Meeting preparation

Insurance advisors

+20

Stop keeping up with the Joneses' tech stack

Oct 5, 2026

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4 min read

Stop keeping up with the Joneses' tech stack

Four jobs worth paying for, and a one-page test for everything else

Client Experience

+6

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

How a redacted Excel file produced a presentation-ready, interactive whole life dashboard.