Streamline Compliance

Start simplifying time-consuming compliance tasks, ensuring efficient certification of complex training requirements today

“We are very thankful for your services! I was very lost without the ability to track LTCI certifications!”

– DirectPath, Agency Subscriber

“I love the ease of use for the reporting. The reports will be great for those who need that information at the touch of a button.”

– Aon, Carrier Member

“I appreciate ClearCert making LTC and Annuity training requirements seem easy. It saves time when we can see the training on the ClearCert site without contacting the producer.”

– Pacific Life, Carrier Member

ClearCert® dramatically reduces errors while automating training compliance.

No other company is authorized to verify training compliance on behalf of dozens of participating carriers, or has established contractual relationships with hundreds of training providers to ensure carriers are fully in compliance with product training requirements. Since 2007 ClearCert® has archived millions of training records and built a certification platform that is second to none.

For carriers, ClearCert® will dramatically:

  • Reduce market conduct exposure for mandatory training violations
  • Streamline tracking producer training records
  • Automate training certification calculation

ClearCert® eliminates hours of weekly research and manual calculations by Licensing and Contracting Specialists, streamlining the New Business process so critical to policy approval efficiency and eliminating costly errors.

ClearCert® eliminates hours of weekly research and manual calculations by Licensing and Contracting Specialists, streamlining the New Business process so critical to policy approval efficiency and eliminating costly errors.

As your distribution partner, we rely on ClearCert® to:

  • Locate training records in seconds
  • Ensure producers take only training courses pre-certified for acceptance by carriers
  • Follow state regulations authorized by a group of carriers
  • Instantly check producer training compliance

ClearCert is authorized by Member Carriers to:

  1. Pre-certify and document courses
  2. Receive training reports directly from training providers
  3. Publish state-by-state rules authorized by participating carriers
  4. Automate training compliance checks

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