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 agency is meeting CLHIA guidelines
• We can verify your agent's and broker's licences and E & O insurance coverage
• We will tailor our reports to accommodate individual needs
• You can order screenings on-line
• We provide a nation wide service

• 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