Client Service

The First Mile vs. The Last Mile
Brokerage Ops The First Mile vs. The Last Mile
Targeted investment in client outreach versus an incoming freshmen or JV squad i...
February 28, 2017
Customer for Life
Brokerage Ops Customer for Life
My own journey through the claims process.
February 27, 2017
How JUST Are You?
Industry How JUST Are You?
JUST Capital ranks the insurance industry.
February 24, 2017
Listen Up!
Brokerage Ops Listen Up!
If you know what you are doing, being engaged, empathetic and a good listener wi...
October 26, 2016
Is Autopilot the Answer?
Industry Is Autopilot the Answer?
Robo advisors open up 401(k) options for smaller-group business.
October 26, 2016
Government Love Letters
Industry Government Love Letters
If your clients are receiving marketplace employee subsidy eligibility letters, ...
August 28, 2016
Time to Deliver
Brokerage Ops Time to Deliver
Prep for future disruption by fulfilling our traditional promise.
May 4, 2016
Personalized Assurance
Industry Personalized Assurance
Brokers and carriers are facing a world of socially driven, customized buying.
May 2, 2016
Through a Glass Darkly
Brokerage Ops Through a Glass Darkly
How your clients view you isn’t necessarily how you view yourself. Which begs ...
October 24, 2015
Tailor Made
Industry Tailor Made
XL Catlin’s London connection enables it to customize all sizes of specialty l...
Sponsored By XL Catlin September 24, 2015