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I am going to say something that I didn’t think was controversial, but I have come to appreciate that some will strongly disagree. There are market experts that will insist that you must build a complex and multi-pronged approach to achieve your goal.  If you have the capacity to do this, you absolutely should!  For the most part, you likely have insurer and tech partners...

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Disruption is nothing new, you’ve seen it before. Companies today have two choices: evolve with technology or go extinct. This certainly holds true for the insurance industry where emerging insurance technology is putting pressure on many in the industry who are slow to adapt. As you can see from the timeline above, this isn't exactly new. And in case you don’t think it could happen to you,...

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Ugh….not another article on eSignatures ….. I hear you… but here’s the thing. In today’s world where we demand everything to be done as quickly and efficiently as possible, does it make any sense that the adoption rate of technology in insurance brokerages would be so low? I would say it does not. Yes, I know right now you are thinking about your clients that prefer to...

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Many opportunities present themselves to businesses at Valentine's. The one I have chosen to address today is retention. Don't we all say that we do care about our customers, we care about our employees and their families, we care about business opportunities, we care about our community and the list goes on? They are all very important but one is often forgotten; Retention. I have been in...

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Posted on January 11, 2017 by Phyllis Gilman in Customer Service, Vertafore   With 2017 kicked off, one of the things you'll inevitably start to hear about is New Year's resolutions. As we all know, the easiest thing about resolutions is making them. The difficult part is actually sticking to them. One helpful way to think about your New Year’s resolution this year is to think about it as...

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A million years ago when I transitioned from Underwriter to Insurer Marketing Rep, a wise old Commercial Lines Manager said to me "The road is exhausting. If you're not careful, you'll be burnt out within a year." I scoffed at him, no way would that happen to me. Being in my mid-twenties I knew everything. With a territory of Toronto to Ottawa and everything north I...

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  As a BMS (Broker Management System) provider, we know that providing an excellent client experience does not simply come from providing you with helpful technology. Although that is the tangible impact, it is so much more than that. As a broker, it is not just a friendly transaction or a better price. It comes as a result of understanding your customer’s expectations and then putting the...

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  Welcome to 2017! This is the year we're all going to be smarter, richer and thinner. I know, we've all made the same promises before, but this year we mean it! Okay, the thinner part is all on you, but the smarter and richer parts, that's something we can work on as an industry. Here are my top 3 suggested resolutions to help you get there: 1. Real...

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Christmas The word conjures up a whole range of emotions. Memories of Christmases past, perhaps both happy and sad. Stress, thinking about the long list of things still to be done. Laughter, as we share greetings with co-workers and friends. Frustration, as we struggle to balance it all. Likely your mind is racing right now with a host of thoughts. It’s been a busy year, working hard,...

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