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Make business preconditions to upgrade your usability



This post is part of a series sponsored by AgentSync.

If you are looking around at your agency, MGA or operator process for compliance, agreements and other manual old processes and thinking “I̵

7;m over it”, this is for you.

AgentSync has put together an instruction for those who hope to make the case internally that the right digital insurance products can break silos and increase the overall user-friendliness of their business.

Unfortunately, old school processes plague many parts of the insurance industry, including change management. So to help you gather your thoughts and streamline your ability to “sell” AgentSync internally and make arguments to make it easier to do business, we have compiled Making the Case for AgentSync in your organization.

Actuarial solutions for your compliance management problems

We know you’re looking for ways to make doing business easier, and you’re probably stuck on the idea that insurance compliance management software and contract management tools may be the solution. But getting the rest of the team involved is not always easy.

Buying cycles, depressed teams that do not agree on the problem and technophobic attitudes hold back many otherwise growth-oriented companies.

With a practical step-by-step checklist, this guide goes through the process of advocating change in a modern insurance business. Find out the curves before you run ideas up the chain, and you will find it easier to do your errand.

Making the case for AgentSync in your organization can help you:

  • Identify stakeholders
  • Establish decision makers
  • Understand your business’s buying cycle
  • Suggest a compelling example of how your ease of doing business can be transformed through innovative compliance management methods

Getting a collective purchase for the problems is half the battle for the solution

With this guide, you will understand the different angles you can use to get everyone on the same page for your insurance software upgrade.

  • If you are in technology and want to transform your data management methods so that they are both more secure and more useful …
  • If you follow the rules and you want to avoid the impossibility of point-in-time checks that only take place monthly – or annually! …
  • If you are in operation and you are trying to free yourself or your team from the hassle of perpetual copy / paste and manual processes …
  • If you are legal and you are tired of struggling with drafts and contract changes …

We are here for you. We are more than your shoulder to cry on, we are ready to help you upgrade your processes and make doing business easier. To be honest, it’s time.

Download “Make business conditions to upgrade your usability” and get started with your insurance technology transformation to make business easier today.

Do outdated, manual producer management processes hold back your insurance business? See how our unique producer management technology can help streamline your business for growth.

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