With Producer Management Portal (PMP), using a B2B, mainframe or internet connection, insurance carriers and distributors can share information on producer training completions and authorizations through either NSCC or DTCC Solutions LLC. The portal includes:

  • Education vendor-sourced course completion details for state training
  • Insurance carrier-sourced course completion details for product training
  • Insurance carrier-sourced training authorization for annuity sales (based on producer ID, product, state and application date – verifies state and product training)

 

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