Insurance Associations

Built for associations where every
line of authority matters.

Insurance broker associations, adjuster organizations, underwriter societies — you manage CE compliance across multiple lines of authority, report to regulators in every jurisdiction your members operate in, and maintain the directories that consumers rely on. MemberRun was built for that complexity.

The problems insurance associations keep underwriting manually.

Multi-line CE requirements multiply complexity

Life, property and casualty, health, ethics — each line of authority has its own CE requirements with different hour minimums and renewal cycles. Members hold multiple lines. Tracking compliance across all of them simultaneously means managing a matrix, not a simple total.

Regulatory reporting spans multiple jurisdictions

Your members are licensed across provinces or states, each with its own regulator, reporting format, and compliance deadlines. Generating jurisdiction-specific compliance reports means pulling data from member records and reformatting it for each regulatory body separately.

Annual conference CE sessions need per-line tracking

Your signature conference has technical sessions that qualify for CE credits — but different sessions apply to different lines of authority. Attendees need credits posted to the correct lines. Post-event reconciliation across sessions, lines, and attendees is a manual nightmare.

Broker directories fall out of date quickly

Brokers change firms, add or drop lines of authority, update their specializations — but your directory only reflects the last manual update. Consumers and insurers searching for a licensed broker find outdated firm affiliations and stale license information.

How insurance associations use MemberRun.

Multi-line CE tracking across life, P&C, health, and ethics

Track continuing education hours with per-line specificity. Separate life, property and casualty, health, and ethics credits with independent hour minimums for each line of authority. Handle members who hold multiple lines, credits from your programs and approved external providers, and different renewal cycles per jurisdiction.

Per-line tracking (life, property & casualty, health, ethics) with independent minimums
Multi-line member profiles showing compliance status across all held lines of authority
External provider credit submission with line-of-authority classification and approval workflow

Regulatory compliance reporting by jurisdiction

Generate compliance reports formatted for each regulatory body your members report to. Pull member data, CE completion records, and license status automatically. Export in the formats that provincial or state regulators require, with the fields they expect, on their deadlines.

Jurisdiction-specific report templates matching each regulator's required format
Automated data aggregation from member records, CE transcripts, and license status
Scheduled report generation aligned with regulatory filing deadlines

Annual conference with CE session tracking

Run your annual conference with CE credit assignment per session and per line of authority. Attendees select sessions, attendance is tracked, and credits post automatically to the correct lines. Exhibitor logistics, sponsor fulfillment, and post-event reporting all live in the same platform.

Per-session CE credit assignment with line-of-authority tagging
Attendee session check-in with automatic credit posting to the correct CE lines
Exhibitor portal with booth logistics, lead capture, and sponsor fulfillment tracking

Broker firm directory with license verification

Maintain a real-time directory of member brokers and firms — searchable by lines of authority, specialization, location, and firm size. License verification pulls live data from member records so consumers and insurers always see current status across all held lines.

Firm profiles with broker rosters, lines of authority, and specialization tags
Real-time license verification across all lines for consumers and regulatory inquiries
Broker-managed profile updates with firm admin approval for public-facing changes

Key features for insurance associations.

Multi-line CE

Full compliance tracking across life, P&C, health, and ethics lines with independent minimums, rolling windows, and per-line reporting.

Regulatory reporting

Jurisdiction-specific compliance reports matching regulator formats, with automated data aggregation and scheduled filing.

Conference management

Annual conference management with per-session CE credit assignment by line of authority, exhibitor logistics, and sponsor fulfillment.

Broker directory

Real-time searchable directory of brokers and firms with lines of authority, specializations, license status, and firm affiliations.

Renewal automation

Automated license renewal reminders with multi-line CE compliance pre-checks, online fee payment, and credential reissuance.

Compliance exports

Export CE transcripts, compliance summaries, and regulatory filings in formats required by each jurisdiction's insurance regulator.

Insurance associations track compliance across a matrix, not a list.

It's not enough to know a broker has 30 CE hours. You need to know they have 15 in life, 10 in property and casualty, 3 in ethics, and that each credit applies to the correct line of authority in the correct jurisdiction. MemberRun tracks CE at that intersection of line and jurisdiction automatically, so your staff isn't building pivot tables for every compliance cycle.

See how MemberRun handles multi-line CE.

30 minutes. Your compliance workflows. The actual platform.

Book a free demo