Insurance Licensing

We help you keep licenses active so that you can keep moving forward.

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Let our experts handle licensing compliance tasks, so your team is free to focus on what counts.

Get 24/7 access to your license information and project status.

Licensing is fundamental

Stay profitable

Realize the best return on investment with our optimized application strategy.

Reduce rejections

Before submission, we flag potential triggers for legal review and ensure accurate applications.

Keep your data safe

We employ robust security measures to protect your data, with secure sites for one-time data upload.

Avoid administrative action

24/7 access to license information lets you confirm you’re eligible before transactions, reducing your risk of penalizations for unlicensed activity.

Get hands-free compliance

Featured solution:

Initial Licensing

We offer insurance licensing for individuals, agencies, and specialty license types like TPA and MGA. In addition to specializing in both resident and non-resident licensing for all U.S. states and territories, we handle all available lines of authority.

Just enter your information once using our secure online forms, and our specialists will handle the rest. That includes checking for discrepancies and submitting your applications to the proper regulatory office.

ReSource Pro’s licensing and compliance solutions

Communicate responsible parties

Featured solution:

Affiliations & Appointments

Affiliations and appointments define who is responsible for the products your agency provides. Depending on your state, this process can be part of the licensing process or completed after the license issues. We can help you meet appointment needs in two ways:

Appointment Requests: Where a carrier contract or seller agreement is in place, our licensing experts can submit a request for appointment to the carrier on the licensee’s behalf.
Affiliations: Establish the relationship between an agency and its representatives, often required by state departments of insurance. In some jurisdictions they are part of the licensing process and may include:
- Designated Responsible Licensed Producer (DRLP)
- Licensed Individuals who represent the agency
- Agency Owners and Leadership

The Designated Responsible Licensed Producer

No more late renewals

Featured solution:

License Renewals

To avoid the regulatory complications and financial penalties associated with missed insurance license renewals, ReSource Pro Compliance simplifies the entire process:

No More Late Renewals: We track all your licenses and automatically process renewals
CE Tracking Service: Offers detailed CE requirements and simplifies progress monitoring

Insurance compliance myths busted: license renewals

ReSource Pro’s licensing and compliance solutions

Streamline the change notification process

Featured solution:

Change Tracking & Notifications

Need to report name and address change, change in ownership, or administrative action? You might have less than 30 days to report those changes. Instead of risking fees, fines, and other penalties, let us handle the process with end-to-end support.

Just communicate the new information to us once, and we’ll follow your state’s specific process – from submitting supporting documents to alerting the appropriate parties.

Resident state change: compliance tips