From license management to appointment monitoring, whether it’s for one or a hundred producers, each process has a significant impact on the success and compliance of your operation.

We know this is quite a daunting task for an agency to handle without any kind of system to assist. Therefore, to help save time on complex procedures like these, you must be aware of the various alternatives to license and appointment management procedures. However, the best practice lies in adopting a specialized automated system for this task.

The system needs to be intelligent and interconnected, minimizing the need for manual input. This way, you no longer have to manage insurance producer appointments yourself, on paper, or in a spreadsheet, saving you valuable time that you can spend on other business operations and development.