Everything your entity needs to stay in good standing — DRLP designation, documentation, training, and ongoing oversight — so your team stays focused on growth.
Our team includes licensed producers in every U.S. state across all major lines of authority — providing the accountable licensed producer presence your entity requires, wherever you operate.
We manage affiliations, license renewals, CE tracking, and state filings to keep your entity license active and in good standing. As your designated DRLP, we provide the accountable licensed producer presence your entity requires — without requiring you to build that function internally.
This is the core of what we do: a qualified, licensed individual serving as your named DRLP in every required state, with all state affiliation filings maintained and compliance standing monitored on an ongoing basis.
A clear, one-page guide with initial training to help your team and referral partners stay safely in referral-only territory — and recognize when to escalate to a licensed producer.
For referral-based platforms and embedded insurance programs, knowing where the boundary is between permissible referral activity and licensable sales activity is critical. This playbook makes that boundary concrete and actionable for your team.
We serve as the named responsible producer for occasional questions, escalations, or regulatory inquiries — reliably accessible when it matters. This isn't a passive designation; it's an active support relationship.
Consistent, documented updates that support your internal compliance records and audit readiness. Monthly attestations provide the paper trail that demonstrates your organization takes its compliance obligations seriously — a meaningful differentiator in regulatory examinations.
E&O coverage is maintained for the DRLP role throughout the engagement.
If your current DRLP is departing, the clock starts immediately — most states allow only 30 days before the agency license is at risk. We step in to prevent any gap in designation and manage all state notification and affiliation update filings.
DRL Advisory provides the on-the-ground licensed producer presence and documentation that turns compliance strategy into compliance reality — a practical complement to the legal and regulatory counsel your organization already relies on. Clients retain ultimate compliance responsibility for their licensing obligations. This website does not constitute legal advice.
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