3 Policy Insights Features that Simplify Policy Review

Policy Insights 2.0 is a tech-enabled solution that optimizes and analyzes the policy checking process, empowering account managers to carry out review and coordination 50% faster. Apply that saved time to revenue generating work and an agency can achieve as much as $45,000 in additional revenue per 1000 policies. 

5 Critical Digital Engagement Capabilities for P&C Insurers

As the insurance industry enters a post-pandemic, digital-first era, property and casualty carriers that fail to adopt an effective digital engagement program, especially one that integrates proactive communication, risk falling behind.

In Good Standing: Certificate of Authority Statuses

Insurance businesses operating in a state other than their domicile jurisdiction need to register with the Secretary of State as a foreign corporation for a Certificate of Authority. Failing to complete these tasks in a timely manner can impact your ability to do business in that state.

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.