Education Settings

If you have system administrator permissions, use the Education Settings page to configure the use of education credentials as a factor in a sales authorization check, to determine whether an individual producer is authorized at a given stage of the sales process to represent a specific product type in a specific state. In addition, you can set up specific rules to check if a producer holds a particular education credential based on the producer's related firm or broker/dealer.

ClosedView screen capture

To open the Education Settings page, from the Administration menu select Sales Authorization, and then select Education Settings.

The Education Settings page contains the following sections:

ClosedRule Groups

Displays a table listing rule groups that have been configured for one or multiple selected product types.

Fields and controls include the following:

  • Rule Groups: For each rule group listed, displays its name.

  • Products: For each rule group listed, displays the product types configured for the rule group.

  • Details: For each rule group listed, displays the number of rules configured for the rule group with an Active status and the total number of configured rules, including active and inactive rules. If the rule group includes no rules, displays the following message: "No rules configured."

  • Actions: For each rule group listed, offers the following controls:

  • Edit (): Click to open the View Rule Group page, where you can review details of the rules configured for the rule group.

ClosedPage Controls

Controls include the following:

  • Create Rule Group: Click to open the Create Rule Group page, where you can configure a new rule group for one or multiple selected product types.

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

Notes

Note: Using an individual producer's education credentials in a sales authorization check is available in carrier instances of Sircon Producer Manager only.

Tips

For more information on configuring education credentials to become factored into a sales authorization check, please refer to the Setting Up and Checking Producer Sales Authorization user guide.

 

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