Use caseProducer onboarding

From signed agreement to appointed producer in days, not weeks

Chestnut automates producer setup end to end — NIPR‑verified data, self‑service intake, and smart workflows on one system of record.

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How it works

One workflow, four moves

01 — NIPR sync

Start from verified data

Chestnut pulls licenses, lines of authority, and appointments straight from NIPR — every producer record starts complete and current. No re‑keying, no stale spreadsheets.

02 — Self-service

Producers finish their own file

A guided portal collects what NIPR can’t: banking, E&O, contracting documents. Fields already on file arrive prefilled — producers only touch what’s missing.

03 — Smart workflows

Checks run themselves

Licensing, appointment, and background checks run automatically. Exceptions route to the right reviewer — and AI assistance resolves the routine ones before anyone is interrupted.

04 — API ingestion

Meet your systems where they are

Batch‑load producers from AMS, HR, or legacy admin systems through the API. Validation happens on ingest, so bad records never reach downstream compensation.

What carriers see
2.1 days
Median time from agreement to carrier appointment
87%
Of onboarding checks complete without a human touch
100%
Of producer records NIPR‑verified at creation
Fortune
100
Life carrier
“Today, these processes are complex requiring many systems and several manual touchpoints… Chestnut provides significant value as it directly improves the producer experience and creates clarity.”
Director of Technology, Top 10 Life Insurance Carrier
The Chestnut team working together

See producer onboarding on your own data

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