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Guide: Agency License Compliance
Maintaining license renewals, nonresident licenses, continuing education credits necessary for renewal, and insurance company requirements can be complicated. These solution providers have platforms that make managing license compliance easier than on your own.
Catalyit's Advice
Does the platform allow you to apply for a license in multiple states?
Can you update individual contact information for multiple states?
Does the platform integrate with the national insurance producer registry (NIPR)?
Can you track continuing education courses for each license?
Are notifications generated for compliance expiration?
Steve Anderson's Take
“Keeping up with license requirements, especially if you operate in multiple states, is a time-consuming task that someone in your office has to perform. Partnering with a provider will help you streamline the process and, more importantly, keep you in compliance with state regulations.”
The Players
Take a closer look at all your available options by visiting their profiles.
AgentSync’s producer management and compliance solution empowers insurance agencies and MGAs to unleash operational efficiencies, reduce risk, and fuel growth.
Sircon helps agents stay compliant in a complex regulatory environment by maintaining the proper licenses you need to sell insurance.
More Options
2024 State of Tech Report
Catalyit partnered with Big “I” state associations to survey 441 independent insurance agencies across the US and gather information about their tech stack and satisfaction.
| Most Used | % Use | Avg. Rating |
|---|---|---|
| Sircon (Vertafore) | 47% | 4.0 |
| Agency Management System | 17% | 4.6 |
| CSC | 7% | 3.5 |
| AgentSync | 5% | 4.0 |
| ReSource Pro Compliance (formerly ILSA) | 3% | 4.0 |
| TrustLayer | 2% | 5.0 |
| Other | 20% | 4.0 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
TechTips Articles
Your needs are unique, so we’ll work together to identify challenges and create a customized plan.
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
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