INSURANCE LICENSING SOLUTIONS

We offer a broad range of services and cover licensing compliance in the following areas:

  • Resident and non-resident initial licensing for individual producers and entities in all 50 states, D.C., the Virgin Islands, Puerto Rico and Canada.  This includes:

    • Property, Casualty
    • Life, Accident, Health
    • Surplus Lines
    • Adjuster
    • MGA
    • Reinsurance
    • TPA

  • Renewals for resident and non-resident individual producers and entities

  • Secretary of State qualifications to transact business in all 50 states and D.C.

  • Name approval

  • Affiliations/Disaffiliations

  • Demographic changes such as resident addresses, business addresses, emails, etc.

  • Disclosures

  • Merger and acquisition compliance

  • Sponsoring insurer appointment compliance

Insurance Agencies

  • Obtain and maintain your agency resident and non-resident licenses

  • Ensure all your producers have up-to-date resident & non-resident licenses

  • Perform insurance license renewals

  • Proactive 30 day, 60 day, 90 day License Compliance Alerts

  • Handle filing with the Secretary of State in Non-Resident States/Certificates of Authority

  • Verify your agents are properly affiliated

MGA’S

  • Ensure all your Sub-Producers have up-to-date Resident and non-Resident Licenses

  • Ensure all your Producers have up-to-date Resident and non-Resident licenses

  • Perform insurance license renewals

  • Proactive 30 day, 60 day, 90 day License Compliance Alerts

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  • Handle filing with the Secretary of State in Non-Resident States/Certificates of Authority

Call Centers

  • Ensure all your Producers have an up-to-date Resident License

  • Ensure all your Producers have the appropriate Non-Resident Licenses

  • Perform insurance license renewals/new licenses

  • Track status of Producers across multiple Call Centers

QUESTIONS ABOUT A LICENSING ISSUE? ASK OUR EXPERTS.

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