How Insurance Fits in Financial Management By Ori Ben-Yishai Few financial advisers address clients’ P&C needs—leaving clients exposed to significant gaps in coverage and out-of-pocket costs.
Social Media: Your Top Referral Source By Gregory Bailey Insurance agents and financial advisers who don’t have a strong social media presence could be missing out on a lot of potential business.
Insurance's Flawed Business Model By Steven Schwartz How do we effectively integrate “technology of tomorrow” with “business models of today” and interpret the “culture of yesterday”?
What Comes Next for Mobile Ads? By Gregory Bailey The future doesn't have to be uncertain: Micro-targeted, hyper-local mobile and social media advertising at scale is now possible.
Profiles in the Customer Experience By Mark Breading The experiences show why human intermediaries will be around insurance for a long time in most lines of business.
Key for Hiring Successful Producers By Ann Myhr Here’s a chilling stat on the need for a great onboarding process: For every two producers you hire, only one will pan out.
Expanding Into Commercial Lines By Callan Harrington Independent agents can no longer rely solely on personal lines. Here are three best practices that will help land commercial clients.
Existential Threat to Agents By Mike Manes If we don’t attack the cost problems because we believe nothing can be done, we will lose the agency system as we know it.
Auto Insurance in an Existential Crisis By Stephen Applebaum Alan Demers The 125-year-old, $300 billion U.S. auto insurance industry is caught between runaway inflation and strained consumer wallets.
The Promise of Continuous Underwriting By Bill Deemer Bobby Touran Typically, a risk is underwritten, bound... and forgotten. But new streams of data and automation allow for continuous underwriting.
Convergence and the Insurance Ecosystem By Stephen Applebaum Alan Demers Companies must anticipate the future, innovate beyond their core and transform their capabilities as rapidly as technology allows.
Lemonade's 'Synthetic Agent' Nonsense By Matteo Carbone Desperate for growth, Lemonade produces another howler: A lender receiving a 16% interest rate is presented as a (synthetic) agent.