Printable Help Guides

Below are links to printable guides intended to help you get the most out of working with Producer Manager. Each guide elaborates on a subject in greater detail than does its related topic in the online help.

Basics and Beginners

• Getting Started With Producer Manager: A guide to a basic understanding of Producer Manager.
• Getting Help With Producer Manager: An introduction to the Producer Manager online help system.
• Quick Load Guide: Walks you through the steps for importing producer data from another source into Producer Manager. For more information, see Quick Load Producers.
• Using the Self-Service Portal: Explains how to log a help ticket, bug report, or enhancement request for a Vertafore Sircon product. For more information, see Contact Us.
• Bulk Processing Module User Guide: Provides step-by-step instructions for formatting, uploading, and processing bulk appointments, bulk terminations, and bulk business updates files.
• Billing and Invoicing in Vertafore Sircon: Provides information on accessing and understanding the monthly billing file and detailed invoice, available in Producer Manager through the Express Services menu. For more information, see Express Administration.
• Paying Your Vertafore Sircon Statement Online: Walks you through the process of paying your Vertafore invoice directly through the Sircon Platform user interface.
• Sircon SAML 2.0 SSO Integration User Guide: Explains the nuts and bolts about integrating Sircon Producer Manager with your company's external, federated Single Sign On (SSO) identity provider.

Record Maintenance and Automated Data Reconciliation (Syncs)

• Automated Data Reconciliation Data Normalizers and Processing Messages Guide: Explains the various programmatic normalizers Producer Manager uses to "cleanse" data obtained from the states during automated data reconciliation. Also, provides insight into the processing messages Producer Manager may generate during an automated data reconciliation operation and the actions you may need to undertake as a consequence. For more information, see Data Reconciliation Details.
• Education Credentials User Guide: Tips for configuring education credentials and tracking producers' compliance with them.

• Education Credential Programs by State and Product Line User Guide: Quick reference for the education and LOA requirements for a producer to be eligible to meet the requirements of a pre-defined education credential program.
• Tracking and Managing Securities Information in Producer Manager: Step-by-step guide to setting up and using automated and manual tracking capabilities for producer securities information.
• Setting Up and Working With Agreements: Walks system administrators through configuring the use of producer agreements and reporting/compensation hierarchies. Also, helps explain how to track the sometimes-complicated compensation or reporting relationships among chains of producers and the companies that pay out their commissions. For more information, see Agreements.
• Branch Office Syncing Quick Guide: A guide to adding and maintaining records of agencies with multiple branch locations and a single EIN using Producer Manager.

• Branch Office Syncing with Daily PDB Updates Quick Guide: A Guide to Adding and Maintaining Records of Agencies with Multiple Branch Locations and a Single EIN Using Producer Manager with Daily Updates.

• Managing Producers in Shared or Competing Business Units: Examines methods of managing producer sales channels or business segments using Producer Manager's business units functionality.
• Mass Updating Producer Records After a State Regulatory Change: A step-by-step guide about what to do when a state changes a license type, LOA, or appointment type affecting your licenses and appointments recordkeeping.
• Sircon Daily PDB Updates and Subscription Management: A guide to creating and maintaining producer records via Daily PDB Updates.
• Using the Carrier Requests Appointment Type: Discusses set-up of and usage methods for an internal-use only appointment type in Producer Manager, intended to inform a customer's other systems that a producer is authorized to represent a particular product line.

• Anti-Money Laundering Training Integration and Tracking: Setting up and using automated AML training course completions feeds from LIMRA and other sources and tracking producers' ongoing compliance with federal AML training.
• Working With Producer Business Rules in Producer Manager: A deep-dive into user-configured business rules, including administrative setup activities. For more information see Producer Business Rules, Administer Producer Business Rules, and Configuration Options.

Inquiries (Reports) and Notifications

• Producer Central - Producer Lack of Production Report: Learn how to use report to determine producers who are not selling and then terminate their appointments.

• Interactive Reporting Quick Guide: Gives users the ability to create flexible reports with custom criteria and output, helping to streamline operations and ensure regulatory compliance.

• Setting Up and Checking Producer Sales Authorization: Does a certain producer hold the proper regulatory credentials to represent a specific product in a certain state? Find out with one click of a button, directly from the producer's record. For more information, see Sales Authorization.

• Producer Manager Inquiries Data Cross-Comparison Matrix: Offers a side-by-side comparison of inquiry output data in a sortable, filterable spreadsheet format, to help you choose which reports to run to view desired data. For more information, see Inquiries Data Cross-Comparison Matrix.

Note: The Inquiries Data Cross-Comparison Matrix may not open if you are using Microsoft Internet Explorer browser. If you cannot open the spreadsheet in Internet Explorer, please re-try by viewing the online help using an alternate browser, such as Mozilla Firefox or Google Chrome.

• Producer Manager Inquiries Guide: A printable version of the Producer Manager online help topics about the options under the Inquiries menu.

• Setting Up Email Notifications in Message Center: Shows how to set up Producer Manager Message Center to send automated email to your staff whenever a state issues a response to an appointment or license application transaction. For more information, see Express Administration.
• Automated Notifications in Producer Manager: Walks you through setting the system to auto-send an email when a producer's license has expired or is about to expire. For more information, see Notifications.
• Exporting Producer Manager Inquiry Results to a Spreadsheet: Helps you understand how to create a "report within a report," by exporting all or selected fields from inquiry results to a Microsoft Excel spreadsheet or CSV file for data manipulation or import into other systems or applications. For more information, see Inquiries.

Business System Integration (APIs)

• Outbound Data Feed Getting Started Guide: An introduction and business description of the Producer Manager Outbound Data Feed (OBDF), the principal integration point between the Sircon Platform and a customer's internal systems.

• Outbound Data Feed File Layout and Data Definition Guide: A detailed and technical description of the Producer Manager Outbound Data Feed (OBDF), including business definitions of each included node and element and their critical data characteristics.