Agent Screening

One Source, one responsibility...assisting you in getting answers from national regulatory bureaus.

Our in-depth screening provides information pertaining to an agent's persistency, industry standing, debts, reference reports, and credit history.

  • To ensure that your company is meeting CLHIA guidelines
  • We can verify your agent's and broker's licences
  • We will tailor our reports to accommodate individual needs
  • You can order screenings on-line
  • We provide a nationwide service
Services Available
  • Obtain personal references
  • Verify employment history
  • Inquire into persistency, debts and compliance issues with Insurance and Mutual Fund companies the agent holds a contract with
  • Obtain Credit Bureau reports
  • Obtain Bankruptcy searches
  • Perform criminal record checks in provinces where available
  • Perform PPSA searches

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For more information contact us or call:


GreenZone Portal

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