Agent Compliance Management
A digital solution for agent onboarding, licensing, appointments and terminations
STREAMLINE YOUR PROCESS WITH ACCLAIM
ADDRESSES THE CHALLENGES OF AGENT CONTRACTING & APPOINTMENTS
• Agent onboarding
• License tracking
• Compliance
SECURE MAINTAINENCE
• Easy to navigate user dashboard
• Agent appointments
• Licensing records and important documents (W-9, E&O) securely housed
TOOLS & ALERTS TO MEET COMPLIANCE REQUIREMENTS
• Agent portal
• License expiration alerts
• Self-service renewals
• Automated agent appointment forms completion
• Extensive search and reporting capability
THIRD PARTY INTEGRATION
• Digital capability to enable transmission of agent information to authorized third parties (such as background and OFAC screenings)
• Functionality to accept third party data feeds to update agent records
• NIPR integration
AGENT ONBOARDING PROCESS
