Guides

  1. Why Soft Skills Matter in Insurance Finance CareersInsurance finance professionals work in an environment where technical accuracy is essential, but technical knowledge alone rarely determines career impact.…
  2. Developing a business case for insurtech adoption in your organizationInsurance organizations are under pressure to improve efficiency, strengthen customer service, manage risk, and respond faster to changing market conditions.…
  3. Key Metrics That Prove Your Exhibit Hall InvestmentAn exhibit hall presence can do far more than place your organization’s name in front of conference attendees. It can create qualified conversations,…
  4. Tax Treatment of Distributed Ledger Transactions in InsuranceDistributed ledger technology is moving from experimentation into practical insurance workflows. Carriers, reinsurers, brokers, managing general agents, and…
  5. How to Foster Continuous Learning in Insurance FinanceInsurance finance is changing faster than many traditional training models can accommodate. New accounting standards, evolving regulatory expectations,…
  6. Usage-Based Insurance: Accounting And Risk ImplicationsUsage-based insurance (UBI) is changing how insurers assess exposure, price policies, collect premiums, and manage customer relationships. Instead of relying…
  7. Using Data Visualization to Present Financial Trends to Board MembersBoard members make decisions under tight time constraints, often reviewing financial results alongside regulatory updates, strategic proposals, and risk…
  8. Vendor Due Diligence That Strengthens Insurance OperationsInsurance organizations depend on a wide network of vendors for core administration, claims processing, billing, actuarial support, cloud infrastructure,…
  9. Building Stronger Compliance Across Multi-State Insurance OperationsOperating an insurance business across several states requires more than a broad compliance policy and a calendar of filing deadlines. Each jurisdiction may…
  10. How interest rate changes reshape insurance investment portfoliosInterest rates influence nearly every decision made by an insurance investment team. They affect the market value of bonds, the income generated by new…