Dan Corridon
Dan Corridon
active licenses needed system
In one year, we jumped from about 27,000 active licenses and 48,000 appointments to 55,000 licenses and 115,000 appointments. We needed a system that was going to do more for us than what we were using.
fix gary
Gary is a well-respected technician. And the commissioner 'saw the light' and said, 'Okay, we'll fix it,'-and they did.
agent appointed far feature good licensed locked matching producer rate sales shape
If an agent or producer isn't licensed and appointed properly, they are automatically locked out of the sales system. Between that feature and our 98.7% matching rate with the PDB, we're in good shape as far as compliance.