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Lookup Individual Status with a State

Use the Lookup Individual Status with a State service to retrieve a transcript of an individual 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 - Individual link. The Lookup Individual Status with a State page will open.

Enter Search Criteria

1. Required. From the State dropdown menu, select the name of a state in which to search for an individual licensee record.
2. Required. To identify the individual licensee, choose from among the following methods:
   • In the Last Name field, enter the licensee's full last name. No wildcard or partial match searches are allowed.
   • In the SSN field, enter the licensee's full Social Security Number.
   • In the License Number field, enter the licensee's license number in the state selected from the State dropdown menu.

3. If desired, filter the search results by entering the licensee's first name in the First Name field.
4. From the Cost Center menu, select a cost center to which to assign the cost of the inquiry.
5. 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 individual last name.

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

1. Click the Name link of an individual licensee displaying in the list to open a transcript of the selected licensee's regulatory record in the selected state. (See View a Transcript, below.)
2. Click the Revise Inquiry button to return to the Individual Status InquiryLookup Individual 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. Click the Cancel button to return to the Inquiries Menu.
5. To exit the Lookup Individual 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 licensee's transcript may include the following data sections:
   • General Information: Producer name, license status in the state, and the date on which the current status became effective
   • Addresses: Mailing, Business Location, and/or Residence address types
   • Alias Names: Former names or doing-business-as names
   • Licenses
   • Qualifications: License lines or LOA
   • Active Appointments
   • Continuing Education Compliance: CE requirements in the current renewal period and review date
   • Provider Courses: Course completions to apply toward CE requirements
   • 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 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 Individual Status with a State to keep track of a single producer's compliance with continuing education course requirements in a selected state. For more detailed information on a producer's CE coursework and compliance, use the Lookup CE Transcript.

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