Tools and Processes in Insurance Wholesale
I would like to learn more about the tasks and tools utilized by insurance wholesalers for life insurance and annuities. In particular, I am interested in better understanding the day-to-day processes involved in their roles and the specific platforms they rely on to carry out their responsibilities effectively. Ideally, I am seeking to gain insights through screensharing sessions to observe firsthand the tools and systems used by these insurance professionals.
Please note! Zoom meetings are expected to last about 45 minutes to 1 hour.