January 15, 2025
This post is part of a series sponsored by AgentSync. State-by-state variations of laws, compliance protocols, industry transparency, and general regulatory culture can lend one the impression that keeping up with industry changes is a little bit like herding cats. …
January 8, 2025
This post is part of a series sponsored by AgentSync. Another year has come and gone. How’d your organization fare over the last 365 days? In many ways, 2024 was a difficult year for the insurance industry. Between the thousands …
December 16, 2024
This post is part of a series sponsored by AgentSync. Keeping insurance producers’ licenses and appointments compliant is a critical responsibility shared by nearly everyone in the insurance distribution channel. However, plenty of insurance carriers get bogged down each year …
December 11, 2024
This post is part of a series sponsored by AgentSync. How to scale your insurance organization efficiently and effectively during AEP and beyond ‘Tis the season! The Medicare open enrollment season, that is. It’s time again for Medicare beneficiaries to …
December 4, 2024
State-by-state variations of laws, compliance protocols, industry transparency, and general regulatory culture can lend one the impression that keeping up with industry changes is a little bit like herding cats. So, what better way to wrangle some of the more …
November 20, 2024
This post is part of a series sponsored by AgentSync. Data is at the core of the insurance industry. From the smallest independent agencies to the largest legacy carriers, insurance organizations of all sizes house data. This includes distribution channel …
October 10, 2024
This post is part of a series sponsored by AgentSync. Digital transformation is taking the insurance industry by storm as more agencies, carriers, and MGA/MGUs update their manual processes in favor of modern, automated solutions. When it comes to a …
October 8, 2024
This post is part of a series sponsored by AgentSync. Navigating the request for proposal (RFP) process can feel like steering through a labyrinth. The stakes are high, and the complexities are numerous. Your role demands not only ensuring that …
September 26, 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. …
August 6, 2024
This post is part of a series sponsored by AgentSync. In the insurance industry, the term “termination” can refer to a few different things. First, there are policy terminations. These occur when an insurance policy runs its course and the …