Inside the Automation Playbook: Top 100 Brokers and MGAs Share Their Accounting Secrets

Overview

Accounting in the insurance world is very time-consuming. But for many brokers and MGAs, automation is helping reduce that load in meaningful ways.

Inside the Automation Playbook shares insights from a roundtable of industry professionals who’ve adopted payment automation to streamline operations, reduce errors, and create a better experience for both their teams and their clients.

Learn what’s working, where challenges still exist, and what industry leaders are doing to modernize processes—without disrupting what makes the agency run.