Producer Lifecycle Management addresses all the activities performed throughout a selling professional's career to make sure they are legally able to sell a line of business with a particular carrier within a given state. The process of getting compliant and maintaining that compliance becomes a complex web of back and forth communications. This process done manually can take days or even weeks to complete for just one selling professional, and if not done accurately can result in regulatory audits and fines.
Our solution helps agencies, carriers, individual producers and securities firms accelerate the sales authorization process by streamlining and automating producer appointing, registrations, licensing and day-to-day compliance so companies can avoid regulatory scrutiny and fines and more efficiently achieve compliance so they can focus on growing revenue.
Reduce risk and increase regulatory accuracy through tight connections to industry stakeholders.
Reduce reputational risk, improve your representative onboarding process, and streamline ongoing reporting requirements by automating the steps you take to get and keep your sales channel authorized to sell.
Automate the time-consuming process of ensuring your producers and CSRs are authorized to sell.
Easily apply for or renew a license, access letters of certification, print your license and more in minutes.
Streamline your continuing education compliance filing through improved market access.
Unburden your staff of repetitive data-entry so they can focus on regulating producers and protecting consumers.