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A spate of advances in databases, data processing, analytics and tools addressing the user experience as well as the application of artificial intelligence will free up much of the time now required by unproductive manual processes. This will allow the…
We are pleased to invite you to Barron’s and UBS’s upcoming event Serious About Sustainable Investing Live Q+A on November 9th at 9am EST. Whether for yourself or your clients, you’ll learn to evaluate opportunities for sustainable investing, how…
Member experience is a top priority for your CU. Credit Union Home Mortgage Solutions (CUHMS), a credit union service organization that provides mortgage services to 117,000+ members, identified the mortgage closing as the biggest area where they could…
Many agencies still operate in outdated and inefficient ways. Too much time is spent running after clients who don’t want or need your insurance products, and not enough time is spent planning and implementing marketing and sales practices that r…
A great way to keep yourself motivated, especially during tough times, is to be reminded of why you do what you do, the positive impact your efforts have on others, and how to stay resilient. Insurance sales success takes dedication, passion, hard w…
“Most people don’t know they have coverage for a drone and even for damage caused by meteors,” Insurance Information Institute Spokeswoman Loretta Worters says in a recent Consumer Reports article. The article goes on t…
Employers are rightfully concerned about employee health, safety and welfare in light of the global spread of coronavirus disease (COVID-19). It’s important for commercial insurance agents, brokers and risk managers to get in front of the current…
Identify any weaknesses or ways to improve going forward. This is also a good time to assess company expenses and payroll. Significant crises create significant change, and by taking the time to review your business and its response, you are preparing …
Multifamily might seem to be an easy asset class in which to make your mark. After all, it is characterized by low vacancy rates, strong and unrelenting demand and, in many markets, a steady but not overly saturated supply. But don’t be deceived,…
