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3 Ways to Get Your Sales Targets on Track

The quarter is about to close and your team is at risk of missing its sales targets—now what? As the adage goes, “Do what you’ve always done and you’ll get what you’ve...

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Property and Casualty CX Trends Lean on Expert Associates

This isn’t your grandfather’s insurance market. Changes in the property and casualty (P&C) insurance landscape are giving businesses new opportunities—and challenges—to...

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How Insurance Companies Can Upend the Customer Experience

Let’s face it: customer-centric experiences have not been a high priority for property and casualty (P&C) insurance companies. However, times have changed. The P&C insurance industry,...

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Four Reasons to Get Comfortable with Financial’s At-Home Associate Service Strategy

Over the years, regulatory reform has led banks to become increasingly transparent, allowing these institutions to meet higher standards of service. But, as the demand for individualized support...

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