March 2018

As the opportunities for artificial intelligence (AI) continue to infiltrate almost every business, one vertical that is yet to fully exploit the relevant opportunities is the insurance industry. Despite 85% of insurance executives stating AI would be critical to their business’ future, a survey last year by...

Compliance is becoming a big part of an advisor’s business. For veteran advisors, they may reminisce of a time when there were few requirements other than an advisor report at the back of the application. However, things are changing. As products become more sophisticated, fraud...

In 2016, our predecessors gave feedback on one of the most important parts of the fundraising process, breaking down CareGuide’s seed deck and sharing an investor’s perspective on the good, the bad and the omitted. This week, Christian and I are bringing back the tradition with a submitted...

#MARKETINGMINUTE Unhappy digital experiences make unhappy policyholders. Keeping clients happy is easier said than done, and this is evident in the insurance industry where less than 30% of policyholders are happy with their current plan or insurance company. One of the main reasons consumers are unhappy is...