CMS G2™ allows companies to complete compliance-related transactions faster and with greater accuracy, freeing you to focus on customer service.
Reduces the time it takes for a producer or registered representative to begin selling with online approval of company forms. CMS G2 can automate your company forms, including:
Electronic data collection saves time and provides more accurate information. CMS G2 determines what forms are required, asks each required question one time and automatically populates all forms, reducing time and ensuring the date is accurate.
Automate the processing of licenses, appointments, appointment terminations and securities registration transactions, including:
CMS G2 interfaces directly with regulatory entities and background investigation vendors. A built-in work queue helps you manage and process new requests.
CMS G2 can extend the network to the producer level, enabling electronic data exchange among:
CMS G2 creates flexible, configurable workflow options so that distributors and carriers can communicate using standard technology. The entire process is automated using electronic status messaging.
For insurance companies and securities firms, CMS G2 tracks and organizes:
Now you can extend access to remote offices and interface with the FINRA® Central Registration Depository (CRD) or the NIPRSM Producer Database (PDB) to validate, populate and transmit information.
The Education Module of CMS G2 helps you stay compliant by tracking each individual's current requirements and progress through firm element, regulatory element curricula and CE programs. The Education Module is fully integrated with Kaplan learning platforms to offer the best-of-breed solution in compliance education. CMS G2 also has the ability to integrate with third party learning platforms.
You'll notice significant reduction in expenses, and experience increased revenue with improved speed to market.
CMS G2 Modules:
Producer Lifecycle Management Success Stories Booklet »
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