Salesforce is a powerhouse across complex industries, and insurance is no exception. Many carriers and agencies alike choose Salesforce as...
One of the trickier aspects of compliance administration and producer management for carriers is maintaining producer appointments. Sure, if your...
For many carriers and agencies, compliance is an arduous chore. Compliance touches on almost every aspect of your distribution process:...
Nothing good comes easy, right? Turns out, overhauling your outdated technology in favor of more modern, cloud-native systems is no...
The cost of legacy technology In 2023, companies in the financial services industry spent an average of 15 percent of...
When Jetty lost its designated resident licensed producer (DRLP), a compliance fire drill ensued. That’s when Jetty’s head of compliance...
In 2024, the Center for Medicare and Medicaid Services (CMS) introduced changes to the rules it sets for Medicare Supplement,...
Once in a while, we get to cover an insurance story that coincides with current events. In the past, we’ve...
Why partnership is key to a successful software implementation and how AgentSync’s proven methods yield results for customers You’ve done...
When Service Insurance Companies decided to expand nationwide, what was once a mildly cumbersome task (for just the state of...