Search found 2 matches

by Jedwardnorton
Thu Oct 26, 2017 1:26 pm
Forum: Opinions
Topic: New Independent Agent benefits of having Surplus lines authority
Replies: 2
Views: 3615

New Independent Agent benefits of having Surplus lines authority

I have started an agency with a partner of mine who has a asset wealth management firm in So Cal with about 8,000 clients (primarily 401k) who wanted to do this because he learned it would be more financially beneficial now that he has his own group having left a major investment broker. Nevertheles...
by Jedwardnorton
Thu Oct 26, 2017 12:36 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183971

Re: Agency Management System

Anyone had success with a new company called NowCerts?