Licensing status

As of 2026-09-01 · late after 7 day(s) without a matching PDB alert, by state
2 / 126
groups fully received
7
licences received
357
late
105
outstanding, within threshold
38
no assigned date
26
alerts not in Monday
27
unmatchable scope rows

One row per Monday group. Received means every licence the group needs has been correlated from a PDB alert. Unmatchable rows are excluded from the fraction — otherwise a group with one unresolvable line of authority could never reach complete — and are counted in their own column.

StatusGroupProducer(s)ReceivedLateOutstandingNo dateUnmatchable
ReceivedAlera - Pentra - Lindsay Humphreys - Initial Licensing (Individual)Humphreys, Lindsay 2/2
ReceivedShirazi-Miller Benefits LLC (Alera) - Shirazi, Marc - Initial Licensing (Individual)Shirazi, Marc 2/2
LateA&B Insurance and Financial, LLC (Alera) - Luca Carbillano - Initial Licensing (Individual)Carbillano, Luca 0/22
LateAGM Benefits (Alera) - Regina Swinnea - Initial Licensing (Individual)Swinnea, Regina 0/22
LateAGM Benefits, an Alera Group Agency, LLC - Jennifer Budd - Initial Licensing (Individual)Budd, Jennifer 0/22
LateAIA American Insurance Administrators, LLC (Alera) - Tessa Rado - Initial Licensing (Individual)Rado, Tessa 0/1414
LateAfore - Jason Yu - Initial Licensing (Individual)Yu, Jason 0/11
LateAfore Insurance Services, LLC - Andrew Muller - Initial Licensing (Individual)Muller, Andrew 0/11
LateAlera - AGM - Vicky Crochet - Initial Licensing (Individual)Crochet, Vicky 0/22
LateAlera - Champion - Neil Phillips - Initial Licensing (Individual)Phillips, Neil 0/11
LateAlera - NWJ - Jaime Bernier - Initial Licensing (Individual)Bernier, Jaime 0/22
LateAlera - Propel - Alura Marshall - Initial Licensing (Individual)Marshall, Alura 0/11
LateAlera - Propel - Mia Morreale - Initial Licensing (Individual)Morreale, Mia 0/11
LateAlera - Propel - Rhonda Bean - Initial Licensing (Individual)Bean, Rhonda 0/11
LateAlera - Propel - Roberta McLean - Initial Licensing (Individual)McLean, Roberta 0/11
LateAlera - Trisure - Lindsey Hogan - Initial Licensing (Individual)Hogan, Lindsey 0/11
LateAlera Group (Shared Services) - Danielle Valentine - Initial Licensing (Individual)Valentine, Danielle 0/44
LateAlera- ARR - Dan Armstrong - Initial Licensing (Individual)Armstrong, Dan 0/11
LateAlera- Benefit commerce - Christopher Lawell - Initial Licensing (Individual)Lawell, Christopher 0/22
LateAlera- GCG Financial - Clay Hessel - Initial Licensing (Individual)Hessel, Clay 0/3333
UnmatchableAlera- Specialized Services - Dean Schink - Initial Licensing (Individual)Schink, Dean 0/010
No assigned dateAlkeme Insurance Services - Thomas McNamara - Initial Licensing (Individual)McNamara, Thomas 0/22
OutstandingAma Insurance Agency Inc - Wolf, Isaiah - Initial Licensing (Individual)Wolf, Isaiah 0/5050
No assigned dateAmerican Business Insurance Services, Inc. (Inshur) - Julian Roberts - Initial Licensing (Individual)Roberts, Julian 0/22
LateAssurance Resources, Inc. - Claire Mules - Initial Licensing (Individual)Mules, Claire 0/22
LateAvon Dixon, an Alera Group Agency, LLC - Carrie Cooper - Initial Licensing (Individual)Cooper, Carrie 0/11
LateAvon Dixon, an Alera Group Agency, LLC - Donna J Degroat - Initial Licensing (Individual)Degroat, Donna J 0/11
LateBanasky, an Alera Insurance Agency, LLC - Audra Preston - Initial Licensing (Individual)Preston, Audra 0/2424
LateBeacon Retiree Benefits Group, LLC (HP Planning_Alera Northeast) - Carol Bedus - Initial Licensing (Individual)Bedus, Carol 0/11
OutstandingBinary Insurance Services Inc. - Josh Fox - Initial Licensing (Individual)Fox, Josh 0/99
LateBondar Insurance Group (Alera Group Division) - Brian Wilson - Initial Licensing (Individual)Wilson, Brian 0/33
UnmatchableBrio Benefit Consulting Inc (Alera Group Division) - Jones, Amanda - Initial Licensing (Individual)Jones, Amanda 0/02
LateC:C Insurance Solutions, an Alera Agency - Charles Graham - Initial Licensing (Individual)Graham, Charles 0/22
OutstandingCambridge Benefit Solutions (Benefit Commerce_Alera) - Cook, Angela - Initial Licensing (Individual)Cook, Angela 2/1210
LateCarbon- Embedded - Pedro Gomez Santiago - Initial Licensing (Individual)Santiago, Pedro Gomez 0/22
No assigned dateCarbon-Embedded - Michael Carpenter - Initial Licensing (Individual)Carpenter, Michael 0/1111
UnmatchableCondor Risk - Benjamin Canning - Initial Licensing (Individual)Canning, Benjamin 0/01
LateCorporate Plans, LLC (Alera) - Gaking, Diana - Initial Licensing (Individual)Gaking, Diana 0/22
No assigned dateDBL General Agency, an Alera Group, LLC - Eugina Rutledge - Initial Licensing (Individual)Rutledge, Eugina 0/11
OutstandingEarl Bacon Agency, Inc. (OAK) - Smallridge, Sarah - Initial Licensing (Individual)Smallridge, Sarah 0/11
No assigned dateFPS Insurance Services, LLC - Parmley, Chelsea - Initial Licensing (Individual)Parmley, Chelsea 0/11
LateFusion Specialty Americas Insurance Services LLC - Will Sibron - Initial Licensing (Individual)Sibron, Will 0/11
LateGCG Financial LLC (Alera) - Michael Irving - Initial Licensing (Individual)Irving, Michael 0/22
LateGCG Financial, LLC (Alera) - Andy Adams - Initial Licensing (Individual)Adams, Andy 0/33
LateGCG Financial, LLC (Alera) - Zachary Lansburgh - Initial Licensing (Individual)Lansburgh, Zachary 0/66
No assigned dateGeorgetown Insurance Service, Inc. (Alera Group Division) - Simmons, Matthew - Initial Licensing (Individual)Simmons, Matthew 0/11
LateGreen Shield Risk Solutions, LLC - Kazimar, Michael - Initial Licensing (Individual)Kazimar, Michael 0/11
No assigned dateGreen Shield Risk Solutions, LLC - Scott Sauter - Initial Licensing (Individual)Sauter, Scott 0/22
UnmatchableHealthSure Insurance Services (Alera Group Division) - York, Austin - Initial Licensing (Individual)York, Austin 0/03
LateIAAC, Inc. - Brown-Carter, Denise - Initial Licensing (Individual)Brown-Carter, Denise 0/22
LateIAAC, Inc. - Roser, Adrianna - Initial Licensing (Individual)Roser, Adrianna 0/11
LateIAAC, Inc. - Smith, Jacinta - Initial Licensing (Individual)Smith, Jacinta 0/22
OutstandingInsurance Underwriters Limited (Alera Group Division) - O Neill, Monique - Initial Licensing (Individual)O Neill, Monique 0/44
OutstandingInsurance Underwriters Limited (Alera Group Division) - Ybarzabal, Susana - Initial Licensing (Individual)Ybarzabal, Susana 0/11
No assigned dateJohn Hackney Agency, Inc (Alera Group Division) - Bennett, Selena - Initial Licensing (Individual)Bennett, Selena 0/11
LateKPMG Benefits Services Insurance Brokerage LLC - Ethan Dellhime - Initial Licensing (Individual)Dellhime, Ethan 0/66
LateKaercher Insurance, an Alera Group Agency, LLC (Alera Las Vegas) - Arbelaez, Mary B - Initial Licensing (Individual)Arbelaez, Mary B 0/44
OutstandingMcGill - Kathleen Paul - Initial Licensing (Individual)Paul, Kathleen 0/11
LateMenath Insurance, an Alera Group Agency, LLC - Ashley Barrows - Initial Licensing (Individual)Barrows, Ashley 0/33
LateNoyle W. Johnson Insurance Agency, Inc. (Alera Group Division) - Audrey Macie - Initial Licensing (Individual)Macie, Audrey 0/11
LateNoyle W. Johnson Insurance Agency, Inc. (Alera Group Division) - Cody Patno - Initial Licensing (Individual)Patno, Cody 0/11
LateOAK - Bishop-Durden-Hale Insurance Group - Shannon Williamson - Initial Licensing (Individual)Williamson, Shannon 0/11
LateOAK - Cole Agency - McCain Hill - Initial Licensing (Individual)Hill, McCain 0/77
LateOAK - Cole Agency - Pauline Whisonant - Initial Licensing (Individual)Whisonant, Pauline 0/22
LateOAK - Cornerstone Insurance Group - Martha Bush - Initial Licensing (Individual)Bush, Martha 0/11
LateOAK - Hardy Insurance Services, Inc. - Cade Odom - Initial Licensing (Individual)Odom, Cade 0/11
LateOAK - Hutchinson Traylor - John Fuller - Initial Licensing (Individual)Fuller, John 0/33
LateOAK - Hutchinson Traylor - Lida (Christine) Gulley - Initial Licensing (Individual)Gulley, Lida (Christine) 0/66
LateOAK - Jenkins, Skipworth & Associates - Gayathri Maddi - Initial Licensing (Individual)Maddi, Gayathri 0/11
No assigned dateOAK - Strawn Insurance - Jessica Dix - Initial Licensing (Individual)Dix, Jessica 0/33
LateOAK - Waites & Foshee Insurance - Elizabeth Calhoun - Initial Licensing (Individual)Calhoun, Elizabeth 0/11
LateOAK - Waites & Foshee Insurance - Josh Smith - Initial Licensing (Individual)Smith, Josh 0/11
LateOakbridge- The Turner Agency - Elizabeth "Gabrielle" Chambless - Initial Licensing (Individual)Chambless, Elizabeth "Gabrielle" 0/11
OutstandingOrion Risk Management (Alera Group Division) - Joseph Prather - Initial Licensing (Individual)Prather, Joseph 0/11
UnmatchablePGIS - Arrow Benefits Group (Patriot CA3) - Genovese, Joseph - Initial Licensing (Individual)Genovese, Joseph 0/02
LatePGIS - Blueprint Benefit Advisors (Patriot CT) - Joseph Bucci - Initial Licensing (Individual)Bucci, Joseph 0/22
No assigned datePGIS - Business Benefits Group - Aaron Green - Initial Licensing (Individual)Green, Aaron 0/33
UnmatchablePGIS - Business Benefits Group - Hannah Gilbert - Initial Licensing (Individual)Gilbert, Hannah 0/01
LatePGIS - Business Benefits Group - Michelle Milam - Initial Licensing (Individual)Milam, Michelle 0/22
LatePGIS - CCB Insurance Solutions - Stephen Hutson - Initial Licensing (Individual)Hutson, Stephen 0/22
No assigned datePGIS - Core Assurance - Michele Curtis - Initial Licensing (Individual)Curtis, Michael 0/11
LatePGIS - Crosby Insurance Group - Rick Crosby - Initial Licensing (Individual)Crosby, Rick 0/22
LatePGIS - Douce Agency - Anna Mahan - Initial Licensing (Individual)Mahan, Anna 0/33
No assigned datePGIS - Douce Agency LLC - Caleb Douce - Initial Licensing (Individual)Douce, Caleb 0/33
OutstandingPGIS - Hood Hargett & Associates - Cowman, Brian - Initial Licensing (Individual)Cowman, Brian 0/22
LatePGIS - Morse Insurance Agency, Inc. - Michelle Powers - Initial Licensing (Individual)Powers, Michelle 0/22
LatePGIS - Morse Insurance Agency, Inc. - Stacylyn Quaglia - Initial Licensing (Individual)Quaglia, Stacylyn 0/11
LatePGIS - Petschauer Insurance - Erwin Petschauer - Initial Licensing (Individual)Petschauer, Erwin 0/11
OutstandingPGIS - Professional Risk Group LLC - Jason Bowie - Initial Licensing (Individual)Bowie, Jason 1/21
LatePGIS - Promark Associated Agencies, Inc. - Christopher Alderson - Initial Licensing (Individual)Alderson, Christopher 0/11
UnmatchablePGIS - Shapiro Insurance Group - Shapiro, Joshua - Initial Licensing (Individual)Shapiro, Joshua 0/01
UnmatchablePGIS - The Safegard Group, Inc. - Kirtley, Roger - Initial Licensing (Individual)Kirtley, Roger 0/02
LatePGIS - United Insurance Service, LTD. - Hannah Fischer - Initial Licensing (Individual)Fischer, Hannah 0/22
LatePGIS - United Insurance Service, LTD. - Megan Mckernin - Initial Licensing (Individual)Mckernin, Megan 0/22
LatePGIS - United Insurance Service, LTD. - Melissa Tyree - Initial Licensing (Individual)Tyree, Melissa 0/22
LatePGIS - United Insurance Service, LTD. - Rhiannon Johnson - Initial Licensing (Individual)Johnson, Rhiannon 0/22
LatePGIS - Weatherby-Eisenrich Insurance (Prospera_Patriot TX) - Jacob Eisenrich - Initial Licensing (Individual)Eisenrich, Jacob 0/22
UnmatchablePGIS – Blueprint - Greg Coyne - Initial Licensing (Individual)Coyne, Greg 0/01
LatePGIS – Schaefer Enterprises - Greg Schaefer - Initial Licensing (Individual)Schaefer, Greg 0/11
No assigned datePGIS- BBG - Michelle Milam - Initial Licensing (Individual)Milam, Michelle 0/22
No assigned datePGIS- Exude - Monica Albanese - Initial Licensing (Individual)Albanese, Monica 0/22
No assigned datePGIS-FBInsure - Luke Porazzo - Initial Licensing (Individual)Porazzo, Luke 0/11
LatePatriot Growth Insurance Services, LLC (PGIS) - Feigenbaum, Gregory - Initial Licensing (Individual)Feigenbaum, Gregory 0/6464
LatePatriot Growth Insurance Services, LLC (PGIS) - Gregory Feigenbaum - Initial Licensing (Individual)Feigenbaum, Gregory 0/1818
LatePatriot- Two Twelve - Dan Forsell - Initial Licensing (Individual)Forsyth, Dan 0/66
LatePhil Klein Insurance Group LLC (Alera Group Division) - Carolyn Constant - Initial Licensing (Individual)Constant, Carolyn 0/88
LatePropel Insurance Agency (Alera) - Celeste Brooks - Initial Licensing (Individual)Brooks, Celeste 0/11
LatePropel Insurance Agency (Alera) - Gabriellia Erb - Initial Licensing (Individual)Erb, Gabriellia 0/1111
OutstandingPropel Insurance Agency, LLC (Alera) - Gilger, Nicholas - Initial Licensing (Individual)Gilger, Nicholas 0/22
No assigned dateSageSure Insurance Managers - Jason Salinas - Initial Licensing (Individual)Salinas, Jason 0/11
No assigned dateShomer Insurance Services, an Alera Group Agency, LLC - Zolonz, Aaron - Initial Licensing (Individual)Zolonz, Aaron 0/11
OutstandingSpire Risk Management, LLC (Alera Group Division) - Jeffrey Mingus - Initial Licensing (Individual)Mingus, Jeffrey 0/22
LateSportUnderwriters Inc. - Mark DiPerno - Initial Licensing (Individual)DiPerno, Mark 0/22
OutstandingSportUnderwriters, Inc. - Di Perno, Mark - Initial Licensing (Individual)Di Perno, Mark 0/11
OutstandingSummit Risk Partners, LLC - Joseph Eichmann - Initial Licensing (Individual)Eichmann, Joseph 0/11
LateSylvia Group, an Alera Group Agency, LLC (Alera Group Division) - Denise Rego - Initial Licensing (Individual)Rego, Denise 0/22
LateSylvia Group, an Alera Group Agency, LLC (Alera Group Division) - Jessica Bussiere - Initial Licensing (Individual)Bussiere, Jessica 0/11
LateSylvia Group, an Alera Group Agency, LLC (Alera Group Division) - Joelle Brule - Initial Licensing (Individual)Brule, Joelle 0/11
LateThe Insurance Center (Alera Group Division) - Elizabeth Satala - Initial Licensing (Individual)Satala, Elizabeth 0/22
LateThe Insurance Center (Alera Group Division) - Jaime Gorecki - Initial Licensing (Individual)Gorecki, Jaime 0/11
LateThe Insurance Center (Alera Group Division) - Melanie Heller - Initial Licensing (Individual)Heller, Melanie 0/44
OutstandingTrimble-Batjer Insurance Associates (Alera Group Division) - Alan Sisk - Initial Licensing (Individual)Sisk, Alan 0/11
OutstandingWashington Park Risk Management LLC - Lancour, Lance - Initial Licensing (Individual)Lancour, Lance 0/1818
LateWellness Medical Protection Group - Danielle Pedley - Initial Licensing (Individual)Pedley, Danielle 0/77
LateWellness Medical Protection Group - John Lay - Initial Licensing (Individual)Lay, John 0/444
LateWellness Medical Protection Group - Marilyn Devor - Initial Licensing (Individual)Devor, Marilyn 0/3030