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Emerging from 2019 with better workflows is the ultimate goal for the IA channel. (Photo: Shutterstock) Emerging from 2019 with better workflows is the ultimate goal for the IA channel. (Photo: Shutterstock)

Working in the independent agency channel these past 34 years has meant facing, every day, the problem of merging the old with the young. 

I’m talking about commingling processes in existence for years or decades with technology created to shorten the path from a prospect discussion to a bound policy.

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