Today, technology is at the heart of nearly every insurance brokerage.  Brokers rely heavily on a range of systems, allowing them to organize operations, manage client data, attract new customers, and work more efficiently. While your current technology may have served you well in the past, new advances emerge seemingly

The world of insurance is incredibly traditional. At times, this is a good thing. Independent brokerages believe in the personal touch, forging deep, lasting relationships with clients. But, in other ways, relying on what’s tried and true is a hindrance, especially when it involves a lack of digitalization. Many brokerages

In many ways, technology is a boon for the  insurance industry. It has allowed  brokers to continue providing coverage to their clients as brokerages have adopted a new hybrid remote work strategy.  But with technology comes risk. Ne’er-do-wells are lurking behind every virtual corner. And, without proper security awareness and

We’ve all had them. Chronic late payers. Clients who violate your payment terms can wreak havoc with your brokerage’s cash flow.   Add to that the reality of COVID-19. It’s anything but business as usual. This makes it more important than ever to rev up your payment collection and make

Standing out as a brokerage can be surprisingly challenging. While you may not think that your website is a crucial part of that equation, that genuinely isn’t the case. To put it simply, without a strong website for your brokerage, you are missing out on opportunities. If you are wondering