Sign In
Sign In
Fourth quarter. Two of the most dreaded words in the insurance industry. So many agencies enter the last quarter without a solid game plan leading to account-management frustration and burnout. This week I sit down with Steve Overton, Founder/CEO of Plansight. We dive into this ever-dreaded 4th quarter burnout so many insurance agencies experience, and how automation and simplifying the renewal process can help teams buy back time and happiness.
Recommended Stories
I wish: Benefits advisors share which issues they would tackle with an 'easy button'
More hours in the day, fewer steps in the health care... Brokers share what they would do with a magic wand.
Developing DEI: What can your claims data tell you?
In order to get a handle on racial inequities in health care benefits, researchers used health risk assessments to track claims data.
Join us for an open enrollment Twitter chat
A group of experts will answers questions about the challenges of this year's open enrollment season live on Twitter.
Resource Center
White Paper
Sponsored by ExtensisHR
Broker Guide: How to Market Your Agency Online to Attract More Clients
Improve your online profile to increase your market share.
Report
Sponsored by One Drop
Redefining Well-Being in the Workplace
Taking a new approach to employee well-being can improve your clients’ business.
Report
Sponsored by One Drop
Redefining Well Being in the Workplace
Taking a new approach to employee well-being can improve your business.
BenefitsPRO
Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!
- Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
- Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
- Exclusive discounts on BenefitsPRO.com and ALM events.
Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.