White Papers

Learn about the challenges and trends facing the insurance industry and how to address them.

WHY P&C AND EB AGENTS NEED TO WORK TOGETHER

Regulatory shifts have created new risks that require P&C and employee benefits agents to learn to collaborate.

EMPOWER YOUR CUSTOMER SERVICE TEAM

Learn how to align service levels to insured accounts with an empowered service team of licensed professionals.

Are you getting the most out of your renewal process?

Renewals are the lifeblood of a carrier’s growth, yet many carriers are plagued with frequent workflow challenges.

TRANSFORM INTO AN EMPLOYER OF CHOICE

Find out how agencies can win the battle for talent.

SOLVING THE UNDERINSURANCE CRISIS

Countless policyholders are exposed to uncovered risks, here's how agencies can help.

The Insurance Agent of the Future

To adapt to a shifting insurance landscape, agents must serve as consultants to their clients, not mediators.

Differentiation in the Age of Consolidation

Dive into the market movements impacting carriers and strategies for standing out.

Strategies to Cure Producer Underperformance

Those that set expectations, create accountability, and provide effective training can face the issue with confidence.

The Threat of Being a Generalist

Those who fail to specialize in today's changing market risk an eroded book of business and reduced new business production.

BREAK THE MOLD WITH THE NEXT GENERATION OF TALENT

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

Why Most Insurance Training Fails

Training programs often fail to assess the individual needs of producers and do not align with the behavior of buyers.

RETHINK YOUR AGENCY OPERATIONS

Position your business for more profit and growth with five key strategies.