制作人管理门户

制作人管理门户 (PMP) is the most comprehensive source available for centralized sharing, tracking and verifying producer training completions. PMP helps insurance carriers and distributors manage and comply with NAIC producer training requirements in a standard web services environment, providing detailed producer training completion information and real-time point-of-sale training authorizations at a low cost.

• Maximizing Your Access While Minimizing Time and Effort

  Real-time B2B and batch processing of training data from the majority of industry education providers as well as an online, real-time user interface allow for a broad audience of data consumers. 该门户包括:

  • Education vendor-sourced course completion details for state training
  • 保险 carrier-sourced course completion details for vnsr威尼斯城官网登入 training
  • 保险 carrier-sourced training authorization for annuity sales (based on producer ID, vnsr威尼斯城官网登入, state and application date – verifies state and vnsr威尼斯城官网登入 training)

• Who Can Use 制作人管理门户

  制作人管理门户 (PMP) is available to firms that are members of 存’s National Securities 清算 Corporation (NSCC). 点击 在这里 for information on how to become a member of NSCC.

• Streamlining Your Producer Management Processes The Benefits of 制作人管理门户

  使用PMP，客户可以:

  • 降低运营成本 by reducing redundant manual processes and eliminating paperwork, faxes, and overnight mail
  • 缩短交货时间 for obtaining and sharing training completion information, allowing agents to begin selling more quickly and compliantly
  • Help to eliminate unauthorized sales by reconciling distributors’ and carriers’ records
  • 支持合规 with carrier-interpreted state reciprocity rules through point-of-sale authorization processing of verified data, with user-friendly reporting mechanisms
  • 支持STP, giving users the means to manage training requirements within their existing straight through processing environment
  • Use IIEX Producer Maintenance to access producer training completion and authorization data from most training providers through one web interface, with virtually no technology development needed
  • 提供透明度 by delivering transferable training details when producers move amongst distributors within the industry
  • 保护机密数据 through 存’s Securely Managed And Reliable Technology (SMART) network, 它提供了集中的, end-to-end managed communications.

• 这些交易如何运作

  使用B2B, mainframe or internet connection, insurance carriers and distributors can share information on producer training completions and authorizations through either NSCC or 存的解决方案 LLC.

  A web interface is available for data consumers to directly access the information without requiring technology development.

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