THE DIGITIZATION OF AN INDUSTRY
Progress in the quest to integrate premium finance into a seamless, automated process By Lori Widmer The shift toward digitization...
MEET LEO
AI solution gathers comprehensive data about prospects, creating lists of suitable potential future clients By Christopher W. Cook In 1998,...
AGENTS AND BROKERS E&O INSURANCE
A “responsibly competitive” market provides adequate protection, for now By Joseph S. Harrington, CPCU It’s pretty easy to name the...
FINANCIAL WELLNESS BECOMES MORE MAINSTREAM
EBRI seminar examines the broadening focus Whether it is via webinars, digital resources or personal coaching, financial wellness is evolving...
The Top 5 Ways To Make Sure Clients Are Prepped For Winter
Let them know what to expect and assure them that you are available to assist them Every year seems to...
