36 Long Alley, Saratoga Springs, NY 12866
518.584.1704

Onboarding

SOFTWARE THAT WORKS®

Onboard new and existing Individual and Entity information with ease.

Adding new and existing producer and entity information has never been easier with Creative Compliance Hub’s Profile Interview Manager

The profile interview manager module allows you to pre-populate individual and entity information from the PDB. This not only saves time but also alerts the individual (and administrator) to any changes that need to be reported to the states. Once complete, the information entered on the form can be imported directly into the database and license information downloaded directly from the PDB. This significantly reduces the amount of time needed to gather and enter an individual’s information, and increases the accuracy of the information entered.

Customized Demo Request

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