With more insurers considering exits from regions prone to extreme weather events, agents may need to diversify their client portfolios.
Policies that provide coverage for a business’ activities could be a potential growth area for agents seeking to pivot from residential to commercial insurance.
Insurtech company, BizInsure for Agents, offers brokering tech solutions to help agents efficiently bind and manage small business and micro business policies in minutes.
Posts Categorized: Financial Services
Accruit Technologies Successfully Implements 1031 Exchange Software Exchange Manager Pro(SM) for Asset Preservation Inc.
Accruit Technologies, the leader in 1031 SaaS solutions, completes the implementation of Exchange Manager Pro(SM), for Qualified Intermediary, Asset Preservation Inc., a Stewart company.
RMD Relief and Guidance for 2023-Featuring Darren Oglesby
Relief with Respect to Change in RMD Age to 73
BGW CPA, PLLC Provides Business Strategies to Improve Talent Retention During Live Q&A Webinar
For Carolina business owners, BGW CPA, PLLC has been a leading business and accounting services resource for the past 35 years. With the quick pivot to and adoption of virtual business meetings and interactions during the pandemic, BGW’s reach has grown to include more businesses nationwide. By implementing a schedule of weekly live Q&A webinars,… Read more »
Tadaoki Kokusai Takes Action to Successfully Incorporate Investing and Sustainability Values
Tadaoki Kokusai, a multi-platform asset management firm with a unique approach that incorporates thorough financial planning procedures and offers forward-thinking solutions to its clients, today announced the launch of the Sustainability Investment Guideline. This is intended to serve as a reference for Tadaoki Kokusai advisers in assisting individual and institutional clients with the asset’s selection for… Read more »
