KALEIDOSCOPE Podcast EP 15: Strategies for Developing Talent, Maintaining Culture, and Effectively Collaborating
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In this episode, we discuss impactful strategies for developing talent, maintaining culture amid the shift to remote work, and providing employees with the skills necessary to effectively collaborate.
Transforming middle-market and large commercial lines underwriting
The Next Era: Transforming Middle-Market and Large Commercial Lines Underwriting Commercial lines underwriting is entering a defining period of transformation. Accelerating technological change, shifting workforce dynamics, evolving customer expectations, and increasing risk complexity are fundamentally reshaping how underwriters operate. The Next Era: Transforming Middle-Market and Large Commercial Lines Underwriting explores how insurers are reimagining underwriting […]
Limited Lines: Unlimited Possibilities
With over fifty different limited lines of authority on offer in various states, it would seem to be the most unlimited type of insurance. It’s actually very simple; limited lines allow licensees to sell only more narrowly defined insurance products.
How Data Helps Insurance Agencies Drive Decisions
Big data is ever-growing and always changing. By bringing all the data that matters into a unified, organized, and accurate source of truth, companies can unlock meaningful insights from the data that they are collecting.
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
Getting Strategic About Employee Benefits Operations Optimization Employee benefits brokers are facing mounting pressure from all directions. Rising client expectations, persistent talent shortages, regulatory complexity, and intense seasonal workload spikes are forcing benefits organizations to rethink how their operations are structured and managed. Getting strategic about employee benefits operations means moving beyond reactive fixes and […]
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.