Modernizing the Producer Onboarding Experience

Producer management and compliance have become notoriously complex for carriers, in part due to manual processes, outdated systems, and keeping up with the changing face of today’s agent force.

Investments in tools and processes can yield better producer experience, reduce costs, and give carriers the ability to scale distribution channels, all while keeping up with changing regulations. Key findings include:

  • The existing process is a liability. 
  • More turnover and changes are on the horizon. 
  • New tools keep down costs and risk and enable growth.

This report from AgentSync & Aite-Novarica provides an overview of the existing system and process complexities facing insurers during producer onboarding and management, plus recommendations on how insurers can invest in new capabilities to enhance efficiency in onboarding.

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