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.

This page was updated in November 2024.

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.
Sircon Business Account Login Quick Guide: Outlines how to log into your Sircon business account, reset your password, or find your account.
Adding and Searching for Producers Guide: Step-by-step training that walks you through how to add new producers to Producer Manager or Producer Central; this also covers how to search for producer records.
Data Loads Quick Guide: Walks you through the steps for importing producer data from another source into Producer Manager or Producer Central.
Using the My Vertafore Self Service Portal: Explains how to log a help ticket, submit a bug report, or enhancement request for a Vertafore Sircon product. For more information, see Contact Us.
Onboarding and Self-Service Fact Sheet: Onboarding and Self-Service is a set of features for carriers that gives the capability to onboard agents and agencies into a connected network and then provide them with self-service features.
Bulk Transactions Quick Guide: Provides step-by-step instructions for formatting, uploading, and processing bulk transactions.
Maintain Producer Records Guide: Step-by-step guide to maintaining data within a producer's profile in Producer Manager or Producer Central.
Sales Authorizations Guide: Instructions cover how to run and set up authorizations in Producer Central. Guide also covers Authorization Overrides and reports.
Appointing and Terminating Producers: Step-by-step guide that covers how to appoint and terminate producers. Includes steps to process appointments and terminations in bulk.
Document Sharing in Sircon: Review how to share documents with your producers.
Business Units and Cost Centers: Guide covers how to create and assign users to business units and cost centers.
External System IDs Guide: Instructions explain how to create and maintain external system IDs.
Locations and Departments: Guide covers how to set up locations and departments. Training also reviews how to assign producers to locations / departments.
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.
Administration in Producer Central: Explains how to set up Producer Central. Guide covers: code groups, code use indicators, and Sircon notifications.
Writing Company Management: Step-by-step instructions on how to create and manage writing companies.
User Security in Producer Central: Guide covers how to add new users to producer central. Includes instructions for creating security roles.

Record Maintenance and Automated Data Reconciliation (Syncs)

Data Reconciliations and Processing Messages Quick 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.
Data Fixes in Producer Central: Guide covers how to fix producer data that is missing from the producer records. Also covers data fixes for licenses, qualifications, appointments, and state associations.
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 in Producer Central: A guide to Adding and Maintaining Records of Agencies with Multiple Branch Locations and a Single EIN Using Producer Central with Daily Updates.
Firm Associations Guide: Step-by-step instructions on how to manage a producer's firm associations.
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 record-keeping.
Daily PDB Updates and Sircon Subscription Management: A guide to how PDB updates work in Producer Central. Instructions include how to maintain 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
Inquiries and Interactive Reporting Guide: Review how to run reports in Producer Central. Guide covers both standard inquiries and custom interactive reporting.
Interactive Reporting using PDB Data: Use this guide to generate an interactive report to see a producer’s third-party appointments and regulatory actions.
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: Review how to run reports in Producer Central. Guide covers both standard inquiries and custom interactive reporting. 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.

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.