Season 4 – Episode 1: Going Paperless
The IBAO has been hard at work for the last year & a bit on a major strategic initiative for the broker channel - going paperless.
The IBAO has been hard at work for the last year & a bit on a major strategic initiative for the broker channel – going paperless.
Join Steve, Jeff, Adam & Tom as they sit down for an in depth discussion on the going paperless initiative.
Colin Simpson, IBAO CEO and Steve Gugler, partner 3 Tree get into the weeds with the DIPP crew on the project. Answering key questions, such as:
- What does the project cover?
- Why should brokers care?
- What are the timelines & benefits?
- Which carriers & vendors are supporting this?
- Do clients actually want to go digital?
This is an important step for the broker channel, so check out the episode & get informed !