Tagged: News

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ClaimsPro and WINMAR Canada Announce Training Partnership

ClaimsPro and WINMAR® (Canada) International, Ltd. Training Partnership London, ON (June 14, 2024) – WINMAR® (Canada) International, Ltd., is pleased to announce a training partnership initiative with ClaimsPro. ClaimsPro and WINMAR® (Canada) International, Ltd....

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We Can Stop Advisor Industry Churn: Orion CEO

“What we see is that the amount of time you are saving depends on the degree to which you want to invest in workflow efficiency,” Wolefsen said. “Fully outsourcing the investment management piece is...