How Your Agency Management System Can Help You Stand Out During Q4

The technology you need to compete with the big insurtechs is readily available, and it’s easy to get started.

How Your Agency Management System Can Help You Stand Out During Q4

Without fail, Q4 is the busiest time of year, every year.

Remember last year? Didn’t it feel like there was way too much work to do?

How to Increase Your Insurance Agency Efficiency (So You Can Deliver More for Your Clients)

Without fail, Q4 is the busiest time of year, every year.

Remember last year? Didn’t it feel like there was way too much work to do?

Why Insurance Brokers Should Create Wrap Documents for Clients

Employers are responsible for complying with ERISA (and the Department of Labor, and COBRA, and the IRS …).  So it’s not the insurance agency’s problem, right? The recent broker compensation disclosure requirement is changing the way brokers think about the services they provide to clients. When employers begin to question just what they’re getting out of their… Continue reading Why Insurance Brokers Should Create Wrap Documents for Clients

3 Questions Proactive Brokers Are Asking About Compensation Disclosure

The Consolidated Appropriations Act of 2021 introduced new regulations about broker compensation. The goal is to improve transparency about the way brokers are paid beyond client transactions. (Want the breakdown on the CAA and requirements for brokers? Check out our blog on the topic.) What does this actually look like for brokers in practice?  Yes,… Continue reading 3 Questions Proactive Brokers Are Asking About Compensation Disclosure

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