Brokerage Ops

Brokerage Ops The Unspoken Risk in Succession

Brokers need to plan for leadership transitions long before they happen.

Brokerage Ops Apprenticeships Are Making a Comeback

This old tradition offers new solutions to the insurance industry’s talent gap...

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

A partnership between EPIC and Youth About Business is changing lives.

An organization where every employee has a seat at the table will thrive, but ma...

Brokerage Ops The Intersection of Covering, Mental Health, and DEI

“Covering” represents a systemic workplace challenge. Here is what business ...

Brokerage Ops Know Your Audience

As population demographics change, industry commitment to diversity, equity, and...

See all Diversity, Equity and Inclusion

Brokerage Ops Time Kills M&A Deals

Closing brokerage M&A deals is complicated and laborious. For sellers, time is not your ally.

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.

Brokerage Ops Soft Skills Can Produce Strong Results

By learning professionalism, critical thinking, and followership, Generation Z workers can simultaneously advance their careers and benefit their employers.

Brokerage Ops M&A Picks up the Pace in Early 2025

Announced insurance transactions this year are 25% ahead of 2024. Could it be carryover from December holdouts, a sign of things to come, or both?