Guardian Life developed a web app financial modeling tool for its independent agency partners to help them plan expansions and identify opportunities for profitability and efficiency. Developed over three years, the tool has facilitated agency planning in line with the carrier’s goals and supported leadership transitions.

 

Guardian Life: Financial Modeling Tool


Aite-Novarica Group: Insurance Case Study Compendium, 2022 by Harry Huberty, Martina Conlon, and Robert McIsaac with permission. All rights reserved.

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