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Producer Information Activity

Use the Producer Information Activityservice to track the volume of billable producer status lookups, such as a PDB Reports, submitted by your organization or by a specific staff member during a specific period of time.

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 Producer Information Activity link. The Producer Information Activity page will open.

Enter Search Criteria

1. Required. In the From Date field, enter the beginning date in a range of dates during which you wish to search for submitted producer status lookup requests. 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 producer status lookup requests. 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 requests that include certain filter criteria. Select filter criteria from the following optional dropdown menu fields:
   • State: State to which a billable producer status lookup request was submitted
   • Subscriber Rep/User ID: A specific staff member who submitted a billable producer status lookup request

4. From the Sort dropdown menu, select a method for sorting results. Choose one of the following methods:
   • Sort by confirmation ID
   • Sort by state confirmation ID

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

View Results

The results display inline based on the search criteria you entered. Results are sorted in ascending order by the value of the Confirm ID No field.

1. Review the results of your inquiry. Results may include values in the following fields:
   • Confirm ID No: Confirmation ID
   • Submit Date: Date on which the producer status lookup request was submitted
   • Status: Current processing status, including Awaiting NIPR Validation, Error, Processed, or Pending State Review
   • State: State to which request was submitted
   • Producer: Individual or firm producer name
   • EIN/SSN: SSN in masked format: xxx-xx-1234
   • Inquiry Type: Billable producer status lookup description
   • User: Name of submitting staff member

2. To print the inquiry result pages, click the Print button () at the top of the page or press Ctrl + P on your computer keyboard. Choose a landscape printing orientation.
3. Click the Revise Inquiry button to return to the Producer Information Activity search criteria page, where you can update selection criteria and resubmit the inquiry.
4. When you are finished, click the Administration link in the navigation bar or the breadcrumbs to exit.

You may not enter a date range that exceeds 60 days.

Billable producer status lookups include the following: Lookup Producer Status and PDB Reports.

Although you can use the Producer Information Activity to track fee-based activities in in between billing cycles, you also may use the Billable Transaction Activity service, which includes information about fee-based compliance transactions, such as appointments/terminations and license applications/renewals. However, we recommend using the Download Billing File service ahead of either inquiry. The billing file, available for download each month to PLM or AgencyEDGE subscribers, is much more detailed, includes actual cost information, and is formatted as a spreadsheet for easier analysis and data manipulation.