Surplus lines insurance, the non-admitted market, provides critical coverage for risks that standard admitted carriers will not or cannot insure. For wholesale brokers and MGAs, it represents significant revenue opportunity and equally significant surplus lines compliance complexity.
Insurance organizations are under pressure to grow, modernize, adopt AI, and improve profitability, all while managing one of their largest and most complex expenses: people. At Summit 2026, Stephen Murphy, Senior Practice Director for the Carrier Practice, and Amber Brethouwer, SVP of Strategic Accounts at ReSource Pro, made
Insurance has invested heavily in the front and back ends of the customer relationship. Underwriting has been refined over decades. Claims processing has been automated, streamlined, and restructured. The actuarial models have grown more sophisticated. What has largely not been fixed is the window that matters most to
Insurance AI initiatives stall in production not because the technology fails but because of gaps in governance, tacit knowledge capture, and organizational readiness. John Deahl of Telos argues that closing the pilot-to-production gap requires capturing experienced judgment, defining use cases before buying platforms, and building governance from day
Insurance Entity Governance is a key part of insurance regulatory compliance, covering the business registrations, entity licenses, regulatory filings, DRLP requirements, annual reports, and supporting documentation insurance organizations must maintain to operate legally across jurisdictions.
For MGAs weighing whether to buy or build, managed services offers a third option worth considering: one trusted partner runs both the technology and the back-office operations across the full policy lifecycle. It’s a model that shortens speed to market, removes key-person risk, and frees your top resources
Over the next few years, several factors are poised to significantly influence the volume and nature of core system deals – AI, evolving buyer demographics, alternative approaches, and other trends are fundamentally reshaping how core vendors go to market and serve customers. Let’s explore these trends and the
Carrier data includes commission statements, direct bill reports, policy downloads, endorsements, cancellations, audits, reinstatements, and other information exchanged between insurance agencies and carriers. When normalized and connected, this data can help agencies identify revenue leakage, improve reconciliation, strengthen carrier relationships, and streamline acquisition integration.
State adjuster licensing requirements are shifting across multiple jurisdictions in 2026. New CE hour mandates, updated reciprocity rules, and expanded non-resident licensing requirements mean that carriers, TPAs, and MGAs need to understand not just what their licensing obligations are, but which adjusters those obligations apply to. And that
Healthcare benefits benchmarking compares an employer’s health plan costs and performance against relevant peer groups. Effective benchmarking goes beyond total cost per member by accounting for factors such as geography, plan design, population health risk, unit costs, utilization, and high-cost claimants. Every insurance organization and benefits consultant knows
