AdvizorPro: Turning Producer and Advisor Data Into Actionable Growth Intelligence
By - July 8 2026
The hardest part of recruiting producers is not getting more names. It's knowing who is really worth the outreach.
Wh..
Fix the Foundation Before You Fund the Growth: Understanding Process Debt
By - July 7 2026
Author: Lisa Soss, Founder, Soss Strategy Group
There is a moment that most COOs and operations leaders in ..
Orchestration-First Beats Point Solutions β A Field Guide
By - June 25 2026
After 2 decades of working Enterprise IT, one pattern dominates: teams who pick orchestration first ship faster, gover..
Best CRM, Quoting & Illustration Software for Life Insurance Agents in 2026
By - June 18 2026
Most agents and IMOs aren't short on technology β they're short on technology that talks to each other. Between prospe..
Top Insurtech Trends to Watch in 2026: AI, Blockchain, and the Innovation Ecosystem Reshaping Life Insurance
By - June 6 2026
Every year brings a fresh batch of predictions about where insurance technology is headed, but a few themes in 2026 are ..
Pathwork Launches Access to Industry-Leading Medical Data, Ending Guesswork for Life Insurance Brokers
By - June 2 2026
Life insurance brokers can now access prescription and medical claims data in seconds, well before they su..