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Leveraging Technology to Increase Producer Licensing Accuracy, Efficiency and Compliance

Moving Your Agency to the Cloud – Extending the Power of Salesforce for Insurance Professionals

The insurance industry continues to dramatically change with many organizations shifting their focus to cloud technologies to meet changing consumer demands and improve business processes. Over the course of the summer, Revolution Group Salesforce Consultant Bill Malaska will highlight the keys to success for insurance professionals, and detail a variety of solutions within Salesforce that insurance professionals can leverage to improve productivity, increase sales, and more. Malaska is a seasoned insurance professional with over 20 years experience working in operations at a Fortune 500 insurance company. He joined our Salesforce consulting team in 2014 with a desire to assist insurance organizations transition to the cloud.  In this blog we will discuss leveraging technology to increase producer licensing accuracy.

A new generation of insurance specific technology solutions that focus on the needs of carriers, brokers, and agents alike is evolving. These new solutions bring a variety of options to insurance professionals; particularly for agency and producer licensing.

Leveraging Technology to Increase Producer Licensing Accuracy, Efficiency and Compliance

State regulation, agency merger and acquisition activity, and producer growth have resulted in an increasingly complex and challenging producer licensing environment for insurance carriers and brokers. The compliance risk inherent with operating separate manual processes across multiple platforms has prompted new automated processes that offer reliability, accuracy and efficiency. Insurance operations and staff can leverage technology in order to maximize their investment and should expect the following capabilities in a solution.


Automate and Combine Manual Processes

With manual systems in place, carriers are putting themselves at a disadvantage. The industry has higher expectations to accurately and efficiently track the lifecycle of producer licensing. Processing a significant number of producer licensing changes manually across different platforms presents an opportunity to make errors and yield duplicate data. Furthermore, this can present problems with compliance and satisfaction.

According to a recent survey, 44% of carriers listed automation of manual tasks as their top goal in the upcoming year. An automated process gives you the ability to send and receive information automatically, eliminate points of manual failures, track transactions and changes in real-time, ensuring full compliance, and increasing efficiency and accuracy.


Connect Producer Data with CRM Solution

As technology expands to the insurance industry, many insurance operations invested early in Customer Relationship Management tools such as Salesforce. Built on the Salesforce1 Platform, the RevON® Licensing Manager enables carriers to integrate the National Insurance Producer Registry (NIPR) directly to Salesforce providing the ability to access and incorporate critical producer licensing and compliance information all in one repository.

RevON® Licensing Manager connects with NIPR to generate a Producer Detail Report. This report populates Salesforce with useful information for every producer in your Salesforce org such as:

  • State(s) Licensed in
  • License Number
  • Active Status for License Class
  • License Expiration Date
  • License Issue Date
  • Residency Status
  • LOAs the producer is licensed with
  • Writing Companies
    • Appointments
    • Terminations
  • Any regulatory actions taken against the producer at the state level


Connecting platforms reduces the number of records that need to be maintained, improving accuracy of information, and dramatically increasing efficiency. With the integration of NIPR and Salesforce through RevON® Licensing Manager, a carrier is in a much better position to manage and support the producer licensing lifecycle.

The list doesn’t stop here. There are a variety of resources for insurance professionals to take advantage of in the cloud. For more information about Salesforce for Insurance, please follow our blog series: Moving Your Agency to the Cloud – Extending the Power of Salesforce for Insurance Professionals.  Call us at 614-212-1111 or fill out the form below.