License Renewal & Compliance Tracker
Automates monitoring of producer licenses and continuing education to ensure compliance
What you need to use this
- ✓ State DOI Systems
- ✓ NIPR
- ✓ Learning Management System
- ✓ Calendar
What this agent does
- Tracks license expiration dates across all states and lines
- Monitors CE requirements by state with specific credit types
- Sends escalating renewal reminders starting 90 days out
- Reports real-time compliance status for all producers
- Integrates with NIPR for license verification
- Tracks background check and fingerprint renewal requirements
Examples of work it does
→ 100% license renewal compliance for 25 producers across 15 states
→ Prevented 5 license lapses with advance warning system
→ Tracked CE compliance for producers in 30+ states
→ Eliminated $1,500 in late renewal fines
→ Maintained all carrier appointments through compliance
How to get started
1
Pick
Choose this agent for your business
2
Connect
Give it access
3
Done
Pay when work is done.
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