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Resource Center

White Paper
Sponsored by Canon Business Process Services
Insurance Best Practices: Leverage a Shared-Services Model for Savings
To get out of silos and move your business forward, you may want to consider a shared-services model. Discover how it could revolutionize your day-to-day operations.

Checklist
Sponsored by KPA
Use the Dentist Approach to Build Your Insurance Business
While most people don’t enjoy going to the dentist, the way dentists typically approach their patient relationships can offer valuable guidance for your client interactions.

Checklist
Sponsored by KPA
Risk Management Checklist: Are You Helping Clients Navigate Their Critical Areas of Risk?
Use this tool to keep track of all the areas of risk your clients might be exposed to and ensure you’re helping cover them all.
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