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Insurance Trends, Ideas, & Analysis From Insurance Nerds

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1 min read

Rewrite Your Money Story Today - The Get Ready Money Podcast

On this episode of The Get Ready Money Podcast, I spoke with Tokiso “TKay” Nthebe author, speaker and podcast host about changing the way we think about money and changing the script on our relationship with money. In this episode we discussed: 🔹...

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2 min read

Policyholder Communications Management (PCM) in Insurance: A Journey Mapping Approach

In sales and marketing, understanding the buyer’s journey is fundamental. Businesses analyze where prospects stand in their decision-making process,...

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1 min read

These 10 Questions Will Help You Create More Educational Content

This guest content is from Roloff Consulting and appeared HERE One of the biggest challenges in creating educational content is figuring out what to...

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2 min read

Build Your Financial Dream Team - The Get Ready Money Podcast

On this episode of The Get Ready Money Podcast, I spoke with Alissa Maizes, Julie Pinkerton and Maxwell Schmitz about building your financial dream...

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4 min read

PDFs to Polished Data: The Hidden Costs of Manual Data Entry

Picture a junior underwriter spending two hours re-keying a 12-page statement of values. Multiply that by 40 accounts a week and all of a sudden you...

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4 min read

Guest Post: Litigation Finance (Litigation Funding) 101

This article first appeared HERE There has been significant press surrounding litigation finance as of late. Particularly, litigation finance has...

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2 min read

Improve Life Insurance Agent Success with Better Training!

On this episode of The Get Ready Money Podcast, I spoke with Derek Notman, Adam Holt and Dick Weber about changing the way we think about life...

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2 min read

Financial Planning For Special Needs Individuals - The Get Ready! Money Podcast

On this episode of The Get Ready Money Podcast, I spoke with Bryan Jepson—Author, Financial Advisor, and Emergency Medicine Physician—about changing...

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hands typing on a computer with code overlayed to represent digital product development and programming

3 min read

Low-Code, Big Impact: Accelerating Digital Transformation in Insurance

The amount that I despise the overuse of corporate jargon and industry buzzwords is complicated by the fact that I use them… a lot. And with that...

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Image of a group of people in an office working around a shared desk with papers spread out over the surface

4 min read

Declined, Out of Appetite? Strategies to Land Coverage for Unconventional Startups

Picture this: One day, you are fielding emails and calls, sipping on your third cup of coffee, when your favorite CFO, Nneka Jones, calls to let you...

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