Four Keys to Getting Governance Right
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.
Insurance Agency Compliance Requires Full-Time Focus
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.
Adapting to Change: The Next Era of Underwriting in Mid/Large Commercial Lines
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The past two years are clear evidence of how commercial lines adapted to a rapidly changing world, especially underwriting. Now, insurers are accelerating their plans to move their underwriting departments into the next era.
Understanding Robotic Process Automation in Insurance
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.
KALEIDOSCOPE Podcast EP 13: How Companies Can Approach Mental Health Treatment
In this episode of Kaleidoscope, we discuss the latest cutting-edge health care methods used by psychologists to care for injured workers experiencing mental health challenges.
The Four Phases of Operational Excellence

Many operations stop after getting the essentials down. According to the Nolan Company’s Stephen Murphy, to consistently deliver excellent service and be a true “Center of Excellence” the operation must master the four phases of excellence.
Insurers’ Growth Strategy: It’s All About Results
If hitting a target only involved aim, every company would be hitting the mark. The fact is most aren’t. Why? Insurers that want to achieve profitable growth must factor multiple variables into their strategy.
Use Case: End-to-End Policy Servicing Helps MGA Focus on Growth
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.
Four Advantages of Outsourcing Employee Benefits Administration
Outsourcing employee benefits administration is a powerful way for brokers to ease the pressure on their employees and provide consistent, memorable experiences to clients.
7 Tips for Dealing With a Lapsed License
The term “lapsed” refers to an insurance license that the holder does not renew at the time of its expiration date, but which state regulators have yet to administratively terminate.