Client service in insurance gets talked about primarily in terms of relationships. The producer who knows the client’s business. The...
Articles by Kathryn Lerch, Insurance Solutions Engineer, Fulcrum
Certificate issuance is one of those tasks that looks straightforward from the outside. A client needs a certificate, the account...
Over the course of my career I have been involved in more than 25 agency acquisitions, first as VP of...
One of the more consistent things I have observed working with brokerage teams on technology implementation is how different the...
After nearly two decades working inside agencies and helping teams implement and redesign their operating models, I have come to...