In this episode our guest is Jan Peeters, CEO of Portima. Jan shares his journey from a long career in consulting to leading Portima, and how his international experiences shaped his vision on business, technology, and leadership. He explains how Portima supports Belgian brokers with IT and innovation, and why the broker channel remains a cornerstone of the insurance market. We also discuss the evolving role of the broker, the importance of human proximity and advice in a digital age, and Por...
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In this episode our guest is Jan Peeters, CEO of Portima. Jan shares his journey from a long career in consulting to leading Portima, and how his international experiences shaped his vision on business, technology, and leadership. He explains how Portima supports Belgian brokers with IT and innovation, and why the broker channel remains a cornerstone of the insurance market. We also discuss the evolving role of the broker, the importance of human proximity and advice in a digital age, and Por...
EE E18 - Strong Client Retention Is The Result of Operational Efficiency • Helen Burke, COO at Teambase
Efficiency Engineers Podcast by Paperbox
22 minutes
1 year ago
EE E18 - Strong Client Retention Is The Result of Operational Efficiency • Helen Burke, COO at Teambase
We all know that it is easier to keep and retain clients than find and onboard new ones. Noting this fact, what must brokers focus on to achieve strong client retention? The answer won't surprise you, as it is hiding in plain sight. In this episode, Helen Burke (COO, Teambase), walks us through why operational efficiency must be a key priority for insurance broker organizations, and how focusing on this helps their customers win new business, level-up their USP (unique-selling proposit...
Efficiency Engineers Podcast by Paperbox
In this episode our guest is Jan Peeters, CEO of Portima. Jan shares his journey from a long career in consulting to leading Portima, and how his international experiences shaped his vision on business, technology, and leadership. He explains how Portima supports Belgian brokers with IT and innovation, and why the broker channel remains a cornerstone of the insurance market. We also discuss the evolving role of the broker, the importance of human proximity and advice in a digital age, and Por...
