Real-time licensing across every producer and agency you write through.
Compliance Agent monitors licensing and appointments across your entire distribution network, verified live against NIPR, and runs inside your own Salesforce org. It integrates with Financial Services Cloud for real verification, real readiness, and a real audit trail.
Built on Salesforce Agentforce, running inside your own org.
Verified against and built on the systems you already run
Carriers and MGAs can account for their direct appointments. Staying on top of licensing and appointments across the full network of producers and agencies you write through is where it breaks down, and where regulatory and E&O exposure hides.
“We can't see real-time licensing status for every producer across our distribution network.”A common admission from carrier and MGA compliance teams
Conversational copilots your team and agencies can simply ask, plus an autonomous agent that requests and follows up on missing documents and escalates on its own. Most tools automate workflows; this does the work and answers the questions.
Human-checked today, autonomous-ready when you are. Enforced maker-checker, shadow-mode proof, and kill-switches produce an audit trail an examiner will accept, not just “automation.”
Deployed as a package inside your own org, alongside Financial Services Cloud. You own the data and identity across your entire distribution network, not a third-party SaaS holding your producer data.
Three Agentforce-powered agents, in plain language, around the clock.
Your agencies and producers just ask, with no calls to your compliance team. Plain-language answers and actions, instantly.
“Am I appointed to write in TX? If not, show me exactly what's blocking it.”
Your compliance team queries the whole book in seconds and gets drafted actions back, not a spreadsheet to dig through.
“Who lapses in 30 days? Show everyone blocked in TX and why.”
Works on its own. It requests and follows up on missing documents and escalates only the true exceptions, so nothing stalls waiting on a human.
Detects a missing E&O cert, requests it, follows up, and escalates only the true exceptions.
The same continuous verification, framed for how you actually distribute.
Direct appointments are the easy part. Compliance Agent extends the same continuous verification to every producer and agency you write through, so network-wide licensing status is never a guess.
You manage delegated authority on behalf of carriers. Track appointments and terminations by carrier and state across your sub-producer network, with an audit trail that holds up to both carrier and DOI scrutiny.
Underwriting authority adds a layer of accountability. Tie producer readiness to the programs and states you underwrite, and prove every producer was Ready-to-Sell at bind time.
Turn autonomy up at your own pace, workflow by workflow. Every action is two-person and attributed.
The AI drafts; your people approve. Enforced maker-checker means every action is reviewed by a second person and fully attributed.
The AI runs alongside your team and proves its decisions against real outcomes, building an evidence record before it ever acts on its own.
Switch it on per workflow, per agency, with default-deny rules, per-agency pause, and kill-switches always within reach.
Human-checked today. Autonomous-ready when you are.
The National Producer Database holds license, appointment, and CE data across all states.
It monitors, flags, and acts, with AI agents and governed autonomy doing the work.
Producers and agencies self-serve via copilot; your team oversees the whole book with full audit visibility.
Everything you expect from a modern producer-compliance platform, plus the readiness, E&O, and audit depth most tools leave out.
Live license status, lines of authority, and state data kept current across your whole book via NIPR verification and the daily PDB Alerts feed.
Just-in-time appointments and clean terminations across thousands of producers, by carrier and state.
Renewal tracking with proactive expiration alerts, plus bulk producer import and verification.
Continuing-education status monitored so deadlines never quietly slip.
Errors-and-omissions coverage tracked and enforced as a readiness blocker.
Registry-Clear vs. Ready-to-Sell, a clear verdict per producer, per state, with the exact blocker.
Stay ahead of NIPR and state changes affecting who can sell what, where.
An append-only, attributed history of every action, built for the day an examiner asks.
Real-time compliance status across your whole network, with a self-service portal and copilot for producers.
Compliance Agent returns a clear verdict for every producer in your network, in every state, and names the blocker when the answer is no.
Registry-Clear
The producer holds a valid license and registration in the state, verified live against NIPR.
Ready-to-Sell
Registry-Clear plus everything else required to write business: an active appointment, E&O coverage, current CE, and any state-specific requirement.