Underwriting Enters a New Age of Data
In SMA’s new eBook, “Personal Lines Underwriting Transformation: The New Age of Data,” Deb Smallwood expands on the current state of underwriting transformation and the path forward for the personal lines segment. The eBook highlights factors influencing change within underwriting, the progress the industry has made, the investments insurers are pursuing, and the role of […]
Producer Lift-Out: Its Impact on Compliance
With valuations continuing to rise, insurance businesses looking to expand through mergers and acquisitions are increasingly turning to a different strategy: the producer lift-out. By hiring away top talent, a competitor can realize a far greater ROI than they can with conventional M&A activity. A
Personal Lines Channel Strategies Break From the Status Quo
Personal lines insurance rarely sticks with the status quo for long. Societal forces, such as the pandemic and inflation, paired with ongoing changes across the industry, are pressing insurers to reevaluate their business priorities, strategies, and investments, including their channel expansion plans for 2023 and beyond.
What Do Insurance Professionals Think of Automation & AI?
In a survey we conducted this year, we found that not knowing where to begin was greatest barrier. Discover more of our findings in our latest blog.
Getting strategic about employee benefits operations
Discover the challenges impacting benefits brokers and how to address them.
Director & Officer Updates
Often, agencies update their list of directors, officers, and similar leaders on their annual/biennial returns. Whether and when annual returns are due can vary based on the state and the entity’s legal structure. In some states, the entity will need to submit an amendment to its Certificate of Authority instead.
Claims Health Check: Enhancing efficiencies for bottom-line results
We help you understand how to manage your claims operations most effectively.
Underwriting Health Check: Maximize resources to improve underwriting operations
Gain the insights you need to maximize your underwriting operations resources.
Process Maturity Model: Optimize value by ensuring operational integrity
Find out how well your processes are constructed, executed, measured, and sustained.
Customer Acquisition Assessment: Improving customer service
ReSource Pro’s Customer Acquisition Assessment provides an objective and thorough review of the processes, capabilities, and organizational functions that impact the growth of your customer base. We go beyond pricing, product, and selling or servicing methodologies – equipping you with the insights you need to maximize your resources.
