Vertafore Producer Lifecycle Management
Do your sales leaders spend more time filing paperwork than building client relationships? Are your producers managing their licensing requirements instead of actually producing?
Free up your key staff to focus on clients and grow your business by supporting them with the very best in back-end administrative tools.
To help you accomplish this, the Council has partnered with the industry’s leading provider of licensing and registration services, Vertafore Producer Lifecycle Management. Council members now are eligible for discounts on business process outsourcing, electronic reference services, licensing/registration compliance audits and best practice consulting from Vertafore.
The Council/Vertafore relationship allows member firms to leverage the compliance expertise and resources of the National Insurance Producer Registry’s (NIPR) largest business partner and the leading U.S. licensing and registration service by volume. “Currently Vertafore represents over 1,000 broker clients, insurance companies and banks, and we are excited to partner with and support Council member firms,” says Vertafore vice president of producer lifecycle management Tim Owen.
Amidst a tightening regulatory environment, “Vertafore’s technology and outsourcing solutions will help member firms significantly minimize compliance risk, more efficiently manage regulatory requirements and reduce processing expenses,” says Council president Ken A. Crerar.
For more information on how Vertafore can help your firm streamline its administrative processes and improve productivity for your licensing/registration staff, please contact Stan Starkey, Vertafore vice president and dedicated Council account liaison, at 517.381.7763, or at sstarkey@vertafore.com.
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