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.