HeyJaredKathryn Lerch
- Indexed articles, last 90 days
- 4
- Latest publication
- Sep 24, 2026
- Outlet visibility, for Insurance Journal
- Top 1M sites
- Earliest in this view
- Aug 13, 2026
Latest articles
How Certificate Automation Changes the Account Manager Workday (opens the original)
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This article is part of a sponsored series by Fulcrum. Certificate issuance is one of those tasks that looks straightforward from the outside. A client needs a certificate, the account manager produces it, the client receives it. The actual work involved is often considerably more involved than that sequence suggests, and for many service teams it is one of the highest-volume, most interruption-prone parts of the day. After working with brokerage teams across a wide range of operations and accou
What 25 Acquisitions Taught Me About Operational Consistency (opens the original)
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This article is part of a sponsored series by Fulcrum. Over the course of my career I have been involved in more than 25 agency acquisitions, first as VP of Agency Operations at a large independent brokerage working through an aggressive growth period, and more recently through my work helping brokerages redesign the operational infrastructure that integrations tend to expose. Across all of those transactions, the financial due diligence varied. The attention to operational readiness varied even
The Implementation Gap: Why Good Technology Fails Inside Good Brokerages (opens the original)
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This article is part of a sponsored series by Fulcrum. One of the more consistent things I have observed working with brokerage teams on technology implementation is how different the first 90 days looks from the demo that preceded it. In a demonstration, the tool performs well. The workflow is clean, the outputs are clear, and the efficiency gains are easy to see. Then implementation reveals that ecosystem has unique challenges for the technology and once the team finally goes live, and the res
Why Brokerages Are Adding Workflow Layers Without Replacing Their AMS (opens the original)
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This article is part of a sponsored series by Fulcrum. After nearly two decades working inside agencies and helping teams implement and redesign their operating models, I have come to think that most frustrations with agency management systems are pointing at the wrong target. The AMS is doing its job. The gap tends to live in the work happening around it. Agency management systems are exceptional at what they were designed for. They hold the record, store the policy data, organize the account h
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Top 1M sites
For Insurance Journal, the outlet · Measured Aug 1, 2026
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