This post is part of a series sponsored by AgentSync. Managing adjusters across multiple lines of business and in many states is notoriously painful. The complications of state nuances, the tightening timelines for customer communications in the wake of natural …
This post is part of a series sponsored by AgentSync. Surplus lines, also called surplus and excess lines, is a tricksome area of insurance, thanks in part to the fact that surplus lines business often comes with premium taxes that …
This post is part of a series sponsored by AgentSync. Salesforce is a powerhouse across complex industries, and insurance is no exception. Many carriers and agencies alike choose Salesforce as their client relationship management (CRM) system. For insurance carriers and …
This post is part of a series sponsored by AgentSync. One of the trickier aspects of compliance administration and producer management for carriers is maintaining producer appointments. Sure, if your carrier only works in one state, this can be a …
This post is part of a series sponsored by AgentSync. For many carriers and agencies, compliance is an arduous chore. Compliance touches on almost every aspect of your distribution process: From checking licenses during onboarding to obtaining appointments in the …
This post is part of a series sponsored by AgentSync. In 2024, the Center for Medicare and Medicaid Services (CMS) introduced changes to the rules it sets for Medicare Supplement, Medicare Advantage, and Part D insurance carriers and agencies, and …
This post is part of a series sponsored by AgentSync. It’s not a secret. Insurance has a talent crisis. Not that people who work in insurance aren’t talented – whooooo boy. But that there aren’t enough people who stick around, …
This post is part of a series sponsored by AgentSync. Compliance and producer management are like the proverbial frog boiling in the pot. If you walked in fresh to a new organization, disordered compliance practices, manual processes, and missing producer …
This post is part of a series sponsored by AgentSync. The insurance industry has been slow to adopt digital-first frameworks for doing business, and the part of the business that deals with compliance and regulation change management even more so. …
This post is part of a series sponsored by AgentSync. An insurance license can be the doorway to a rewarding and lucrative career. You might even say insurance is a field ripe for the making of the American Dream. So, …
