Kaplan Financial Compliance, a provider of services and technology applications for the insurance and securities industries to help manage the producer/representative on-boarding process and career cycle, has launched a Producer Portal that enables insurance producers, securities reps, broker/dealers and carriers to easily communicate with each other in one location.
The “self service” feature is part of Kaplans CMS G2 compliance application and is unique because it is designed especially for producers, not for system administrators. The CMS G2 Producer Portal interface is designed to make navigation easier for individuals who access the site occasionally, while making all interfaces available to support users that access the system on a regular basis. The difference in design techniques eliminates unnecessary steps and training otherwise needed to navigate a user interface designed for system administrators.
“We always are looking for ways to add value to our CMS G2 solution. Our CMS G2 customers told us they would benefit from extending CMS G2 out to the producers so that they can more easily initiate requests on their own behalf or gain access to their own information. The CMS G2 Producer Portal is a user-friendly site that puts control in the hands of the producer,” says Zach McCoy, vice president, Sales and Marketing, Kaplan Financial Compliance.
The CMS G2 system initiates an email sent to the producer, which contains a link that directs the producer to a login page. Once logged in, the producer is directed to the specific transaction mentioned in the email. The producer can act on the transaction, and also can access other information offered within the Producer Portal, including education and compliance data. Once in the portal, the producer can see all of the CMS G2 clients with whom the producer has an active relationship.