How Leadership Alignment Boosts Client Retention
A unified vision translates into clear direction, a strong culture, and consistent service.
a month ago
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Turning Mono-Line Accounts into Multi-Line Wins with ReFocus
Each mono-line account is a warm lead for cross-selling additional coverage — home, umbrella, life, commercial, you name it. The challenge? Finding and acting on those opportunities at scale.
2 months ago
Benchmarking is the "Secret Weapon" for Insurance Industry Growth Strategies
We all know what benchmarking is, but how are you implementing it into your business strategy? Comparing operational and financial metrics against industry standards allows brokers and agencies to gain a roadmap to improve performance, close gaps, and seize growth opportunities
3 months ago
Balancing Growth and Retention for Insurance Agencies and Brokers
achieving the right balance between growth and retention is no small feat. The competing goals of expanding premium revenue and securing long-term clients often pull agents and brokers in different directions.
4 months ago
Stop the Spreadsheet Scramble: A Smarter Way to Manage Your Agencies' Renewals
Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute. The result? Missed opportunities, lost revenue, and team burnout
5 months ago
Transforming Policy Servicing for Personal & Commercial Lines with ReFocus
Manual renewal processes cost agencies time and money. Discover how automation can streamline servicing and boost profitability.
6 months ago