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Onboard producers at the speed of now! Features include Just-In-Time appointing, integrations with the partners you want, e-signatures, and a touch screen ready interface. Modernize and speed your recruiting process from weeks down to just hours with an automated web-based solution. Simple, configurable, built for insurance.

  • Life Insurance
  • P&C Insurance
  • Health Insurance
Insurance electronic onboarding with digital forms

Go Electronic

Take advantage of an electronic onboarding process with digital forms that includes online questionnaires, digital signatures, PDB License and address-pulls. Ensure producer satisfaction with an electronic onboarding process, and increase productivity with full access from a computer, tablet or mobile phone.

Reduce Transaction Costs

Reduce the transaction costs for qualifying and appointing new advisors by allowing them to upload their licenses, certifications, and additional documentation throughout the onboarding process while having real-time NIPR, PDB, and background-check vendor integrations.

real-time NIPR, PDB, and background-check vendor integrations.

Increasing Efficiencies and Driving Value
in the Insurance Producer
Onboarding Process

event drivent workflows

Just-In-Time Appointments

Event-driven workflows delays finalization of the appointment process until a new advisor has written business. Avoid the payment of appointment fees for non-producing advisors, and eliminate unnecessary costs. JIT Appointing increases performance and reduces cost.

Eliminate Manual Process

Improve data quality and reduce the time Advisors spend resolving issues with fully automated processes and verification. Multi-point credential authentication and background checks ensure accuracy and trouble-free onboarding.

Trouble-free onboarding with no manual process
Support for Unlimited Hierarchies

Support for Unlimited Hierarchies

Increase number of advisors by quickly onboarding them to start selling quickly. Expand by easily adding hierarchy levels or new distribution channels while making it easy for new producers to join.

Customer driven architecture
designed for our client's success.

Features for Life Insurance

Discover the full range of features available for you.

Request a demo

Onboarding process that saves: time, money, and headaches

electronic Onboarding Infographic




Integration with NIPR, PDB, and other background-check Third Party vendors

Cost-Efficient Synergy

Reduce the transaction costs by allowing agencies onboard their own branches along with agents and CSRs. No more errors with fast integration with NIPR, PDB, and other background-check Third Party vendors.

Electronic Paper

Take advantage of an electronic onboarding process with digital forms that includes online questionnaires, digital signatures, PDB License and address-pulls. Ensure producer satisfaction with an electronic onboarding process, and increase productivity with full access from a computer, tablet or mobile phone.

Insurance Onboarding with PDB License and address-pulls

Increasing Efficiencies and Driving Value
in the Insurance Producer
Onboarding Process

Download White Paper
Fully automated processes

Eliminate Manual Process

Improve data quality and reduce the time producers spend resolving issues with fully automated processes and verification. Multi-point credential authentication and background checks ensure accuracy and trouble-free onboarding.

Just-In-Time Appointments

Event-driven workflows delays finalization of the appointment process until a new agent has written business. Avoid the payment of appointment fees for non-producing agents, and eliminate unnecessary costs. JIT Appointing increases performance and reduces cost.

JIT Appointing increases performance and reduces cost.
Attract and acquire top performing producers

Grow Your Business

Easily configure your Onboarding Process with individual or bulk email communications inviting agents to be onboarded and join your organization. Attract and acquire top performing producers. Increase number of advisors by quickly onboarding them so they can start selling quickly.

Customer driven architecture
designed for our client's success.

Single Sign-on and 24/7 access

Discover the full range of features available for you.

Request your Demo

Onboarding process that saves: time, money, and headaches





Go green with Digital Forms and eSignatures

Go Green with e-Forms

Take advantage of an electronic onboarding process with user-defined digital forms & contracts that includes online questionnaires, digital signatures, PDB License and address-pulls. Ensure producer satisfaction with an electronic onboarding process, and increase productivity with full access from a computer, tablet or mobile phone.

Eliminate Manual Process

Improve data quality and reduce the time agents spend resolving issues with fully automated processes and verification. Multi-point credential authentication (including Medicare training) and background checks ensure accuracy and trouble-free onboarding.

Multi-point credential authentication including Medicare training

Increasing Efficiencies and Driving Value
in the Insurance Producer
Onboarding Process

Download White Paper
Eliminate unnecessary costs with JIT appointing

Just-In-Time Appointments

Event-driven workflows delays finalization of the appointment process until a new benefit advisor/brokers has written business. Avoid the payment of appointment fees for non-producing brokers and producers, and eliminate unnecessary costs. JIT Appointing increases performance and reduces cost.

Focus On Convenience

Reduce the transaction costs for qualifying and appointing new agents by allowing them to upload their licenses, certifications, and additional documentation throughout the onboarding process while having real-time NIPR, PDB, and background-check vendor integrations.

Reduce the transaction costs for qualifying and appointing new agents
Increase number of advisors

Expand Your Channels

Easily configure your Onboarding Process with individual or bulk email communications inviting agents to be onboarded and join your organization. Attract and acquire top performing producers. Increase number of advisors by quickly onboarding them so they can start selling quickly.

Customer driven architecture
designed for our client's success.

Discover the full range of features available for you.

Onboarding process that saves: time, money, and headaches

Onboarding Infographic