What the platform helps agencies do
- Maintain agent licensing and line-of-authority records.
- Store agency-entered CE hours, targets, certificates, source notes, and reminder dates without automatically declaring compliance.
- Track license expiration dates, carrier appointments, and training assignments.
- Assign tasks and retain an activity history for important workflow changes.
- Surface records that may require agency review.
Continuing-education records
YourAgencyDesk does not automatically determine whether a producer has satisfied a state's continuing-education requirements. Agencies must verify applicable requirements, deadlines, and official completion history with the relevant state regulator or official transcript.
Agency responsibility
Agencies remain responsible for the accuracy of entered data, determining applicable requirements, confirming deadlines and status with original sources, and deciding what action to take. Automated alerts and AI-assisted answers should be reviewed before anyone relies on them.
Regulatory alert methodology
AI assists with discovery and summarization but does not originate a regulatory requirement. Live alerts retain the original source, relevant dates, jurisdiction, product line, last-checked time, and review status. High-impact results require recorded human review before they can be marked ready for customer notification. Review the full Regulatory Alert Methodology.
Data handling
Users should enter only information necessary for agency operations and should not submit passwords, full payment-card data, or unnecessary sensitive personal information to AI-assisted features. See the Privacy Policy and Security page for additional details.
Questions
For questions about how a product workflow operates, use Customer Support. Questions about a specific legal or regulatory obligation should be directed to the relevant regulator or qualified professional.