Best Practices

Resources

• 8 Reasons to Modernize with a Content Services Platform

  From Nuxeo

  Get a strategic decision-making guide to help you weigh the options for replacing or modernizing your enterprise content management (ECM) system.

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• Rising Risk in Public Entity - Ensure Your Clients Are Covered

  From Risk Placement Services

  As the outbreak of the novel coronavirus unfolds around the globe, your clients will look to you for answers on coverage they need to be ready for new risks.

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• Embrace the Future: How to Adapt and Evolve

  From Vertafore

  Get advice on how to find the right carrier-focused tech solutions for your business and avoid costly mistakes.

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• What Every Agency Can Learn from Amazon

  From Vertafore

  Even though Amazon’s business isn’t focused on insurance, its practices impart valuable lessons that can help your agency unlock even more success.

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• 8 Traits of Next Generation Insurers

  From Nuxeo

  Discover how traditional insurers hold themselves back and how to emulate the success of a new generation.

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• Bringing distribution management into the 21st century: How modernizing your system can keep you connected and compliant

  From Vertafore

  A good system should be able to make distribution easier for you and your agents, but do you know what an excellent, modern system looks like?

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• Understanding the Uninsured: 5 Opportunities for Promising Growth

  From Vertafore

  Before you can start closing the insurance gap, you need to know why people are underinsured and where to find them.

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• 5 Big Opportunities for Agency Growth

  From Vertafore

  Discover how to grow and diversify your book of business by filling the protection gap.

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• The Comparative Rater eBook: How to Choose a Rater that Works for Your Agency

  From Vertafore

  Stay ahead of your competitors by using a tool that allows you and your clients to quickly and easily compare different policy options.

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• Unlocking The Potential of Engaged Employees: The Carrier Guide to a Better Business

  From Vertafore

  Filling open spots is tough in the current marketplace. Make sure your company is one that attracts and retains the best.

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• Increasing Your Closing Ratio: Guidelines for Making Your Customer Interactions More Meaningful

  From Vertafore

  Don’t become a victim of outdated data as you try to close new clients. Make sure you have real-time data and lock up business at the speed your customers demand.

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• Agency Guide: 3 Keys to Employee Retention

  From Vertafore

  Learn how embracing technology can prevent employee churn and protect your business.

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• The Comparative Rater eBook: How to Choose a Rater that Works for Your Agency

  From Vertafore

  Stay ahead of your competitors by using a tool that allows you and your clients to quickly and easily compare different policy options.

  Download Resource ›
• The Must-Haves to Make Your Agency Successful

  From Vertafore

  Find out if you have the right strategies in place to help you increase efficiency and productivity, and allow you to accelerate your speed of growth.

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• Fulfilling Requests for Copies of Claim Files Step-by-Step Worksheet

  From ClaimFox

  Use this tool to improve your process, making it more efficient and effective, while keeping sensitive information secure.

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• Write Smarter Business with AI-Driven Aerial Imagery

  From Athenium Analytics

  There is no longer a need for your inspectors to clamber onto roofs of properties to assess condition and risk. Discover a better way to accomplish this task.

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• Tools for the Insurance Industry's Tech-Enabled Future

  From Speech Processing Solutions USA Inc.

  Discover how your adjusters can do their job more effectively and ultimately save your organization money.

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• Best Practices for Increasing Policyholder Retention and Satisfaction

  From Contractor Connection

  Why you need to provide an exceptional end-to-end experience for your policyholders and how to make it happen.

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• 5 Steps to Successfully Fulfill Requests for Copies of Claim Files

  From ClaimFox

  Ensure requests for copies of files don’t suck up all your adjusters’ time. Discover how to implement a process to handle these types of requests more productively.

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• Is Free Aerial Imagery Hurting Your Bottom Line?

  From Athenium Analytics

  When your underwriters use free tools, it may actually be costing you money. Discover why free is not all it’s cracked up to be.

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• Hype or Reality? The State of Artificial Intelligence and Machine Learning in the Insurance Industry

  From LexisNexis Risk Solutions

  Discover how you can get the most out of modern tools and make them work for you and your customers.

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• Top 5 Benefits of Automating Your Claims Audits

  From Athenium Analytics

  Discover how to improve your QA and achieve actionable results with purpose-built automation solutions.

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• 6 Steps to Improve Your Catastrophe Response Plan

  From Athenium Analytics

  Your customers need to know you’re still in control when a disaster strikes. Make sure your disaster management plan covers all the key areas.

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• New Ways to Assess & Score Wildfire Risk

  From Athenium Analytics

  Each year seems to see more costly wildfires. Learn how you can properly identify and assess risk when writing policies.

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• How to Protect Your Portfolio Against Rising Flood Risk

  From Athenium Analytics

  Learn how to use a new risk scoring model to plan for inland flooding as this pervasive threat continues to rise.

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