November 27, 2024
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 …
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 …
November 13, 2024
This post is part of a series sponsored by AgentSync. Assess your distribution channels’ ability to scale efficiently, reduce risk, and drive sustainable growth. In insurance, distribution goes beyond checking a box (or twenty) to stay compliant or cobbling together …
November 6, 2024
This post is part of a series sponsored by AgentSync. If Colorado’s any indication, more state departments of insurance may be working on legislation to ensure consumer transparency. Across the U.S., homeowners in high-risk wildfire areas are facing a growing …
October 22, 2024
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 …
October 15, 2024
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 …
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 …
October 1, 2024
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 …
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. …