Onboarding and managing your distribution channel while staying in compliance is no cake walk.
CURRENT PRODUCER MANAGEMENT PROCESSES
NOW WITH AGENTSYNC
Streamlined agent onboarding
Agents are the lifeblood that drives your policy sales – delight them by providing them with a slick and modern onboarding experience, leaving them with a great first impression.
Drastically reduce time to sell and put an end to the paper chase while reducing the security risk of exchange sensitive data over email.
Self-serve onboarding and data collection
All biographic info is populated directly from NIPR using an NPN. Choose which additional fields or documents to upload.
The Agent record sync with NIPR
Simply enter the producer’s NPN to import the agent record from the NIPR PDB (Producer Database), done in real time at onboarding or in bulk via CSV upload.
All active agent records are automatically synchronized with NIPR and updated daily to reflect any changes in NIPR.
Automatically-generated compliance analysis through scorecards
Effortlessly verify credentials—as soon as a producer is assigned to a Producer Assignment, a Compliance Scorecard is generated that identifies any gaps in compliance.
Quickly zero in on what is missing where and for whom. The scorecard provides granularity by State, Missing License, Missing Line of Authority, and Missing Appointments. This level of detail reduces any confusion on what remediation needs to occur.
Scorecards are automatically recalculated as new licenses and appointments are approved in NIPR through the direct NIPR integration.
Distribution channel management
Drive visibility, insights, and actions.
Since AgentSync pulls in all carrier appointments (including competitors) you gain valuable insight into share of wallet across your entire distribution channel.
Action this competitive intelligence by automating tailored marketing communications to your agents based on geography, lines of business, and transaction volume.
Dashboards & reports are easily customizable – AgentSync comes preloaded with the basics to get you started.
Bulk NIPR transactions
AgentSync will automatically assess producer eligibility based on requested transaction(s) and provide stats on each state’s status, complete with estimated fee calculations.
Manage open transactions easily, in one place. Statuses are automatically updated—you don’t even need to refresh the screen.
Submit appointments, terminations, licenses, renewals, and contact info changes directly to NIPR
Bulk process licenses or appointments for up to 50 states and 10 producers at a time
Dramatically accelerate your compliance processes
Bulk import up to 5K producers at a time via drag & drop CSV upload