Appointment Inquiries

Follow up on appointments and terminations – such as company appointment lists or appointment request status – by running Producer Manager’s Appointment inquiries.

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The Appointment sub-menu of the Inquiries menu may offer the following options:

• Company Appointment List Inquiry

• Appointments by Type Inquiry

• Appointment Request Status Inquiry

• Appointment Confirmation Inquiry

• Firm Associated Individual Appointments Inquiry

• Invalid Individual Licensee Appointment Inquiry

• Business Unit Appointment Termination Inquiry

• Appointments by State Inquiry

• Individual Appointments Inquiry

Notes

Note: An inquiry may be unavailable for selection based on your company's specific deployment of Producer Manager (carrier or agency/brokerage) or the security settings specific to your user account. For more information, see Maintain Security Role.