Appoint

Agent Lifecycle Management

Automate agent onboarding, licensing, and compliance across all 50 states. This module ensures your producers are always audit-ready by validating licenses, tracking appointments, and sending renewal alerts—helping carriers and agencies maintain regulatory compliance effortlessly.

Simplify Agent Compliance and Management

Keep your distribution network compliant, efficient, and ready to grow with real-time oversight and automation.

Automated License Validation

Verify agent credentials across multiple jurisdictions instantly.

Appointment Tracking

Monitor and manage agent appointments and statuses seamlessly.

Renewal Notifications

Receive timely alerts to prevent lapses in licensing or appointments.

Compliance Enforcement

Block ineligible agents from quoting or binding policies automatically.

Real-Time Regulatory Updates

Stay current with evolving compliance requirements across states.

Audit-Ready Reporting

Maintain detailed records for smooth audits and regulatory reviews.