Brokerage Ops

Brokers and Carriers Can Only Solve Big Problems Together
Brokerage Ops Brokers and Carriers Can Only Solve Big Problems Together
Neither side has done enough to strengthen their partnership to meet major indus...
The New Benefits Toolbox
Brokerage Ops The New Benefits Toolbox
Amid changing employee expectations and economic uncertainty, a smart tech strat...
Sponsored By Vertafore
An AMS is a set of capabilities used to manage clients, policies, and revenue. Can a broker or an agency configure the Financial Services Cloud for Insurance Brokerages platform to do what an AMS does? Yes.
Brokerage Ops One Management System to Rule Them All

Diversity, Equity and Inclusion

Resilient by Design
Industry Resilient by Design
DEI continues to provide value despite political and corporate headwinds.
Talent May Be Equally Distributed, but Opportunity Is Not
Industry Talent May Be Equally Distributed, but Opportunity Is Not
A partnership between EPIC and Youth About Business is changing lives.
Inclusive Leadership Is Everything
Brokerage Ops Inclusive Leadership Is Everything
An organization where every employee has a seat at the table will thrive, but ma...
The Intersection of Covering, Mental Health, and DEI
Brokerage Ops The Intersection of Covering, Mental Health, and DEI
“Covering” represents a systemic workplace challenge. Here is what business ...
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The Unspoken Risk in Succession
Brokerage Ops The Unspoken Risk in Succession
Brokers need to plan for leadership transitions long before they happen.
Apprenticeships Are Making a Comeback
Brokerage Ops Apprenticeships Are Making a Comeback
This old tradition offers new solutions to the insurance industry’s talent gap.
Time Kills M&A Deals
Brokerage Ops Time Kills M&A Deals
Closing brokerage M&A deals is complicated and laborious. For sellers, time is not your ally.
M&A Deals Begin with Messaging
Brokerage Ops M&A Deals Begin with Messaging

To help seal an acquisition, brokers should highlight how their tech stack will benefit the target agency.

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Client Service
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Financial Planning
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