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
Learn how to create more time so that your people can build stronger relationships.
We'll ensure you’re focusing on the right submissions to win the right business.
We’ll help you gain peace of mind and provide it – learn how we do it.
It’s when clients need you most. Read how we enable you to really support your client.
It's time to get proactive about easing the renewal process and increasing retention rates.
Build your own accounting solution based on your specific business needs.
Policy accuracy (your promise) is critical to both your business and your clients.
An insurance agency switched operations vendors to finally realize the benefits they sought.
ALIGNING YOUR STRATEGY, GOALS AND OPERATIONS
Realize your business strategy with operations that support your organization.
Get a complete diagnostic of your operations that allows you to make valuable changes.
Learn how we develop a blueprint that maps your current and future states.
Based on the outcome you want to achieve, we'll design a plan and lead its execution.
A national retail broker increased their profitability while reducing processing costs.
A large wholesaler/MGA reduced their processing time & expenses by 12% annually.
A large wholesaler/MGA increased productivity three-fold & eliminated a 10-year backlog.
A national program administrator reduced their backlog from 350 cases to 30.
Align your capabilities, resources and goals to accelerate your operations.
Learn about the necessary elements for your organization to achieve its mission
EMPOWERING YOUR PEOPLE FOR HIGH PERFORMANCE
Talent Development that helps insurance organizations retain and grow their people.
We take a strategic approach to talent development so that you'll get valuable results.
Employee satisfaction and development make good business sense.
Healthy teams work better, faster and with greater satisfaction.
Great companies are led by exceptional leaders who continually improve.
Implement a talent acquisition strategy that will take your organization to the next level.
LEVERAGING YOUR DATA FOR VALUABLE INSIGHTS
Get insight into your performance, and the intelligence to improve it.
The performance of your organization, visualized and up-to-date.
Know where you stand with your supplemental income in real time, any time.
You’ll not only uncover errors, you’ll understand why they’re being made.
A retail agency developed insight-based strategies to reduce errors and rework costs.
The most important thing about Data Analytics is NOT data. Click to learn more.
TRANSFORMING HOW OUR INDUSTRY DOES BUSINESS
P&C agencies in Texas needed an extra hand after the devastating floods of Hurricane Harvey.
For Employee Benefits: learn how you can increase customer service and efficiency.
A national Employee Benefits department increased the value of their ReSource Pro solution.
A large retail broker reduced the time spent per renewal by 29% through a four-part solution.
An overview of the current market drivers and environment for employee benefits.
MAKING YOUR OPERATIONS A DRIVER FOR GROWTH
Delight your customers, maintain your relevance, improve your performance.
Delight your customers, retain your relevance, improve your performance.
It's not often that an animated, graphic novel is created about our industry's future!
The 7th Annual Operations Boot Camp is headed to Las Vegas!