Agency Management System
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.
April 1, 2025
Brokerage Ops
One Management System to Rule Them All
More than three years in the making, CRM pioneer Salesforce is rolling out an AI...
January 14, 2025
Brokerage Ops
Before You Flip the Switch
Here are five best practices for a smooth software conversion.
May 26, 2024
Brokerage Ops
After You Buy, Integrate
Some acquirers have integration down to a science, increasing speed of the proce...
April 1, 2024
Brokerage Ops
Well-Oiled Integration Machines
Integration Playbooks from Long-Time Acquirers
April 1, 2024
Brokerage Ops
Insurtech for Insurance Brokers, by Insurance Brokers
Irys Co-Founder & CEO Margeaux Giles discusses the core problem of legacy tech a...
December 13, 2023
Brokerage Ops
The Numbers Game
Your agency’s technology and data are key to telling your story in a cooling M...
April 30, 2023
Brokerage Ops
Lessons in Change Management
Q&A with James Thom, Chief Product Officer, Vertafore
September 1, 2022
Brokerage Ops
(Re)Defining Efficiency in Insurtech
Choice for the sake of choice kills user experience.
July 19, 2022
Industry
The Reach of Google
The tech giant’s broad influence drives the company’s multipronged insurance...
January 18, 2022