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March 31, 2026

In This Issue

In This Issue

4 tips to build better customer relationships using intelligent CRM

March 2, 2020 California Broker Magazine

Intelligent Customer Relationship Managercan take your business to the next level  By Adam Edmonds Every business and industry has different needs and, in the age of the customer, you need a customer relationship manager (CRM) […]

In This Issue

Complexities in the Healthcare System Create Opportunities for Brokers

March 2, 2020 California Broker Magazine

Take a look at clinical advocacy programs  After what she thought was a routine mammogram, Wanda Jones (pseudonym) got the call women dread. She had a spot on her right breast, and it was cancer. […]

In This Issue

2020 and beyond: why it’s vital that insurers embrace AI-driven CX

February 1, 2020 California Broker Magazine

By Mia Papanicolaou When it comes to insurance, the use of artificial intelligence (AI) to determine premiums, assist with fraud detection, and speed up claims processing is becoming far more commonplace. Less well regarded, but […]

In This Issue

Boosting employee benefits with legal and identity theft plans

February 1, 2020 California Broker Magazine

By Emily B. Rose In the last decade, the competitiveness of the job market has increased with recent college graduates entering the workforce and tenured employees pushing back retirement. This trend has employers searching for […]

In This Issue

Transparency in Vision Benefits: How to Overcome Four Common Pain Points

February 1, 2020 California Broker Magazine

By Jesseca Oscar As head of Human Resources for an organization that is in the business of health care benefits, I see every day how important health care transparency is for employees. I expect it […]

Robert C. Love
In This Issue

Workplace Compliance Trends for 2020

February 1, 2020 California Broker Magazine

By Robert C. Love The business world is never static, is it? It is constantly evolving to accommodate the changing world in which we live. At the forefront of that evolution in the insurance segment […]

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