Commercial Lines
LESSONS FROM THE FAMILY OFFICE
LESSONS FROM THE FAMILY OFFICE Looking for benchmarks that can help your agency or brokerage serve clients better? Look to...
LEVERAGING CUSTOMER DATA
LEVERAGING CUSTOMER DATA More than a buzzword, info in your existing system can be used to drive easy growth External...
ORGANIC AGENCY GROWTH … SEVEN PROVEN DISCIPLINES
ORGANIC AGENCY GROWTH … SEVEN PROVEN DISCIPLINES Master these areas to see your agency growth skyrocket ompanies with the...
AT THE MARGIN
AT THE MARGIN Blanket insurance and the impact of margin clause endorsements When insured on a blanket basis, if a...
EDUCATION AS CUSTOMER SERVICE
Great customer service involves helping clients to understand how their insurance works. This helps to protect the client and the...
