Gary is a well-respected technician. And the commissioner 'saw the light' and said, 'Okay, we'll fix it,'-and they did.
Dan Corridon
Reconciliation is huge with us. It's a mantra.
reconciliation mantra
In one year, we jumped from about 27,000 active licenses and 48,000 appointments to 55,000 licenses and 115,000 appointments. We needed a system that was going to do more for us than what we were using.
system active
If an agent or producer isn't licensed and appointed properly, they are automatically locked out of the sales system. Between that feature and our 98.7% matching rate with the PDB, we're in good shape as far as compliance.
system good sales
We don't want to drag agents off the phone to work on their license renewals when we can do it for them.
work phone
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