Upgrade your legacy tech with top insurance SaaS solutions. Automate workflows, scale fast, and lead the insurtech revolution. Read the full guide!
In wealth management, keeping a client is usually far more cost effective than finding a new one. That is why good advisors are attentive to signs that those they serve might be drifting away. For ...
Half the battle of getting your work done is figuring out what you need to do. The top work management apps we've tested help you organize your day-to-day workload and stay on task. I’ve been writing ...
Client lifecycle management software has become a staple for global businesses looking to improve productivity. This technology enhances communication with your clients and smoothly facilitates day-to ...
State Farm announced Thursday that it will pay the largest dividend in company history to auto insurance customers, who are in line to receive $5 billion in cash back. State Farm Mutual Automobile ...
Mercury joins nationally recognized financial services brands, such as American Express and Capital One in USA Today's ranking. Launched in 2026, the ranking is based on one of the most comprehensive ...
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Client management software for financial advisors
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...
SAN FRANCISCO, Jan 21 (Reuters) - U.S. insurer Lemonade (LMND.N), opens new tab said on Wednesday it would offer a 50% rate cut for drivers of Tesla (TSLA.O), opens new tab electric vehicles when the ...
Applied Systems Inc. was sued in federal court by a rival that claims the company leveraged its market power in the insurance agency management software business to crush competitors, escalating a ...
Insurance claims management software can streamline intake, evaluation, validation, payouts and closure. Unfortunately, not all platforms are built to the same standard. If insurers want to maximize ...
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