New leadership position brings better accountability for back-office workflows
Plus, Designed Wealth adds advisor and inaugural taxonomy and transition planning council named
The lack of a structured follow-up when a client changes hands can leave the policyholder vulnerable
Conquest, Friedmann AI add features like large language model data migration, insurance quotes
Changes come weeks after Manulife Singapore issued world's largest life insurance policy
Changes impact business, personal and legacy products
Health coaches to support group benefits clients throughout cancer journey
Net income dropped from $16M last year as non-insurance costs increased
Bilingual software boosts compliance efforts
Willis will provide IFB members with bilingual support, more coverage options