June 8, 2022
This post is part of a series sponsored by AgentSync. The Health Insurance Portability and Accountability Act of 1996 (HIPAA) may be one of the most commonly referenced health insurance laws, not just by insurance professionals, but in the everyday …
June 3, 2022
This post is part of a series sponsored by AgentSync. The Guide for Improving Your Ease of Doing Business addresses the age-old insurance industry problems spawned from decades of operations and compliance teams having to rely on legacy systems to …
June 1, 2022
This post is part of a series sponsored by AgentSync. State by state variations of laws, compliance protocols, industry transparency, and general regulatory cultures can lend one the impression that keeping up with industry changes is a little bit like …
May 25, 2022
This post is part of a series sponsored by AgentSync. Insurance producers have to follow different standards of care when it comes to serving their clients. While deception and fraud are never OK, depending on the situation, simply being honest …
May 18, 2022
This post is part of a series sponsored by AgentSync. Managing general agents (MGAs) are a black hole of insurance knowledge – with many avenues of compensation, it can be confusing to understand how MGAs are even allowed to collect …
May 12, 2022
This post is part of a series sponsored by AgentSync. Data and workflow silos are costing your insurance business time, money, and good people. It’s time to shed some light on these common issues and start breaking those barriers down. …
May 12, 2022
This post is part of a series sponsored by AgentSync. If you’re just starting out as a small agency, as a firm or IMO, you may at first struggle with getting carrier appointments, but persistence is key to your success. …
May 11, 2022
This post is part of a series sponsored by AgentSync. Federal regulations of insurance are few and far between thanks to ages of history affirming that insurance regulation belongs to the states. But each session, intrepid Congresspeople submit aspirational bills …
May 4, 2022
This post is part of a series sponsored by AgentSync. Oftentimes, the administrative side including the specifics of who needs what license at an insurance agency is anything but straightforward. Generally, when we ask “Who needs an insurance license?,” your …
April 27, 2022
This post is part of a series sponsored by AgentSync. Despite common industry misconceptions, managing general agents and underwriters (MGAs and MGUs) are also on the hook in a variety of ways for proactively verifying producer licensure. Insurance carriers are …