Improve Distribution
Leverage Compliance Intelligence to Optimize Your Producer Network & AccelerateGrowth
Trusted By The Most Innovative & Efficient Insurance Agents, Carriers & MGAs
Your Licensing Data Is a Map of Your Distribution
The record of whois licensed, where, for which lines and under whose appointments, and which of your entities is registered and in good standing in each of those states - is the most accurate picture of your distribution network that exists anywhere in your business. Most organizations never use it that way, because it is scattered across spreadsheets and three systems that don't talk. Consolidated and kept current, the same data tells you which states you could write in tomorrow, which producers are the constraint on entering a new one, and how long it would actually take.
How Saratoga Strengthens Your Distribution
01
Faster Ready-To-Sell Timelines
The gap between a signed offer and a first commission is a licensing and appointment problem. We compress it by moving non-resident applications, affiliations and appointment requests in parallel rather than one desk at a time.
02
One View of Producer Authority
Producer records, license status, lines of authority, appointments, CE and E&O in one system that sales, operations and compliance all read from. Answering "can she write this in Texas?" should take a second, not an afternoon.
03
State Expansion, Mapped Before You Commit
Entering a state is a sequence, not a decision. Foreign qualification usually has to be in place before the entity license, the entity license before producer licenses, the producer licenses before appointments. We map the requirements: qualification, entity licensing, DRLP, affiliation rules, whether it's an appointment state, surplus lines eligibility - and file against them, so the market opens on your schedule instead of surprising you three steps in.
04
A Partner Producers Choose to Work With
Agencies notice which carriers and MGAs are easy to contract with. Digital onboarding, standardized contract requests and status your partners can check themselves make you the one business gets routed to.
Ready to Work with Saratoga Compliance?
Eliminate Compliance Infractions, Reduce Costs & Unleash Your Teams to Sell with Saratoga