Ep 83: Budgeting for Licensing & Compliance
Spot On Insurance
English - October 23, 2018 06:00 - 31 minutes - 73 MB - ★★★★★ - 56 ratingsBusiness Education Self-Improvement corporatecompliance insurance insuranceregulation insuretech licensing spotoninsurancepodcast surpluslinestaxfilings Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Sabrina Slater is the Annuals and Corporates Manager at Insurance Licensing Services of America (ILSA). Her background in recurring services and compliance enables her to have the best skill-set for this position. Her functions involve submitting registrations with the Secretary of State and Department of Revenue, providing liaisons with partnered agents, and Certificate of Authorities reinstatements. She has worked with ILSA for almost eight years and has since garnered multiple accolades that are a testament to her capabilities.
Sabrina joins us today to discuss what it’s like to be the Annuals and Corporates Manager. She explains the role she plays in the company and daily tasks. She also explains what agents need to know when it comes to preparing documents for clients, records to always keep in mind, and questions to always ask.
“As an agent, you want to go in and do your research. Make sure you have everybody in a spreadsheet.” - Sabrina Slater
Today on Spot On Insurance:
What inspired Sabrina to build her career in the insurance industry. The value of attending insurance seminars. How to prepare a licensing and compliance budget. Documents other than licenses agents should be prepared for. Tips for agents who work with outsourcing companies. The impact of offering electronic services How she handles budgeting for withdrawals and tax returns.Key Takeaways:
Technology has advanced enough that a process that used to take a month can be completed in 24 hours. The industry can be overwhelming, but keep in mind there are resources and professionals that can help newcomers adjust.Connect with Sabrina Slater:
ILSA LinkedIn Phone: 254-7296109 Email: [email protected]This episode was brought to you by…..
Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.
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