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
