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.
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:
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.