Vol 24, Issue 5 | 2024

Broker Roundtable | Marketing Mix

Claude Miron—Partner & Account Executive, Scrivens Insurance and Financial Services & Whitney Davies—Corporate Brand Manager, Youngs Insurance Brokers

There’s no one way to market a brokerage. Client demographics, goals, budgets and capabilities all play a role in figuring out the best strategy…

Reclaiming Client Experience

Dave Bertolin—Managing Director & Principal Broker, Brokers Trust Insurance Group & Steven Cameron—Head of Claims Services, Brokers Trust Insurance Group

In 2015, Brokers Trust noticed an uptick in the number of complaints from clients specifically generated by the claims process. After brainstorming solutions…

 

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VOLUME 24 | ISSUE 1