Prudential Financial Inc., Newark, N.J., has introduced an automatic, online licensing application for brokers seeking appointment to sell the companys insurance and annuity products. The electronic data collection tool, called Online Confidential Data Sheet (CDS), was developed by BISYS Education and Licensing Services for Prudential.The Online CDS streamlines the traditional, paper-based appointment process and greatly improves brokers speed to market.
"Prudentials new electronic application is on the cutting edge in several respects," notes George Hanley, senior vice president, chief compliance officer. "The Online CDS makes Prudential easier for brokers to do business with, while taking the company to the next generation of appointment processing and on-line records management. All are important advantages in todays environment."
The Online CDS can be used by individual financial professionals completing their own appointment applications or by broker-dealers and firms seeking appointments on behalf of their producers. This paperless appointment request offers brokers the following advantages including:
Source: Prudential Financial
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