L&A Producer Management Solution
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
Product/Service details
SOLUTION OR SERVICE TYPE