Insurance Licensing and Compliance Software
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.
Carriers
Reduce risk and increase regulatory accuracy through tight connections to industry stakeholders.
- Improve onboarding processes
- Grow sales channel without added labor costs
- Avoid fines with increased regulatory accuracy
- Reduce quote-to-issuance cycle time
Securities Firms
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.
- Grow sales channels without adding labor cost
- Increase regulatory accuracy to avoid fines
- Reduce quote-to-issuance cycle time
Agencies
Automate the time-consuming process of ensuring your producers and CSRs are authorized to sell.
- Accelerate licensing transactions
- Improve data access and accuracy
- Increase visibility into business processes
- Minimize manual data-entry
Individual Producers
Easily apply for or renew a license, access letters of certification, print your license and more in minutes.
- Access all 50 state departments of insurance quickly from a single interface
- Instantly manage your personal licensing with convenient, quick-link access to online services
- Manage continuing education requirements with real-time tracking
Education Providers
Streamline your continuing education compliance filing through improved market access.
- Simplify compliance process with direct connections to State Departments of Insurance
- Improve market access to licensees, agencies and carriers
- Speed up course roster processing and approval requests
State Regulators
Unburden your staff of repetitive data-entry so they can focus on regulating producers and protecting consumers.
- Minimize manual processing through industry-facing portals and electronic producer licensing services
- Comprehensive suite of 12 integrated modules
- Interfaces that support national systems and initiatives
