Individual Affiliation Activity

Use the Individual Affiliation Activity service to check the status of an agent affiliation transaction to register or update with a state the business relationship between an individual licensee and your agency.

Use the following steps:

Getting Started

1. In the AgencyEDGE navigation bar, click the Administration link. The Administration page will open.
2. In the Transaction Activity Inquiries group, click the Individual Affiliation Activity link. The Individual Affiliation Activity page will open.

Enter Search Criteria

Review results of agent affiliation filings based on a range of request submission dates.

1. Required. In the From Date field, enter the beginning date in a range of dates during which you wish to search for submitted firm affiliation filings. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.
2. Required. In the To Date field, enter the terminal date in a range of dates during which you wish to search for submitted firm affiliation filings. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.
3. If desired, you may narrow the inquiry to include only agent affiliation filings that include certain filter criteria. Select filter criteria from the following optional dropdown menu fields:
   • State: State to which an agent affiliation filing was submitted
   • Firm Name: Name of agency with which agent is affiliated
   • Subscriber Representative: A specific staff member who submitted an agent affiliation filing

4. From the Sort dropdown menu, select a method for grouping results and sorting results within each group. Choose one of the following methods:
   • Group by firm name, and then sort by agent name and then by request date (default)
   • Group by firm name, and then sort by request date and then by agent name

5. Click the Submit button. The system will generate the results of the lookup. If the system could not generate results based on the entered criteria, the following message will display: "There is no matching data."

View Results

1. Review the results of your inquiry. Results will display inline, grouped and/or sorted based on the option you selected from the Sort dropdown menu. Results may include values in the following fields:
   • Submit Date: Date on which agent affiliation filing was submitted for processing
   • Individual Name: Name of affiliated agent
   • SSN: SSN in masked format: xxx-xx-1234
   • State: State to which the agent affiliation filing was submitted
   • Action: Either Create to register the affiliation with the state or Terminate to cancel the affiliation with the state
   • Assoc Type: State-specific type of agent-to-agency affiliation
   • Qualifications: Active license lines or LOA in the affiliation state held by both the agent and the agency
   • Begin Date: Date on which the agent affiliation registration began with the state
   • End Date: If Action is Terminate, date on which the agent affiliation registration ended with the state

2. If your results span multiple pages, click the Next Page button to display the next results page. Or, click the Prev Page button to display the previous results page.
3. If desired, to print the inquiry result pages, click the Print button () or press Ctrl + P on your computer keyboard. Choose landscape printing orientation.
4. Click the Revise Inquiry button to return to the Individual Association Individual Affiliation Activity service search criteria page, where you can update selection criteria and resubmit the lookup.
5. When you are finished, click the Administration link in the navigation bar or the breadcrumbs to exit.

There is no maximum date range limitation on agent affiliation filing searches using the Individual Affiliation Activity service.

Results of the Individual Affiliation Activity service are best printed in landscape orientation.