Ready, Set, Sell

For insurance carriers, agencies, brokers, MGAs, and everyone else across the entire distribution channel, one thing is certain: Producers are the front line of your revenue-earning potential.

No matter where you stand in the insurance industry, you don’t make money without a team of licensed insurance agents selling a variety of insurance products. This is why, for many carriers and agencies, the time it takes to get a producer onboarded and ready to sell is painstakingly long.

Most of us are all-too-familiar with a process that goes something like this:

• Spend time recruiting the right producers for your organization
• Spend days, weeks, or months collecting documents like E&O insurance and W9 forms from the new producer via email, fax (yeah, you heard us right!), and phone calls
• Spend time manually ensuring the producer is licensed in each necessary state and for each necessary line of authority by logging into NIPR to track down each producer’s state-specific license info for each line of authority