04.27 22 Insurance Professional Standards: Suitability, Best Interest, and Fiduciary Explained Like professionals in other client-serving industries, insurance agents are held to certain levels of responsibility to ensure they are putting their customers' needs first.... Read More
04.25 22 Obtaining a Carrier Appointment as a New Insurance Agency Writing with carriers that have attractive products attracts top producers. And getting top producers makes it easier to win favorable contracts with carriers. This... Read More
03.25 22 Why MGAs Should Proactively Verify Producer Data Let’s take a Mario Puzo minute here and pretend you’re Michael Corleone. When do you want to know Fredo’s gone sour? Is it after... Read More
03.16 22 How Employee Experience Drives Growth (Hint: You Can’t Grow Without Your Employees!) Across the insurance industry, employee turnover is high, and a large portion of new producers leave the industry within their first months and years.... Read More
02.17 22 Massachusetts Now Using NIPR for Insurance Appointment Process Massachusetts is just one of many states that have moved to the State Based Systems for appointment and termination management. For AgentSync users, the... Read More
02.14 22 Mississippi Among States to Make Annuity Best Interest Rules Explicit Insurance regulation doesn’t happen in a vacuum, and this change is no exception. It’s part of a broader movement happening across the states and... Read More
01.19 22 Insurance Compliance Enforcement Q&A: States Talk Consumer Protection Trends from 2021 Some trends stay consistent: in property and casualty, issues with unlicensed public adjusters are most common. In life and health, frequently we hear complaints... Read More
01.12 22 Florida, Appointment Fraud, and AgentSync If you’re an insurance agent, mistaken appointments pose risks to you. The biggest risk by far is that other people are writing business using... Read More
