2020 was certainly a challenging year, and we are sure that 2021 will have its own unique set of obstacles as well. As we have detailed in our ongoing blog sessions, and as you may well know; the competition will be coming after your existing clients and they will be leading with technology. It is...

  What are Voluntary Benefits?  According to the Society for Human Resource Management, “Voluntary benefits—or supplemental benefits—are products offered through an employer but are paid for partially or solely by workers through payroll deductions. An attractive perk of these benefits is that they...

When you’re evaluating or re-evaluating software solutions for your business, a lot of big name vendors market themselves as having various platform features i.e onboarding, CRM, quoting…etc. However, the reality is that most only have a preferred partnership or integration with another vendor...

In the 1990’s, financial technology or “fintech” began to flourish concurrently with the rise of internet and ecommerce business models. The idea behind financial technology was to improve and automate the delivery and use of financial services. This digitization of the finance industry began to spread...