Search Carrier

Use the Search Fields to enter search criteria for a carrier record.

Note: You must enter at least one search criterion in the Search Fields. The system will return all records that meet all search criteria. Thus it is best to enter only one search criterion, to avoid the possibility of accidentally entering a an incorrect search criterion and preventing the system from retrieving the desired record or record set.

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Fields and controls include the following:

• Carrier Name: Enter a name search string. You may use as few as two characters in your search string. Wildcard characters are not allowed. Cannot contain numeric characters or double quotation marks (").
• EIN: Enter the carrier's Federal Employer Identification Number. Maximum 9 characters without a separating hyphen or 10 characters with a separating hyphen.
• NAIC Group: Enter the carrier's National Association of Insurance Commissioners group identification number. Maximum 4 characters.
• Records Per Page: When multiple records meet the search criteria, the default number of records displayed per page of results is 10. From the dropdown menu, select a value in increments of 10 up to 50 and then execute or re-execute the search to display a number of records up to the selected value in the Search Results sub-section.
• Search: Click to execute the search based on the entered search criteria.

If only one carrier record met your search criteria, one of the following conditions will apply:

• If you are searching for an existing carrier record to review or update, the record will open directly in the Review/Update Carrier page
• If you are adding a new company record to the system, the Add Company Details section will open directly, allowing you to add information to the new record of the writing company to be associated with the selected carrier group.

If multiple carrier records met your search criteria, they will display in the Search Results sub-section of the Search Carrier page.

Note: You also may press the Enter key on your keyboard to execute the search.

Note: After you execute the search, if no record matched the entered search criteria, the system will return the following message below the Search Fields: "No Carrier found matching the criteria."

Note: After you execute the search, the system returns an error message at the top of the page when one or more entered search criteria is invalid. Re-enter valid search criteria.

• Cancel: Click to abort the page operation and open the Producer Manager Main page.

If multiple carrier records met your search criteria, they will display in the Search Results section of the Search Carrier page.

View screen capture

Fields and controls include the following:

• Name: For each listed carrier record, displays the carrier name as a blue hyperlink. You may perform one of the following options:
• If you are searching for a carrier record to review or update, click the desired carrier name hyperlink to open the record in the Review/Update Carrier page.
• If you are adding a new company record to be associated with a selected carrier group, click the desired carrier name hyperlink to open the Add Company Details section to continue adding a new company record under the selected carrier.
• EIN: For each listed carrier record, displays the carrier's Federal Employer Identification Number.
• NAIC Group: For each listed carrier record, displays the carrier's unique National Associate of Insurance Commissioners group number.
• City: For each listed carrier record, displays the carrier's domicile address city.
• State: For each listed carrier record, displays the carrier's domicile address state.
• Displaying[v] - [w](of[x]matching records): Displays the range in numbers of carrier records currently displaying in the Search Results sub-section out of the total number of carrier records returned by a search.
• Page[y]of[z]: Displays the number of the page currently displaying out of the total number of pages of carrier records returned by a search.
• Go To Page: Available only when more than 10 records are returned by a search, resulting in multiple pages of Search Results. Select from the dropdown menu the number of the page of carrier records to which you wish to navigate.
• Go: Click to navigate to the page number of Search Results selected in the Go To Page dropdown menu.

Tip: Hover your mouse pointer over a Name hyperlink to view audit information, including the user name of the user who committed the most recent update to the record and the timestamp of the update.