Kaplan Financial offers two levels of service to meet your needs:

Standard PDV Service:

You provide a file with producer information, including Social Security Numbers, names, carriers, states, and specific license information (i.e., license numbers, insurance lines, and renewal dates). Kaplan Financial will match this information with the PDB and report any discrepancies. Based on the information that you provide us, we can match:

• Licensed state
• License status
• License effective date
• Insurance lines
• License renewal date
• Carrier appointment
• Appointment status
• Appointment effective date
  - Discrepancies found are provided in an easy-to-read report that shows the detail of the data disparities.

Deluxe PDV Service:

The Deluxe Service provides the matching described in the Standard Service, but also checks the PDB to see if any additional producers are appointed with your company that you did not provide in your initial data file. If so, the license and appointment data is provided for your review.

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 Click here for more information on PDV Services.