Newsletter Articles

Dive into a collection of past posts and rediscover timeless content.

The AI tool you used yesterday might be your next compliance problem

Mar 29, 2026

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10 min read

The AI tool you used yesterday might be your next compliance problem

Your CRM is a contact list. That is the problem

Mar 23, 2026

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7 min read

Your CRM is a contact list. That is the problem

Your carrier illustration is not a client experience. The bar to change that is lower than you think

Mar 16, 2026

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4 min read

Your carrier illustration is not a client experience. The bar to change that is lower than you think

NIGO rates are a process problem. The fix happens before you hit submit, not after the carrier returns it

Mar 8, 2026

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5 min read

NIGO rates are a process problem. The fix happens before you hit submit, not after the carrier returns it

You scheduled 200 annual reviews last year. How many actually happened?

Mar 1, 2026

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5 min read

You scheduled 200 annual reviews last year. How many actually happened?