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"Inside the Automation Playbook: Top 100 Brokers and MGA's Share Their Accounting Secrets"

Insurance accounting is complex and time-consuming. Discover how top brokers and MGAs are leveraging automation to save thousands of hours, reduce errors, and improve client satisfaction. Learn proven strategies that can save you time and focus on what really matters: growing your book of business.

Manual accounting processes can cost your enterprise organization time and money—while increasing the risk of errors. By leveraging automation strategies, you can combat these challenges. Top brokers and MGAs have unlocked the secrets to streamlining their operations, and now you can learn from their experience.

This playbook distills key insights from a roundtable with leaders at Arden Insurance, Cross Pointe Insurance, and Epic Brokers. They share their practical applications and the transformative impact of accounting automation.

Download the playbook and you’ll learn how to:

• Save thousands of staff hours annually through AR automation
• Enhance the payer experience with simple, standardized payment portals
• Navigate customer sensitivities around payment fees to improve collections
• Prioritize integrations with your agency management system

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