Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Agent-Company Interface Still High On User Groups Wish Lists
By Caroline McdonaldAgent-Company Interface Still High On User Groups Wish ListsByAlthough agents are dealing with a host of technology issues, one that keeps coming up with user ...
May 18, 2003
Get Referrals From Many Professionals, Not Just CPAs and AttorneysByOdds are that from the day you started out in this business, you heard the adage "this business is built on referrals." Referrals may be ...
May 18, 2003
Dont Put Up With Costly Software BugsDont Put Up With Costly Software BugsByCarriers count on technology to accelerate their ability to quickly meet evolving customer expectations, address changing regulations and work ...
May 15, 2003
Anthem Enters EAP MarketNU Online News Service, May 15, 2003, 1:01 p.m. EDT -- The Anthem Blue Cross and Blue Shield unit of Anthem Inc., Indianapolis, is ...
May 12, 2003
Milliman Eyes Disease-Management ProgramsNU Online News Service, May 12, 2003, 2:52 p.m. EDT -- Milliman USA, Seattle, a major actuarial consulting firm, says it is preparing a ...
May 11, 2003
Business Process Integration Can Help Solidify Carrier-Agency PartnershipsBusiness Process Integration Can Help Solidify Carrier-Agency PartnershipsByHistorically, insurance carriers have struggled to keep pace with the demands of highly productive agents, who in some ...
May 11, 2003
Vendors Offer Workflow SolutionsBy Gary S. MogelFrom client prospecting to billing to final claims resolution, agency management systems give agents and brokers the ability to track, document and ...
May 11, 2003
Dont Put Up With Costly Software BugsDont Put Up With Costly Software BugsByCarriers count on technology to accelerate their ability to quickly meet evolving customer expectations, address changing regulations and work ...