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    11724 NE 195th
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    Media Contact:
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    Ready to take the next step? Contact Vertafore

    Corporate Headquarters

    Vertafore, Inc.
    11724 NE 195th
    Bothell, WA 98011

    Media Contact:
    Bailey Fox
    (Barokas PR for Vertafore)
    (206) 264-8220
    Vertafore@Barokas.com

blog
blog

May 19, 2015 in Producer Lifecycle Management

Just-In-Time Appointments Update

My last post talked quite a bit about how a carrier might track securities registrations for independent reps. This is just one of many operational issues that Sircon will be discussing with the industry at this year’s IRI Ops & Tech Conference, this week in Nashville, TN.  In addition, we expect that Just-In-Time Appointments will continue to be a hot topic. In fact, significant questions about this practice were raised during last year’s SILA national education conference ...


Patrick Masi
blog

May 12, 2015 in Producer Lifecycle Management

Getting More Done with Less: An Exception-based Processing User Spotlight

If you’ve had a chance to participate in recent industry education conferences — such as SILA, NetVU, or the upcoming IRI Operations and Technology conference — you may have run into someone from Vertafore talking about exception-based processing. In case you missed us, exception-based processing is the idea of using automation to take care of routine compliance, so your team of licensing specialists can focus on the difficult exception cases. Recently, I spoke with a customer who had an interes...


Patrick Masi
blog

May 12, 2015 in Producer Lifecycle Management

Verifying Securities Registrations – How Do Carriers Do It?

Insurance carriers have a lot of responsibility when it comes to verifying agent credentials to sell insurance products. Licenses, lines of authority, appointments, education, and contractual relationships are just a few of the selling credentials that carriers are tasked with tracking and managing. The burden of responsibility increases significantly when selling products with a securities component, such as variable annuities, where instead of only dealing with a state department of insurance...


Patrick Masi
blog

May 05, 2015 in Producer Lifecycle Management

Maintaining Your Reputation as The Agent's Carrier of Choice

For avid Sircon® blog readers, you may have seen Patrick Masi’s The Secret to Becoming the Agent’s Carrier of Choice. If not, spoiler alert: carrier’s today are attracting agents and getting agents selling faster through improving agents’ first experience: onboarding.  Learn more from Joanna Hagelberger, Senior Account Manager for Vertafore’s Sircon® Solutions, about how you can improve your agent experience with the next step in the process: retenti...


Joanna Hagelberger
blog

April 28, 2015 in Agency, Producer Lifecycle Management

Agencies: Take Your Licensing Practices from Sufficient to Efficient

 


Dane Sprecher

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