The data is in the system. The work is still in email. Here is why that gap persists and what...
Articles by Fulcrum
Across the insurance industry there is growing excitement, along with a rapidly expanding set of technology options. AI tools, automation...
A day in the life of an account manager at Heffernan Insurance Brokers. Lauren Sebastiani remembers the rhythm of the...
Most brokerage training still happens through shadowing—sitting beside someone experienced, watching how they work, and picking it up over time....
An account manager starts their day in their inbox. A new submission comes in—attachments, loss runs, scattered details across multiple...