CARRIERS

Agent on boarding, appointment tracking, license validation, lines of authority and E&O coverage verification are time consuming, paper laden processes.

       With ACCLAIM you can automate the process & maintain a completely digital platform for insurance agent licensing, appointments and continuing education.

With ACCLAIM you can automate the process & maintain a completely digital platform for insurance agent licensing,appointments and continuing education

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

ACCLAIM...

Streamline Your Agent Compliance Process With ACCLAIM IQ