When businesses first introduced warranties on their products, it was initially thought of as a great way to increase profits. However, over the years where claims have steadily risen, it’s proven to be difficult to manage the warranties manually.  Take a look at how...

If you’re deciding whether to implement a patient management software system, it can be helpful to know what you can expect. Often when hospitals and healthcare institutions introduce new software systems, they can be met with backlash. However, almost instantly this...

The mortgage industry is a highly competitive market and so requires many mortgage brokers to generate their own leads. Lead generation is the process of gaining substantial interest in your products and services to then turn into sales which is vital for business....

For an insurance broker, it can be a challenge to generate your own leads. It can take a lot of time, money and patience to start seeing good results with a steady flow of customers.  To help you achieve success we’ve created a list of 10 effective lead generation...

For many general insurance brokers, an e-trading platform could be the way of the future. E-trading means that both insurers and brokers can exchange information simply and do business remotely. Saving them time, reducing stress and ensuring that all data is accurate...

With a large volume of high-value credit applications to assess and qualify, credit professionals need to ensure they make fast and accurate decisions. Automated credit scoring can have major benefits for some companies and we’re here to inform you of how the process...

Successfully managing customer relationships is, arguably, the most important factor in running a business. Whether your company is primarily focused on consumers or other businesses, it’s always important to organise and stay up to date on conversations with existing...

Mortgages account for a considerable part of the financial services market and in today’s competitive world, being able to stand out from the crowd as a mortgage broker is vital for success. Nowadays, the younger generation wants all processes, even mortgage...

When investing in an insurance tech platform, it is essential that you take the time to find your perfect match. Most quality insurance tech platforms will provide a self-service environment in which to deal with administration of both legacy & new business from...

Financial intermediaries can be essential to striking deals and getting signatures secured. They are crucial in the transfer of funds and can offer valuable insight into the market, which can be beneficial for both investor and borrower. However, if you’re dealing...

If you’re an insurance broker looking to gain more accurate insights, forecasting revenue growth can be at the top of your agenda. Not only will forecasting growth allow you to plan ahead for the future, you’ll be able to offer a better service to your customers if...

Offering a safe and easy solution when paying online is becoming a business essential in the modern world. Whether you are an ecommerce business or not, you’ll need to offer your customers the best payment solutions that protects them from fraud and is convenient to...

There can be no denying that AI is changing the way that business is handled, and that fact stands true in the insurance industry too. Although people often fear that emerging tech like AI is moving too quickly, there are some fantastic benefits that can come from...

Improving your quote to bind ratio in insurance means ensuring that your quotes convert well. That is, having a strong amount of quoted clients who go on to enter into an agreement with you.We’re taking a look at how insurance companies can improve their quote to bind...

Making the most of your sales leads and opportunities is critical to sustain a growing business. The standard solution to managing leads is to introduce a Customer Relations Management (CRM ) System. The choice for CRM systems is endless with varying prices, features...