Producer+® is a powerful internet database application for insurance and securities companies that tracks and organizes producer information. It is unique because in addition to its database capabilities, it contains state insurance licensing, appointment and NASD securities registration information. It captures the essential data required to create a compliance-complete profile for each producer. Producer+ is Web-enabled, so multiple locations can share producer data.

The flexible Producer+ database can be customized for clients’ needs, and is updated regularly as state specific rules change.

Multiple Sites Share Controlled Database Access

Via the Internet, access to Producer+ is an effective way to centralize multiple databases and provide data access to field offices. Field offices, remote business units and even producers can add, view and update Producer+ database records via the Internet. Using built-in security features, the home office controls access to the data and the editing capabilities each user has.

Data Tracked and Stored within Producer+®:

• Status and personal data
• Licenses and their effective or renewal dates
• Appointments and their effective or renewal dates
• Terminations
• Continuing education
• Expanded NASD tracking capabilities to include broker/dealer affiliations, exams, jurisdictions, SROs, CE, E&O, compliance meetings, and principle U-4 and U-5 data
• Firm element training status
• Hierarchy reporting structure
• Affiliate information
• Fees due and paid

Advanced Database Capabilities include:

• User-defined fields can be added
• Batch entry of common information to a group of producers
• Import and export of data with clients’ in-house systems
• Email notifications to producers for upcoming dates and events
• Audit trail of activities within each producer’s record
• Wide selection of reports and letter writing functionality
• Text references for renewals, CE and exemptions
• Direct interfaces with Kaplan Financial’s appointpak.com™ service

Training and Support

Training, system documentation and a toll-free hotline are available to teach users how to use the Producer+ system.

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