Brokerage Management
839 whitepapers and resources
Brokerage Management
New ways of working in HNW
The high net worth (HNW) sector faces unique challenges in 2022. This article explains what the future could hold for brokers.
Mental health in insurance toolkit
Insurance Age has teamed up with Mental Health in Business to bring the broker space a clear set of advice about maintaining good mental health amid a time of stress and uncertainty.
Complying with CASS rules in the insurance industry
The FCA spotlight has turned to the insurance sector, focusing on CASS 5 obligations and client money calculations. This paper explores the key CASS 5 requirements, as outlined in the FCA’s handbook and other CASS regulations that affect firms operating within the insurance sector.
Top five insurance KPIs to track agent performance
To help insurance companies gain a holistic view of their agents, this blog highlights the top five insurance KPIs to use to track their performance.
Broking success: RAW Insurance
Directors Stephen Ward and Ryan Roberts talk to Insurance Age about RAW Insurance’s genesis, things they would have done differently and plans for expansion across Cumbria.
Exploring the implicit impact of distribution channel M&A on insurers
The high volume of distribution channel M&A transactions among brokers, MGAs, aggregators, and other producers has been a driving force of change for the insurance industry. This white paper focuses on the importance of distribution channel M&A transactions for insurance companies.
Better business - broking success: New MD, same service
Becky Morris tells Insurance Age all about BQI Group, her transition to MD, and the company’s plans for growth. Topics covered: proactive claims cleansing; providing a high level of client service; non-transactional advice; the importance of staying in touch with clients.
Broker Intelligence from LexisNexis Risk Solutions
Broker Intelligence is a suite of solutions that offer an array of data attributes that are designed to help brokers better assess a consumer’s risk and price them more accurately. Download this content to find out more.
Broker training survey report
Brokerages of all sizes can reap the benefits of staff training. Based on the results of a recent Broker Training Survey, this report sheds light on how staff training, alongside improved employee benefits and wellbeing, can lead to a happier workforce, greater staff retention and business growth.
In-depth: The data revolution
Data is transforming how insurance brokers conduct business. This in-depth investigates how data is reshaping the commercial lines market, why information is vital for convincing providers to back a scheme, and how brokers can apply data enrichment and verification to the SME market.