Member Spotlight: Alleviating Clients’ Burdens With the Claims Advocacy Team

Published on November 14, 2023

At Gallagher, our private client advocacy team has over 50 years of combined experience in the claims industry, with a diverse range of expertise in both commercial and high net worth (HNW) spaces. ...

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Eliminate Repetitive Tasks and Create Consistent Messaging With Email Templates

October 26, 2023
Email templates are a great tool that can be utilized by any staff member. This tool allows for consistent messaging internally and externally. Email templates also improve data accuracy, data ...

Report Spotlight: Keeping Track of Accounts Receivable Using the Aged Receivables Report

November 28, 2023
One of the biggest frustrations with Agency Bill is making sure your client’s accounts are up to date, and that payments are not overdue. The Aged Receivables report can be used to keep an eye on ...