AgentSync

The 50 State Summary Table

This post is part of a series sponsored by AgentSync. Insurance producer licensing, appointments, and agency rules vary across states and the variations make it difficult to do business with any predictability – let AgentSync’s 50 State Summary Table make …

Making the Business Case for Upgrading Your Ease of Use

This post is part of a series sponsored by AgentSync. If you look around at your agency, MGA, or carrier processes for compliance, contracting, and other manual old-school processes and think, “I’m over it,” then this one’s for you. AgentSync …

Insurance 101: What Is an Insurance Agency?

This post is part of a series sponsored by AgentSync. Whether you call it an insurance agency or a business entity, some insurance-industry-adjacent firms’ workings are subject to regulatory scrutiny for policies, payment, and procedure, while others are not. Telling …

Doing Nothing Costs More Than You Think!

This post is part of a series sponsored by AgentSync. People often think change is expensive. But what about the cost of staying the same? When your insurance business doesn’t invest in process improvements, including modern technology and automation, you …

Insurance 101: Everything You Wanted to Know About HIPAA But Were Afraid to Ask

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 …

The Guide for Improving Your Ease of Doing Business

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 …

Producer License Violation Fines in Georgia, California Adopts NAIC Producer Legislation, Utah DOI Changes Address

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 …

Insurance Professional Standards: Suitability, Best Interest, and Fiduciary Explained

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 …

How States Regulate or Limit MGA Non-Commission Fees: A Sample

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 …

It’s Demolition Time: Tear Down Your Information and Workflow Silos

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. …

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