Is the Pursuit of New Revenue Killing Your Potential?
Whether or not the pursuit of new revenue is killing your potential for profitable growth is, in some form or another, a question that business leaders are (or should be) asking on an ongoing basis.
4 Ways the Insurance Industry Can Win the War on Talent
Around the turn of the century, the insurance industry entered the war on talent. As boomers began aging out of the workforce, succession planning took on a pronounced urgency. Insurance leaders feared they would be replaced by naive, social media obsessed young professionals unprepared for the realities of the workplace.
Carrier Insights overview
Turning Carrier Complexity Into Revenue With Carrier Incentive Analytics Insurance agencies and brokerages often maintain relationships with dozens—or even hundreds—of carrier partners. Each of these relationships is governed by unique contracts, production thresholds, and incentive structures that directly impact revenue. While carrier incentives represent a meaningful financial opportunity, tracking performance and capturing the full value […]
Leverage your data for valuable insights
Turning Data Into Decisions With Insurance Analytics Solutions Insurance organizations generate enormous volumes of data every day—from policy administration systems and carrier contracts to accounting platforms and operational workflows. Yet data alone does not create value. The real advantage comes from transforming information into insight that drives smarter decisions, stronger performance, and sustained competitive advantage. […]
Lean Process Mapping overview
Eliminating Hidden Waste With Lean Process Mapping for Insurance Operations Insurance organizations often struggle with inefficiencies that are difficult to see but costly to sustain. According to Lean Six Sigma practitioners, approximately 50% of all business activity is waste. In insurance operations, this waste appears in the form of redundant handoffs, unclear ownership, rework, long […]
Align your operations with business objectives
Aligning Growth and Performance Through Insurance Operations Consulting Insurance organizations are under constant pressure to grow profitably while navigating increasing operational complexity. Expansion through acquisitions, new systems, and additional lines of business can accelerate top-line growth—but often at the cost of efficiency, consistency, and control. Without a disciplined operating model, complexity compounds quickly. Insurance operations […]
Quality Assurance overview
Reducing Risk and Improving Accuracy With Insurance Quality Assurance BPM In insurance operations, small errors can have outsized consequences. Inaccurate data entry, inconsistent documentation, or missed compliance requirements increase errors and omissions exposure, strain carrier relationships, and erode client trust. Insurance quality assurance BPM provides a disciplined, proactive way to identify mistakes early, strengthen process […]
Accounting Services overview
Why Insurance Accounting BPM Is Critical to Revenue Integrity In many insurance agencies, accounting is still treated as an after-the-fact function. Yet fast, accurate accounting plays a critical role in protecting revenue, preserving credibility, and maintaining strong relationships with carriers, producers, and customers. When payments are not reconciled promptly or premium credits are delayed, the […]
Insurance Renewals overview
Turning Renewals Into a Strategic Advantage With Insurance Renewal Process Management For retail insurance agencies, renewals are the lifeblood of growth and profitability. Retaining existing accounts is significantly more cost-effective than acquiring new ones, yet renewal execution is often burdened by fragmented workflows, inconsistent follow-up, and administrative overload. Insurance renewal process management provides a structured, […]
Policy Servicing overview
Delivering Consistent Customer Experience With Insurance Policy Servicing BPM For retail insurance agencies, policy servicing is where customer experience is tested every day. From endorsements and certificates to policy changes and follow-ups, servicing interactions shape how clients perceive reliability, responsiveness, and trust. When servicing processes are inconsistent or delayed, agencies face increased errors and omissions […]