DTCC Connection

Feb 01, 2016 • DTCC Connection

New Video Lets Insurance Carriers Test-Drive DTCC’s Producer Management Portal

New Video Lets Insurance Carriers Test-Drive DTCC’s Producer Management PortalThanks to a new product demonstration video created by DTCC Learning, clients in the insurance industry can receive a valuable tutorial in navigating Insurance & Retirement Services’ (I&RS) Producer Management Portal (PMP), an information hub designed for sharing, tracking and verifying producer training completions.

PMP helps carriers and distributors maximize their access to real-time data, while minimizing the time and effort they spend on tracking and sharing training information. Since I&RS launched PMP in 2013, this data repository has become a vital resource for industry participants. As of year-end 2015:

- PMP provides training information on approximately 150,000 unique producers.
- Eight carrier families, 16 carriers and eight training vendors actively populate the portal.
- Five distributors regularly ping the database for information.

The video demo guides users through the portal’s various functions, showing them how to search for point-of-sale and producer training authorization data and run summary reports for product and state training completions. It only takes a few minutes, so get familiar with these features and benefits by taking a tour now.

Learn more about PMP.

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