Enhance Your Insurance Organization’s Quality Management
If your insurance organization is looking to launch or revamp its quality management system, here are the essential elements to consider.
Differentiate Your Insurance Agency with Disruptive Selling
Learn how retail broker TrueNorth partnered with ReSource Pro to enhance the selling skills of its producers and grow its book of business.
Andy Niver, Head of Product Development & Innovation, Reflects on How the Pandemic Changed the Sales Process
Andy Niver was interviewed by Leader’s Edge on how the pandemic has affected the way insurance organizations think about technology.
How Employee Benefits Are Changing in 2021
The Future of Benefits, which surveyed both C-Suite executives and human resources leaders across various U.S. industries, found that 98% are planning to expand select benefits while deprioritizing others.
Let’s break down three findings revealed by the report.
Susan Toussaint on Agency Growth Strategy in IA Magazine
Susan Toussaint, VP of Growth Solutions, wrote for IA Magazine on why agencies must focus on both new client acquisition and account rounding to achieve their growth goals.
Why Most Insurance Agency Sales Training Fails
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.
Discover our Surplus Lines Compliance tool
Surplus Lines Calculator and Tax Tool Surplus lines compliance is one of the most complex and time-sensitive responsibilities facing insurance brokers and carriers. Unlike admitted business, surplus lines transactions are governed by a patchwork of state-specific regulations, each with its own filing requirements, tax rates, forms, deadlines, and payment rules. When this information is fragmented […]
Improve the Customer Experience for Your Small Accounts
Over the years, we see that insurance agencies have taken many different approaches to servicing small accounts, though the results are often mixed. Let’s dive into why these solutions usually fall short.
4 Must-Have Digital Investments for Property & Casualty Insurers
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.
How to Identify Automation Opportunities
Learn how to determine where to start leveraging automation, and what to expect from your first automation initiative.