Just-in-Time Industry Practices and Insights for Carriers

Overview

This white paper offers a deep dive into the just-in-time (JIT) appointment strategy as a replacement for traditional global appointing methods.

Key benefits:

• Reduced appointment expenses
• Improved sales and distribution efficiency
• Enhanced agent experiences

The paper also explores the critical elements of JIT implementation, the importance of a robust control environment, and how to effectively manage organizational changes. Additionally, it outlines the harmonious relationship between JIT and termination for lack of production (TLOP) policies, demonstrating their role in balancing expense management with state regulatory compliance and positive agent experiences.

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