Flatten Your Onboarding with AgentSync Handle and Onboarding Portals

This submit is a part of a sequence sponsored by AgentSync.

Are your producers uninterested in coming into (and re-entering) their solutions 5 other ways into slight variations of the Uniform Producer Software each time they apply for a brand new license or renewal?

In case your response is “effectively, too unhealthy, they need to in the event that they wish to be compliant,” at AgentSync, our Handle product and customized onboarding processes want to problem that line of considering.

Let’s pop the hood and see how Handle can simplify life for you and your producers and cease you from submitting irregular functions to state DOIs.

The problem: Uniform Producer Software

State adoption of the Uniform Producer Software for resident or nonresident licenses has been transformative throughout the trade, standardizing (for probably the most half) the knowledge a producer must maintain readily available to fill out the paperwork.

Sadly, in lots of instances, every time a producer needs to use for a license in a brand new state, they nonetheless need to fill out the applying many times and once more. For a lot of states, the expertise has descended into checkbox hell, a course of many producers have managed to dump onto their workers.

Nonuniform questions on producer insurance coverage functions

One of many myriad challenges of producer insurance coverage functions even with a Uniform Producer Software is that many states have nonuniform questions. Generally these questions are the very same. However generally there’s a slight variation – suppose, “When you have ever been convicted of a criminal offense…” vs. “When you have you been charged with a criminal offense…” vs. “Within the final 10 years, if in case you have you been convicted of a criminal offense…” vs. “If you happen to’ve by no means been charged with a criminal offense…”

As a result of so many states have these nonuniform questions, you’ll be able to’t even depend on the regular gruntwork of copy/paste to get you thru. You must verify that you simply flagged all of the variations and answered them appropriately in keeping with no matter taste of the query is on that exact state’s app. And in case your producer occurs to have a prison background, determining which states require what for reporting is its personal wrestle.

The implications of handbook utility fills

Functions are much less horrible than they was, however the state of issues nonetheless means a lot of repetitive information entry for nonresident license functions, and variations in a producer’s solutions might end result within the form of inconsistencies that set off yellow flags in state opinions. Yellow flags aren’t purple flags – these inconsistencies don’t essentially imply your producer’s utility will probably be rejected. However they might decelerate the state’s approval course of as somebody checks solutions in opposition to the info to your producer housed at NIPR.

5 methods AgentSync helps

AgentSync’s flagship product, Handle, was constructed out of an effort to make managing producer compliance far simpler, and nowhere is that this effort extra evident than in the way it solves for variations within the Uniform Producer Licensing Software. Following are the highest methods we will take the ache out of your producer licensing:

No. 1: Flattened functions

If you wish to finish the chase for solutions, AgentSync’s onboarding portal has flattened all state functions right into a single supply. As an alternative of sending a producer a stack of functions to fill out for the listing of states of their gross sales area or filling them out on their behalf, our portal collects all solutions in a single streamlined place.

No. 2: Lowering nonuniform query variations

States will possible all the time have their very own flavors and variations within the type of nonuniform questions for the producer utility. Many variations, nevertheless, are nonetheless stuffed with double-work and confusion. Think about questions akin to “Are you a citizen?” “Are you a noncitizen?” or “Are you not a citizen?” Answering these questions and making an attempt to maintain your reply in step with the altering phrasing in order to not reply dishonestly or confuse your self could be troublesome whenever you’ve been filling out paperwork – digitally or in any other case – for an hour.

AgentSync’s producer portal consolidates these sorts of questions when attainable in order to attenuate the quantity of deja vu and disparate variations your producers encounter. This in flip will increase the probability that your newly recruited producers will really end the method of onboarding and answering questions.

No. 3: Producer solutions are saved for renewals

Points for producers usually happen when their preliminary license utility, nonresident utility, and renewal functions are inconsistent. But these inconsistencies are sometimes the results of easy forgetfulness versus a nefarious plot. So what’s a producer to do?

AgentSync saves solutions for producers so, at renewal time, their earlier solutions resurface they usually can change something that’s modified. However they don’t have to know at reminiscences of previous solutions or precise phrasing. It’s the distinction between filling out a complete new sequence of questions and paperwork vs. strolling in and having somebody ask, “has something modified?”

No. 4: System presents inquiries to brokers based mostly on resident license, agent sort, and line of authority

States are completely different – it’s sort of a complete factor in insurance coverage. With AgentSync, your producers get served the precise questions that matter to them based mostly on their resident state license, their agent sort, and their line of authority. Do they want a particular surplus traces license, or will a P&C license suffice? Does their resident life and well being license translate for annuity gross sales within the nonresident state they wish to apply in or will that be a distinct utility?

These variations generally trigger complications for producers who’re left to wonder if they’re answering irrelevant questions or lacking out on questions they should deal with. However by baking state reciprocity guidelines into producer licensing functions and onboarding processes, AgentSync might help you make the expertise cleaner and extra streamlined than ever earlier than.

No. 5: An company/provider can specify the producer’s project to slim or broaden the scope of questions

In case your producers are restricted to a Kansas-Nebraska gross sales territory, it doesn’t make sense to make them reply Florida questions. By assigning producers to a regional territory, you’ll be able to restrict the scope of their onboarding or license utility inquiries to solely these states (or traces of authority) that matter, additional decreasing the trouble and frustration to your producer companions.

Transferring from paper to digital to your subsequent degree

Simply since you’ve transitioned off of paper functions doesn’t imply the trouble of paperwork to your producers has ended. With no system that actively cuts down on the work and frustration to your producers (and your inner compliance and ops groups!), you’ve simply moved from analog to digital, with few advantages.

Onboarding and producer license functions are often a chance for dropped enterprise and misplaced producers, even after a protracted and hard-won recruitment course of. With AgentSync, producer onboarding and license functions can turn out to be a chance for your corporation to WOW producers and assist them get the licenses they want.

Remodeling your onboarding and license functions is only the start.

Handle can be serving to AgentSync shoppers get full visibility into their distribution channels and optimize their profitability with:

• Dashboards that present high-level overviews and detailed reviews you’ll be able to type by state or gross sales territories
• Bulk transactions that mean you can apply licenses, appointments, or terminations in bulk to right-size your distribution channels in a given area
• Simply-in-Time workflows that enable carriers to keep away from paying for appointments for producers who by no means promote their merchandise
• Hierarchy administration that visualizes producer uplines and displays distributor relationships in all of their superb complexity
• Integrations that synchronize correct information with different software program, making your complete workspace extra useful and de-siloing important information for background checks, commissions, and extra

See what else Handle can do to make you use at your subsequent degree. Schedule a demo with our team today, and get began in your future state.

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