Managing Your Practice

Most Popular Software

While the broker management system (BMS) is the most essential piece of software in the brokerage technology arsenal, there are a few other software programs that help to ease broker workflows.

PC Financial: A case study in credit score confusion

On its website, PC Financial offers a quote generator that provides the lowest price available from its carrier partners–The Dominion of Canada Insurance Co., Aviva …

Feds investigating credit score mishandling

Concerns about insurance companies using credit scores improperly have reached the federal government.

Driving Home Education

Ontario’s new auto product reforms are a reminder that a broker’s value-add proposition is the expertise and advice they can offer their client.

Start the Conversation

These amendments are beneficial because you are given an opportunity to help your clients.

Get Educated, Get Personal

When it comes to marketing, it’s hard for brokers to compete against direct writers with billion-dollar marketing budgets. Yet, brokers are still the top distribution choice for many consumers.

Building on a Business

Company: Guardian Risk Managers
President: Kevin McIntyre
Year Founded: 2006
# of Employees: 6
Status: Private company.
The company wrote less than $10 million in premiums in 2009.
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Beginnings: Guardian Risk …

Difficult Disclosure

In recent years, the industry has witnessed more than one incident involving compromised consumer data.

Keeping Clients (A Cautionary Tale)

Bosh Balderdash. He is the president and top producer of Balderdash Insurance & Financial, arguably the most successful brokerage in the Beguile region. His secret? …

Prepping Small Business Clients for Storm Season

Prepping Small Business Clients for Storm Season

Keeping clients going post-disaster means planning now.

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Transcontinental Media G.P.