Cash flow remains the number one killer of businesses today. For too long forecasting the future has been dependent on...
Accounts Receivable is a great example of an area where on the surface the processes can appear simple, but...
When it comes to any sort of sales activity, a large component of time is spent on administrative tasks...
Credit checking your new clients or suppliers is already an essential task to ensure your business is protected, but...
Onboarding a new customer is your first opportunity to make a good impression. When customers interact with you they...
Use of binders is a common practice in the property and casualty industry. An agency’s use of binders is...
Insurers are challenged to grow market share as well as retain profitable business. To do that, they must be...
Whilst automation of the underwriting process can never fully replace the judgment of an underwriter, it has helped to...
Good risk segmentation allows insurers to focus resources and capital on the right business areas. In recent years we...
Document intake is at the core of the insurance landscape. Carriers require a myriad of forms, letters, PDFs, emails...
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