Insurance Producer Licensing Compliance Software Evaluation Survey
Evaluate software used for insurance producer licensing compliance by sharing your role, organization, workflow fit, supported compliance tasks, and overall feedback.
Respondent and Organization
Respondent Name
*
First Name
Last Name
Job Title / Role
*
Company / Agency Name
*
Primary Jurisdiction or Market Served
*
Please Select
Statewide
Regional
National
Multi-state
Other
Software Evaluation
Software/Product Name
*
Current Evaluation Status
*
Evaluating
Actively using
Replaced
Not yet selected
Overall Fit for Insurance Producer Licensing Compliance Workflows
*
Poor fit
1
2
3
4
5
6
7
8
9
Excellent fit
10
1 is Poor fit, 10 is Excellent fit
Compliance Areas Supported
*
License application tracking
Renewal management
Appointment/termination tracking
Continuing education tracking
Compliance reminders
Document management
Reporting/audit logs
Multi-state/jurisdiction support
Other
Feedback and Submission
Most Important Improvement or Key Concern
*
Overall Recommendation Score
*
Not likely
1
2
3
4
5
6
7
8
9
Very likely
10
1 is Not likely, 10 is Very likely
Additional Comments
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