Brokerage Management
836 whitepapers and resources
Brokerage Management
The importance of a good net promoter score for insurance brokers
How can insurance brokers measure customer retention? One tried-and-tested metric is the Net Promoter Score (NPS). This content highlights how a NPS allows brokers to get an immediate sense of where specific customers align in terms of brand loyalty and the opportunities to ramp up retention.
FCA report on insurance for multi-occupancy buildings
Following the Grenfell tragedy, the cost of buildings insurance to residential leaseholders and other property owners of multi-occupancy buildings has increased. This report examines the causes of those increases and sets out a range of recommendations and potential remedies to address the issues.
Show vulnerable clients that insurers care
As the cost-of-living crisis takes its toll on consumers, Covéa’s Vicki Heslop discusses why the insurance industry must be able to signpost how it can help before a crisis point is reached.
Welcoming greater broker involvement with loss adjusters
The claim is the moment of truth, the sole reason anyone buys an insurance policy. David Ross, executive director, Chartered Institute of Loss Adjusters, discusses the drive to have the majority of members achieve chartered status and why brokers are working their way into the world of claims.
Broker Week: Evolving insurance business models
The insurance industry’s business models are changing fast due to the relentless march of technology, new market routes and modern distribution methods. How can brokers keep ahead of the curve to keep current business models from becoming obsolete? Download this article to find out more.
Audiobook: Driving innovation in the digital ecosystem of insurance
Listen to this audiobook to learn how plugging into a digital insurance ecosystem and embracing technology trends helps brokers make doing business simpler, more intelligent, more productive, and valuable.
Building trust: A fine balancing act
Faced with customers expecting easy, seamless digital access but amid rising levels of cyber-crime, brokers need to balance security with convenience. As part of Broker Week, this article looks at what brokers can do to ensure trust remains at the heart of their customer proposition.
Five reasons why your brokerage should be digital
For those who seize the opportunity of digital transformation, a substantial reward awaits. Designed for broker leaders, this eBook sheds light on five key areas of business value that a digital brokerage brings to your customers, your employees and your key stakeholders.
Broker Week: Meeting customer needs in a changing market
As inflation and the cost-of-living crisis bite, insurance customers are more likely to shop around for more competitive deals but also face the risk of underinsurance. This article explores how digital transformation is helping brokers, large and small, meet customer needs in the current market.
Customer experience case study: Wentworth Alexander
To provide its customers with the digital experience they expect, Wentworth Alexander decided to ditch the paper and modernise processes. This video case study highlights how the brokerage leveraged Applied Epic and its suite of integrated cloud-based products to meet its clients’ digital needs.