Why Insurance License Management Software is a Must-Have For Agencies
In the rapidly evolving insurance industry, agencies are constantly juggling numerous tasks. Among these tasks, tracking licenses and appointments is a sizable hurdle, often resulting in lost productivity and operational inefficiency. Many agencies still rely on outdated methods like spreadsheets and dated customer relationship management (CRM) systems to keep track of these intricacies.
However, these systems are cumbersome and fall short of keeping pace with the frequent updates from the
National Insurance Producer Registry (NIPR). The dependency on these obsolete systems often leads to missed updates, lapses in licenses, and a lack of synchronized data across the agency. This is where the pressing need for robust insurance license management software comes into play.
9th Nov 2023
7 min read
Insurtech