Operations

How artificial intelligence benefits brokers

Artificial intelligence is seen as a threat by many professional workers but there are ways insurance brokers can use AI to their benefit

By Phil | August 31, 2023

3 min read

Rollover communication error lands BrokerLink in hot water

BrokerLink in Alberta got into hot water with a regulator over failing to inform a client about a rollover agreement.

By David Gambrill | August 28, 2023

4 min read

Don’t forget to make sure your client’s policy is in force

A broker and his brokerage were fined for a procedural mix-up that left a client unknowingly without a policy in force for a year.

By David Gambrill | August 22, 2023

4 min read

Angry at losing a deal? Don’t take it out on the client

Frustrated at losing a deal in a competitive marketplace? Don’t take it out on the client, B.C.'s broker regulator has warned.

By David Gambrill | August 18, 2023

4 min read