Quoting Codes in Commercial Submissions

All carriers require an agency or producer code to quote within Vertafore’s Commercial Submissions product. Please use this guide to locate your agency and/or producer code.

Note: You should use your commercial, not personal codes when quoting in Commercial Submissions.
VSSO, Credential Manager, and Basic Admin Setup Video

Carrier Quoting Codes

Carrier

Credential Manager Name

Username

Password

Agency Code

Special Instructions

Acuity

  • Minimum of 3 characters

  • Must be unique

  • Cannot contain a space

  • Minimum of 6 characters

  • Must contain one letter

  • Must contain one number

Yes

Minimum of 4 alphanumeric characters.

  

AF Group

 Accident Fund, CompWest

No

No

Yes

Must be alphanumeric.

It starts with the brand prefix (AF of CW) and then contains numbers.

For Accident Fund: Agency code can range from 4 - 7 alphanumeric characters.

For CompWest: Agency code is 7 alphanumeric characters.

  

AmTrust

Yes

Yes

No

  

GUARD (Berkshire Hathaway GUARD Ins. Companies)

  • Must be unique

  • Cannot contain special characters

Must be 8 characters and include:

  • An uppercase letter

  • A lowercase letter

  • A number

Certain special characters cannot be used.

Yes

8 characters in the following format:

6 letters followed by 2 numbers, or 5 letters and 3 numbers.

The first 2 letters are the state of the agency, followed by 4 letters and 2 numbers:

e.g. PAFAKE10

OR

followed by 3 letters and 3 numbers :

e.g. PAFAK100

 

Guard will not support username and password through the web-service. While agents will continue to use those when logging directly into the portal, Guard wants agents to transition to API Keys within the web-service (for Username and Password) so that is what they should be directed to enter into the CS Credential Manager.

Click Here for more information.

BTIS

Email address

No

Yes

Must be 5 digits; i.e. TE026.

  

Chubb - Commercial

Yes

Yes

Yes

Must be a 6 character Alphanumeric PAS code.

Carrier needs to activate the agency code for 3rd party quoting.

CNA Insurance

Yes

Yes

Yes

3 digit branch followed by 6 digit producer code.

Carrier needs to activate the agency code for 3rd party quoting

Coterie

Yes

Yes

No

  

Employers

Agent's email address

No

Yes

Must be 7 characters.

  

Hanover - Commercial

Yes

Yes

Yes

7 digit numeric; formatted as: first two digits represent branch, third digit is always zero.

  

Liberty Mutual Insurance

Yes

Yes

Yes

Must be 7 digit numeric.

  

Markel

Yes (Email address used to login to the Markel portal)

At least 8 characters and include: 

  • A lowercase letter

  • An uppercase letter

  • A number

Cannot include parts of the username or the users first or last name.

Yes

Must be numeric.

 

Allied - Nationwide

Yes

Yes

Yes

8 digit numeric code with 3 leading zeros.

  

Next

Username (email address)

No

No

 
Pie Insurance Yes (email address)

Must include:

  • An uppercase letter

  • A lower case letter

  • A number

Yes

A letter followed by 5 numbers.

  

Ryan Turner Specialty

No

No

No

  

Selective

User's Selective ID that they use to log into Selective's eSelect portal.

The typical format is a12345xx (starts with the letter "a", then the five digit agent code, then the user's initials.)

Yes

Yes

The agency's five-digit agent code followed by five zeros.

Example: 0399900000

  

SFM

Yes

No

 

 

Travelers - Commercial

Yes

Yes

Yes

6 alphanumeric characters, beginning with a zero.

  

Westfield Insurance

Yes. Email is suggested as username.

Must be 8 characters and contain at least three of the following:

  • An upper- case letter

  • A lowercase letter

  • A number

  • A special character (e.g. '!', '#', '?', etc.)

Yes

6 numeric digits; remove hyphens.

  

Credential Manager Considerations

Your codes should be added to Credential Manager by either an admin or by each individual user (depending on if the carrier requires agency or producer codes). More information on adding codes can be found on the video titled 'Credential Manager Overview for Commercial Submissions'.

Additional items to keep in mind:

  • Even though Credential Manager requests username and password, this data is not usually required by Commercial Submissions (exceptions include Westfield). You can enter mock data here to get around the validation.

  • Remember that many carriers have a separate personal code and commercial code. In this case, make sure you use the commercial code when quoting with Commercial Submissions.

 

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