Effortless Compliance Solutions for Enrollers
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An entire enrollment can be derailed if the enroller can’t be training certified by the carrier. Save time otherwise spent:
- Finding “missing” producer certificates of completion
- Manually calculating producer training certification in different states (reciprocity)
- Determining the date by which more training is due
- Interpreting state regulations to producers
- Explaining to producers that they took the “wrong” course
To learn more about how the key features of the ClearCert® platform can solve your biggest headaches, click on the links below for brief video overviews.
Click on Any of the Video Solutions Below to Learn More!
Problem
Lost training certificate/reciprocity status
Need to locate course completion records
Verify which courses satisfy a requirement
Consistently apply state-by-state rules
Provide producer access to the platform
It’s worth every penny. I was willing to forgo bonus for the membership!
I sincerely appreciate all that ClearCert does to make the complex seem easy for LTC and Annuity based training requirements. In addition, it is a touch time and cycle time savings when we can see the training on the ClearCert site and not have to reach out to the producer for any requirements.