Sales Operations

Producer Management

Insurance carriers need to ensure that biographical information and alignments of producers are up to date. To manage multiple levels of alignments, ensure accuracy of information, and facilitate timely updates of data, producers and distributors also need access to their data and the ability to change it as required. The Producer Management applications from Optymyze enable carriers to create a repository of producers’ and distributors’ data in a centralized system. The solution enables self-service data change requests by the producers. Carrier organizations are also able to analyze their producer data through automated reports.

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