Managing your agents and your agency is complex. There are multiple layers and elements within your organization – as well as outside of it. So, how do you keep up with it all? And what if agency management is just one of your many responsibilities? If you aren’t using a comprehensive agency management system, you

Today’s consumers demand an improved customer experience. Regardless of what they are purchasing, they expect the ease of shopping online and having their package show up two days later. Life insurance is no different, but you can’t improve the customer experience without change. Underwriting consumes a large amount of time in the application process, and

As a financial services professional, clients come to you looking for a professional experience. They expect you to be organized and precise - especially if you are handling their financial futures. But do you have the tools you need to give your clients the experience they want? Filling out financial forms is an essential part

We recently asked our customers what trend they were seeing in the insurance and financial services industry, and they overwhelmingly replied that it is the demand for a customer centric business model. But what does that mean? When asked, one customer responded that customer centricity is all about the ease of doing business. To become

Earlier this year, annuity sales hit the highest quarterly sales mark -- ever -- with an increase of 22 percent to more than $77 billion. That’s nearly $9 billion more than the previous record set during 2008’s Great Recession.* So, if sales of annuities are through the roof, why are they still so complex to

In today’s business environment, data is the new currency. The industry leaders of today are the data-driven companies. Their leaders recognize the impact that data has on maximizing operational efficiencies, better managing risk, providing better customer service, identifying market trends and conditions, and driving innovation—all while driving more premiums and setting your company up for unlimited

Here's how Advisors Excel increased their premium by $1.2M in 12 months... They know when their case managers haven't touched the case in 4 days They know when trending business begins to decline – so they can quickly investigate and take real-time action They know what their real cycle time is with carriers They know which

Your New Account Opening (NAO) system may feel like a chronic health condition that hasn’t been treated. You deal with the day-to-day and go through your current routine because you’re used to it. But it feels like the effort to make a change will be monumental.  Eventually, with some prodding, you make the appointment with

The newly enhanced iSolve® is a game changer: create a digital, end-to-end experience that avoids traditional illustration complications. Simply put: it's the fastest illustration tool an agent will ever use.

We found a precise day where industry placement ratio significantly dropped... and deemed the 5 day window afterwards to be the "hour of sour". Read on to find out more!