Client Service

A New Perspective
Industry A New Perspective
A summer internship at an insurance brokerage changed my view of what a broker r...
November 30, 2017
Water Wheels
P&C Water Wheels
Harvey may have destroyed a million vehicles. Now what?
October 27, 2017
By the Numbers
Brokerage Ops By the Numbers
Your clients can lower their risk by analyzing their own data.
September 29, 2017
Stake in the Ground
Industry Stake in the Ground
Q&A with OneDigital Chief Growth Officer Mike Sullivan
September 26, 2017
The Client Experience Renaissance
Brokerage Ops The Client Experience Renaissance
Your clients don’t need to be delighted. But they do need utility and simplici...
July 19, 2017
Office Exposé
Brokerage Ops Office Exposé
Every organization has valuable data to lose.
July 18, 2017
It Takes a Team to Challenge the Norm
Brokerage Ops It Takes a Team to Challenge the Norm
Toss the transactional mindset. Adopt a consultancy before some startup makes to...
June 25, 2017
Medical Exam
EBLF Medical Exam
Tech-enabled transparency is a major step in regaining control of healthcare cos...
May 25, 2017
Preventing Buyer’s Remorse
Brokerage Ops Preventing Buyer’s Remorse
Make your clients’ disability insurance coverage work harder for them.
May 25, 2017
Don’t Miss the (Customer Service) Boat
Brokerage Ops Don’t Miss the (Customer Service) Boat
It’s win or lose with every interaction.
April 26, 2017