Kaplan Financial has entered into a licensing agreement whereby it has become the sole provider of Efficient Forms’ end to end compliance software for the financial and insurance marketplace.
Under the agreement, Kaplan Financial has become the exclusive provider for the insurance and financial services industries of the Efficient Contracting Solution, a data aggregation and forms automation product from business form and data collection automation software firm Efficient Forms.
This agreement represents a significant step towards creating the first single online community where insurance carriers, financial services firms and their distribution partners can collaborate through a totally integrated network that supports end to end processing.
The Efficient Contracting Solution, along with Kaplan Financial’s CMS G2 web-enabled automated workflow support software, automates the entire compliance process, including the necessary forms. As a result, insurance and securities firms can more quickly and accurately gather and process contracting, licensing and continuing education data on producers and employees to submit to the required state and federal authorities.
The data collected by the Efficient Contracting Solution will integrate with the CMS G2 Employment Management module, which then provides integrated access to all of Kaplan Financial’s compliance services.