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Licensing & Appointments (LNA) automates and standardizes the two-way flow of information needed to manage producer information between insurance carriers and distributors, eliminating paper and simplifying data exchange.

LNA provides a streamlined and cost-effective means for the insurance market to exchange producer data. In addition, it affords carriers, distributors and their training vendors the ability to share producer training completions information amongst each other. This feature helps manage NAIC Suitability in Annuities model regulation for producer training.

 

  • WHO CAN USE THE SERVICE

    Licensing & Appointments (LNA) is available to firms that are members of DTCC’s National Securities Clearing Corporation (NSCC). Click here for information on how to become a member of NSCC.

  • HOW TO USE THE SERVICE

    • Using either a traditional secured network connection or via the Access platform, participating distributors and carriers can exchange producer license, appointment and training information to effectively manage their producers.
    • Licensing and Appointment (LNA): Automates the two-way flow of standardized information needed to manage producer information between carriers, distributors and training vendors, eliminating paper and simplifying data exchange.
    • LNA Access: Gives distributors and carriers access capabilities in the full LNA Service and works as an online data entry request and confirmation reporting tool.
    • For more information on the LNA Access platform, please view this demo.

  • BENEFITS

    With LNA, clients can:

    • Mitigate the potential for unauthorized sales by reconciling distributors’ and carriers’ records for licenses, appointments and training completions.
    • Decrease operating costs by reducing redundant manual processes and  eliminating paperwork, faxes and overnight mail.
    • Reduce the lead time for obtaining licensing and appointment authorizations, allowing agents to begin selling the same day, depending on various rules and regulations.
    • Use LNA Access®, a web-based / standalone tool with no additional cost, to enter required data for appointment requests and appointment terminations, producer terminations, address changes, producer ID changes, license confirmations, and training completions.

  • For More Information

    Please email us at [email protected] or fill out a contact us form.

Additional Resources

  • News

    Check out the latest news about DTCC's LNA services automating the two-way flow of information needed to manage information between insurance carriers and distributors.

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  • Legal

    Download the legal information about Licensing & Appointments services which automate and standardize insurance carrier and distributor agent-related communications.

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  • Client Center

    Get access to documentation and information necessary for DTCC's Licensing & Appointments (LNA) service. Visit our website or call at 1-888-382-2721 for any support.

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DTCC Learning offers comprehensive, fast-track training for DTCC customers of financial services organizations who are looking to expand their expertise and abilities in using the post-trade processing products and services provided by DTCC’s subsidiaries.

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