Producer Manager™ is a producer credential and relationship management system that provides you the visibility you need to confidently determine which producers are authorized to sell which products in which jurisdictions. Knowing this gives your agency a competitive advantage because you can act quickly on business opportunities and rest assured that the business you sell will be processed and paid.
Producer Manager is combined with a powerful web-based service for submitting licensing, appointment, and other regulatory transactions via direct electronic connections to state regulators, so you can maintain regulatory compliance at the lowest cost and with the fewest labor hours than ever. Armed with our sophisticated data synchronization technology, you will have peace of mind that your data is accurate and not worry about spending time correcting transaction errors.
Key advantages include:
- Producer Manager streamlines and automates processes using a sophisticated rules engine based on your business rules and the most up-to-date requirements in all 50 states, enabling you to reduce labor costs and increase regulatory accuracy.
- Integrated report tools can help save money on appointments by storing, tracking, and organizing data into reports that give you exactly the information you need — enabling you to spend the money appointing and renewing only those agents who need it.
- Direct links to the PDB, state databases and continuing education providers will enable you to understand what requirements you have to meet, process the appropriate transactions electronically and communicate changes to regulators.
- Producer Manager enables you to automatically update your producer’s records to reflect compliance with continuing education requirements.
- You can rely on knowledgeable customer service representative to assist you with transactions, provide you with informed answers to your questions, and update you when regulatory requirements change.
- Producer Manager provides detailed error messages if required information is missing from a producer record, and if necessary, holds transactions in a queue so that you can fix errors in advance rather than needlessly paying the state for declined transactions.
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Vertafore Sircon
2nd Place, Insurance Vertical Solutions
2011 Vanguards In Insurance Practices |