Launch & license
Resident and nonresident applications, renewals, entity licensing, California registrations, NPN and line-of-authority verification, fingerprint and FBI report process assistance.
Explore licensing →︎What we do
The operating work
behind insurance business.
Thinkvisor gives agencies, broker-dealer insurance programs and producers experienced capacity across the entire producer lifecycle.
01
Six connected capabilities
One accountable operating partner.
Choose a defined project, recurring support or hands-on training. Every engagement begins with scope, authority, owners and evidence.
Contract & appoint
Carrier packets, SureLC profiles and submissions, appointments, pre-appointment state controls, hierarchy changes, transfers, releases and deficiency follow-up.
Explore contracting →︎Train & control
Regulation 187 workflow support, AML training verification, FINRA and BrokerCheck status checks, E&O evidence, LTC eligibility and audit-ready records.
Explore compliance →︎Reconcile & resolve
Missing payment research, carrier inquiries, writing-number and hierarchy analysis, statement reconciliation, chargebacks and case documentation.
Explore commissions →︎Maintain & renew
Continuing-education tracking, license and appointment renewals, agent termination, offboarding, access control and recurring status audits.
Explore lifecycle support →︎Keep the entity current
Annual report calendars, registered information updates, agency licensing coordination, foreign qualification workflow and corporate record support.
Explore corporate support →︎Diagnose
Define the population, the authoritative rule and the real blocker.
Design
Set workflow, ownership, evidence and escalation standards.
Execute
Complete the work, coordinate parties and own follow-up.
Strengthen
Measure results, document lessons and train the team.
Need a defined operating plan?