Insurance organisations often face challenges in onboarding new producers, managing licensing, and staying compliant with evolving regulations. Producerflow aims to address these concerns by automating key processes, including automated producer onboarding to swiftly collect and verify licensing information, license & compliance management to track, renew, and manage state licenses to mitigate compliance risks, and appointment & contracting management to streamline workflows for greater operational efficiency.

According to Steve Reffitt, VP Head of Agency at Branch.com, Producerflow offers unparalleled flexibility: “The optionality it provides our team to either manually intervene or trust the automation within the system to deliver the outcome we desire is unmatched in the industry. We enjoy the modernized API and overall flexibility. We are highly confident Producerflow meets our internal tech-forward philosophy and ultimately keeps us compliant.”

With the increasing complexity of insurance distribution, Producerflow is designed to reduce manual processes, enhance operational efficiency, and ensure regulatory compliance within a single, user-friendly platform. Luis Pino, CEO of Agentero, highlighted the inspiration behind its development: “We built Producerflow at Agentero because we couldn’t find a solution that made onboarding agencies easy, verified licenses at scale, and integrated with our systems. The few available options were prohibitively expensive. When our carrier partners saw how efficiently we onboarded agents and identified compliance issues, they asked to license the tool. That’s when we realized we had created something the entire industry needed.”

Now available for insurance organizations, Producerflow aims to redefine compliance and producer management in the industry.