Insurance agencies with surplus lines licenses have some special compliance requirements that those handling only admitted insurance do not, such as the “zero reports” statement to state regulators.
Getting the right answer to the governance question is one of the most important factors affecting the success of strategic initiatives. In our work with clients, we see four keys to getting the governance question right.
Dropping the ball on regulatory issues can halt insurance agency growth, disrupt service, and result in costly penalties. Agencies need an experienced partner to ensure compliance full time.
Robotic process automation is a powerful tool that can improve operations in a myriad of ways. When employed correctly, RPA can help employees free up as much as 30% capacity at an enterprise level.
Find out how our Insurance Experience Center made a difference for one MGA, enabling them to meet service commitments and spend more time focused on sales production.
Outsourcing employee benefits administration is a powerful way for brokers to ease the pressure on their employees and provide consistent, memorable experiences to clients.
As insurance professionals continue to retire in large numbers, how is the industry responding and what roles are needed most? Four key trends, along with recent Strategy Meets Action (SMA) research, offer insight into the industry’s battle for talent.
In a recent webinar sponsored by ReSource Pro, Strategy Meets Action’s Mark Breading moderated a panel discussion with several insurance industry leaders, who spoke about the talent challenges facing their companies and the strategies and solutions they have implemented.
Administrative work and data processing are essential to running a business smoothly, but they can also frustrate & bog down employees. Find out how we helped one of the world’s largest insurance brokers move away from these routine tasks & increase their focus on client needs.