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Support vs. “Support”: Customer Service in Insurance Agencies Empowered Customer Service for Insurance Agencies. As customer expectations rise and service failures become more visible, agencies face mounting pressure to deliver fast, accurate, and responsive support across the policy lifecycle. At the same time, margins are tightening, talent is

Building Disciplined Growth for a Specialty Workers’ Compensation Carrier Specialty insurance carriers pursuing sustainable growth must strike a careful balance between expansion and discipline. Entering new products, geographies, and distribution channels can unlock significant opportunity—but without clear prioritization, those same moves can introduce outsized risk. This case study

Insurance state regulators expect licensees to demonstrate the highest standards of professional and ethical conduct. When they fail to do so, the result is often a consent order, which must responded to promptly and correctly.

Navigating the E&O Jungle: Reducing Risk Without Losing the Client Relationship Errors and omissions E&O risk management is an ever-present reality for insurance agents and brokers. Every day, agencies are expected to place appropriate coverage, manage complex documentation, and meet the expectations of both policyholders and carriers—all while

Learn about the top barriers to delivering accurate policies to clients and how Policy Insights can help.

A Practical Guide to Identifying High-Value Automation Opportunities in Insurance Insurance Automation opportunities have become a critical enabler of efficiency, scalability, and workforce optimization across the insurance value chain. From underwriting and policy administration to claims and agency operations, robotic process automation (RPA) and related technologies allow insurers

Watch Out for These 5 Pitfalls of Automation in Insurance Automation and robotic process automation (RPA) have become powerful enablers of efficiency across the insurance industry. From reducing claims handling costs and improving submission quality to relieving service teams of repetitive work, the potential benefits are significant. Yet

Do you know the difference between a liability and an asset? Of course you do! So why do so many people get them confused when it comes to Analytics?
Carriers are proactively evolving their loss control practice to create more value and strengthen the relationship between the carrier and the policyholder, improving the customer experience in a meaningful way.
Insurance agencies with surplus lines licenses have some special compliance requirements that those handling only admitted insurance do not, such as the “zero reports” statement to state regulators.

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