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Lookup Firm Status with a State

Use the Lookup Firm Status with a State service to retrieve a transcript of a firm licensee's regulatory record in certain states. Results are obtained directly in real time from a selected state's regulatory records.

Use the following steps:

Getting Started

1. In the AgencyEDGE navigation bar, click the Transactions link. The Transaction List will open in the Home page.
2. In the Producer Information Inquiries group, click the Lookup Producer Status with a State - Firm link. The Lookup Firm Status with a State page will open.

Entering Search Criteria

1. Required. From the State dropdown menu, select the name of a state in which to search for a firm licensee record.
2. Required. To identify the firm, choose one of the following methods:
   • In the Firm EIN field, enter the firm's full federal Employer Identification Number.
   • In the Firm Name field, enter the firm's full name or at least the first word in the firm's name. No wildcard or partial match searches are allowed.

3. From the Cost Center menu, select a cost center to which to assign the cost of the inquiry.
4. Click the Submit button once to run the lookup.

View Results

The results display inline based on the search criteria you entered. Results are sorted alphabetically by firm name.

If only one firm licensee met the search criteria, the firm's transcript will open directly. (See View a Transcript, below.)

1. Click the Name link of firm displaying in the list to open a transcript of the selected firm's regulatory record in the selected state. (See View a Transcript, below.)
2. Click the Revise Inquiry button to return to the Lookup Firm Status with a State service search criteria page, where you can update selection criteria and resubmit the lookup.
3. To print the result pages, click the Print button () at the top of the page or press Ctrl + P on your computer keyboard.
4. To exit the Lookup Firm Status with a State page, click the Transactions link in the navigation bar or the breadcrumbs. The Transaction List will open.

View a Transcript

1. Click a data section heading at the top of the page to navigate directly to the selected data section. A selected firm's transcript may include the following data sections:
   • General Information: Firm name, license status in the state, and the date on which the current status became effective
   • Addresses: Mailing and/or Business Location address types
   • Alias Names: Former names or doing-business-as names
   • Individual Associations: State-registered individual licensee affiliations
   • Licenses
   • Qualifications: License lines or LOA
   • Active Appointments
   • Applications: License applications received and processed in the state

2. Click a Go to top link to navigate directly to the top of the page.
3. To print the lookup result pages, click the Print button () at the top of the page or press Ctrl + P on your computer keyboard.
4. Click the Revise Inquiry button to return to the Lookup Firm Status with a State service search criteria page, where you can update selection criteria and resubmit the lookup.

Click the Transactions link in the navigation bar or the breadcrumbs to exit.

To check the ongoing processing status of one or multiple status checks, use the Producer Information Lookup Activity service.

Cost Center may be a required field in your company's configuration of AgencyEDGE.

You can use the results of the Lookup Firm Status with a State service to pull a list of registered agent-to-agency affiliations in a selected state. In states that allow indirect appointments of agents affiliated with an appointed agency, this information may save appointment fees and maintenance costs.

You can use the results of the Lookup Firm Status with a State service to learn with which insurance carriers and appointing companies an agency holds an active appointment in a selected state.