White papers

A Guide to Digital Transformation

Harvard Business Review Analytic Services conducted a survey that revealed 26% of digital leaders believe that the absence of an established digital transformation strategy is their biggest organizational challenge

Another 84% of the executives surveyed agree that new business opportunities are emerging as their organization digitally transforms.

If life insurance brokers are looking to increase their prospecting, sales, and customer retention, digitization is the next step they should take.

Learn more about how to digitize your insurance business and choose the right insurance technology in our white paper.

Future Proof Your Business as a Hybrid Advisor


The global pandemic has caused the insurance industry to adopt digital and contactless operations. Recent studies have indicated that clients are placing more business with technology-enabled “hybrid advisors” than ever before.

In this white paper, we outline how advisors can use technology to their advantage, especially in today’s digital-first economy.

Learn how advisors can take a hybrid approach – a blend of automated technology and human interaction – to win clients and grow their book of business.