Consulting

The Need for Proactive Digital Engagement in Insurance

Today, customer expectations have overwhelmingly shifted to digital. The number of people who want all communications via paper or voice is rapidly dwindling, as the majority of the population uses messaging platforms and social media every day and are adept at all manner of mobile and online interactions.

How P&C Insurers Can Assess Their Digital Maturity

There are as many paths to digital transformation as there are insurers. Each is unique based on the product mix, distribution strategy, culture, and state of the company’s systems and data. However, Strategy Meets Action (SMA) has developed a framework for assessing digital capabilities that insurers are using successfully.

P&C Insurers’ Distribution Plans Are Evolving

New research by ReSource Pro Consulting has found that while familiar distribution trends continue, carriers are also beginning to experiment more with new strategies, such as expanding partnerships with affinity groups. In this article, we’ll share some of our key findings.

The Focus Formula: Time Management for Producers

In our work with insurance agencies, we often hear that producers are good at planning but sometimes have difficulty following through. To help producers stay focused, we’ve developed the “Focus Formula,” a simple equation to enhance success.