Author: Lizzy Wolff

Choosing a software implementation (SI) partner is a lengthy process. It requires time and resources that can seem daunting to any organization. As time-consuming as it is, we suggest going through each step…

Author: Lizzy Wolff

If you have chosen a software solution for your organization - incentive management, SPM, agent lifecycle management, CPQ, or pricing software - your next task is to select the right implementation partner to…

Author: Lizzy Wolff

The insurance and wealth management industries are constantly changing, and companies encounter various challenges related to Agent and Advisor compliance, industry regulations, and managing external channel…