Brokerage Management
839 whitepapers and resources
Brokerage Management
Automated bordereau reconciliations and financial controls
Brokers and insurers have highly complex bespoke relationships. These result in unique financial control processes to effectively manage financial operations. This content highlights how AutoRek can aggregate the multiple data sources involved in bordereau reconciliations.
Tough conversations with clients
When a broker arrives to discuss insurance renewals it can be sorely tempting to take the ‘easy road’ – try to minimise insurance expenditure and keep a happy client. This article highlights the pitfalls of taking the ‘easy road’ and why the industry should focus on the right claims outcomes.
Covid-19's lasting impact on cover for other diseases
Brokers are concerned that the availability of cover for historically insurable diseases may not return to pre-pandemic levels, having been much reduced as a result of recent exclusions written into policies. This article focuses on Covid-19's lasting impact on cover for other diseases.
What insurance support do smaller brokers need?
Among the hubbub of Broker Expo, AXA Insurance and a selected panel of broker representatives gathered to discuss what smaller brokers are looking for in terms of insurance support within the industry. This article outlines four themes that emerged from the discussion.
Video: The benefits of mediation
In this video, ARAG's Claims Operations Manager, Heather Wilmot, explains why mediation is becoming a more and more popular and effective way to resolve legal disputes, especially since the start of the pandemic.
In-depth: The digital age - An attitude adjustment
For the insurance industry, the pandemic did more than shift conversations online – it shifted the way people want to interact with businesses and buy their products. This content focuses on how the pandemic has accelerated digital adoption for brokers and how the market has changed.
How to choose the right accident management partner
The aftermath of a road traffic accident can be difficult to navigate for businesses of all sizes. This content highlights the benefits of outsourcing this task to a specialist accident management service provider and some key considerations when choosing an accident management provider.
Accelerating change in insurance distribution through technology
With the help of Harvard Business Review Analytic Services, Salesforce surveyed 150 global executives and interviewed subject matter experts to gain insights into how technology and insurtechs are influencing insurance distribution strategies. This whitepaper sheds light on the research findings.
Remote working - what the FCA expects
The FCA has recently published its expectations for remote and hybrid working within regulated businesses - including insurance brokers. This article explores how Financial Conduct Authority rules could impact on home and hybrid working.
Spotlight electric vehicles: Why personal lines brokers should make claims a USP
As the heart of the insurance experience, claims offer real opportunities for forward thinking brokers to steal a march on their rivals. This spotlight focuses on why personal lines brokers should make claims a USP and how brokers can help motor customers transition to electric vehicles.