Tracking Parameters

Main Features

Tracking Parameters

  • Insurance Space Requires Brokers/ TPA’s & Advisors to be Licensed by Region, with Annual Renewals, & E&O Insurance
    • Copies of Licenses, E&O Information Saved in Database & Reminders Sent Out Based on Reminder Days Defined for each Person
    • Commissions Only Paid Out if Licenses Are Valid
    • Terms & Conditions of Each Regulated Sales Channel is Stored & Made Available to Potential Member at Signup
    • All Regulated Packages Must have their Booklets Uploaded & is Made Available to End Users at Sign up & via the Member Portal

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