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Be ready to thrive as change comes by putting your operations first, enabling your employee benefits division to be nimble and ready to respond.
By improving communications between service staff and producers, alignment can be enhanced, efficiencies gained, and clients are better served.
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Dan Epstein Tagger

Technology has had a transformative impact on the way our industry does business and has enabled outsourcing/business process outsourcing (BPO).
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Christopher Watkins

You can have great assets, great people and still be expending excess energy, spinning your wheels and suffering considerable loss in output.
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Dan Epstein Tagger

Learn about the origins and evolution of insurance industry outsourcing and the economic principles that laid the foundation for modern outsourcing.
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Dan Epstein Tagger

Recently publicized ransomware attacks (“WannaCry”) have reminded many about the importance of cybersecurity vigilance.
In the insurance industry, people think of ‘outsourcing’ as delegating low-value tasks. In reality, we outsource mission-critical work all the time.
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Matthew Bruno

Scaling Insurance Employee Benefits Administration Effectively Employee benefits brokers are operating under unprecedented pressure. Employers and employees alike expect faster, more accurate service—often at the same or lower cost—while regulatory complexity and market volatility continue to increase. At the same time, benefits teams must absorb intense seasonal workload

By 2018, we can expect 25 % of the current insurance workforce to retire creating 400,000 open positions!

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Carrier Management

You can’t write the procedures and train your staff in a ‘one and done’. You need to maintain awareness and training to avoid complacency.

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Let’s rethink your process together

We’re here to help you elevate your operations, allowing you to focus on your customers and business. Discover how we can help you thrive.