INSIGHTS, UPDATES AND TOOLS TO POWER YOUR PRACTICE
Stay sharp with expert insights across Commercial and Group Benefits.
Explore the latest product updates, quoting tips, industry news, and free tools — all in one place.
Group Benefits Resources
Guides & Playbooks
- The Broker’s Guide to Group Benefits Automation
- How to Build Better Client Proposals (Without Spreadsheets)
- What the CDCP Means for Employer-Sponsored Plans
Blog Posts
- 5 Ways to Use AI in Benefits Quoting
- Getting Insurer Buy-In for Your Group Quotes
- How to Use Forecasting to Retain Group Clients
Tools & Templates
- Executive Summary Generator (sample)
- Group Proposal Template
- Renewal Checklist (PDF)
Commercial Resources
Guides & Playbooks
- The Modern Commercial Quoting Workflow
- MGA Market Access: What Brokers Need to Know
- Fast Commercial Quotes: Case Studies & Wins
Blog Posts
- 3-Year Forecasting for Commercial Lines
- Winning Mid-Market Clients with Better Presentations
- How to Use Copilot to Manage Commercial Renewals
Tools & Templates
- Commercial Presentation Template
- Coverage Comparison Table
- Broker Email Scripts (PDF)
Product News & Updates
Stay up to date with new feature releases, carrier integrations, and platform enhancements across Commercial and Benefits.
NEW:
Group Benefits Now Live Across Canada
COMING SOON:
Renewal Auto-Alerts + Bulk Upload
PLUS:
New Security Enhancements for Insurer Portals
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