This post is part of a series sponsored by AgentSync. Are your producers tired of entering (and re-entering) their answers five different ways into slight variations of the Uniform Producer Application every time they apply for a new license or …
This post is part of a series sponsored by AgentSync. When your team has come to the conclusion that your current vendor, process, or (let’s be honest) spreadsheet isn’t working, you need to get buy-in across your larger organization. Easy, …
This post is part of a series sponsored by AgentSync. Onboarding processes are often a barrier to recruiting and retaining talented claims adjusters, but one innovative insurance services firm flipped the script by overhauling their adjuster onboarding to boost their …
This post is part of a series sponsored by AgentSync. After years of watching insurance carriers exit the California property and casualty market, the state may see another exodus in the wake of the January 2025 wildfires and the historic …
This post is part of a series sponsored by AgentSync. At first glance, having the most profitable Medicare season comes down to matching your distribution channels to the anticipated size of the market opportunity in a particular state and planning …
This post is part of a series sponsored by AgentSync. New Year, new resolutions, like growing your distribution channel while maintaining compliance! To help you stay on top of your initial appointments, AgentSync Manage and Autopilot use our API-powered architecture …
This post is part of a series sponsored by AgentSync. You and your bestie booked a once-in-a-lifetime cross-country train trip to celebrate your biggest professional accomplishment to date. What could go wrong? Sadly, an emergency appendectomy derails your plans two …
This post is part of a series sponsored by AgentSync. Historically, carriers have been inclined to treat compliance as a series of necessary checklist items to perform. But by shifting your mindset to see compliance as a function of superior …
This post is part of a series sponsored by AgentSync. Historically, compliance has been seen as a necessary evil for insurance carriers. The dynamic often pits compliance or operations teams against sales, it causes silos, and it sows division in …
This post is part of a series sponsored by AgentSync. Adjuster licensing is famously terrible. Ask anyone who has ever been an adjuster. Or handled adjuster compliance. Or even regulated adjusters for their state department of insurance. There are a …
