Insights
Writing for insurance intermediary leadership
Notes on where adviser time actually goes, and on the question worth asking before any of it is automated: which work requires an adviser's time but does not require an adviser's judgement?
AI for insurance advisers: deciding where AI belongs in the workflow
Which parts of an insurance workflow actually need AI, which are better served by conventional software, and what has to be settled before either is introduced.
Read the articleProductivity improvement strategies in insurance broker firms: seven considerations
Seven practical areas insurance broker firms can examine to improve adviser productivity, from client data and document handling to illustration comparison and connected workflows.
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