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Producer and Agency Licensing

Patton Compliance's experienced staff has successfully completed countless producer and agency licensing applications for agencies and insurance companies alike.  Talk to Patton Compliance for more information about our producer and agency licensing services. 

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New Licensing

The staff at Patton Compliance has successfully completed hundreds of producer and agency license applications.  Our producer and agency new license processing services include: 

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  • Resident and non-resident licensing

  • Obtaining required state documents

  • Application processing

  • Timely follow-up until approval

  • Continuing education requirements

  • Corporate registrations and registered agent service

  • Consultation on DOI matters and administrative actions

  • Special projects pertaining to licensure matters

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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: 

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Track license renewals

  • Provide advance notification of renewals due

  • Complete renewal forms

  • Prepare renewal fee check

  • Mail renewal form to state

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 Company appointments

  • Correspond with insurance company

  • Provide company with necessary documents

  • Provide company with renewal license copies if required

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 Continuing education (CE) tracking

  • Provide advance notice of CE requirements

  • Purchase CE course if desired

  • Notify state of courses completed

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 Address/name changes

  • Notify state insurance department of name or address changes

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Corporate Registrations

As part of the insurance agency licensing process, many states require verification that the company has registered with the secretary of state's office as an out-of-state company authorized to do business in the state. This applies to corporations, LLC's and partnerships, and other types of business entities. In addition, if the company does not have its own office or physical address in the particular state, the company is required to retain a "registered agent" to receive government and other formal documents on behalf of the company.

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The corporate registration and registered agent process can be time consuming, and if not completed efficiently can cause delays in the insurance agency licensing process itself. 

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WE CAN HELP! 

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