Policy Workflow Management

M&A Deals Begin with Messaging
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
Optimizing Agencies for Higher Growth and Valuation
Brokerage Ops Optimizing Agencies for Higher Growth and Valuation
Q&A with Dan Epstein, CEO, ReSource Pro
Sponsored By Resource Pro October 1, 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
AI Reads the Fine Print 
Industry AI Reads the Fine Print 
Q&A with Lisa Paul, Chief Strategy Officer, Transportation, Hub International.
September 27, 2023
Tech Investor
Brokerage Ops Tech Investor
Q&A with Greg Williams, Co-Founder and CEO, Acrisure
March 31, 2021
A Breakdown of Lloyd's Blueprint Two Yields Some Hope
Industry A Breakdown of Lloyd's Blueprint Two Yields Some Hope
Here's where it stands.
November 30, 2020
You Go First
Brokerage Ops You Go First
Industry players are working in tandem so information can flow seamlessly throug...
September 24, 2020
Open Architecture
Brokerage Ops Open Architecture
Seamless, integrated technology relies on the ability of systems to communicate ...
July 16, 2020
A Journey in Cognitive AI
Brokerage Ops A Journey in Cognitive AI
CogniSure reimagines the way the world views policy checking in insurance.
July 14, 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