Products

For Agencies

Automated Insurance Licensing and Compliance

for Agencies

The Vertafore Producer Lifecycle Management solution simplifies and automates the many administrative tasks required to manage regulatory requirements and enables users to submit licensing transactions electronically to any or all 50 states via a single-source platform.

Agencies that use our solution have a competitive advantage because they know that the business they sell will be processed and paid. With producer lifecycle management, you can easily determine which producers are authorized to sell a particular line of business with which carriers in any given state. Our services provide you with improved data access and accuracy, so they can make educated business decisions faster and easily demonstrate compliance. And because they are confident that they will achieve compliance, they can act quickly on business opportunities and focus on growing business and servicing clients.

Compliance Management System G2™

Manage compliance-related transactions faster and with greater accuracy through streamlined connections between industry stakeholders.

Improved accuracy of regulatory transactions enables your agents and registered representatives to start selling faster
Comprehensive producer relationship management reduces work hours needed to manage compliance
Easy integration with existing distribution management systems allows you to leverage existing systems and facilitate adoption
Education management helps you stay current with ever-changing requirements

AgencyEDGE

Efficiently perform state-required compliance transactions on behalf of all your producers through direct, electronic connections to the states.

Intuitive interface enables fast and easy online electronic licensing and appointing
Accurate producer data decreases submission errors
Experts help you stay on top of ever-changing regulatory requirements

Efficient Contracting Solution™

Save time and speed your time to market by quickly and easily contracting with one or multiple carriers, eliminating manual, paper-based agent onboarding.

Increased data accuracy speeds transaction response time
Automated processing reduces workload and supports a paperless environment
Pre-population reduces the risk of manual data entry errors
Faster contracting means your company will be seen as easy to do business with

e-PAL™

Reduce the amount of time on visiting multiple State Department of Insurance websites with the original, single-source electronic reference tool for insurance licensing.

Single-source, online access to licensing and securities requirements from all 50 states saves time
Get instant access to updated forms and requirements to keep you up to date with ever-changing requirements
Access to our expert customer support professionals gets your questions answered quickly

Licensing & Registration Services

Focus on selling business and servicing clients without disruptions by taking advantage of our flexible outsourcing options that cover all areas of compliance.

Best practice compliance process consulting keeps you ahead of the game
Special project assistance (i.e., mergers & acquisitions) helps you meet your compliance needs
Full-service licensing department to handle entire back office lets you focus on taking care of your clients