“A One Stop Life, Health, and Annuity Resource.”

Mastering Insurance Compliance & Risk Management in Distribution Partnerships
By - May 21 2025
This post on insurance compliance and risk management is part of Lavvi’s Partnership Distribution Guide, a comprehensi..
The Future of Financial Institutions: Embedded Insurance Solutions for Competitive Growth
By - April 14 2025
Financial institutions are evolving rapidly, and those that integrate embedded insurance solutions into their business m..
Paperclip Joins Forces with White Swan to Streamline and Digitize the Insurance Sales Process with Seamless Data Integration
By - April 4 2025
Paperclip (OTCMKTS:PCPJ), a publicly traded leader in insurance data management and automation, has announced a strateg..
PDF IS OUTDATED: Rethink the document or risk falling behind
By - March 27 2025
As we stand at the forefront of a rapidly changing digital landscape, customer communications management (CCM) is facin..
It’s Time for Customer Communications in Insurance to Be Customer-Centric
By - February 18 2025
I’ve worked in the insurance space for more than 26 years, leading regulated communications teams. One thing I’ve no..
The Good, Bad, and Ugly of Selling Life Insurance with AI
By - November 15 2024
Introduction Imagine a busy healthcare facility where doctors rely on AI to summarize patient visit notes. Almost every..
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