GET SUPPORT FROM INSURANCE LICENSING EXPERTS

Our insurance licensing services help you obtain and maintain the appropriate licenses for your lines of business, producers, and jurisdictions. Let our experienced analysts remove the burden, so you can focus on selling more business.

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Producer Licensing

We help individual agents/brokers and entities (i.e. agencies) obtain licenses for nearly every type of insurance in all U.S. jurisdictions. Our insurance agency licensing services include resident and non-resident licenses, both new and renewal. We also help agencies obtain certificates of authority.

  • Producer licenses
  • Adjuster licenses
  • TPA
  • MGA
  • Surplus licenses

New Carrier Licenses

Our insurance licensing analysts help you correctly file Form A acquisition documents, expand into new states, or add lines of authority in existing states. We’ll help you navigate the numerous state-specific requirements, complete UCAA applications correctly, and get your company licensed as quickly as possible.

Manage Appointments

Our insurance licensing services department can facilitate your appointment process by making, renewing, tracking, and canceling appointments.

Surplus Lines Tax Reporting

This highly regulated, varied process is a challenge for many surplus brokers. We handle policy reporting along with monthly, quarterly, semi-annual, and annual tax filings.

MOVE FORWARD WITH CONFIDENCE

Whether you are developing a new insurance product, moving to a new software system, or launching an insurtech solution, our experts can help you every step of the way.

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