SOURCE: Kaplan Financial Compliance

May 07, 2008 10:43 ET

Kaplan Financial Compliance Introduces Producer "Self Service" Feature

INDIANAPOLIS, IN--(Marketwire - May 7, 2008) - Kaplan Financial Compliance (http://www.kaplanfinancial.com), a provider of services and technology solutions for the insurance and securities industries to help manage the producer/representative on-boarding process and career cycle, has launched a unique Producer Portal that enables insurance producers, securities reps, broker/dealers and carriers to easily communicate with each other in one location.

The "self service" feature is part of Kaplan's CMS G2™ compliance application and is unique because it is designed especially for producers, not for system administrators. The CMS G2™ Producer Portal interface is designed to make navigation easier for individuals who access the site occasionally, while making all interfaces available to support users that access the system on a regular basis. The difference in design techniques eliminates unnecessary steps and training otherwise needed to navigate a user interface designed for system administrators.

"We always are looking for ways to add value to our CMS G2™ solution," said Zach McCoy, Vice President, Sales and Marketing at Kaplan Financial Compliance. "Our CMS G2™ customers told us they would benefit from extending CMS G2™ out to the producers so that they can more easily initiate requests on their own behalf or gain access to their own information. The CMS G2™ Producer Portal is a user-friendly site that puts control in the hands of the producer."

The CMS G2™ system initiates an email sent to the producer, which contains a link that directs the producer to a login page. Once logged in, the producer is directed to the specific transaction mentioned in the email. The producer can act on the transaction, and also can access other information offered within the Producer Portal, including education and compliance data. Once in the portal, the producer can see all of the CMS G2™ clients with whom the producer has an active relationship.

More detailed information about Kaplan Financial Compliance produces and services is available at http://www.kaplanfinancial.com.

About Kaplan Financial Compliance

Kaplan Financial Compliance provides services and technology solutions for the insurance and securities industries to help manage the producer/representative on-boarding process and career cycle. The company is a trusted partner of more than 50 percent of the world's Fortune 500 insurance companies and securities firms. Kaplan Financial Compliance is a division of Kaplan Financial, a leading source of education and compliance solutions for insurance and financial services institutions and individuals. Kaplan Financial is a division of Kaplan, Inc., a global education services provider and a subsidiary of The Washington Post Company. For more information, go to http://www.kaplanfinancial.com.

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