Timing is everything.

Producer Manager for Agencies

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 Manager streamlines and automates processes using a sophisticated rules engine based on your business rules and the most up-to-date requirements in all 50 states, enabling you to reduce labor costs and increase regulatory accuracy.
  • Integrated report tools can help save money on appointments by storing, tracking, and organizing data into reports that give you exactly the information you need — enabling you to spend the money appointing and renewing only those agents who need it.
  • Direct links to the PDB, state databases and continuing education providers will enable you to understand what requirements you have to meet, process the appropriate transactions electronically and communicate changes to regulators.
  • Producer Manager enables you to automatically update your producer’s records to reflect compliance with continuing education requirements.
  • You can rely on knowledgeable customer service representative to assist you with transactions, provide you with informed answers to your questions, and update you when regulatory requirements change.
  • Producer Manager provides detailed error messages if required information is missing from a producer record, and if necessary, holds transactions in a queue so that you can fix errors in advance rather than needlessly paying the state for declined transactions.

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