Tag: thought leadership

Blog
How Insurance Automation Is Powering the BGA Back-Office Revolution
BGAs are under pressure to grow faster, serve agents better, and operate leaner—all while navigating increasingly complex carrier relationships and compliance requirements. While many agencies have modernized their front-office tools through insurance automation, the back office remains a hidden bottleneck.
Blog
The BGA Tech Stack That’s Changing Life Insurance
In a rapidly digitizing life insurance industry, BGAs are at a crossroads. Fragmented systems and manual workflows are giving way to integrated tech stacks that streamline quoting, underwriting, and policy delivery. This blog explores how forward-thinking agencies are leveraging connected ecosystems to boost efficiency, enhance agent engagement, and drive strategic growth—transforming not just operations, but the entire client experience.
Blog
Lead with Speed: How Modern Solutions Are Changing the Game
Hear from Katie Kahl on how digital solutions are transforming underwriting, personalization, and customer engagement — helping insurers reduce friction, build trust, and capture new growth.
Blog
Smarter Forms, Faster Workflows: Advancing the Standard for Financial Advisor Automation
Smarter forms and faster processes are helping firms reduce errors, save time, and deliver the seamless experience today’s clients expect.
Blog
5 Hidden Bottlenecks Slowing Down Your e-App Process—and How to Eliminate Them
In this post, we’ll explore five common operational bottlenecks that might be holding your e-App experience back—and how lightweight add-ons features can eliminate them without overhauling your system.
Blogs
5 Simple Ways to Improve Your Placement Ratio
Placement ratio isn’t just a metric—it’s a window into the health of your business. And when you have the right visibility, you can drive more revenue, support your agents better, and build an agency that runs smarter and stronger.
Media Coverage
Unlocking Efficiencies And Cost Savings Through A Digital-First, Paperless Business
Private Wealth
Media Coverage
Using Data to Launch Industry’s First Agent-Scoring System
Life Annuity Specialist*

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Blogs
How to Make Your Business More Customer-Centric: Using Automation to Fill Financial Forms
Advisors report spending 50% of their time completing back-office tasks like filling and processing forms. With automated financial forms filling, you can skip the frustration, get your time back, and give your clients the customer-centric experience they seek.
Blogs
How to Make Your Business More Customer Centric with e-Delivery
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.