Questions: I am interested in compliance services for a small broker shop. What do I need to finish the CFPB requirements and how long will it take to complete? Q: I am a one-person Broker shop and ...
Streamlined Workflows, Better Team Collaboration, and Clearer Views of Sales Pipeline Through Customizable Dashboard That Connects Seamlessly to Existing SIG Management System MONTREAL, Quebec, Oct.
Quantifying the $40 million annual retention opportunity per $1B in brokered premium, introducing a new discipline to strengthen carrier-broker relationships. BXM is about visibility, predictability, ...
Trading technology provider Neovest has launched AlgoGenetics, a piece of software that the firm describes as a multi-broker algorithmic management system (AMS). Trading technology provider Neovest ...
UNIVERSITY PARK, Ill.--(BUSINESS WIRE)--Insurance technology company Applied Systems today announced it has acquired Artizan Internet Services, expanding capabilities around agency and broker ...
Applied Systems today announced innovative product updates across its product portfolio at Applied Net 2016, the flagship conference and the world's largest gathering of independent agents, brokers ...
Silver Spring, MD – March 2009 – Built in response to client requests for more granular control of who can access certain parts of the agency’s database, Gen4’s new Team Group Security Management tool ...