Sales Operations

Appointment Management

Insurance carrier organizations need to align producers with insurance products they are eligible to sell. Validating appointments for all producers without a centralized system can create inefficiency and inaccuracies due to complexities associated with varying regulations. This can impact compliance and sales compensation calculations. The Appointment Management application from Optymyze enables carriers to align producers to authorized insurance products, provide visibility to producers regarding their appointments, and automate tasks related to renewals or modification of appointments.

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