The Producer Portal Vault is a self-service feature of the Compliance Management System Generation 2â¢ (CMS G2â¢), Kaplan Compliance Solutions' end-to-end compliance automation solution. Designed especially for producers, not system administrators, the Producer Portal Vault enables producers to store, in one central location, all the frequently used documents that are required by multiple employers.
The Producer Portal Vault enables producers to access and manage their own information, including licenses, course completion certificates and proof of E&O coverage, and then make these documents available to employers. Producers can easily load images via fax or electronic upload so they are conveniently accessible. An important feature of the Producer Portal Vault allows producers to give specific carriers access to their vault in order to review required documents stored there.
âThe CMS G2 Producer Portal Vault is a one-stop shop, allowing the producer to communicate with many carriers for whom he or she is selling insurance products,â said Zach McCoy, Vice President, Operations and Business Development at Kaplan Compliance Solutions. âThe upheaval in the securities and insurance industries makes a feature like the Producer Portal Vault even more valuable since producer documents can be maintained by the producer and accessed by new employers who also use the Kaplan Compliance Solutions CMS G2 system.â