Client Service

The State of Benefits Satisfaction
Health+Benefits The State of Benefits Satisfaction
Survey results from employee benefits brokers and employers on healthcare costs,...
August 29, 2025
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...
May 28, 2025
The Trouble With Benchmarking
Brokerage Ops The Trouble With Benchmarking
There’s more than one metric to consider when assessing the size of your book ...
January 14, 2025
Doing the Right Thing
Industry Doing the Right Thing
Talent and tech innovation in the insurance industry are key pillars of good cus...
Sponsored By QBE October 1, 2024
Craft over Cramming
Brokerage Ops Craft over Cramming
Improving sales and renewal processes can increase profits and reduce stress for...
May 26, 2024
The Golden Thread
Brokerage Ops The Golden Thread
Q&A with Rob Bartlett, Co-Founder and CEO, and Ken Fraser, Co-Founder and Presid...
March 1, 2024
Don’t Be Risky
Brokerage Ops Don’t Be Risky
Here are three ways your client service talent strategy can supercharge (or sink...
December 1, 2023
Environment Adjustment: A Deep Dive into Commercial Real Estate
Podcasts Environment Adjustment: A Deep Dive into Commercial Real Estate
Q&A with Ryan Flanagan, Executive VP and Real Estate Practice Leader at Hefferna...
October 2, 2023
Ask 3 Questions to Avoid Expensive Talent Mistakes
Brokerage Ops Ask 3 Questions to Avoid Expensive Talent Mistakes
Addressing Onboarding, Taxing Top Talent, and Time for Clients
May 30, 2023
Experience Mod Sleuths
P&C Experience Mod Sleuths
Finding Major Client Savings in Inaccurate Workers Compensation Ratings
April 2, 2023