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Sales Support Team

Jacobson provided the client with 10 full-time sales agents and a team lead who were able to support the organization and completed the client’s call support project. The company was happy with the results and immediately began planning for another team to support the next year.


Team of Licensed Sales Agents

A large, regional health plan was in need of a team of 20 licensed sales agents to support Medicare open enrollment in a base + commission model. Jacobson provided the client with a team of licensed resources who all met the considerable requirements.


Cross-Functional Modernization

Jacobson quickly delivered targeted, property and casualty-focused talent to support a client’s major modernization initiative and simultaneous acquisition transition efforts.


2026 Insurance Talent Trends

As 2025 comes to a close, insurers are sharpening their focus on the talent dynamics that will shape 2026 and beyond. From building more adaptable teams to navigating AI-driven change and evolving expectations of where and how work gets done, the need for thoughtful talent planning has never been greater.


APCIA Human Resources Conference

The Jacobson Group is proud to serve as a Platinum Level Sponsor for the APCIA Human Resources Conference in Naples, Florida.


PIMA Summer Insights Conference

The Jacobson Group is proud to be a premier sponsor of the PIMA Summer Insights Conference in Denver, Colorado.


AHOU Annual Conference

The Jacobson Group is excited to join industry colleagues and exhibit at the AHOU Annual Conference in Austin, Texas.


APCIA Executive Roundtable Conference

The Jacobson Group is excited to be a gold sponsor at the Executive Roundtable Conference in Naples, Florida. Brett Carter and Judy Busby will be representing Jacobson at this event.


APCIA Emerging Leaders Conference

The Jacobson Group is pleased to serve as a sponsor of the 2026 Emerging Leaders Conference, hosted by APCIA. Jacobson’s Lane Koetter is honored to have been named to the 2026 class of emerging leaders, and Judy Busby will present “Accelerating Your Career Path by Embracing Personal Branding and Emotional Intelligence” at the event.


PIMA Winter Insights Conference

The Jacobson Group is proud to be a premier sponsor of the PIMA Winter Insights Conference in Cape Coral, Florida. Jack Walsh, managing director, will present a “Workforce State of the Industry” session. Don’t miss it!


PLRB Claims Conference & Insurance Services Expo

The Jacobson Group is proud to be exhibiting at the PLRB Claims Conference & Insurance Services Expo in National Harbor, Maryland. Jeff Black, senior vice president and Joanna Kruzel, assistant vice president will be attending and Karen Lopez, assistant vice president, will present “Taking a People-First Approach to Change.” This session will explore the human ... PLRB Claims Conference & Insurance Services Expo


Fueling Innovation with Data-Driven Decisions

In partnership with the International Insurance Society, Jacobson’s Corey Pinkham authored an article discussing how to build a culture that supports the technology shifts happening industrywide and prepares teams to remain competitive in the dynamic landscape.