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February 24, 2021

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Why Modernizing Expense Technology Is Critical

March 2, 2020 Cabroker

As a financial planner or insurance agent, you know it’s extremely important to track every expense you incur. Every penny must be tracked within a very highly-regulated industry. Many firms even have limits on what […]

Insurance Insider Newsletter

Have a Broker Tech Idea? Apply Now for Funding and Mentorship

November 6, 2019 Victoria Alexander

Got some great tech ideas based on the insurance agent/broker experience? BrokerTech Ventures, a consortium of insurance industry companies, wants to hear from you. Propose your idea and, if your proposal is selected, you’ll be […]

Phil

California Broker

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