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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

BUSINESS PROCESS MANAGEMENT

FOCUS ON REVENUE-GENERATING ACTIVITIES

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

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.

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.

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.

insurance RENEWAL DATASHEET

INCREASING YOUR RENEWAL RATES

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

Insurance ACCOUNTING DATASHEET

GET TIMELY, ACCURATE COLLECTIONS

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

QUALITY ASSURANCE DATASHEET

REDUCING YOUR E&O EXPOSURE

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

INSURANCE INNOVATION LAB

THIS IS YOUR PATH TO INNOVATION

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

INSURANCE EXPERIENCE CENTER

World-class service for every account

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

THOMAS HEIST CLIENT CASE STUDY

FINDING THE RIGHT PARTNER

An insurance agency switched operations vendors to finally realize the benefits they sought.

Operations Advisory

ALIGNING YOUR STRATEGY, GOALS AND OPERATIONS

OPERATIONS ADVISORY OVERVIEW

GET STRATEGIC ABOUT YOUR OPERATIONS

Realize your business strategy with operations that support your organization.

OPERATIONS DIAGNOSTIC DATASHEET

GAIN OPERATIONAL TRANSPARENCY

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

LEAN MAPPING DATASHEET

YOUR PLAN FOR OPTIMIZING OPERATIONS

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

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.

INSURANCE INNOVATION LAB

THIS IS YOUR PATH TO INNOVATION

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

INSURANCE EXPERIENCE CENTER

World-class service for every account

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

OPERATIONS ADVISORY CASE STUDY

HOW SEGMENTATION REDUCED COSTS

A national retail broker increased their profitability while reducing processing costs.

OPERATIONS ADVISORY CASE STUDY

ELIMINATING THE COST OF MISSING INFORMATION

A large wholesaler/MGA reduced their processing time & expenses by 12% annually.

OPERATIONS ADVISORY CASE STUDY

ACCELERATING PRODUCTIVITY

A large wholesaler/MGA increased productivity three-fold & eliminated a 10-year backlog.

OPERATIONS ADVISORY CASE STUDY

END-TO-END OPERATIONS TRANSFORMATION

A national program administrator reduced their backlog from 350 cases to 30.

THE ALIGMNENT PRINCIPLE

THE PLAYBOOK FOR YOUR ORGANIZATION

Align your capabilities, resources and goals to accelerate your operations.

CRITICAL SUCCESS FACTORS

ESSENTIAL AREAS OF ACTIVITY

Learn about the necessary elements for your organization to achieve its mission

Talent Development

EMPOWERING YOUR PEOPLE FOR HIGH PERFORMANCE

TALENT DEVELOPMENT OVERVIEW

YOUR PEOPLE ARE YOUR GREATEST ASSETS

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

TALENT EXCELLENCE OVERVIEW

OUR APPROACH TO ACHIEVING EXCELLENCE

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

EMPLOYEE PERFORMANCE DATASHEET

GIVE YOUR PEOPLE THE SKILLS FOR SUCCESS

Employee satisfaction and development make good business sense.

TEAM PERFORMANCE DATASHEET

WHEN EVERYONE WORKS TOGETHER

Healthy teams work better, faster and with greater satisfaction.

LEADERSHIP EFFECTIVENESS DATASHEET

LEADING FOR HIGH PERFORMANCE

Great companies are led by exceptional leaders who continually improve.

INSURANCE INNOVATION LAB

THIS IS YOUR PATH TO INNOVATION

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

INSURANCE EXPERIENCE CENTER

World-class service for every account

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

TALENT WHITE PAPER

BREAK THE MOLD WITH THE NEXT GENERATION OF TALENT

Implement a talent acquisition strategy that will take your organization to the next level.

Analytics

LEVERAGING YOUR DATA FOR VALUABLE INSIGHTS

insurance ANALYTICS OVERVIEW

HARNESS THE POWER OF BIG DATA

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

EXECUTIVE INSIGHTS DATASHEET

REAL-TIME VISUALIZATION OF YOUR KPI'S

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

CARRIER INSIGHTS DATASHEET

MONITOR AND MANAGE INCENTIVE CONTRACTS

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

POLICY INSIGHTS DATASHEET

GET YOUR AUTOMATED HEALTH CHECK

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

INSURANCE INNOVATION LAB

THIS IS YOUR PATH TO INNOVATION

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

INSURANCE EXPERIENCE CENTER

World-class service for every account

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

ODELL STUDNER CASE STUDY

KNOWLEDGE THROUGH POLICY INSIGHTS

A retail agency developed insight-based strategies to reduce errors and rework costs.

Insurance Data and Analytics

The Importance of Context

The most important thing about Data Analytics is NOT data. Click to learn more.

Specialized Solutions

TRANSFORMING HOW OUR INDUSTRY DOES BUSINESS

INSURANCE EXPERIENCE CENTER

World-class service for every account

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

IX CENTER CASE STUDY

BEYOND CUSTOMER SERVICE

P&C agencies in Texas needed an extra hand after the devastating floods of Hurricane Harvey.

INSURANCE INNOVATION LAB

THIS IS YOUR PATH TO INNOVATION

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

EMPLOYEE BENEFITS BROCHURE

GIVING YOU THE TIME TO SERVE AND ENGAGE

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

EMPLOYEE BENEFITS CASE STUDY

COLLABORATION: A FORCE MULTIPLIER

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

EMPLOYEE BENEFITS CASE STUDY

BROKER OPTIMIZES MARKETING EFFORTS

A large retail broker reduced the time spent per renewal by 29% through a four-part solution.

EMPLOYEE BENEFITS WHITE PAPER

Employee Benefits Today

An overview of the current market drivers and environment for employee benefits.

Corporate

MAKING YOUR OPERATIONS A DRIVER FOR GROWTH

ReSource Pro OVERVIEW

GET AN OVERVIEW OF HOW WE CAN HELP

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

RETHINK INSURANCE OPERATIONS

SEE HOW YOU CAN IMPROVE OPERATIONS

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

INSURANCE EXPERIENCE CENTER

World-class service for every account

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

INSURANCE INNOVATION LAB

THIS IS YOUR PATH TO INNOVATION

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

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!

2019 Operations Boot Camp

COME TO THE INDUSTRY'S PREMIER OPERATIONS EVENT

The 7th Annual Operations Boot Camp is headed to Las Vegas!