Lumina Financial Solutions’ Post

Is your agency spending more time managing paperwork than growing your business? Here's what we've learned from working with hundreds of insurance agencies: The biggest barrier to growth isn't finding new clients - it's having enough time to serve them well. Most agencies are still juggling multiple systems, manually checking eligibility, and spending days on RFPs. Every hour spent on these administrative tasks is an hour you could spend building client relationships or developing new business. That's why we built Apeironix differently. We wanted technology that handles the day-to-day work so insurance professionals can focus on what they do best - using their expertise to help clients succeed. What administrative tasks are taking up most of your team's time? Share your experiences below. #InsuranceAgency #AgencyGrowth #InsuranceTechnology #BusinessEfficiency #InsuranceIndustry

Is your agency spending more time managing paperwork than growing your business? Here's what we've learned from working with hundreds of insurance agencies: The biggest barrier to growth isn't finding new clients - it's having enough time to serve them well. Most agencies are still juggling multiple systems, manually checking eligibility, and spending days on RFPs. Every hour spent on these administrative tasks is an hour you could spend building client relationships or developing new business. That's why we built Apeironix differently. We wanted technology that handles the day-to-day work so insurance professionals can focus on what they do best - using their expertise to help clients succeed. What administrative tasks are taking up most of your team's time? Share your experiences below. #InsuranceAgency #AgencyGrowth #InsuranceTechnology #BusinessEfficiency #InsuranceIndustry

Is your agency spending more time managing paperwork than growing your business? Here's what we've learned from working with hundreds of insurance agencies: The biggest barrier to growth isn't finding new clients - it's having enough time to serve them well. Most agencies are still juggling multiple systems, manually checking eligibility, and spending days on RFPs. Every hour spent on these administrative tasks is an hour you could spend building client relationships or developing new business. That's why we built Apeironix differently. We wanted technology that handles the day-to-day work so insurance professionals can focus on what they do best - using their expertise to help clients succeed. What administrative tasks are taking up most of your team's time? Share your experiences below. #InsuranceAgency #AgencyGrowth #InsuranceTechnology #BusinessEfficiency #InsuranceIndustry

This Week in Sales Intelligence: Life & Annuity Carriers 📊 Trend to Watch: 45% of life and annuity carriers plan to increase their focus on digital distribution in 2025. Are your sales channels ready to capture this growing demand? 📈 Client Retention Matters: Carriers who invest in personalized policy reviews see up to a 20% boost in renewal rates. Tailored follow-ups can transform client loyalty into lifetime value. 💡 Tech Driving Growth: AI-powered underwriting tools are cutting processing times by 40%, enabling carriers to close policies faster and improve customer experience. Is your tech stack keeping up? 👉 Explore these trends and more in this week’s full newsletter. #LifeInsurance #AnnuitySales #CustomerRetention #InsurTech #SalesLeadership

How much do insurance agents make? The truth largely depends on who you ask and what their skill levels are! It's all about how you leverage your time and resources. 🕒 For agents handling everything from prospecting to paperwork, earnings might be around $20 per hour. However, those who streamline their operations by hiring assistants and focusing solely on high-value tasks like ecruiting agents and closing deals can earn up to $500 per hour. It's all about how you leverage your time and resources. #InsuranceCareer #EarningPotential #WorkSmart

Navigating the world of annuities and insurance portfolios at a financial institution can be challenging. Proformex is here to simplify the process and help you excel.   - Boost Efficiency: Automate routine tasks and reduce administrative burdens, allowing your team to focus on strategic initiatives and client engagement.     - Enhance Client Relationships: Equip your advisors with real-time data and powerful analytics to proactively manage client portfolios. This leads to better decision-making and higher client satisfaction.   - Protect Your Brand: With shared access to accurate, timely contract data, Proformex ensures your entire team stays aligned, mitigates risks to your institutions, and maintains compliance with corporate policies as well as regulations.   Thinking about how Proformex can make a difference for your institution? Click the link below, let’s schedule a brief call or demo to discuss how our platform might benefit your team.   #Proformex #BrandProtection #FinTech #InsurTech

Exciting News! 🚀   We are thrilled to announce our rebrand from Young Consulting to Connexure. Our new name reflects our commitment to connecting the self-funded ecosystem through integrated software solutions. Connexure offers three core SaaS products:   1) ESLoffice for Carriers and MGUs to support stop loss underwriting, quoting and administration 2) BenefitConnect for Brokers, GAs, COEs, and TPAs to manage the stop-loss quoting and placement process through system-to-system integrations with 70+ Carriers and MGUs 3) Claimpoint for Carriers and TPAs to automate the painful manual work involved with claim filings and reimbursements   Our goal is to drive efficiency for all stakeholders in the marketing, underwriting, and administration of stop loss coverage. The interoperability of our SaaS solutions will continue to dramatically reduce friction and manual work throughout the ecosystem.   This rebrand symbolizes more than just a face-lift. We are improving processes and product development with the overarching goal of enhancing the customer experience through industry-first interoperability. We are excited for this new chapter and are so grateful for the loyalty and trust of our customers as we work to better meet the industry’s needs.   For additional details about Connexure’s products or the rebrand please reach out to Christopher White. https://connexure.co/ #Connexure #fkaYoungConsulting #connecting #insurance #stoploss #selffunding

It is crucial to have a technological edge in today’s employment environment. The old, tech-free ways of legacy underwriting are phasing out, while the millennial and Gen Z workforce is looking to leverage advanced technology solutions to be fast and smart at work. With the enablement of modern tech, underwriters can deliver impressive results as sales enablers, broker relationship consultants and book managers. Learn more: https://lnkd.in/efEh4sXd #CommercialLineinsurers #PersonalLineinsurers

Did you know that 73% of insurance agents hit burnout by Q4? The culprit? Endless paperwork, claims processing, and client follow-ups eating into your time. But what if you could: ✅ Slash admin work by 50%+ ✅ Focus on high-value tasks (like closing deals) ✅ Actually enjoy Q4 for once? At Virtual NexGen Solutions, our Insurance Virtual Assistants are trained to: 🔹 Handle claims processing & policy renewals. 🔹 Client onboarding & compliance tracking. 🔹 Manage your calendar & urgent follow-ups. Case in point: One agency reduced processing time by 60% and grew revenue by 35% in 6 months—without hiring full-time staff. 👇 Tag an insurance pro who’s drowning in paperwork Or DM us “INSURANCE” to learn how we’ll help you reclaim your time—and sanity—before Q4 hits. Your success is just a VA away. 💼 #InsuranceAgents #BurnoutRecovery #VirtualAssistants #InsuranceTech #TimeManagement #VirtualNexGen #Q4Prep #WorkSmarter

🏌️♂️ What a day! Managed to finalize deals and prospect new opportunities all before shaking hands with a new client. 🤝 As commercial insurance producers, we're experiencing an incredibly dynamic era. With streamlined processes, we can literally take our office anywhere! ⛳️ It's a testament to how we're shifting the way business is done in insurance. #ModernInsurance #BusinessGolf #SHFT