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So, how do leading insurance organizations efficiently and effectively drive positive change? They use an appropriate framework that can be applied to any initiative, ensuring they are covering every aspect of the challenge.
Dan, our CEO sat down on the Evolved Broker Podcast with host Pat Costello, co-founder and principal at Evolve MGA, to discuss Dan’s career, his time as a stand-up comedian, and more.
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Resource Pro Editorial Team
On this episode of Kaleidoscope we welcome guests, Lisa Teel, Assistant Vice President of Agency Operations, and Brandon Marshall, Senior Vice President of Agency Operations and Marketing at Encova Insurance.
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Susan Touissant
Why Certificate of Insurance Management Matters More Than It Seems Certificates of insurance are often viewed as simple, entry-level tasks, but for insurance agencies they represent a critical moment of truth for insureds. Each certificate reflects the agency’s accuracy, responsiveness, and professionalism—factors that directly influence client trust and
ReSource Pro's Insurance Experience Center improved the client's operations by delivering timely service to agents and insureds through both front-office and back-office services.
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Resource Pro Editorial Team
Automation-enabled business process management provides the best of both worlds: You outsource complex mission-critical processes to experienced professionals who are also equipped to maximize the value of RPA.
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Mark Breading
- Corporate News
In her article for Carrier Management, SMA’s Deb Smallwood explained how carriers should rethink their talent strategy in the face of new trends and challenges.
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ReSource Pro
KALEIDOSCOPE Episode 5 is now live. In this episode, Al Lewis, CEO of Quizzify, a prolific writer, and a graduate of Harvard Law School, joins co-hosts Susan Toussaint and Frank Pennachio to discuss the feat of challenging data, the financial burden of surprise medical bills, and being a
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Susan Touissant
Previously, we looked at the importance of carrier contingent commissions to agency profits and discussed a few strategies for maximizing them. Now, we’re going to dig into the real nitty-gritty: how to track your agency’s ongoing performance in achieving carrier contingency eligibility requirements.
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Resource Pro Editorial Team
Small business accounts make up a substantial portion of many insurance agencies’ book of business, and servicing them can soak up significant time and energy from account managers. Yet in many cases, this segment generates only a small portion of the agency’s revenue.
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