PRODUCER AND AGENCY LICENSE RENEWAL MANAGEMENT

Your producer and agency licenses are valuable, and maintaining compliance with state renewal requirements is critical.  Our producer and agency license renewal management services include: 

Track license renewals

  • Provide advance notification of renewals due
  • Complete renewal forms
  • Prepare renewal fee check
  • Mail renewal form to state

 Company appointments

  • Correspond with insurance company
  • Provide company with necessary documents
  • Provide company with renewal license copies if required

 Continuing education (CE) tracking

  • Provide advance notice of CE requirements
  • Purchase CE course if desired
  • Notify state of courses completed

 Address/name changes

  • Notify state insurance department of name or address changes