Company Appointment List Inquiry

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 Company Appointment List 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.

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 Company Appointment List 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.

Displays summary information about the appointing company selected as criterion for the report.

Fields and controls include the following:

• Company Name: Displays the selected appointing company's name.

• EIN: Displays the selected appointing company's Federal Employer Identification Number.

• License Number: Not functional.

• NAIC ID: Displays the selected appointing company's National Association of Insurance Commissioners identifier number.

• City: Displays the selected appointing company's business location address city.

• State: Displays the selected appointing company's business location address state.

• Search Company: Click to open the Search Company section, where you can search for a different appointing company to apply as report criteria.

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

Fields and controls include the following:

• Appointment Responses Received or Recorded: Required. Enter a date range during which the records of reported producers contained an appointment by the selected appointing company in the selected appointment state. 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.
• Current Appointment Status: From the dropdown menu, select Active to filter the report results to include only currently active appointments. Or, select Inactive to filter the report results to include only inactive or terminated appointments.
• 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.
• Business Unit: To report appointments without regard to reported producers' business unit criteria, make no selection from the box. Or, to filter the report results to include only appointments of reported producers assigned to one or multiple business units, click to select one or multiple business unit short 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.

Enter criteria to filter report results based on a producer's external system ID information.

Fields and controls include the following:

• External System ID: To report appointments without regard to producer external system ID criteria, leave the field blank. Or, to filter the report results to include only appointments of producers assigned a specific external system ID code, enter the code in the field.
• Active External System IDs Only: When filtering the report results to include only appointments of producers assigned a specific external system ID code, leave the checkbox uncheckmarked to ignore whether the entered external system ID is active or inactive. Or, to filter the report results to include only appointments of producers assigned a specific external system ID code that is currently active, click to checkmark the checkbox.

Choose whether to export the report results in a tabular format, viewable by a spreadsheet application, such as Microsoft Excel.

Fields and controls include the following:

• Spreadsheet View: Not functional. Results are in spreadsheet format only. Click to checkmark the checkbox to output the report results in a tabular spreadsheet format. To generate the report in a spreadsheet format, click the Submit Offline button and then click the Excel Format button () associated with the inquiry on the Recent Reports page to view the spreadsheet.