Making Data Useful: Ops, Sales, and the Human Factor
October 22
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- 4:00 pm
- - 4:45 pm
- Daytona 1
- Breakout Session
BGAs are stitching together insights from various systems to track placement, in-force opportunities, and advisor experience—but success still comes down to habits.
This session looks at how operations teams turn complex data sets into simple, repeatable routines that sales and underwriting teams will actually follow. Panelists share practical approaches for building habits around data rather than just dashboards, and point to where BGAs still have room to grow.