This post is part of a series sponsored by AgentSync. Salesforce is a powerhouse across complex industries, and insurance is no exception. Many carriers and agencies alike choose Salesforce as their client relationship management (CRM) system. For insurance carriers and …
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 …
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 …
This post is part of a series sponsored by AgentSync. Nothing good comes easy, right? Turns out, overhauling your outdated technology in favor of more modern, cloud-native systems is no exception. In today’s digital age, shying away from cloud-native technology …
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. 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 …
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 …
