Agent Compliance Management

A digital solution for agent onboarding, licensing, appointments and terminations

Overview

As the insurance industry undergoes a transformation emphasizing digital product distribution and automated underwriting, the time consuming, paper-based and error prone process of agent licensing and appointment tracking can also be transformed.

ACM – Digital Agent Compliance Platform

Use ACM platform with automated producer on-boarding and externally facing customizable form and bulk agent imports.

  • Easy to navigate user dashboard, search and reporting capability
  • Agent and agency onboarding
  • Automated agent appointments and terminations
  • Manage licensing records, continuing education, and documents (W-9, E&O)
  • License expiration and other alerts to meet compliance requirements
  • Self-service license renewals

Third-Party Integration

Digital capability to enable transmission of agent information to/from third parties.

  • Real-time NIPR producer imports for agents and agency bio and contact info, licenses, appointments, regulatory actions, etc.
  • Real-time OFAC verification for agency, agent or TPA with integrated OFAC clearance workflow.
  • Integrated with Salesforce and ServiceNow – synchronize the agent compliance data with your CRM or ITMS
  • Accepts third-party data feeds to update agent records
  • Integration with existing policy administration systems and producer databases

Developer center to integrate with underwriting/other systems:

Our experts help you with setting up and integrating ACM with your existing systems.

On-premises, AWS, Azure or Google Cloud:

ACM comes in all flavors. You chose what fits your requirements.

 

Take the paperwork out of the agent onboarding,
licensing, renewals, appointments and terminations.

Streamline your agent compliance process with ACM

Benefits

  • ACM simplifies agent, agency, adjuster onboarding and background checks
  • ACM is the most efficient way to handle licensing, and appointments from saving time on processing forms to annual state reporting requirements.
  • Agents are notified automatically regarding expiring licenses or documents, no need to keep track in a separate file and send reminders to each agent.
  • ACM provides the ability to collect all relevant license information for each agent appointed.
  • ACM automatically completes carrier appointment forms including agent responses and digital signatures for each application.
  • ACM collects and inventories all licenses, lines of authority by the state, E&O, W-9, etc.
  • Agents have a web view of all information on file and can upload new documents.
  • ACM allows for a single view of all licensing and appointment activity, no need to look in multiple systems or files.
  • Compliance team moves from paper shuffling to data management for agent licensing and appointments.
  • Automated notifications to agents for license renewals and expiring documents. Licensing information is validated via full integration with NIPR.

ACM Digital Platform

Use ACM platform with automated producer on-boarding and externally facing customizable form with drag and drop feature and bulk agent imports.

Integrated with Lexis Nexis for OFAC check

Real-time OFAC verification for Agency, Agent or TPA with integrated OFAC clearance workflow.

Integrated With NIPR

Real-time NIPR producer imports for Agents and Agency bio and contact info, licenses, appointments, regulatory actions, etc.

Developer Corner

Our experts help you with setting up and launching aggressive digital campaigns to make the most of your online marketing.

© 2022 All Rights Reserved | Privacy Policy