“As we’ve acknowledged, Zenefits has had issues with licensing compliance in the past.”
- Before any potential customer can be assigned to a sales rep, the system checks to make sure that the sales rep is licensed in that customer’s state. If that is not the case, the system will produce an error message and prevent the assignment from taking place.
- Every sales rep must enter all of their licensing information into the system. They must also upload a PDF of their license certificate.
- Zenefits’ compliance team then checks the sales rep’s license information against the Department of Insurance (DOI) website for that state. The compliance team member verifies that the employee is appropriately listed on the DOI website.
- The compliance team member then takes a screenshot of the employee listing from the DOI website and uploads it into Salesforce.com.
- Only when both pieces of information have been entered into the system — the sales rep’s certificate and the compliance team’s verification — will the sales rep be approved by the system to conduct sales conversations in that state.
