A Digital Solution for Insurance
Agent Licensing Compliance Management

As the insurance industry undergoes a transformation emphasizing digital product distribution and automated
underwriting, the paper-based process of agent licensing and appointment tracking can also be transformed.

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Benefits Of ACCLAIM IQ

ACCLAIM IQ is the most efficient way to handle insurance agent licensing and appointments from saving time on processing forms to annual state reporting requirements.

Agents are notified automatically regarding expiring licenses or documents, no need to keep track in a separate file and send reminders to each agent.

ACCLAIM IQ automatically completes carrier appointment forms including agent responses and digital signatures for each application

ACCLAIM IQ collects and inventories all licenses, lines of authority by state, E&O, W-9, etc.

Agents have a web view of all information on file and can upload new documents.

ACCLAIM IQ provides the ability to collect all relevant license information for each agent appointed

ACCLAIM IQ allows for a single view of all licensing activity, no need to look in multiple systems or files

 Compliance team moves from paper shuffling to data management for agent licensing and appointments.

 Automated notifications to agents for license renewals and expiring documents.Licensing information is validated via full integration with NIPR

Streamline Your Agent Compliance Process With ACCLAIM IQ.