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L&A Producer Management Solution

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Overview

Comprehensive eContracting, Licensing and Appointments platform that delivers enhanced agent experience and decreases operating costs

Key Features

  • End-to-End Producer Lifecycle management from eContracting, Onboarding, License Checks, Appointments, Monitoring, and Termination

  • Pre-built integrations into NIPR, FINRA, Background Check Provuders, Continuing Education / Credentialing, and CRM / Agency Database systems

  • Status tracking and operational dashboards for multiple personas including Recruiting, Operations, and Upline

  • Robust, flexible, heirarchy management to support both captive, independent, and group channels
  • Open architecture to rapdily support additional integrations to both client core systems and additional 3rd-party integrations

Key Benefits

  • Rapidly deployable and easy to iterate: Unqork supports a truly agile development model that supports quick wins for business (deploying transactional workflows in as little as a few weeks) while also supporting a longer-term transformational roadmap
  • Pre-built accelerators integrations: As a no-code platform, Unqork can deploy accelerator UI assets and pre-built connectors for core systems and 3rd party integrations instantly to a new client environment to jump-start their build
  • Scalable and performant: Unqork's underlying infrastructure is horizontally scalable in the CSP of a client's choosing and runs on the newest-generation infrastructure. Additionally, as a no-code platform, there is not code QA or regreession burden preventing clients from solving all of their business problems for digital servicing