Insurance Licensing Specialists
Insurance Compliance
with a National
Reputation
30
YEARS OF EXPERIENCE
50
STATES + D.C. & TERRITORIES
100%
COMPLIANCE FOCUS
24/7
LICENSE MONITORING
24/7
LICENSE MONITORING
Trista DeVries
Trista is an active member of the Aviation Insurance Association, where she serves as Director of Continuing Education for provider courses.
Who We Are
A Dedicated Team Managing Your Compliance
Coverage
We have conducted licensing in all 50 states, Washington D.C., the US territories (Virgin Islands, Puerto Rico), and Canada.
Insurance Licensing Solutions
We offer a comprehensive range of licensing compliance services, attending to every detail from initial licensing through ongoing maintenance and renewals.
Property & Casualty
Life, Accident & Health
Surplus Lines
Adjuster
MGA
Reinsurance
TPA
CE Provider Licensing
Property & Casualty
Life, Accident & Health
Surplus Lines
Adjuster
MGA
Reinsurance
TPA
CE Provider Licensing
Insurance Agencies
- Obtain & maintain resident and non-resident licenses
- Ensure all producers have up-to-date licenses
- Perform insurance license renewals
- Proactive 30, 60, 90-day License Compliance Alerts
- Handle Secretary of State filings / Certificates of Authority
- Verify agents are properly affiliated
MGAs
- Ensure sub-producers have up-to-date licenses
- Ensure all producers have current resident & non-resident licenses
- Perform insurance license renewals
- Proactive 30, 60, 90-day License Compliance Alerts
- Handle Secretary of State filings / Certificates of Authority
Call Centers
- Ensure all producers have current resident licenses
- Ensure producers have appropriate non-resident licenses
- Perform insurance license renewals & new licenses
- Track producer status across multiple call centers
Insurance Agencies
- Obtain & maintain resident and non-resident licenses
- Ensure all producers have up-to-date licenses
- Perform insurance license renewals
- Proactive 30, 60, 90-day License Compliance Alerts
- Handle Secretary of State filings / Certificates of Authority
- Verify agents are properly affiliated
MGAs
- Ensure sub-producers have up-to-date licenses
- Ensure all producers have current resident & non-resident licenses
- Perform insurance license renewals
- Proactive 30, 60, 90-day License Compliance Alerts
- Handle Secretary of State filings / Certificates of Authority
Call Centers
- Ensure all producers have current resident licenses
- Ensure producers have appropriate non-resident licenses
- Perform insurance license renewals & new licenses
- Track producer status across multiple call centers
Secretary of State Qualifications
Name Approvals
Affiliations & Disaffiliations
Demographic Changes
Disclosure Submissions
Merger & Acquisition Compliance
Appointment Compliance
OUTSOURCE
Why Outsource Insurance Licensing?
Reduce Costs
An outsourced licensing service saves time and money by leveraging the expertise and efficiency of a specialist. No employees to hire or manage--we are an email or phone call away.
Avoid Penalties
The best way to avoid penalties for noncompliance is to remain in compliance. We ensure you are compliant with all regulations at all times.
Peace of Mind
Rest assured your insurance compliance is under control. Focus on growing your business while we handle the regulatory complexity.
Centralized Records
A full record of all licenses is readily available for auditing, compliance, and record-keeping purposes.
Position for Growth
Full and accurate licensing lets you expand locations, products, and services without facing licensing roadblocks.
Focus on Sales
Stop spending time on administration. Let your team focus on what matters most — selling insurance and serving clients.
We Work as a Single United Team
Get in Touch
be complicated — we’re here to help.