This post is part of a series sponsored by AgentSync. The cost of legacy technology In 2023, companies in the financial services industry spent an average of 15 percent of their revenue on technology. Not only is that up from …
This post is part of a series sponsored by AgentSync. When Jetty lost its designated resident licensed producer (DRLP), a compliance fire drill ensued. That’s when Jetty’s head of compliance knew for sure that the old way wasn’t working. [Read …
This post is part of a series sponsored by AgentSync. Once in a while, we get to cover an insurance story that coincides with current events. In the past, we’ve explored the insurance ramifications of things like the Johnny Depp/Amber …
This post is part of a series sponsored by AgentSync. Why partnership is key to a successful software implementation and how AgentSync’s proven methods yield results for customers You’ve done your research. You’ve watched the demos. You’ve gotten buy-in from …
This post is part of a series sponsored by AgentSync. When Service Insurance Companies decided to expand nationwide, what was once a mildly cumbersome task (for just the state of Texas), morphed into a Herculean challenge. The shift from a …
This post is part of a series sponsored by AgentSync. Does your organization have a compliance problem? It’s OK. We won’t tell anyone. If you’re not entirely sure, we’ve got a way to check your symptoms here. But if you’re …
This post is part of a series sponsored by AgentSync. Having your head “in the clouds” might not be desirable, but storing your data “in the cloud” certainly has its benefits. As more people and companies move to cloud storage …
This post is part of a series sponsored by AgentSync. Having a criminal charge or conviction in one’s background can make things more difficult for a licensed insurance producer. However, it doesn’t always have to mean the end of a …
This post is part of a series sponsored by AgentSync. Insurance licenses can be hard to get and keep, even for those with the most pristine backgrounds. So, what’s an insurance producer to do if they find themselves in the …
This post is part of a series sponsored by AgentSync. Yes, PBM is yet another in a long line of insurance acronyms, but where would we be without them? Using a lot more words to say the same thing, for …
