Broker Credential Sync

by MastekSalesforcePaid

Tracks insurance producer credentials and appointments in Salesforce.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYSecurity and compliance
UPDATED ON MARKETPLACE
Broker Credential Sync — screenshot from the Salesforce AppExchange listing

What it does

The add-in connects Salesforce to the NIPR database for a current view of broker licensing status. It validates and synchronizes credential information asynchronously. Settings can vary by state and business line, and the add-in supports mapping data models.

Key capabilities

from the Salesforce AppExchange listing

NIPR connection

Connects Salesforce to the National Insurance Producer Registry database.

Credential validation

Checks broker credentials against NIPR in real time.

Credential synchronization

Synchronizes credential information asynchronously.

State configuration

Allows configuration by state and business line.

Data model mapping

Supports mapping data models.

In the catalog

1,106 plugins in Salesforce Platform · Security and compliance

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Simplify and streamline the way your organization manages insurance broker or producer licensing, appointments, and compliance—all within Salesforce. Our Broker Credential Sync solution integrates directly with the NIPR (National Insurance Producer Registry) database, giving you a centralized, real-time view of your …»

Official marketplace listing

Publisher
Mastek
Updated on marketplace
Facts verified