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Licensing and Contracting

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In the licensing industry, it is critical to monetize assets while safeguarding their proprietary rights. We strive to equip licensors and licensing agents alike with tools and services to reach consumers around the globe. You can trust us to protect your brand identity, reduce cost, increase royalty revenue, and improve quality, creating management bandwidth for you through our bundled offering of business support services and solutions.

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  • Review insurance application to determine what information is received and what is missing, outstanding or required
  • Scrub the data, cure issues, and submit applications. Identify NiGo and IGo applications and process accordingly
  • Place an order for medical exams and records. Download and update additional forms requested by the carriers
  • Coordinate with agents on requirement replies and forms, requests, and questions.
  • Order medical records at carrier request.
  • Check carrier websites & update changes to the cases in CMS overnight.

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  • Update modal and target premiums, face value, and plan details before placing case in force.
  • Post updates and send to-do list to case managers to work on urgent activities first thing in the morning
  • Provide feedback to BGA case manager on any negative action taken by the carrier.
  • Work on commission modules and deliver accurate statement reports to your sales force
  • Verify broker contracts and licenses. Follow up with brokers, BGAs, and insurance companies to ensure that all compliances are met

 

 

 

 

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DTCC

You Can Now Automate Broker Dealer of Record Changes with DTCC

Say goodbye to calls, emails and paperwork that bog down your workflow! Thanks to new enhancements DTCC’s web-based IFT ACCESS platform, our clients can fully streamline Broker Dealer of Record (BDofR) changes with no build required.

 

Traditionally, the process of sending financial institution change requests and receiving change confirmations has taken days to complete. And although our Automated Customer Account Transfer Service (ACATS) has helped many financial institutions achieve their goal, not all clients are eligible for this service. Our team set out to address these challenges last year, and we’re pleased to share this upgrade that will benefit all our clients in managing their business processes and pushing the industry toward standardization and efficiency.

 

DTCC members learn more in DTCC Learning’s video and gain control of your process today.

Announced May 22, 2019

 


 

SureLC™
Licensing & Contracting

 

Stop wasting valuable time and capital and opt for the nation’s #1 choice in licensing & contracting automation.

SureLC™ is the quickest and easiest to use multi-carrier contracting automation system. It is fully synchronized with multiple data-sources giving users an automated way to seamlessly perform functions related to licensing, contracting, and appointing producers


 

Take our quiz to see how Sircon can help you manage your compliance.

Insurance is all about relationships, and compliance is no exception. Sircon connects all of the compliance stakeholders together so that everyone knows who is authorized to sell.

Learn more at: Sircon powered by Vertafore