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ATTRACTING YOUTH
The Portal Insurance team in front of the USS Alabama at Battleship Memorial Park in Mobile, Alabama. Tech allows the people at this Alabama agency to spend more time with customers By Dennis H. Pillsbury Photography by Arturo Paulino “It sounds simple. You just need to hire great people and give them the tools they […]

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SOLVING INSURANCE TRAINING’S COSTLIEST PROBLEM
Total CSR’s onboarding and training platform speeds up the learning process with a focus on retaining coverage knowledge and information By Christopher W. Cook Before stumbling through the front door of the Rough Notes Company, I spent a dozen years in the food service industry. While I waited tables at a handful of establishments during […]

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LESSONS IN MODERNIZATION
Addressing technology, governance, and growth issues identified in agent and broker survey By Brooke Liu Few areas invite more questions—or offer more opportunities for learning—than technology. MarshBerry’s 2026 Technology & Governance Report examines how firms are approaching key issues including AI, data and analytics, cybersecurity, leadership and governance, perpetuatio...

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Danger Ahead: Homeowner Special Provisions Endorsements
Examples of how carrier endorsements can alter coverage under the radar [I]t’s important we take the time to read and understand what might be buried in special provisions endorsements … as well as take the time to communicate potential pitfalls to our clients. By Marc McNulty, CIC, CRM It wasn’t too long ago when Homeowner […]

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PURPOSE-BUILT EFFICIENCY
Firm’s AI-based automation workspace designed to eliminate manual processes and improve workflow By Lori Widmer When an industry has an ages-old issue of too many manual processes, it’s always exciting when someone develops technology to address that issue. Yet the issue of reading insurance documents and extracting the right data remained a tedious part of […]

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