Knowledge Center

Tales From The Trenches

Read more about our clients successes in this InterWeb series of stories and the challenges that we faced for each scenario.

Tales From The Trenches

Read more about our clients successes in this InterWeb series of stories and the challenges that we faced for each scenario.

News and Articles

Uncategorized

2022 P&C Market Outlook

The past few years have been challenging for both businesses and the insurance industry. After years of stability, a confluence of factors have led insurance companies to reevaluate their positions in the market. The increased frequency and severity of claims, social inflation, the COVID-19 pandemic, medical inflation, trends in cybercrime, the cost of reinsurance, natural disasters and investment returns have all fundamentally reshaped the insurance market as we know it.

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Commercial Insurance Misconceptions
Commercial Insurance

Commercial Insurance Misconceptions

Whether you’re running a startup or a small to medium enterprise, insurance is a cornerstone for efficient business operation. The essence of insurance is to provide a financial cushion if things take a turn for the worst.

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Aging Client and Financial Advisors
Uncategorized

We aren’t getting any younger, and neither are our clients!

Industry estimates are that 25% of assets under management are those of baby-boomer investors now reaching the age of 75. Not only are assets likely to be moved, but investors are more likely to begin showing signs of dementia or other decreased mental acuity. It is a fact they are prone to poor decision-making and are vulnerable to exploitation. Schwab, Fidelity, and Vanguard have implemented algorithms to spot these trends.

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