Best Practices for Utilizing AI in Insurance
In this episode of Alliance Insights, William Hold, CRM, CISR sits down with Robin Spaulding, CPCU, AIC, Head of Insurance at Roots, to explore how
Preparing for you…
In this episode of Alliance Insights, William Hold, CRM, CISR sits down with Robin Spaulding, CPCU, AIC, Head of Insurance at Roots, to explore how
Part 1 of 3: The Insurance Agent’s Guide to Building a Sustainable Client-Attraction System Part 2 Part 3 Let’s be honest: most insurance marketing doesn’t
Part 2 of 3: The Insurance Agent’s Guide to Building a Sustainable Client-Attraction System Part 1 Part 3 In Part 1 of this series, we
Part 3 of 3: The Insurance Agent’s Guide to Building a Sustainable Client-Attraction System Part 1 Part 2 In Part 1, we established the foundation:
Charlie Matejowsky’s path to becoming a respected educator in the insurance and financial services world began long before he ever stepped into a classroom of industry professionals.
Welcome to Episode 1 of Lessons in Failure; launching on April Fools’ Day, which feels wildly appropriate for a show about mistakes, missteps, and the moments
The insurance industry is undergoing a wave of transformation—driven by rapid advances in AI, a surge of new technology vendors, and a shifting dynamic between
A farmer’s garage burns down. He calls his insurance agent that morning to report the loss. The agent makes the initial first notice of loss
The 2026 Distinguished Faculty Award honorees are:
Dr. John Bratton, CIC, CPCU, ASLI, ARM
Chuck Hembree, CIC, CRM
Allen Messer, CIC, CPCU
Rich Rudolph, CPCU, ARM, APA, ARP, AIAF, AAM
Cathy Trischan, CIC, CRM, CPCU, ARM, AAI, AU, CRIS, MLIS, TRIP
