Appointments by Type Inquiry

Available in spreadsheet format only.

Use the Appointments by Type Inquiry page to review all active appointments by all or just one appointing company in one selected state as of a given date or in a given timeframe.

If desired, filter the report results by appointment type, business unit, or submitting staff member. You also can choose to view only state-verified appointments or all appointments, including those that are only manually recorded on producer records.

View screen capture of report criteria

View screen capture of report results

To open the Appointments by Type Inquiry page, from the Inquiries menu select Appointment, and then select Appointments by Type Inquiry.

The Appointments by Type Inquiry page contains the following sections:

Report Criteria

Use the filter fields to enter report criteria and tailor the report results to suit your needs.

Report criteria contains the following sub-sections:

Appointment Criteria

Enter report criteria about the active or inactive appointments you want to report.

Fields and controls include the following:

Appointments Active: Required. Enter a date range during which the records of reported producers contained an active appointment in the state specified in the State field. Enter the following:
between: Enter the first date of a date range in which to search for the value of the Active Date field in producer appointments information. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.
and: Enter the last date of a date range in which to search for the value of the Active Date field in producer appointments information. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.

State: From the dropdown menu, select the name of the state in which reported producers held active appointments during the selected date range. Default is Alabama.
State Verify: From the dropdown menu, select All Appointments to include record-only and state-verified appointments in the report results (default). Or, select State Verified Only to not include record-only appointments in the report results.
Submitting Staff Member: To report appointments without regard to the staff member who submitted or recorded the appointments, make no selection from the box. Or, to filter the report results to include only appointments submitted or recorded by a specific staff member, click to select one or multiple staff member names in the box. To select multiples, press the CTRL key on your keyboard while clicking; click again while pressing the CTRL key to de-select.
Appointment Types: To report appointments without regard to state-specific appointment type, make no selection from the box. Or, to filter the report results to include only a certain type of appointment offered in the selected state, click to select one or multiple appointment types in the box. To select multiples, press the CTRL key on your keyboard while clicking; click again while pressing the CTRL key to de-select.

Click the Show Historical Types link to populate the box with appointment types that are no longer active in the selected state. Click the Hide Historical Types link to populate the box only with appointment types that are active in the selected state.

Search Company

You can filter the report results to include appointments issued only by a selected appointing company. The page will display summary information (Name, EIN, License Number, NAIC ID, City, and State) about an appointing company that has been selected as filter criteria. If no appointing company has been selected, the following message will display: "No Writing Company has been selected."

Click the Search Company link to open the Search Company page. The Search Company page consists of the following sections:

Search Fields

Use the Search Fields to enter search criteria for an appointing company record.

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.

Fields and controls include the following:

Company 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 appointing company's Federal Employer Identification Number. Maximum 9 characters without a separating hyphen or 10 characters with a separating hyphen.
NAIC ID: Enter the appointing company's National Association of Insurance Commissioners identification number. Maximum 5 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 company record met your search criteria, the record will open directly in the Appointments by Type Inquiry report criteria page.

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

If no record matched the entered search criteria, the system will return the following message below the Search Fields: "No Company found matching the criteria."

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

Search Results

If multiple appointing company records met your search criteria, they will display in the Search Results section of the Search Company page.

Fields and controls include the following:

Name: For each listed company record, displays the company name as a blue hyperlink. Click the desired company name hyperlink to open the record in the Appointments by Type Inquiry report criteria page.
EIN: For each listed company record, displays the company's Federal Employer Identification Number.
NAIC ID: For each listed company record, displays the company's unique National Associate of Insurance Commissioners group number.
City: For each listed company record, displays the company's domicile address city.
State: For each listed company record, displays the company's domicile address state.
Displaying[v] - [w](of[x]matching records): Displays the range in numbers of company records currently displaying in the Search Results sub-section out of the total number of company 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 company 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 company 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.

Producer Criteria

Display Configuration

Report Results

Displays producer appointment information stored in your company's instance of Producer Manager that met the report criteria. Results may be narrowed by selected filter criteria.

The Title tab of the report displays a summary of the selected report criteria, including data summaries (such as total record and producer counts), report properties, and all of the selection and filter criteria used to generate the report.

Report results will vary, based on your selection from the Report Type dropdown menu in the Display Configuration section on the Appointments by Type Inquiry page.

The Details view includes the following fields:

Producer Name: For each producer listed that met the report criteria, displays the producer's name information: last name, first name, and middle name for individuals or firm name for firms. (For more information, see Details.)
NPN: For each producer listed that met the report criteria, displays the producer's National Producer Number.
PM Producer ID: For each producer listed that met the report criteria, displays the producer's Producer Manager record ID. (For more information, see Details.)
Preferred External System ID: For each producer listed that met the report criteria, displays the external system identifier marked as "Primary" on the producer's record. (For more information, see External System IDs.)
Active Business Units: For each producer listed that met the report criteria, displays the short name(s) of the business units to which the producer is actively assigned (sorted alphabetically). (For more information, see Business Units.)
Producer Type: For each producer listed that met the report criteria, displays the producer's entity type, either Firm or Individual.
Appointment State: For each producer listed that met the report criteria, displays the two-letter code for the appointment state selected in the report criteria.
Appointment Type: For each producer listed that met the report criteria, displays the description of the type of appointment that the producer held in the selected state in the selected date range.
Company Name: For each producer listed that met the report criteria, displays the name of the appointing company that issued the producer's appointment.
Appointment Status: For each producer listed that met the report criteria, displays the status of the producer's appointment during the selected date range.
Active Date: For each producer listed that met the report criteria, displays the date on which the producer's appointment in the selected state became active.
Termination Date: Inactive appointments only. For each producer listed that met the report criteria, displays the date on which a termination of the producer's appointment in the selected state was submitted and state-approved or recorded.
State Verified: For each producer listed that met the report criteria, displays Y if the State Verified checkbox in the producer's appointment information contains a checkmark; displays N if the State Verified checkbox in the producer's appointment information does not contain a checkmark.
Record Only?: For each producer listed that met the report criteria, displays Y if the Record Appt checkbox in the producer's appointment information contains a checkmark; displays N if the Record Appt checkbox in the producer's appointment information does not contain a checkmark.
Request Status: For each producer listed that met the report criteria, displays the processing status of the related appointment transaction, based on the value of the Submit Status field in the producer's appointment information.

The Summary view includes the following fields:

Producer Name: For each producer listed that met the report criteria, displays the producer's name information: last name, first name, and middle name for individuals or firm name for firms. (For more information, see Details.)
NPN: For each producer listed that met the report criteria, displays the producer's National Producer Number.
PM Producer ID: For each producer listed that met the report criteria, displays the producer's Producer Manager record ID. (For more information, see Details.)
Preferred External System ID: For each producer listed that met the report criteria, displays the external system identifier marked as "Primary" on the producer's record.
Active Business Units: For each producer listed that met the report criteria, displays the short name(s) of the business units to which the producer is actively assigned (sorted alphabetically).
Producer Type: For each producer listed that met the report criteria, displays the producer's entity type, either Firm or Individual.

Page Controls

Warning

Results of the Appointments by Type Inquiry may contain unmasked, full Social Security Number information for individual producers. It is not possible to configure the system to mask or hide these values in the report results. However, using a security role setting, a user with administrator permissions may deny other users the permission to run this inquiry or view inquiry results requested by other users. For more information, see Maintain Security Role.

Notes

Note: The Appointments by Type Inquiry reports appointment information only as recorded in your company's instance of Producer Manager. It does not verify appointment information directly with state records. However, if your company is using Producer Manager's automated data reconciliation utilities (such as Scheduled Syncs) to keep producer appointment data refreshed continually, the Appointments by Type Inquiry report results should be synchronized with state records.

Note: The appointment types available in the Appointment Types box include only those that are or were available in a selected state through Producer Manager and that have been Vertafore-configured for your company's use. For more information, see Code Use Indicators.

Note: If it has been Vertafore-configured for your company's use, the Appointment Types field may include the "Carrier Requests" value. The Carrier Requests value is a special, internal use-only appointment type that allows your company to track producers who have been authorized to represent a particular line of business in state that does not require a state-acknowledged appointment. For more information, see Using the Carrier Requests Appointment Type guide, available on the Printable Help Guides page.

Tips

For easier viewing of the report results in any chosen output format, we recommend always checkmarking the Spreadsheet View checkbox.