurance policies often require a great amount of work from the very start. And, that doesn’t change once the sale is completed.... Read More

Subscribe to Our Blog