From Onboarding to Offboarding: MGA Producer Compliance with Wendy Boe
ITA Monthly Office Hours
From Onboarding to Offboarding: MGA Producer Compliance with Wendy Boe
Compliance gaps in producer and agency partner management cost MGAs time, money, and regulatory standing. From verifying active licenses and appointments to screening against OFAC sanctions lists, the onboarding process alone has dozens of places where things can go wrong. Wendy Boe, Head of Compliance at Turris, will walk through the full lifecycle of producer partner compliance: onboarding checks that protect you from day one, ongoing maintenance that keeps you commission-ready, and offboarding steps that keep regulators satisfied long after…
ITA Monthly Office Hours
Each month, ITA hosts Office Hours over the course of one week, offering focused one-on-one conversations with operators, advisors, and service providers from across the insurance ecosystem. These sessions are designed to help you get direct answers, pressure-test ideas, and move forward with confidence.