Product Availability: [Product Type]

Use the Product Availability page to review the availability of a selected product type in all states for use with sales authorization. Also, you can update the availability of the selected product type for one or multiple of your carrier's appointing companies in a selected state.

View screen capture of configuration of a specific product type

View screen capture of configuration of a product type for appointing companies in a specific state

To open the Product Availability page, click the Edit State/Writing Company Combinations () button that corresponds to a selected product type displaying in the Active Products section of the Administer Products page.

The Product Availability page displays a table listing state and appointing company combinations that are user-configured to be available for sales authorization requests regarding a selected product type.

Fields and controls include the following:

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

• Appointment Alert (): For each listed state, displays if an appointing company in your company's instance of Producer Manager does not support one or more of the appointment types that are currently mapped for the selected product type in the state. Where this is the case, a producer sales authorization check for the selected product type, appointing company, and state will return a "NOT Authorized" result, because of missing Appointments and Affiliations (i.e., the producer cannot be appointed by a company not configured to appoint in the selected state).

• Code Use Indicator Alert (): Available only relating to states for which data mappings between a selected product type and licenses/LOA 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.

• State: For each listed state, displays its name.

• Writing Companies: For each listed state, displays the names and NAIC ID of each of your carrier's appointing companies that is available in the state for use with sales authorization.

• Actions: Offers the following fields and controls:

• Edit (): Click to open the [State] Availability dialog box, which offers the following controls:

• Which companies can write [Product Type] in this state?: Click the All Companies radio button to make all of your carrier's appointing companies available for sales authorization requests for the selected product type in the selected state. Or, click the No Companies radio button to make all of your carrier's appointing companies unavailable for sales authorization requests for the selected product type in the selected state. Or, click the Custom radio button to determine the availability of one or more of your carrier's appointing companies for sales authorization requests for the selected product type in the selected state.

• Appointing Companies: Available only when theCustomradio button is selected in theWhich companies can write [Product Type] in this state?field. Displays a list of the names of your carrier's appointing companies and related NAIC ID. Click to uncheckmark the checkbox corresponding to an appointing company that you want to make unavailable for sales authorization requests for the selected product type in the selected state. Or, click to checkmark the checkbox corresponding to an appointing company that you want to make available for sales authorization requests for the selected product type in the selected state.

• Save: Click to commit appointing company changes to the system and close the dialog box.

• Cancel: Click to close the dialog box without making appointing company changes.

• Return: Click to open the Administer Products page.

Notes

Note: Product type data mappings are Vertafore-configured, based on analysis of state regulations. Hover your mouse pointer over the Mappings Alert icon () related to a selected state to display a tooltip with status information about product type data mappings. If Vertafore has not completed analysis and data mapping for the product type in the state, the following message will display: "The Producer Sales Authorization feature does not currently support [Product Type] in [State]." For more information, see View Regulatory Mappings.

Note: Code use indicators are Vertafore-configured to reflect in PLM 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 Code Use Indicator 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: To troubleshoot an Appointment Alert (), check the State Appointment Details section of the appointing company record to verify if the appointment type required to support the product type is active. Or, click the Edit button () in the Actions column for the listed state to open the [State] Availability dialog box, and de-select the appointing company in question.

Tips

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