Education Verification for Product Sales

For Life & Annuities

The solution connects the life & annuity industry, educational providers and compliance stakeholders together providing the industry with a single, trusted and comprehensive view of a professional advisors completed educational training required for selling certain life-related products.

The application streamlines the onboarding experience by offering a holistic view of an insurance professionals product training. The goal is to provide on-demand verification of completed course work in a trustworthy, private and secure way.

Through an “ease of doing business” approach, carriers, firms and advisors now have a unified experience for obtaining proof of completed training from all participating education providers.

Benefits:

  • Holistic view

  • Quicker onboarding of advisors

  • Reduce operational and compliance expense

  • Improved advisor experience

  • Reduce delays in policy issuance

Engagement:

  • 72 Organizations participated in ideation stage

  • Post-POC discussion are underway with The Institutes

Phase:

Phase 0 - Use Case Selection

Phase 1 - Kick-off & Design

Phase 2 - Proof of Concept

Phase 3 - Pilot

Phase 4 - Production

Phase 5 - Adoption & Run

Call to Action:

  • Reach out today to learn more about how you and your organization can get involved.