TrueProducer provides a 360-degree view of every detail of every producer in your organization. Key elements include but are not limited to: producer demographics, licenses, appointments, continuing education, contracts, and payment schedules. TrueProducer is a 100% web-based application that's easy to deploy across your entire enterprise.
TrueProducer builds strong distribution management by:
- Increasing loyalty of independent and captive producers by improving service
- Decreasing cost of servicing distribution channel by having all the producer information in one interface
- Seamless integration with TrueComp®, eliminating the need to reenter data that is required to pay compensation *
* future feature
360-degree Producer View
A consolidated system of record for Producer information:
- Manage Channels, Firms, & Individual Producers
- Segment Firms & Producers
- Maintain Profiles & Preferences
- Self-Service Web Portal
- Integrated with reporting & dispute resolution *
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Demographics
All Producer personal Information:
- Producer information includingv
- Name
- Producer ID
- Hire Date
- Multiple Addresses
- Email address
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Credentials
Automate the process of acquiring legal credentials for a Producer:
- Manage Licenses and Appointments
- Support for Licensing process through Licensing Service Providers
- Support for Appointment process with tracking, notifications and reminders
- Real time credentials status to TrueComp and 3rd party systems *
- Ensures valid credentials during Commission Calculation when using TrueComp *
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Producer Contracts
Manage Producer Payment Relationships and Rate Schedules:
- Create Rate Schedules "on-demand" with approval workflow
- Update payment hierarchies "on-demand."
- Simplified web-based UI for CSR-level user
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Financing and Debt*
Automated and Ad-hoc management of Producer Debt:
- Multiple Debt types
- Tax Liens & Garnishes
- Company Reimbursements
- View debt at Firm, Producer or Policy level
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Insurance Reports & Analytics*
Insurance-specific Reports and Dashboards for TrueInformation & TrueAnalytics:
- Extends TrueComp data mart
- Pre-built reports for producers and internal staff
- Pre-built Dashboards with Insurance KPIs, alerts
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* future feature