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Harvard Business Review
How to handle grieving clients
September 5, 2018 by Jason ContantBrokers are used to responding to clients’ questions about their insurance needs, but are they always able to effectively handle grieving customers? The million-dollar question is how to ensure brokers are building enduring and caring customer relationships, while also protecting…
How to bring adult children back into the family brokerage
July 25, 2018 by Jason ContantFor brokerages considering succession planning, allowing the next generation to “find their own path in the world and then successfully boomerang back into roles in the family business is critical to the future” of the business, according to a new…
Building an innovative culture? Here are two pitfalls to avoid…
June 29, 2018 by David GambrillCompanies often make two common blunders when they seek to disrupt themselves. First, some talk about hiring a bunch of “intrapreneurs” – creative geniuses who break all the rules and swim against the corporate tide – and then silo them…
Skip the industry cocktail mixers. Here’s a better way to network.
May 15, 2018 by David GambrillTired of attending yet another insurance industry cocktail event, idly stirring your drink with a swizzle stick and talking to everyone you already know? Go ahead and skip that schmooze-fest. There’s a better way to meet new people. High-stakes shared…
How IT developers will change the way you do business
May 6, 2018 by Jason ContantA daring group of developers came up with a new approach to technology development 17 years ago, dubbed ‘agile.’ The process grew popular in the startup world; it was soon embraced by mainstream leaders around the globe, including by those…