Compliance Genie
KMC & Compliance Genie enhance a company’s flexibility:
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Transform fixed into variable costs; KMC manages the capacity, client does not need to invest in assets.
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KMC provides operational excellence and reduces compliance operations expenses.
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As a centralized database Compliance Genie can be integrated into existing client database or process.
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KMC provides complete vertical solution; quality courses & supporting reference, Internet resources, industry technical designations, and adjuster licensing & continuing education compliance.
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Client can leverage KMC to improve claim performance that delivers core business results:
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Skilled training with less “down time”
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Speed of learning deployment
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Shortened times to competence/heightened productivity
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Focused expertise: opportunity to develop specialists within claims
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Remedial training: more willing to keep up to date
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Perceived employee benefit
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Evaluation tool
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Why Compliance Genie?
- The process of remaining compliant with multiple state requirements for adjuster licensing has become a complex, burdensome and expensive process for many companies.
- The Compliance Genie provides a simple way to handle the process of compliance administration while continuing to provide high quality courses thus saving you both time and money.
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CE Fulfillment + License Tracking = Compliance Genie
What is Compliance Genie?
- A comprehensive centralized online Licensing and CE database.
- A scalable, robust enterprise application to deliver, track and report CE credits in all states with adjuster continuing education requirements.
- Real time notification, tracking and reporting of compliance requirements.
- High ROI with quality claims courses that improve adjuster knowledge while keeping them compliant.
What Does Compliance Genie Do for You?
As a KMC, PTC, or ATC Compliance User, you will have full control over the CE process inside your company. You can track, report, and view your CE progress at any time. We make the process of ensuring compliance with multiple state requirements easier for you, no more struggling to keep up with a myriad of regulatory changes.
Additional licenses can also be created for states that don’t require CE Credits. Compliance Genie will keep track of the license renewal and remind the learner via email of renewal dates.

Centralized Online License Management
- Save time and money by simplifying the CE process
- Avoid costly fines by ensuring that all of your adjusters are in compliance with state requirements.
- For learners holding licenses in multiple states, the system validates each license for reciprocity with the home state. If there are states that comply with reciprocity rules, the system will accept the approved CE credits of the home state for the reciprocal states.
- Additional licenses can also be created for states that don’t require CE Credits. Compliance Genie will keep track of the license renewal and remind the learner via email of renewal dates.
Notification and Tracking of CE Requirements
- The Compliance Genie communicates with the state on behalf of the adjuster to report CE completion.
- The Compliance Genie approves the adjuster’s CE Request and updates the adjuster’s CE Control within two business days.
- The adjuster or Compliance User can view CE progress at any time by checking their CE Control.
The Compliance Genie works with your Licensing or Compliance Teams.
Users are fully independent from the KMC platform. This allows the creation of accounts for employees that only have the responsibility of overseeing compliance and don’t have a defined role within the KMC. This area has full communication with the learning platform.
Compliance Team Users can:
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Run and export CE and licensing statistics and reports
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Access and edit learner contact and license information
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Print learner course completion certificates for personnel and training records
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Add CE Credits received outside of KMC

Robust Reporting Platform
- Managers can check their adjusters’ compliance at any time by running CE compliance reports.
- Managers can search by:
- Learner Details (Name, Email, Employee Number)
- CE Activity (Approved, Denied, Pending CE Requests)
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License Status (Active, Expiring, Expired)
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Reports can be exported to Excel

High Quality Claims Courses
- Every course in the KMC, PTC and/or ATC curricula is segmented into individual modules to allow you to learn at your own pace.
- Each module averages 30 minutes and contains both a written text and narration of its material.
- A written mastery test concludes each course, requiring that the student achieve a specific percentage of correct answers before receiving accreditation for successful completion of the course.
Additional Features - Batch License Upload
- For accurate and effective reporting, adjusters must enter their license information into their CE Control.
- To increase the effectiveness of the reports, the Compliance Genie will offer a batch upload for adjuster license information.
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Information to be uploaded:
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Adjuster name
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License State
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License Number
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License Expiration Date
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