SOURCE: Kaplan Compliance

November 13, 2008 11:21 ET

Kaplan Compliance Solutions Adds New Producer Portal Feature to CMS G2™

INDIANAPOLIS, IN--(Marketwire - November 13, 2008) - Kaplan Compliance Solutions, a leading provider of services and technology solutions for the insurance and securities industries, today announced a unique new feature to help producers manage their onboarding and continuing education documents in a secure, online environment.

The Producer Portal Vault is a self-service feature of the Compliance Management System Generation 2™ (CMS G2™), Kaplan Compliance Solutions' end-to-end compliance automation solution. Designed especially for producers, not system administrators, the Producer Portal Vault enables producers to store, in one central location, all the frequently used documents that are required by multiple employers.

The Producer Portal Vault enables producers to access and manage their own information, including licenses, course completion certificates and proof of E&O coverage, and then make these documents available to employers. Producers can easily load images via fax or electronic upload so they are conveniently accessible. An important feature of the Producer Portal Vault allows producers to give specific carriers access to their vault in order to review required documents stored there.

"The CMS G2 Producer Portal Vault is a one-stop shop, allowing the producer to communicate with many carriers for whom he or she is selling insurance products," said Zach McCoy, Vice President, Operations and Business Development at Kaplan Compliance Solutions. "The upheaval in the securities and insurance industries makes a feature like the Producer Portal Vault even more valuable since producer documents can be maintained by the producer and accessed by new employers who also use the Kaplan Compliance Solutions CMS G2 system."

About Kaplan Compliance Solutions

Kaplan Compliance Solutions provides services and technology solutions for the insurance and securities industries to help manage the producer/representative onboarding process and career cycle. The company is a trusted partner of the nation's largest insurance companies and securities firms. Kaplan Compliance Solutions is a part of Kaplan Professional, a leading provider of education and compliance solutions to businesses and individuals in the accounting, insurance, securities, real estate, financial planning and information technology industries. Kaplan Professional is a division of Kaplan, Inc., a global education services provider and a subsidiary of The Washington Post Company. For more information, go to

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