August 13, 2024
This post is part of a series sponsored by AgentSync. Insurance compliance is serious business. Falling out of compliance can have real consequences for everyone from insurance agencies, carriers, MGAs, and MGUs, to individual producers, adjusters, and dually licensed broker-dealers. …
July 23, 2024
This post is part of a series sponsored by AgentSync. Once in a while, a would-be major catastrophe has a less catastrophic ending than expected. While the April 2024 Taiwan earthquake still took a large toll, including claiming 16 lives, …
June 11, 2024
This post is part of a series sponsored by AgentSync. The cost of legacy technology In 2023, companies in the financial services industry spent an average of 15 percent of their revenue on technology. Not only is that up from …
June 5, 2024
This post is part of a series sponsored by AgentSync. When Jetty lost its designated resident licensed producer (DRLP), a compliance fire drill ensued. That’s when Jetty’s head of compliance knew for sure that the old way wasn’t working. [Read …
May 21, 2024
This post is part of a series sponsored by AgentSync. Once in a while, we get to cover an insurance story that coincides with current events. In the past, we’ve explored the insurance ramifications of things like the Johnny Depp/Amber …
May 14, 2024
This post is part of a series sponsored by AgentSync. Why partnership is key to a successful software implementation and how AgentSync’s proven methods yield results for customers You’ve done your research. You’ve watched the demos. You’ve gotten buy-in from …
May 9, 2024
This post is part of a series sponsored by AgentSync. When Service Insurance Companies decided to expand nationwide, what was once a mildly cumbersome task (for just the state of Texas), morphed into a Herculean challenge. The shift from a …
April 30, 2024
This post is part of a series sponsored by AgentSync. Does your organization have a compliance problem? It’s OK. We won’t tell anyone. If you’re not entirely sure, we’ve got a way to check your symptoms here. But if you’re …
April 23, 2024
This post is part of a series sponsored by AgentSync. Having your head “in the clouds” might not be desirable, but storing your data “in the cloud” certainly has its benefits. As more people and companies move to cloud storage …
April 18, 2024
This post is part of a series sponsored by AgentSync. Having a criminal charge or conviction in one’s background can make things more difficult for a licensed insurance producer. However, it doesn’t always have to mean the end of a …