“Reconciliation is huge with us. Its a mantra.”
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“Gary is a well-respected technician. And the commissioner saw the light and said, Okay, well fix it,-and they did.”
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“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.”
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“If an agent or producer isnt 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, were in good shape as far as compliance.”
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“We dont want to drag agents off the phone to work on their license renewals when we can do it for them.”
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