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Agent List

STREAMLINE YOUR PROCESS WITH ACCLAIM

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

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