7 - Producer Licensing
In particular, the Department processes all new license applications and renewal applications associated with more than ten license types.
· Ensure that individuals and business entities conducting the business of insurance in Massachusetts are qualified and in good standing, and that they conduct business within the requirements of the laws and regulations of the Commonwealth
- Monitor the proper testing, implementation and enhancements of the new online licensing procedures for accuracy
- Process all licensing applications in a timely and accurate manner
- Respond to all licensing inquiries in a timely and accurate manner
- Provide excellent customer service to our licensees
- Properly train staff members to carry out mission of the Producer Licensing Department and that of the Division of Insurance
7.2 2008 Goals
|•||Ensure the successful completion of the Producer Licensing online project - OLLIE II. This goal includes writing business rules for the new system.||Complete|
|•||Ensure that the Online Producer Appointment (OPRA) renewal website is operational by mid-October, with insurers renewing within 45 days. The OPRA site went live on October 3, 2008 - one month soon than the previous year.||Complete|
|•||Cross-train Department staff members on licensing procedures for 90% of all license types, including all aspects of online services.||Complete|
|•||Train Department staff members on all aspects of OLLIE II.||Complete|
Online Licensing of Individuals and Entities - OLLIE
OLLIE is an online insurance licensing system that offers individual insurance producers and business entity producers the opportunity to renew their licenses and update their profiles online. In 2008, the Producer Licensing Department participated in the development and design of OLLIE Phase II. OLLIE II sought to provide business entities - also known as insurance agencies - the ability to renew their producer licenses online. The goals of the project were to:
- Enhance the OLLIE website for business entities
- Enhance the internal licensing database - Consolidated Licensing and Regulation Information System (CLARIS)
- Update the AgentFinder website
Department staff provided user acceptance test sessions to the marketing vendor. In addition, the Department invited business entity licensees to be beta testers and to provide comments and feedback on OLLIE II. An exit survey was developed and then completed by the beta testers and the system's first time users who were not beta testers.
The renewal process - formerly completed via paper applications only - is now greatly streamlined, thereby resulting in a reduction in turnaround time. Paper renewal applications are still permitted, and are used by those who do not wish to renew online. OLLIE license renewals can now be processed within 48 hours. The system is accessible 24/7 and frequent email communications from the Division inform producers of their application status.
OLLIE and AgentFinder are fast, easy and secure systems designed to better serve the needs of consumers and producers alike.
7.4 Special Activities
RFR for Testing Vendor
The Director of Producer Licensing and the Deputy Commissioner of Administration wrote a Request for Response (RFR), for the purpose of obtaining a testing and continuing education vendor. The current vendor's contract expires in April, 2009. The Director of Producer Licensing served as Team Leader of the Procurement Management Team (PMT). Additional members of the team included the Deputy Commissioner of Administration, the Continuing Education Committee Chairperson and two attorneys from the Legal Division. The team developed an evaluation scorecard and a reference checklist. Once bids were received, the team checked references and evaluated the bids. The final selection process will be announced in 2009.