An expired licence or appointment stops you writing business immediately. This tracks every one with enough notice to renew calmly.
What's Included
- Every licence and appointment with its expiry and renewal lead time.
- Continuing education tracked against the requirement, not just attended.
- Carrier appointments per person because they are individual.
- An assistant that says what must be started now.
How To Use
- Set reminders to the renewal lead time, not to the expiry date.
- Track education hours against the requirement, by category where that matters.
- Hold appointments per person and per carrier. They are not agency-wide.
- Keep the certificates attached. You will be asked for them.
Extend it with compliance prompts, and record training in human resources prompts.