Resource Center

2020 was a record year for both hurricanes and severe convective storms. To better plan for the cost of natural catastrophes, many insurers are turning to new weather analytics tools and models. On-demand data solutions can integrate analytics directly into claims management systems, underwriting workbenches, and geospatial mapping tools.

Download this white paper now to take a closer look at the risks associated with current climate trends and learn how to better plan for (and mitigate) these risks. The topics discussed include:

• How to better examine environmental factors
• The need to evaluate how climate changes impact every step of the insurance process
• Ways to leverage insurance-focused data solutions
• And more! 

According to experts, weathering and managing the COVID-19 pandemic included 3 key phases – respond, recover, and thrive. At this point, you’ve probably responded and recovered, so now is the time to thrive and grow. To do this, you must look at all the parts of your agency to pinpoint what is working, and what your business has outgrown and is now holding you back.

Download this eBook now to get three key strategies to reduce busy work for your team, giving you more time to close sales and build better relationships with clients. This includes:

• Examples of how to give your staff back time
• Tactics to simplify your business processes
• How to ensure you are where your clients need you to be

Agencies are best positioned for growth when their staff has the time to work with clients, find new business and close sales. Take steps now to make that happen.

Digital transformation was already a priority before, but the pandemic accelerated this trend for insurers. Instead of getting caught in the trap of asking what kind of technology you should invest in next, you should ask: What problem are we trying to solve? The obvious answer is to close more sales and process more claims in less time, but only by looking at it from your unique perspective can you make the right decisions for your organization. 

Access this online eBook now for insights on how you can avoid the mystifying investments many companies make and embrace digital transformation that makes a big impact customers can see. You will learn:

• How to keep customers from filling out lots of information, only to be faced with more steps
• Ways you can keep your tools from creating stifling silos
• 6 ways to improve your workflow to get more completed sales
• 4 ways to streamline the claims process for faster completions
• And more… 

The time has come for solutions that simplify, rather than complicate. Discover how to remove obstacles on the path to completion. 

Now more than ever, consumers desire touchless, immersive experiences, but too often, obstacles stand in the way. Now is the time to remove friction and transform your customers’ experiences by making digital an important ingredient to your customer experience strategy. This includes reducing customer effort when filing a claim, talking to an insurance representative, or receiving a check for repairs and damages. It can all be simplified by launching or enhancing your digital channels.

Download this eBook now for a deep dive into how digitally transforming your organization can make a meaningful impact on your business. You will discover:

• 6 ways to make it easier for customers to do business with you
• 3 features of a successful mobile app 
• 3 key questions about conversational AI
• 4 crucial factors for web optimization 
• And more… 

As more consumers move to digital tools to meet their needs, it’s helpful to see how this shift plays out in the insurance industry. By understanding how digital customer experience impacts loyalty, you'll gain insights on where to focus to reduce customer attrition among this crucial demographic. 

Download this white paper now to gain meaningful insights from a survey of more than 1,000 insurance customers, with a focus on younger policyholders. You will learn about:

• Satisfaction with insurance providers among the generations – from Gen Z to Baby Boomers 
• How policyholders rate their experiences with insurance companies
• How likely consumers are to switch insurance providers in the next 12 months
• Drivers of switching from one provider to another

Take steps today to design digital experiences that will keep younger generations loyal.

Although businesses often believe that ransomware only targets large companies, in reality, cybercriminals do not only target major companies with deep pockets. Small and medium-sized businesses are frequently being caught in the crosshairs. This means all of your commercial clients could be vulnerable to multimillion-dollar losses and the number of these attacks are only increasing.

Download this white paper now to utilize as a tool for both you and your clients to get a better understanding of changes necessary to prepare for this evolving threat. Topics discussed include:

• What a ransom attack can do
• How to decide if and when to pay the ransom
• The new threats rising related to the COVID-19 pandemic
• The top 5 cybersecurity misconceptions
• And more…

With attacks becoming more brazen, now is the time for clients to take steps to put safeguards in place. 

If your contractor clients are undertaking or supporting a challenging project, they may need your help to secure surety bonds to protect all parties involved. American Gold Star Manor, a retirement community in California, pulled together financing for renovations that included HUD, a local nonprofit developer, and private lenders. This project was three times larger than any project the Ruiz Brothers Construction Company had completed before, and their incumbent surety was hesitant to bond it.

Download this case study to learn how Ruiz Brothers was able to secure $38M in bonding for the project. You will discover how to look at your clients’ large projects from a different angle regardless of the underwriting risks involved.

The insurance industry continues to change in ways that would have been unimaginable before the COVID-19 pandemic. It’s a challenge for insurers to understand how they can leverage these changes to deliver a better customer experience during the claims journey. Get first-hand advice from a roundtable of claims experts that might help you respond to this rapidly evolving landscape.

Download this white paper now to discover why roundtable participants agreed that one silver lining of 2020 was forced transformation, particularly when it comes to the adoption of digital claims processes. The panel also detailed 4 characteristics of a superior claims journey, including:

• The importance of simplicity, transparency, and low effort
• Why you should prioritize smaller changes over larger ones
• How to balance automation with empathy
• Choosing quick wins to deliver ROI

Find out how your organization can implement a winning strategy this year!

After another year of catastrophic weather events, as well as the pandemic, it’s important to consider new ways to support policyholders. Innovation is no longer a “one-day” aspiration, it’s essential, especially when it comes to customer experience. By using out-of-the-box thinking, including 2D, 3D, and AI aerial data, insurers can gain a true understanding of what’s happening on the ground with specific properties, from initial quoting to policy renewal.

Download this industry guide now to discover how aerial imagery and AI-powered insights can transform your operations and provide an unparalleled customer experience, mitigating risk across your entire book of business. Topics discussed include:

• How you can pre-fill vital property data into your critical models 
• Realizing the power of virtual inspections to verify risk with confidence
• Assessing exception business by leveraging the most up-to-date aerial imagery
• How to avoid inspection lapses during the renewal phase
• And more… 

Because the policy lifecycle is at the core of your workflows, it’s crucial you can make decisions with confidence across every stage. Find out how!

Your commercial customers must increasingly adapt to disruptive forces. That means you must be innovative, flexible and ready to adapt to their changing needs so you can deliver exceptional customer experiences while driving greater operational efficiency in your own business. Automated data prefill solutions for commercial customers can help you do all of that.

Access this interactive eBook now to discover how automated data prefill solutions allow you to acquire comprehensive customer data with only minimal input, saving you time and money while avoiding customer friction. You will learn how automated prefill solutions may help you:

• Accelerate the application process 
• Adopt an omni-channel approach to customer service 
• Tap into new markets through cross and up-sell opportunities 
• And more… 

Take steps now to get a more complete view of customers, flex with their needs and make better use of your valuable resources.

Your contractor clients need help to obtain surety bonds to protect all of the parties involved in their projects – but you don’t have to refer them to a specialist! Tap into a profitable, but often overlooked revenue source and become the go-to source for insurance and surety bonds by partnering with a reputable surety company. 

Download this checklist now for 10 smart hacks  you can use, which highlight the importance of:

• Individual marketing
• A focus on goals
• Ways to get your foot in the door
• And more...

Unlock secrets to help boost your surety book of business!

Telematics data is a game-changer because it’s highly predictive of risk based on driving habits. Using behavior insights can increase profitability and improve the customer experience. While including a telematics-based score in your rating plan can improve your ability to more accurately segment driver risk down to the individual level and enable you to price with precision, a rating is only as good as the scoring model you use.

Access this interactive eBook now to learn about a robust and sophisticated scoring model. You will discover four critical factors to help predict risk more accurately using telematics data:

• Factor 1: Does the telematics model leverage robust and credible telematics data? 
• Factor 2: Is the telematics model designed to complement other rating factors?
• Factor 3: Are the telematics attributes ― and overall score ― reasonable and consistent?
• Factor 4: Does the telematics model include coverage-specific performance insights and rating factors?

Creating an effective insurance quality program is one of the most important actions any carrier can take. In principle it’s quite simple – but flawless execution requires an organizational commitment to consistency, transparency and accountability.

Download this white paper for 7 secrets that are key to any successful claims or underwriting quality program - and most importantly, adaptable for any QA program regardless of your business’ size or specialty. These secrets will prompt you to ask:

• In what areas is your current program leading or lagging?
• Do you have any of these 7 secrets already in place?
• Do you need to rethink your entire approach to quality?

Ultimately, your QA program is a living entity that is constantly evolving. Redefine the way your business approaches quality by moving beyond superficial metrics now!

This year, more than ever before, the insurance industry faces an altered landscape of customer and employee needs, behavioral norms, expectations, and requires a shift to digital-first experiences for both customers and employees.

It’s important to prioritize and focus on initiatives that ensure you stay in business and thrive going forward. 

Download this guide for trends, case studies, and best practices for delivering a differentiated customer experience. You will discover:  

• Concrete steps and tactics for improving customer and employee relationships
• Examples of other firms that reduced costs while delivering better services
• Tips for creating a frictionless customer experience and technologies that can help
• And more...

PLUS – Access self-assessment questionnaire to help determine where your organization is at with customer experience!

2020 left an indelible mark on the world and accelerated the pace of change within the property and casualty insurance industry. While it’s hard to know what this year will bring, there are several overarching goals and strategies that are top of mind for insurers as they rise to meet challenges.

Download this eBook for a deep dive into the top 5 imperatives from a survey conducted with global insurance professionals. Topics discussed include success stories and perspectives on how to: 

• Enable digital transformation and adoption
• Deliver an excellent digital buying experience to your customers 
• Achieve sustainable and profitable growth when competition remains high
• Accelerate the launch of new products and services to meet the changing needs of your  customers
• Drive process improvements by identifying roadblocks and eliminating friction points

Even if you’re ready to start building your company’s quality assurance program (or redesigning it), you may not be ready for the realities of the creation process. There will be inevitable questions and setbacks, and your team and technology need to be prepared to shoulder the responsibility of QA success. It takes more than just leadership buy-in to make a QA program work. You must also make sure all stakeholders are ready to be accountable to specific goals.

Download this white paper for 7 key questions you must ask (and answer) before you start creating or redesigning an insurance QA program. This includes:

• Why do you need a QA program and how do you prepare?
• What are the program’s deliverables?
• What do you plan to do with the results?
• How much will it cost?
• And more… 

A good QA program can take your organization to the next level and ensure your customers get what they need. Take steps now to put a QA program in place that will allow you to adapt to changing expectations and succeed.