Sarah Sheppard


Recent Posts

Three Considerations for Business Modernization in Life Insurance

March 9, 2021 at 11:00 AM / by Sarah Sheppard posted in Life Insurance Business as Usual  /  4 minute read

When you think of modernizing your business, going digital may be what first comes to mind. While the importance of being digital is reinforced globally, it is not the only component that should be considered to ensure the changes you are making are optimizing workflow and improving efficiencies. In our journey to standardize and simplify life insurance advisor compliance through modern technology, we have learned valuable lessons along the way that corporations, MGAs, or insurers in the life insurance industry can consider when facing business modernization.

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