Producer Master File with Integrated Licensing and Appointment Vendor

I-Group for carriers and agencies. One stop cloud application to streamline and automate the creation and maintenance of your Producer Master File.

  • Data Import / Export
  • Create Producer Master File from Imported Data
  • Export request to appointment vendor
  • Import confirmations from appointment vendor
  • Custom Import / Exports to other third party vendors
  • Dashboard
  • New Transactions Overview / Counts
  • File Imports/Exports – Success / Failure
  • Agent Counts / Active / Inactive

  • Reporting
    • License Expirations Warnings – Drill down report
    • Appointment Expirations Warnings – Drill down report
    • Appointment Fee Recoupment – Drill down report

    Automation

  • Automated Email Reminders for:
    • Agent license renewal notice (sent out on a given interval Email to the agency or producer.)
    • Agent appointment renewal notice (sent out on a given interval Email to the agency or producer.)

Tracking

  • Producer Tracking:
  • Active
  • Terminated
  • Suspended

Agent Profile

  • View/Edit Agent/Agency Profile
  • Biographical Information
  • Appointments and Licenses Information

Appointments

    • Request New Appointments
    • Terminate for Cause
    • Terminate not for Cause
    • Manage Renewals more Efficiently

Edit/Update

  • View/Edit Agent/Agency Status Tracking
  • View/Edit Direct Deposit Information
  • View/Edit Commission Rate
  • View/Edit Advance Rate
  • View/Edit Advance Recoupment Rate
  • View/Edit W-9 information
System Settings
  • System Setup
  • User Administration
  • Backup File Management
  • Event Logs
  • User Logs

Future Roadmap / Planned Features

  • Hierarchies
    • Writing Companies
    • Sales Territories
    • Agency
    • Producer
    • Solicitors
    • Enrollers
    • Brokers

Future Roadmap / Planned Features

  • Producer Portal
    • Producers log in and update information
    • Producers request appointments

Future Roadmap / Planned Features

  • Recoupment of Appointment Fees
    • Set default number of paid appointments
    • Report on fees paid and balances owed

Future Roadmap / Planned Features

  • JIT (Just In Time) Appointments
    • Request Appointment when a new piece of Business is written(fully automated solution)

Future Roadmap / Planned Features

  • Pending Future Status
    • Track regularly whether or not business exists for each appointment  

Future Roadmap / Planned Features

  • Maintenance of State Tables  (Client controlled/Role Based)
    • Assumed, Confirmation, Non-Appt States
    • License vs. Appointment requirement in order to pay commissions
    • State Level Appointment Fees

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