Consulting

Learn how retail broker TrueNorth partnered with ReSource Pro to enhance the selling skills of its producers and grow its book of business.

The modern buyer needs more compelling reasons to change than they did in the past, yet few insurance sales training programs have adapted, nor have many producers’ sales processes. Let’s explore three common challenges and issues most sales training programs fail to address.

For property and casualty insurance, the pandemic has brought digital strategies and investments into sharp focus and revealed which digital investments are delivering high value and which are not. Here are 4 must-have investment emerged as focus areas in 2020.

Throughout 2020, Strategy Meets Action tracked changes to personal and commercial lines insurers’ budgets and plans through surveys and our ongoing work with insurers around digital transformation. In this blog, we’ll dive into the big themes we discovered.

SMA Strategy Meets Action, a ReSource Pro company, is conducting a new survey to capture the current state of the carrier-distributor relationship and the role technology plays in it.

Strategy Meets Action was recently acquired by ReSource Pro, and we’re thrilled to share Deb Smallwood’s insights as an industry vet with a career-long devotion to the digital transformation of carriers.

Hear from Steve Discher, a 35-year insurance veteran who says he loves the industry because, “It’s a great analytical sandbox to operate within.”

In 2021, the underinsurance crisis represents an opportunity for agencies to not only create better outcomes for insureds but differentiate themselves from the competition and grow revenue through cross-selling and upselling.

For insurance agents, 2021 presents an opportunity to better prepare clients for the next adverse event, yet many aren’t doing so.