Strength: Withstanding force or pressure without failing
With Joel Mullen, founder and owner of Small Goods Gym.
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What to Look for When Choosing a CRM System (for Insurance Brokers)
Choosing a Customer Relationship Management (CRM) system is one of the most important operational decisions an insurance brokerage can make. The right platform becomes the backbone of your client relationships, compliance workflows, and team productivity.
Case Study: Alder & Partners
“We recently automated a process to ensure our client engagements were scheduled, value-adding and measurable”.
Planning for a successful 2026
Over the past few years, one thing has become clear: waiting for conditions to “settle” isn’t a strategy anymore.
Building Success: The Career Path of an Operations Manager
The career path for Operations Managers is dynamic and can lead to a wide range of senior leadership positions across…
Case Study: Elliott Insurance Brokers
“Working with Fortix to create our own pre-renewal pipeline and schedule download process has saved the business over 50 hours a month”
How Smart Forms Transform Broker Operations
In the insurance world, paperwork and manual data entry can add up to significant drains on your time and resources….
