Enhanced Technology, Workflows Contribute to Workplace Satisfaction September 19, 2011 By Jeff Yates Over the years, I’ve engaged with thousands of independent insurance agents and brokers. Today, my work centers on enhanced technology...
Insurance Agents Fined for Not Having Written Security Plans March 7, 2010 By Jeff Yates Recent headlines underscore the importance of agents having written security plans to protect the privacy of their clients’ personal information....
Insurance Agents Fined for Not Having Written Security Plans February 21, 2010 By Jeff Yates Recent headlines underscore the importance of agents having written security plans to protect the privacy of their clients’ personal information....
Insurance Agents Fined for Not Having Written Security Plans January 10, 2010 By Jeff Yates Recent headlines underscore the importance of agents having written security plans to protect the privacy of their clients’ personal information....
Market Report: Independent Agency System Shows Growth, Opportunity May 3, 2004 By Jeff Yates Both the commercial and personal lines property/casualty markets grew significantly in 2002 creating opportunities for each of the three major...
The State of Agency Technology in 2005 September 16, 2002 By Jeff Yates The agency system is positioned to make significant progress with technology and business process improvement over the next three years,...
The State of Agency Technology in 2005 September 16, 2002 By Jeff Yates The agency system is positioned to make significant progress with technology and business process improvement over the next three years,...