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The Technology of Transformation

Clearly the insurance industry is ripe for some major changes. If you look back over the last five to seven years, there has been an InsurTech and Fintech explosion. Here’s how Brokers International is helping professionals navigate that landscape.

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Mentorship, Personal Branding and Sales Tips That Work

I think one of the weakest links in the sales process for most agents is follow-up. As a salesperson, we make assumptions about our customers and act on those assumptions without asking people what they need or want. But if you don’t call your customers, someone else will.

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Reflecting on Five Years with Brokers International

After five years at Brokers International, what have I come to appreciate the most? The people, the programs, our business model … I could go on and on! In fact, I do!

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My Industry Chat with Terry McGrath – Using Media to Solve Business Problems

Here’s a taste of what my interview with Terry covered: “Frankly, a lot of data is dirty. Everybody thinks data is the solution and the nirvana and therefore they can drop basic best practices of really doing advertising correctly. It’s really stimulated short-term-itis for many companies. Data is an important variable not the only variable.”

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My Industry Chat with Nick Gerhart — Embracing a Changing Industry and Adding Great Value

In the FinTech and InsureTech innovation space, how do you regulate innovation? Will there be debates on what insurance is in the future? What it is and who regulates it may actually be a policy debate in the future.

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Focus on InsurTech: Looking ahead and embracing disruption. My Industry Chat With Mike Kalen

I recently had an interesting conversation with my former colleague Mike Kalen, CEO of Covr Financial Technologies. Mike is a frequent speaker on InsurTech and FinTech innovation and has extensive experience as a leader in the insurance and financial services industry.

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The Benefits of Starting a Mentorship Program

A mentor is a helping hand, offering quality advice that’s honest and constructive. In other words, they share knowledge and provide a perspective you may not have, and can be a powerful and trustworthy resource.

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Save the Millennials (From Savings)

A study found that 66% of the millennials surveyed are more confident using savings accounts than workplace retirement plans, tax-advantaged plans, or real estate.

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My Industry Chat with Alex Weil, Managing Director, SenaHill Partners

I recently enjoyed the opportunity to sit down with Managing Director Alex Weil, of SenaHill, a merchant and investment bank connecting the dots between global financial institutions and financial technology entrepreneurs, to discuss FinTech innovation and the impact of changes in our industry.

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Making Insurance and Annuities Fun: My Industry Chat with Sheryl Moore

I was delighted to sit down with Sheryl Moore, president and CEO of Moore Market Intelligence and Wink, Inc. Annuities and Life Insurance Consulting. Sheryl and her team have a superior reputation and their competitive intelligence tools are essential for the insurance industry.

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