AgentSync

Using Technology to Optimize Distribution Growth

This post is part of a series sponsored by AgentSync. A recap of AgentSync’s VP of Sales, Ryan Ward’s workshop at this year’s Insurtech Insights Conference in New York In an age when it’s difficult to attract and retain talent …

License and Registration, Please: 5 Questions Insurance Agents Shouldn’t Answer without a Securities License

This post is part of a series sponsored by AgentSync. Answering client questions is key to building trust and strengthening relationships. Many insurance consumers view their agent as the expert when it comes to managing their risk. If you’ve been …

Driving Your Organization Forward with Advanced Analytics

This post is part of a series sponsored by AgentSync. A recap of AgentSync Co-Founder Jenn Knight’s panel at the 2023 Insurtech Insights Conference With the insurtech landscape becoming increasingly competitive, insurers are feeling the pressure to step up their …

Why Integrations Are Key to Maintaining Sanity in Variable Lines Compliance

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 …

Dually Licensed Broker-Dealers Spell More Compliance Duties for Insurance Carriers

This post is part of a series sponsored by AgentSync. Insurance carriers often have their hands full trying to verify and make sure that all of their in-house and external distribution partners are in compliance with every state’s (often unique) …

Fine and Punishment: The Process of Insurance Regulatory Actions

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 …

7 Myths About Business and Innovation During a Recession, and Why They’re Simply Hooey

This post is part of a series sponsored by AgentSync. There are plenty of reasons to assume an economic downturn is no time to innovate. Here’s why that logic is wrong, and the truth about innovating in uncertain economic times. …

With the Rise of AI in Insurance, the Human Element is More Important Than Ever

This post is part of a series sponsored by AgentSync. ChatGPT may be able to whip out a love poem on demand, but consumers know the value of an expert human on their team for things that really matter. There’s …

Why Are So Many Life Insurance Producers Seeking Securities Licenses? And what does it mean for the organizations they work with?

This post is part of a series sponsored by AgentSync. Are two really better than one? Insurance producers seem to think so. There’s a trend forming in the insurance industry of insurance producers acquiring securities licenses (and vice versa), leading …

How Life Insurance Carriers Can Win at the Long Game of Annuity Broker Recruitment

This post is part of a series sponsored by AgentSync. Life insurance carriers that don’t prioritize compliance and onboarding for their variable lines brokers will lose traction in the life and annuities market over the long term. Making these processes …

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