June 26, 2024
This post is part of a series sponsored by AgentSync. One of the trickier aspects of compliance administration and producer management for carriers is maintaining producer appointments. Sure, if your carrier only works in one state, this can be a …
June 19, 2024
This post is part of a series sponsored by AgentSync. For many carriers and agencies, compliance is an arduous chore. Compliance touches on almost every aspect of your distribution process: From checking licenses during onboarding to obtaining appointments in the …
May 28, 2024
This post is part of a series sponsored by AgentSync. In 2024, the Center for Medicare and Medicaid Services (CMS) introduced changes to the rules it sets for Medicare Supplement, Medicare Advantage, and Part D insurance carriers and agencies, and …
April 25, 2024
This post is part of a series sponsored by AgentSync. It’s not a secret. Insurance has a talent crisis. Not that people who work in insurance aren’t talented – whooooo boy. But that there aren’t enough people who stick around, …
March 28, 2024
This post is part of a series sponsored by AgentSync. Compliance and producer management are like the proverbial frog boiling in the pot. If you walked in fresh to a new organization, disordered compliance practices, manual processes, and missing producer …
February 28, 2024
This post is part of a series sponsored by AgentSync. The insurance industry has been slow to adopt digital-first frameworks for doing business, and the part of the business that deals with compliance and regulation change management even more so. …
December 27, 2023
This post is part of a series sponsored by AgentSync. An insurance license can be the doorway to a rewarding and lucrative career. You might even say insurance is a field ripe for the making of the American Dream. So, …
November 30, 2023
This post is part of a series sponsored by AgentSync. Benjamin Franklin was a big fan of insurance, but he might have been a bit nonplussed if someone had given him a preview of the industry in 2023. Risks have …
October 11, 2023
This post is part of a series sponsored by AgentSync. Integrating compliance solutions into the rest of your technology is the biggest time saver (and risk-reducer!) for compliance teams and their variable lines brokers. Retirement-focused insurance products have driven a …
September 27, 2023
This post is part of a series sponsored by AgentSync. Insurance industry professionals tend to underestimate the business threat of regulatory actions. While data from the National Association of Insurance Commissioners (NAIC) indicates the industry has a relatively low level …