Verify authority before distribution

Insurance licensing and distribution policy, §3.1

Check the person and business entity against the state licensing record, approved line and authorized activity. Block activity outside that authority until an authorized compliance reviewer resolves it.

Event-driven

Before a producer starts a new role, product line or state

Check the person and business entity against the state licensing record, approved line and authorized activity. Block activity outside that authority until an authorized compliance reviewer resolves it.

• License verification and approved activity matrix

  Controlled record with date, owner, source and review history

Distribution compliance lead

Leela can track evidence, dates and exceptions once the scope and connected data are configured; a person resolves regulatory judgments.

Tell Leela about your company to see whether this applies.