Administer Products

If you have system administrator permissions, use the Administer Products page to review and configure product types per state and appointing company for use with producer sales authorization.

ClosedView screen capture

To open the Administer Products page, choose one of the following methods:

The Administer Products page contains the following sections:

ClosedActive Products

Displays a table listing all product types available and configured for use with sales authorization in your company's deployment of PLM.

Fields and controls include the following:

  • Mappings Alert (): Displays if data mappings between a selected product type and regulatory requirements in one or multiple states are not Vertafore-configured. Where this is the case, the system will be unable to process a producer sales authorization request for the selected product type.

  • Code User Indicators Alert (): Available only relating to states for which data mappings for a selected product type are Vertafore-configured. Displays if the code use indicator for one or multiple regulatory requirements in one or multiple states is not Vertafore-enabled. Where this is the case, the system will be unable to process a producer sales authorization request for the selected product type.

  • Custom Product Alert (): Displays if all data mappings for a selected product type are Vertafore-configured. Custom product types cannot be made inactive.

  • Securities Configuration Alert (): Displays if a selected product type is unavailable for use with producer sales authorization because sales authorization for securities product types is not Vertafore-configured in your company's instance of Producer Manager.

  • : Click to uncheckmark to trigger a selected product type to become inactive for use with sales authorization. Click the Save button to complete the action. The selected product type will display in the Inactive Products section.

  • Products: For each listed product type, displays its name. Its ACORD product type code displays in brackets to the right of the name.

  • Availability: For each listed product type, displays one of the following current availability status indicators:

  • Always: Default. Configured available for all of your carrier's appointing companies in all states.

  • Custom: User-configured unavailable for at least one of your carrier's appointing companies in at least one state.

  • Actions: Offers the following controls:

  • Edit State/Writing Company Combinations (): Click to open the Product Availability page, where you can review the availability of the selected product type in all states or update the availability of the selected product type for one or multiple of your carrier's appointing companies in a selected state.

ClosedInactive Products

Displays a table listing all product types that are user-configured to be unavailable for use with sales authorization in your company's deployment of PLM.

Fields and controls include the following:

  • : Click to checkmark to trigger a selected product type to become active for use with sales authorization. Click the Save button to complete the action. The selected product type will display in the Active Products section with a value of Always in the Availability field.

  • Products: For each listed product type, displays its name. Its ACORD product type code displays in brackets to the right of the name.

ClosedPage Controls

Controls include the following:

  • Save: Click to inactivate a product type selected for inactivation in the Active Products section or to re-activate a product type selected for re-activation in the Inactive Products section.

  • Cancel: Click to open the Producer Manager Home page.

  • Administer Products: Click to open the Administer Products page.

  • Appointment and Affiliation Settings: Click to open the Appointment and Affiliation Settings page.

  • View Regulatory Mappings: Click to open the View Regulatory Mappings page.

Warnings

A product type with a value of Custom in the Availability field indicates that it has been user-disabled for one or multiple state and appointing company combinations. If you inactivate a such product type (by uncheckmarking its checkbox and clicking the Save button) and then re-activate it, all custom configurations will be lost and the Availability field will revert to the default value of Always.

Notes

Note: By default, the Availability field for all product types in all states and for all of your carrier's appointing companies is set to Always. This is to allow sales authorization to work without initial Vertafore configuration. To inactivate an entire product type, click the checkbox to the left of its name displaying in the Active Products section, and then click the Save button. The selected product type will display in the Inactive Products table. Or, to disable a product type for a selected combination of states and appointing companies, click its related Edit State/Writing Company Combinations button () in the Actions column of the Active Products section to open the Product Availability page.

Note: The list of available product types is based on standard insurance line of business specifications set forth by ACORD.

Note: The data mappings between product types and state regulatory requirements (licenses, LOA, and/or appointment types) are Vertafore-configured in the system's back end, based on analysis of state regulations. Hover your mouse pointer over the Mappings Alert icon () related to a selected product type to display a tooltip with status information about its data mappings. If Vertafore has not completed analysis and data mapping for the product type in any state, the following message will display: "The Producer Sales Authorization feature does not currently support [Product Type] in any jurisdiction." If Vertafore has completed analysis and data mapping for the product type, except in one or multiple states, the following message will display: "The Producer Sales Authorization feature does not currently support [Product Type] in [States]." For more information, see View Regulatory Mappings.  If you feel data mappings are in error, contact your Vertafore support representative for assistance.

Note: Code use indicators are Vertafore-configured to reflect the licenses, LOA (qualifications), and appointments that are important to your company's business. If a code use indicator is not enabled for a state license, LOA, or appointment that is data mapped to a selected product type, the system will be unable to process a producer sales authorization request for the product type. A product type for which this is the case is identified by the Code Use Indicator Alert icon (). Hover your mouse pointer over the Alert icon () to display a tooltip with the following message: "[Product type] will not be supported in [state name or number of states] due to the current configuration of code use indicators." You can view more information about your company's code use indicator settings as they relate to product type data mappings on the View Regulatory Mappings page. If you feel your company's code use indicators are in error, contact your Vertafore support representative for assistance.

Note: Occasionally, the Code Use Indicator Alert icon () will display related to a state in which Vertafore has inadvertently misconfigured the mappings for a product type. You may check this condition on the Regulatory Mappings page. If the Use Indicator Status field displays "Active" for all regulatory elements for the product in question in the selected state, then there is likely a mapping misconfiguration. Please contact your Vertafore representative.

Note: Allowing sales authorization checks for some securities product types require Vertafore configuration. Until your company's instance of Producer Manager is configured to allow them, product types that are not available are identifiable by the Securities Configuration Alert (). For assistance or for more information, please contact your Vertafore representative.

Tips

For more information on configuring the sales authorization capability, please refer to the Setting Up and Checking Producer Sales Authorization user guide.

 

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