Insurance

Blog Category
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By Phil Anderson | Account Executive Accounting AEC Architecture Consulting Customer Relationship Management (CRM) Finance Insurance Legal M&A Revenue Acceleration Tech Industry

19 Jul: How Your Firm Can Clean Up Dirty Data without CRM

Customer Relationship Management software (CRM) is a standard tool in most businesses’ tech stack, but have you ever wondered if it’s possible to clean up dirty data without CRM?

Dirty data is a challenge for every business, big and small. But let’s face it, while CRM is the go-to solution for cleaning up dirty data, it isn’t for everybody. 

The good news is yes, as a matter of fact, your firm can clean up dirty data without CRM. 

CRM are not one-size-fits all

After a bit of research, many small-to-medium-sized professional services firms—legal, accounting, consulting, staffing and recruiting, and the…

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By Christian Grandy Automation Business Business Development Customer Relationship Management (CRM) Digital Transformation Enterprise Relationship Management ERM Insurance Marketing Relationship Intelligence Sales

09 Jul: Digital Transformation in Insurance: How to Pull Away from the Pack

Are you a leader or are you a follower? Over the past few years, insurance giants have pulled ahead in their digital transformation efforts, rolling out new features that improve the customer experience, optimize back-end efficiencies, and create a framework for ongoing innovation.

The stakes around digital transformation are high and choosing to hold may affect a company’s long-term solvency. In fact, 44 percent of insurance leaders think that, in the future, “most existing insurers will not survive, at least in their current form.”

Even if you’re lagging behind, it’s not too late for your firm to break…

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By Christian Grandy Business Development Customer Relationship Management (CRM) Enterprise Relationship Management Insurance Insurance Brokerages Relationship Intelligence Warm Introductions

28 May: Break Through the Five Barriers to Insurance Brokerage Success with Enterprise Relationship Management

The climate within the insurance brokerage business is undergoing a significant transformation. And those who don’t evolve risk being left behind. Experts predict that brokers at the forefront of technology will have the greatest success, and I am inclined to agree.
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Read on to learn more about today’s top five barriers between insurance brokerages and success in this shifting marketplace. And find out how a new wave of innovative technology, enterprise relationship management (ERM), can help your firm break through.

1. Speed of technological change, digital disruption

Machine learning and artificial intelligence, once science fiction, are…

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