Integrated Services – A Case Study
Our client approached us with a clear need for scalable growth. The sheer size of teams required for their operations made achieving the desired expansion nearly unattainable through in-house hiring […]
Integrated Services – A Case Study
Our client approached us with a clear need for scalable growth. The sheer size of teams required for their operations made achieving the desired expansion nearly unattainable through in-house hiring […]
Full Back Office – A Case Study
Our Client, a Brokerage General Agency based in Seattle, required a flexible back-office solution to address operational challenges. The agency’s six-person team incurred annual payroll expenses of nearly $400,000, while […]
Employee Pooling Processing Centers Achieve ISO 27001:2022 Certification
NASHVILLE, Tenn., July 22, 2024 (Originally Published in Newswire.com) – Employee Pooling, a premier workforce solutions provider for the life and health insurance industry, announced Employee Pooling Resources, Pvt: Ltd.’s successful […]
Rocket Fuel: Maximizing Returns on Your Software & Technology Investments
Rocket Fuel: Maximizing Returns on Your Software & Technology Investments Over the last two decades, the life insurance industry has experienced a surge in technological advancements aimed at streamlining […]
Calling all BGAs, IMOs, and FMOs: How an Intelligent Call Center Can Increase Revenue
Running a Brokerage General Agency, Insurance Marketing Organization, or a Field Marketing Organization means keeping your eye on a preponderance of moving parts. From agent and advisor contracting, commission scheduling, […]
Accountability and Commissions Processing: The Importance of Getting it Right
Processing insurance agent commissions is an onerous task that requires attention to detail, a rich understanding of hierarchies, and persistent quality control. Brokerage General Agencies, Insurance Marketing Organizations, and Carriers […]
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