The IBAO has been hard at work for the last year & a bit on a major strategic initiative for the broker channel – going paperless.

Join Steve, Jeff, Adam & Tom as they sit down for an in-depth discussion on the going paperless initiative.

Colin Simpson, IBAO CEO, and Steve Gugler, partner 3 Tree get into the weeds with the DIPP crew on the project. Answering key questions, such as:

This is an important step for the broker channel, so check out the episode & get informed!

Resources:

Leave a Reply

Your email address will not be published. Required fields are marked *