FREE COURSE
Insurance Licensing & Compliance Overview
WHO NEEDS THIS WHO NEEDS THIS COURSE?
- Licensing Coordinators
- CSRs
- Paralegals
- Chief Compliance Officers
- Agency Principals
- Insurance Producers
- Insuretech Founder
What I’ll Learn
This FREE course is an overview – your foundation for all the courses in our program. Invest in yourself by becoming a Licensing & Compliance expert. You will learn how to license your producers and agencies. How to verify the info your producers provide & get to know all the other governmental agencies that have a role in your full compliance!
Curriculum
This overview course is an introduction to bigger and better things to come. In this course you will get the following impactful lessons from our entire program of compliance courses:
| Lesson 1: Who needs an Insurance License? | Lesson 6: Licensing for your Changing Agency |
| Lesson 2: License Classes and Lines Of Authority | Lesson 7: Address Changes |
| Lesson 3: Answering the NAIC Background Questions | Lesson 8: Secretary of State Withdrawals |
| Lesson 4: Affiliations | Lesson 9: Staying Informed About Regulatory Changes |
| Lesson 5: DAT TIME |
Licensing & Compliance
Accelerator Bundle
All these courses are designed to work together to provide you with an understanding of the licensing and compliance process from start to finish.
LEARN FROM THE EXPERTS
This team brings decades of experience in insurance licensing and compliance to these courses. They reflect the hands-on experience of the hundreds of compliance experts she has worked with in her career – experts who continue to deal with changing regulatory requirements and procedures day in and day out. They are sharing their tools and insights to help you leap ahead in your compliance career. Start listening to these podcast series so you get ahead in the game!
