Producer Manager™, now featuring Producer Sales Authorization and integrated with the Sagitta® agency management system, monitors sales activities and determines the producer’s authorization status in real-time by comparing the product type (complying with ACORD standards), state, underwriting company, and sales event with an up-to-date rules engine.
Each authorization request triggers a simple yes or no answer to the question: “Is this producer authorized to sell?” If the producer is authorized, the sales event continues without interruption. If the producer is not authorized, licensing specialists can proactively take steps to correct authorization failures and turn a “no,” into a “yes.” Agency staff have the information they need to correct problems before the business is lost or commissions not paid.
Automating producer sales authorization virtually eliminates manual intervention of routine tasks and ensures that processes are handled correctly every time, even by temporary staff or new employees, reducing the risk of errors, violations, and carrier non-payment.
Key advantages include:
Producer Lifecycle Management for Agencies Data Sheet
Producer Lifecycle Management for Agencies Brochure
Producer Lifecycle Management Success Stories Booklet
Unlocking the Keys to Profitable Agency Growth Whitepaper
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Call Vertafore at 1.800.444.4813.
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