Manual accounts receivable processes had been waning for years before the COVID-19 pandemic sent automation of AR into high gear. Now labor market pressures and climbing input prices are forcing CFOs to work even smarter to make their operations more e…
Quote creation is one of the most important processes within commercial insurance yet quoting remains inefficient for much of the industry. The reason for this is a broad lack of digitalization with commercial brokers continuing to issue manual quote r…
Determining where to invest technology budgets presents a conundrum for insurers: shore up incumbent core systems with expensive upgrades or invest in insurtechs? In order to join digital insurance ecosystems and truly become customer-centric, insurers…
Most property and casualty insurers are dedicating their resources into modernizing their legacy systems these days, however this incremental approach is holding the industry back. But there is a disruptive innovation strategy called greenfield. The pu…
Commercial insurance brokers and agents have a great deal on their plate and limited time to handle it all. You and your staff must juggle large volumes of communication and data while keeping up with demands for more placements. Gathering up-to-date d…
The recent spike in inflation has many of your clients asking if it’s here to stay and what to do about it. While a modest level of inflation is good for the economy, this is much more. It’s possible the recent jump will eventually decelera…
U.S. bank stocks fell dramatically in early 2020 as investors feared economic lockdowns would weaken banks’ loan portfolios as COVID-19 spread across the globe. The potential for losses led investors to flee the market segment. Yet 18 months late…
Use this guide to help you take the first steps to strengthening alignment across marketing and fundraising, starting with establishing common goals, processes, and tactics powered by a unified view of constituent data shared between the two teams. The…
Many investors tend to focus on bank loans only when there is a broad consensus about the Federal Reserve raising interest rates in the short term. However, loans don’t just perform well under those conditions. Knowing that loans historically per…
While stock values have continued to advance in recent months, the positive impact of several key drivers has started to diminish. This indicates a possibility that some of the tailwinds might peak soon. The changing economic environment could soon tem…
