The November 2022 Aite-Novarica Group report on modernizing the producer onboarding experience highlights the shift toward independent agent models and the need to attract new talent while addressing outdated processes. Current onboarding faces challenges from legacy system complexity, regulatory compliance, and ongoing validation demands. Modern solutions aim to streamline processes to help carriers sell more, manage compliance more effectively, and reduce operating costs. By improving efficiency and enhancing the producer experience, insurers can strengthen recruitment, retention, and overall business performance.

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