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Producer Licensing & Appointment Management demo

Every producer's licenses, lines of authority, appointments and CE deadlines watched across every state; renewals and filings prepared before anything lapses. 1:13

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What the demo shows

A licensing compliance solution that tracks every producer's licenses, appointments and CE.

Six agents read every producer's licenses, lines of authority, appointments and CE from the national producer database each morning, age them 180 days ahead on a producer-by-state grid, prepare every renewal and appointment filing, match each sale to the license on its bind date, and say before anyone quotes whether a new account's states can be placed; the licensing lead signs.

Transcript

  1. Producer Licensing & Appointment Management tracks every producer's licenses, appointments and education, state-by-state.
  2. 2,900 licenses in 31 states.
  3. One missed renewal stops a producer selling.
  4. Renee sees her team on one grid, producers down the side, states across the top.
  5. She moves the date forward.
  6. Owen's Texas license turns orange, six education hours short.
  7. February 1st. The whole Texas column turns red.
  8. The agency's own license lapses.
  9. She names Lauren Pike as officer, and the renewal is prepared.
  10. She drops in Redfern cold chain starting March 1st.
  11. Nobody on the team can place New Mexico.
  12. She signs the fixes.
  13. Every Redfern state can be placed before binds.
  14. Built on Botminds.
  15. Agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.