As an insurance agency owner or manager, you need more than charisma and prospective clients. Selling insurance requires a range of products and services that streamline your operation. Most agency ...

FP Alpha, a New York-based wealthtech firm that develops AI-driven financial planning software, has released a new insurance document management tool first teased at the annual Technology Tools for ...

written by David Kostya, Content Strategist @Boterns 19 th May 25 10:27 am Document chaos slowing you down? For insurers, document management often feels like a never-ending battle. From policy ...

Document management is similar to digital asset management, but less for media than for documents, files and various records. Technologies include capturing metadata, integrating documents into other ...