It’s Demolition Time: Tear Down Your Information and Workflow Silos May 12, 2022 By Niji Sabharwal This post is part of a series sponsored by AgentSync. Data and workflow silos are costing your insurance business time,...
Obtaining a Carrier Appointment as a New Insurance Agency May 12, 2022 By Niji Sabharwal This post is part of a series sponsored by AgentSync. If you’re just starting out as a small agency, as...
Federal Insurance Laws in the 2021-2022 Congressional Session May 11, 2022 By Niji Sabharwal This post is part of a series sponsored by AgentSync. Federal regulations of insurance are few and far between thanks...
Insurance 101: Agency-Level Licensing May 4, 2022 By Niji Sabharwal This post is part of a series sponsored by AgentSync. Oftentimes, the administrative side including the specifics of who needs...
Why MGAs Should Proactively Verify Producer Data April 27, 2022 By Niji Sabharwal This post is part of a series sponsored by AgentSync. Despite common industry misconceptions, managing general agents and underwriters (MGAs...
Carrier and Agency Duties Under the DOL Fiduciary Rule April 20, 2022 By Niji Sabharwal This post is part of a series sponsored by AgentSync. The insurance industry thrives on rewarding top-selling agents, but the...
AS <3 SFDC: Why We Built AgentSync on the Salesforce Platform April 13, 2022 By Jenn Knight This post is part of a series sponsored by AgentSync. It’s no secret AgentSync has a Salesforce backbone. But if...
Checklist to Producer Management Shows Manual vs Automatic Processes for Insurance Licensing and Compliance April 6, 2022 By Niji Sabharwal This post is part of a series sponsored by AgentSync. The producer management lifecycle for carriers, agencies, and MGAs/MGUs is...
New Guide Makes the Case for Growing Your Distribution Channels with Producer Management Technology March 30, 2022 By Niji Sabharwal This post is part of a series sponsored by AgentSync. Producer management and licensing compliance isn’t the most attractive part...
Connectivity Advancements and 4 Other Tech Trends Transforming the Insurance Industry March 23, 2022 By Niji Sabharwal This post is part of a series sponsored by AgentSync. The insurance world isn’t moving at the speed of light...