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
Use the following steps:
Getting Started
- In the AgencyEDGE navigation bar, click the Administration link. The Administration page will open.
- 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.
- 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.
- 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.
- 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
- 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
- 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
- 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
- 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.
- If desired, to print the inquiry result pages, click the Print button (
) or press Ctrl + P on your computer keyboard. Choose landscape printing orientation.
- 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.
- 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 |
![]() |
Results of the Individual Affiliation Activity service are best printed in landscape orientation. |