Member Insights


Carrier Best Practices for Leveraging Just In Time Appointments

Whether a state is JIT friendly, requires appointments beforehand, or is a registry state, incorporating AgentSync as part of the integration process ensures it becomes as automatic as possible. View the AgentSync White Paper here.

Insurance 101: The Insurance Distribution Channel Overview

Sometimes, insurance distribution channels may involve a number of entities – agencies, Independent Marketing Organizations (IMOs) and Field Marketing Organizations (FMOs), brokers (and their respective broker distribution channels), and aggregators – each play a slightly different role. Understanding how these entities are regulated and what a mature tech stack can do to help each begins with understanding their place in the distribution channel. View the AgentSync blog here.

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