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Admin Tech

4 min read

Unleashing Growth: The 🎨 Art 🖼️ of Conducting Year-End Reviews

Unleashing Growth: The 🎨 Art 🖼️ of Conducting Year-End Reviews by Crystal Temple A few weeks ago, we posted a year-end checklist that included...

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3 min read

The Exodus of Expertise – A Strategy for Documenting and Safeguarding Your Company’s Specialized Knowledge

The Exodus of Expertise – A Strategy for Documenting and Safeguarding Your Company’s Specialized Knowledge by Joseph D'Souza Pretty much every...

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2 min read

Profiles in Risk: E448 – From Conversation to Clarity; How RiskAdvisor Helps Personal Lines Insurance Agents With Guided Client Interviews To Create Seamless Single Entry Placement Processes

Profiles in Risk: E448 – From Conversation to Clarity; How RiskAdvisor Helps Personal Lines Insurance Agents With Guided Client Interviews To Create...

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13 min read

P&C Policy Admin Systems- Take Data In, Do Things, Spit Stuff Out (Part 3 of 3)

P&C Policy Admin Systems- Take Data In, Do Things, Spit Stuff Out (Part 3 of 3) by Luke Magnan (editor’s note – this is the final of a series on P&C...

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10 min read

P&C Policy Admin Systems- Take Data In, Do Things, Spit Stuff Out (Part 2)

P&C Policy Admin Systems- Take Data In, Do Things, Spit Stuff Out (Part 2) by Luke Magnan (editor’s note – this is part 2 of a series on P&C Policy...

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7 min read

P&C Policy Admin Systems- Take Data In, Do Things, Spit Stuff Out (Part 1)

P&C Policy Admin Systems- Take Data In, Do Things, Spit Stuff Out (Part 1) by Luke Magnan (editor’s note – this is part 1 of a series on P&C Policy...

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