Kaplan Financial, a provider of education and compliancesolutions to the insurance and financial services regulatorymarkets, has announced the first release of its ComplianceManagement System Generation 2, a Web-enabled system designed toprovide workflow support for the licensing, appointment request,and registration processes associated with insurance producers.

CMS G2 aims to help companies enforce state and federalcompliance requirements. It also can allow carriers to get theirproducers actively selling products sooner and withoutinterruption.

CMS G2 will enable electronic data exchange among producers,carriers, agencies, broker/dealers, and regulatory entities. Thesoftware will integrate seamlessly the critical tasks and workflowassociated with managing the producer/representative life cycle byautomating and streamlining five key areas within a firm in asingle, integrated system: new hire processing; licensing,registration, and appointment processing; broker/dealer oragency/insurance company data exchange; compliance maintenance; andevidence of insurance continuing education completion.

Continue Reading for Free

Register and gain access to:

  • Breaking insurance news and analysis, on-site and via our newsletters and custom alerts
  • Weekly Insurance Speak podcast featuring exclusive interviews with industry leaders
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the employee benefits and financial advisory markets on our other ALM sites, BenefitsPRO and ThinkAdvisor
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.