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Producer Management Portal (PMP) is the most comprehensive source available for centralized sharing, tracking and verifying producer training completions. PMP helps insurance carriers and distributors manage and comply with NAIC producer training requirements in a standard web services environment, providing detailed producer training completion information and real-time point-of-sale training authorizations at a low cost.

  • Maximizing Your Access While Minimizing Time and Effort

    Real-time B2B and batch processing of training data from the majority of industry education providers as well as an online, real-time user interface allow for a broad audience of data consumers. The portal includes:

    • Education vendor-sourced course completion details for state training
    • Insurance carrier-sourced course completion details for product training
    • Insurance carrier-sourced training authorization for annuity sales (based on producer ID, product, state and application date – verifies state and product training)

  • WHO CAN USE PRODUCER MANAGEMENT PORTAL

    Producer Management Portal (PMP) 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.

  • Streamlining Your Producer Management Processes The Benefits of Producer Management Portal

    With PMP, customers can:

    • Decrease operating costs by reducing redundant manual processes and eliminating paperwork, faxes, and overnight mail
    • Reduce the lead time for obtaining and sharing training completion information, allowing agents to begin selling more quickly and compliantly
    • Help to eliminate unauthorized sales by reconciling distributors’ and carriers’ records
    • Support compliance with carrier-interpreted state reciprocity rules through point-of-sale authorization processing of verified data, with user-friendly reporting mechanisms
    • Support STP, giving users the means to manage training requirements within their existing straight through processing environment
    • Access producer training completion and authorization data from most training providers through one web interface, with virtually no technology development needed
    • Provide transparency by delivering transferable training details when producers move amongst distributors within the industry
    • Secure confidential data through DTCC’s Securely Managed And Reliable Technology (SMART) network, which provides centralized, end-to-end managed communications.

  • HOW THESE TRANSACTIONS WORK

    Using a B2B, mainframe or internet connection, insurance carriers and distributors can share information on producer training completions and authorizations through either NSCC or DTCC Solutions LLC.

    A web interface is available for data consumers to directly access the information without requiring technology development.

  • For More Information

    To request additional information, please click here.

Additional Resources

  • News

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  • Legal

    Download the legal information about Producer Management Portal which provides detailed producer training completion information at a low cost. Visit the website.

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  • Client Center

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DTCC Learning

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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