Resources

when you want to take a deeper dive

Here's Where You Can Start ReThinking Operations

We're constantly thinking about how we can improve operations, innovate, increase performance and more. In the resources below, you'll find a wealth of information. Check back frequently, as we'll keep adding new material. And let us know if you have any questions or feedback on any of our resources – we'd love to hear from you.

Business Process Management

ADDRESSING THE COMPLETE POLICY LIFE CYCLE

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BUSINESS PROCESS MANAGEMENT

FOCUS ON REVENUE-GENERATING ACTIVITIES

Learn how to create more time so that your people can build stronger relationships.

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SUBMISSION-TO-ISSUE DATASHEET

GET THE DETAILS ON HOW WE CAN HELP

We'll ensure you’re focusing on the right submissions to win the right business.

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POLICY SERVICING DATASHEET

GET RID OF BACKLOG AND E&O EXPOSURE

We’ll help you gain peace of mind and provide it – learn how we do it.

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CLAIMS HANDLING DATASHEET

NOW IS THE TIME TO EARN THEIR TRUST

It’s when clients need you most. Read how we enable you to really support your client.

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insurance RENEWAL DATASHEET

INCREASING YOUR RENEWAL RATES

It's time to get proactive about easing the renewal process and increasing retention rates.

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Insurance ACCOUNTING DATASHEET

GET TIMELY, ACCURATE COLLECTIONS

Build your own accounting solution based on your specific business needs.

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QUALITY ASSURANCE DATASHEET

REDUCING YOUR E&O EXPOSURE

Policy accuracy (your promise) is critical to both your business and your clients.

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INSURANCE INNOVATION LAB

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

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INSURANCE EXPERIENCE CENTER

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

Operations Advisory

ALIGNING YOUR STRATEGY, GOALS AND OPERATIONS

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OPERATIONS ADVISORY OVERVIEW

GET STRATEGIC ABOUT YOUR OPERATIONS

Realize your business strategy with operations that support your organization.

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OPERATIONS DIAGNOSTIC DATASHEET

GAIN OPERATIONAL TRANSPARENCY

Get a complete diagnostic of your operations that allows you to make valuable changes.

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LEAN MAPPING DATASHEET

YOUR PLAN FOR OPTIMIZING OPERATIONS

Learn how we develop a blueprint that maps your current and future states.

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CUSTOM SOLUTIONS DATASHEET

HELPING YOU ACHIEVE YOUR GOALS

Based on the outcome you want to achieve, we'll design a plan and lead its execution.

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INSURANCE INNOVATION LAB

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

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INSURANCE EXPERIENCE CENTER

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

Talent Development

EMPOWERING YOUR PEOPLE FOR HIGH PERFORMANCE

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TALENT DEVELOPMENT OVERVIEW

YOUR PEOPLE ARE YOUR GREATEST ASSETS

Talent Development that helps insurance organizations retain and grow their people.

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TALENT EXCELLENCE OVERVIEW

OUR APPROACH TO ACHIEVING EXCELLENCE

We take a strategic approach to talent development so that you'll get valuable results.

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EMPLOYEE PERFORMANCE DATASHEET

GIVE YOUR PEOPLE THE SKILLS FOR SUCCESS

Employee satisfaction and development make good business sense.

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TEAM PERFORMANCE DATASHEET

WHEN EVERYONE WORKS TOGETHER

Healthy teams work better, faster and with greater satisfaction.

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LEADERSHIP EFFECTIVENESS DATASHEET

LEADING FOR HIGH PERFORMANCE

Great companies are led by exceptional leaders who continually improve.

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INSURANCE INNOVATION LAB

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

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INSURANCE EXPERIENCE CENTER

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

Analytics

LEVERAGING YOUR DATA FOR VALUABLE INSIGHTS

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insurance ANALYTICS OVERVIEW

HARNESS THE POWER OF BIG DATA

Get insight into your performance, and the intelligence to improve it.

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EXECUTIVE INSIGHTS DATASHEET

REAL-TIME VISUALIZATION OF YOUR KPI'S

The performance of your organization, visualized and up-to-date.

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POLICY INSIGHTS DATASHEET

GET YOUR AUTOMATED HEALTH CHECK

You’ll not only uncover errors, you’ll understand why they’re being made.

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CARRIER INSIGHTS DATASHEET

MONITOR AND MANAGE INCENTIVE CONTRACTS

Know where you stand with your supplemental income in real time, any time.

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INSURANCE INNOVATION LAB

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

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INSURANCE EXPERIENCE CENTER

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

Specialized Solutions

TRANSFORMING HOW OUR INDUSTRY DOES BUSINESS

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INSURANCE EXPERIENCE CENTER

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

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INSURANCE INNOVATION LAB

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

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EMPLOYEE BENEFITS BROCHURE

GIVING YOU THE TIME TO SERVE AND ENGAGE

For Employee Benefits: learn how you can increase customer service and efficiency.

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EMPLOYEE BENEFITS CASE STUDY

COLLABORATION: A FORCE MULTIPLIER

A national Employee Benefits department increased the value of their ReSource Pro solution.

Corporate

MAKING YOUR OPERATIONS A DRIVER FOR GROWTH

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ReSource Pro OVERVIEW

GET AN OVERVIEW OF HOW WE CAN HELP

Delight your customers, maintain your relevance, improve your performance.

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RETHINK INSURANCE OPERATIONS

SEE HOW YOU CAN IMPROVE OPERATIONS

Delight your customers, retain your relevance, improve your performance.

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INSURANCE EXPERIENCE CENTER

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

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INSURANCE INNOVATION LAB

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

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TOMORROW’S INSURANCE: A NOVEL

OUR GRAPHIC NOVEL ON THE FUTURE

It's not often that an animated, graphic novel is created about our industry's future!