How to Use Curated Workflows to Systematize and Streamline Insurance Reviews

The right technology can save you time and help you scale your business. Hubly is driven by a mission to make professional financial advice accessible to more households.

Ron Gorodetsky, COO and Co-Founder of Hubly, provides a sneak peak into the next generation of templated workflows curated by technology partners. By partnering with technology providers to curate Hubly Workflows, it’s now easier than ever to:

1. Introduce new technology into your firm to better meet client expectations
2. Incorporate new technology into the right steps of client service Workflows for improved efficiency and consistency
3. Better utilize the technology you already pay for and make training new team members a breeze

For this webinar, Hubly teamed up with Policygenius, an industry leader in term life insurance fulfillment, to curate Workflows for Policygenius Pro — an enterprise offering built for Financial Advisors to harness Policygenius’ best-in-market fulfillment platform.

See for yourselves how purpose-built Workflow can help you streamline Insurance reviews.