Jake Williams

Enhance Relationships
June 24, 2025

Enhancing Agent Relationships with a Modern Core System 

Enhancing Agent Relationships with a Modern Core System  For many smaller insurers, agents are more than intermediaries, they’re trusted advisors, local advocates, and essential partners in growth. Deepening these agent relationships isn’t just a strategic advantage, it’s a...
Policy Administration
May 30, 2025

5 Mistakes Smaller Insurers Make When Choosing Their Policy Administration System

5 Mistakes Smaller Insurers Make When Choosing Their Policy Administration System  Choosing a policy administration system is a significant decision for any insurance company, particularly for smaller operations. This system becomes the operational backbone, influencing everything from underwriting...
Data Security (2)
May 8, 2025

Avoid the Breach: 5 Data Security Fundamentals for Smaller Insurers

Avoid the Breach: 5 Data Security Fundamentals for Small Insurers In the complex landscape of modern insurance, data security is no longer an optional add-on; it’s a fundamental necessity. For smaller insurers, handling sensitive policyholder information makes you...
Workers Compensation
April 22, 2025

Workers’ Compensation: A 10-Year Look Back and What We’ve Learned

Workers’ Compensation: A 10-Year Look Back and What We’ve Learned Workers’ compensation insurance, a cornerstone of workplace safety and employee protection, has undergone significant transformations over the last 10 years. Driven by economic shifts, technological advancements, and evolving...
Spring Cleaning
April 9, 2025

An Insurers Guide to Spring Cleaning: Refresh and Renew for Success 

An Insurers Guide to Spring Cleaning: Refresh and Renew for Success  Spring is in the air! It’s a time for renewal, fresh starts, and decluttering – not just your home, but your insurance operation, too. Just like a...
Farm Mutuals
February 19, 2025

Leveling Up: How Farm Mutuals Can Enhance Policyholder Experience with Insurtech 

How Farm Mutuals can Improve Policyholder Experience Farm mutuals, with their deep roots in community and member-ownership, are uniquely positioned to leverage technology to enhance the policyholder experience. By embracing modern solutions, these organizations can not only improve...
2025 Policyholder Experience Blog
January 23, 2025

2025: The Year of Amazing Policyholder Experience 

Great Policyholder Experience: Can it be done? Let’s be honest, “delightful insurance experience” might sound like an oxymoron.  2025 is the time to change that. This year, let’s make it our mission to redefine the policyholder experience, turning...
P&C Trends
January 7, 2025

5 Trends Reshaping the P&C Insurance Landscape

P&C Insurance Evolution: 5 Forces Shaking Things Up  The world of Property & Casualty (P&C) insurance is exploding with change. Forget dusty offices and slow-moving claims – this industry is undergoing a digital evolution fueled by technology, climate...
Improving Policyholder Experience
November 14, 2024

Improving Policyholder Experience: Strategies for Delivering Exceptional Service in the Digital Age 

Improving Policyholder Experience: Strategies for Delivering Exceptional Service in the Digital Age The insurance industry is undergoing a digital transformation, and policyholder experience has become a key differentiator. As customers increasingly expect personalized, convenient, and efficient service, insurers...
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