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. …

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 …

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 …

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 …

This post is part of a series sponsored by AgentSync. The insurance industry thrives on rewarding top-selling agents, but the Department of Labor’s (DOL’s) fiduciary rule says traditional sales incentives tied to annuities present a compliance challenge for carriers and …

This post is part of a series sponsored by AgentSync. It’s no secret AgentSync has a Salesforce backbone. But if you’re not familiar with the intersection of technology and insurance, you may not understand why we chose this route to …

This post is part of a series sponsored by AgentSync. The producer management lifecycle for carriers, agencies, and MGAs/MGUs is made of distinct stages, each managed by different teams, regulatory requirements, and general processes. So, how can a business be …

This post is part of a series sponsored by AgentSync. Producer management and licensing compliance isn’t the most attractive part of working in insurance. Most carriers, agencies, and MGAs are using fairly manual processes to maintain and update data for …

This post is part of a series sponsored by AgentSync. The insurance world isn’t moving at the speed of light quite yet, but technology is still bound to transform the ways insurance agents and carriers do business with one another …

This post is part of a series sponsored by AgentSync. Growth: If you just want it badly enough, it’s practically done, right?! If you’ve spent any time at an insurance carrier, agency, or MGA/MGU, we don’t have to tell you …