Client Service

The Risk of Being the Bearer of Bad News
Brokerage Ops The Risk of Being the Bearer of Bad News
“Shooting the messenger” is more than a metaphor; it’s a psychological phe...
October 30, 2020
Pandemic Sparks Service Model Creativity
Brokerage Ops Pandemic Sparks Service Model Creativity
COVID-19 pushed the work-from-home model forward at breakneck speed, but Patra k...
Sponsored By Patra October 29, 2020
Revolutionizing the Insurance Value Chain
Industry Revolutionizing the Insurance Value Chain
Q&A with John Simpson, President & CEO, Patra
Sponsored By Patra August 26, 2020
Four Must-Haves for Agency Modernization
Brokerage Ops Four Must-Haves for Agency Modernization
Vertafore's SVP for Corporate Development & Strategy James Thom discusses the im...
Sponsored By Vertafore July 8, 2020
6 Reasons to Consider Insurance BPOs
Brokerage Ops 6 Reasons to Consider Insurance BPOs
Brooke Whitney, Patra sales solution consultant for employee benefits, and Jessi...
Sponsored By Patra May 31, 2020
Bolero!
Industry Bolero!
I’ve had my fair share of time to think about leadership over the past few wee...
April 27, 2020
Forced Innovation: A Catalyst for Insurtech Adoption?
P&C Forced Innovation: A Catalyst for Insurtech Adoption?
In the midst of a global pandemic, will forced innovation emerge as a silver lin...
April 22, 2020
Digital Relationships, Small Business, and Advising from Afar
Brokerage Ops Digital Relationships, Small Business, and Advising from Afar
Q&A with Amy Zupon, CEO of Vertafore
April 21, 2020
The COVID Diaries: Reflections from China and Italy
Brokerage Ops The COVID Diaries: Reflections from China and Italy
Q&A with Yichen Zhang, Assistant Manager, Global Networks, Continental Insur...
April 7, 2020
Balancing Act
Industry Balancing Act
It takes a new level of EQ to lead in times of crisis.
March 25, 2020