Insurance licensing and distribution
IL-01Draft
Verify authority before distribution
How Leela would run itEvent-driven · before a producer starts a new role, product line or state
Proposed stepsThe requirement
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.
- Before this work
- An authorized licensing-data source and producer roster Reviewed state, role and activity rules
- Applies
- Tell Leela about your company to see whether this applies.
- Status
- Setup needed
Tell Leela how you handle it today, or hand it over: see what’s next.
How Leela would run it · proposed steps
- LeelaCompare producer identity, license status and lines of authority against approved distribution activities.Proposed step
- LeelaFlag mismatches and route affected activity to the configured restriction and review process.Proposed step
- Distribution compliance leadDistribution compliance confirms role and state scope and resolves ambiguous authority or identity matches.Your team decides
What Leela keepsThe evidence this obligation leaves, as the work happens
Listed from the policy libraryContents
- 01License verification and approved activity matrixControlled record with date, owner, source and review history
Evidence
License verification and approved activity matrix
Insurance licensing and distribution §3.1
1
of 1 record
The steps are the library’s proposed workflow for this obligation: a description of the work, not a run. The records are its evidence in the library.