许可 & 任命

许可 & 任命 (采用多次) automates and standardizes the two-way flow of information needed to manage producer information between insurance carriers and distributors, eliminating paper and simplifying data exchange.

采用多次 provides a streamlined and cost-effective means for the insurance market to exchange producer data. 除了, 它提供承运人, distributors and their training vendors the ability to share producer training completions information amongst each other. This feature helps manage NAIC Suitability in Annuities model regulation for producer training.

• Who Can Use The Service

  许可 & 任命 (采用多次) is available to firms that are members of 存’s National Securities 清算 Corporation (NSCC). 点击 在这里 for information on how to become a member of NSCC.

• How To Use The Service

  • Using either a traditional secured network connection or via the Access platform, participating distributors and carriers can exchange producer license, appointment and training information to effectively manage their producers.
  • 许可 and Appointment (采用多次): Automates the two-way flow of standardized information needed to manage producer information between carriers, distributors and training vendors, eliminating paper and simplifying data exchange.
  • IIEX Producer Maintenance: Gives distributors and carriers access capabilities in the full 采用多次 Service and works as an online data entry request and confirmation reporting tool.

• 好处

  With 采用多次, clients can:

  • Mitigate the potential for unauthorized sales by reconciling distributors’ and carriers’ records for licenses, appointments and training completions.
  • Decrease operating costs by reducing redundant manual processes and  eliminating paperwork, faxes and overnight mail.
  • Reduce the lead time for obtaining licensing and appointment authorizations, allowing agents to begin selling the same day, depending on various rules and regulations.
  • Use IIEX Producer Maintenance, a web-based / standalone tool with no additional cost, to enter required data for appointment requests and appointment terminations, producer terminations, 地址变更, 生产者ID变更, license confirmations, and training completions.

• 了解更多信息

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