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Insurance Trends, Ideas, & Analysis From Insurance Nerds

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group of businesspeople sitting around a table full of printed reports

3 min read

Incentive Programs Part 2: Calculating ROI and How to Maximize Returns

Return on investment isn’t just a buzzword- it’s a requirement. The insurance landscape is competitive and while companies understand the value of rewarding agents, they must also prove that value to justify programs and ongoing investment. Creative...

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1 min read

Telling You, Story: Legacy, Money, and the Power of Conversation

In this episode of The Get Ready Money Podcast, I’m joined by Kerri Fernsworth—advisor, storyteller, and legacy planning advocate—to explore how...

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2 min read

Making A Real Impact on Philanthropy - The Get Ready Money Podcast with Tony Steuer

In this episode, I’m joined by Donna Bandelloni and Dien Yuen—two trailblazers in the world of philanthropy. We explore the evolving intersection of...

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2 min read

Transforming Policyholder Communication: A Guide to Modern Insurance Engagement

The way insurance companies communicate with their policyholders is changing fast. Gone are the days when interactions were limited to policy...

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hand moving blocks that read Employee Incentives on a purple background

2 min read

Top Five Best Practices for Building Effective Incentive Programs

Incentive programs have long been a staple in the insurance industry thanks to their effectiveness. However, whether it's driving sales for a...

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5 min read

AI 101: A Guide to Understanding Artificial Intelligence (AI) in Claims

By: Sean Eldridge, Maggi Wettstein, and Kieran Wilcox It’s impossible in today’s day and age to not think of AI when you think of technology. AI is...

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1 min read

Protecting Our Parents: Rethinking Elder Fraud Protection - The Get Ready! Money Podcast with Tony Steuer

On this episode of The Get Ready Money Podcast, I’m joined by Walt Laskos, podcaster and Elder Fraud Prevention Advocate. Walt and I dive into the...

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image of a man and a woman in an office both looking at an open laptop on a table

3 min read

Virtual Events in a Handshake Industry: Turning Screens into Revenue

Insurance may be digitizing at record speed, yet it is still a handshake business. Careers grow through coffee chats, quiet breakfast meetings, and...

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2 min read

AI-Powered Customer Validation: Revolutionizing SMB Marketing Strategies

This is a guest article from Dani Kimble - you may find her HERE TL;DR: Stop making expensive assumptions about what customers want Build quick...

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1 min read

How To Analyze Life Insurance - The Get Ready! Podcast with Tony Steuer

On this episode of The Get Ready Money Podcast, I spoke with Steven Zeiger, Managing Director at KB Financial and Veralytic, about changing the way...

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