Tag: Wealth

Explores the inefficiencies in outdated annuity order entry systems and how modern platforms like AFFIRM® can reduce NIGO, improve compliance, and simplify advisor workflows. Learn why smarter annuity technology is essential for reducing friction and driving sustainable business growth.

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.

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.

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.

Smarter forms and faster processes are helping firms reduce errors, save time, and deliver the seamless experience today’s clients expect.

Author Robert Powell explains how Laser App empowers users to tap into the demand for digital – for clients today and in the future.