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A 360⁰ View of Life Insurance Distribution in 2023: New Solutions to Agency Management and Commission Accounting Challenges

Equisoft Accelerate Webinar Series

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Find out what Equisoft, Datos Insights (previously Novarica) & NAILBA leaders revealed about the results of new research into the state of insurance distribution and how carriers and distributors are seeking to optimize the channel. Discover the top reasons why policy approval timelines are too long, how to take back control of commissions, and how to revolutionize the agent and customer experience.

Key Takeaways:

  • Gain valuable insights into how the independent insurance channel is managing its digital transformation journey.
  • Get insights into the evolving broker-distributor relationship and the barriers and opportunities presented by digital transformation.
  • Learn about new solutions for enhancing customer experience.
  • Discover strategies to enhance accuracy and transparency in commission management, benefiting both carriers and advisors.
  • Explore the significance of harnessing data analytics and sharing capabilities to optimize distribution operations.
  • Understand the importance of mobile-friendly interfaces and how they can boost engagement with advisors.

Digital Transformation Unveiled

Get a comprehensive look at the independent channel’s digital transformation journey. Understand the pivotal role of digital tools in enhancing customer experience and operational efficiency.

Mastering Commission Accounting

Learn about solutions to complex commission accounting challenges. See how transparency and accuracy in payments impact carrier-broker relationships. Discover the importance of digital reconciliation tools and reliable technology partners.

Empowering Advisors with Data

Create increased advisor self-sufficiency and productivity through data ownership. Harness data effectively to provide superior customer service. Explore the tools needed to enable advisors to make data-driven decisions.

Agent Experience Enhancement

See how to create better agent experiences to boost efficiency and satisfaction. Understand the digital tools and compensation structures that matter most to agents. Bridge gaps in commission accounting between carriers and agents.

Carriers' Digital Needs and Business Cockpits

Uncover carriers' evolving distribution technology needs and the significance of business cockpits. Find out how to use digital skills and data literacy to meet broker requirements. Prioritize an "easy button" experience for harmonious carrier-broker relationships.

Building Client Experiences

Learn from real-world experiences by building strong client relationships through responsiveness. Discover the importance of timely and accurate information in client interactions.

Key Takeaways and Prioritization

Gain insights into prioritizing digital transformation efforts in distribution. Embrace a proactive approach and focus on quick wins. Harness data for informed decision-making, enhance advisor experiences and boost customer engagement.

Watch the Full Webcast

Delve into the complete webcast video to explore these insights in depth. Discover practical strategies and innovative approaches to thrive in the digital age of insurance distribution.

Unlock your insurance business's full potential through digital transformation. Watch the webcast now.

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