Managing the Life Cycle for Agents / Producers

In regulated industries, it is important that organizations and producers/agents follow regulations, are properly trained, and maintain their credentials so that they continue selling. Learn how other organizations are effectively solving/handling these complex processes.

In this webinar, the following topics will be covered:

  • What is a Producer?
  • Licensing
  • Education / Training
  • Appointment
  • Contract & Contract Hierarchy
  • Book of Business
  • Insurance
  • Affiliation