Agent Management AI Agents
Onboarding, licensing, appointments, E&O compliance
Onboard new agents, track licenses and CE, manage carrier appointments, verify E&O compliance, and monitor training requirements
New Agent Onboarding Coordinator
Automates new producer onboarding from licensing through carrier appointments to productivity
- ✓ Tracks state licensing requirements and application status
- ✓ Submits carrier appointment applications to 30+ carriers
License Renewal & Compliance Tracker
Automates monitoring of producer licenses and continuing education to ensure compliance
- ✓ Tracks license expiration dates across all states and lines
- ✓ Monitors CE requirements by state with specific credit types
Carrier Appointment Manager
Tracks and manages producer carrier appointments
- ✓ Monitors appointments by producer
- ✓ Submits new appointment applications
E&O Compliance Verification Agent
Verifies Errors & Omissions insurance compliance
- ✓ Monitors E&O coverage and renewal dates
- ✓ Tracks coverage limits vs production
Agent Training & Certification Tracker
Tracks carrier training and professional certifications
- ✓ Monitors carrier-required training
- ✓ Tracks professional designations (CPCU, CIC, etc.)
Ready to automate agent management?
Request a free consultation to discuss which agents fit your agency best