s a growing number of CPA firms build insurance practices, one key to a thriving venture is clear: The most successful firms focus their resources on just a few insurance strategies that will help ...
Chaz Perera is the Co-Founder and CEO of Roots, a company pioneering the use of AI Agents to revolutionize the workplace. Since bursting onto the scene a few years ago, generative AI has rapidly ...
At the heart of any implementation effort are, perhaps not surprisingly, people. Many business books are written about change management, but precious few cover implementation to any degree. If it is ...
JAB has strengthened and reorganized its team to support its strategic transformation, building on the firm’s success in pet insurance with the addition of a global life insurance platform. Together ...