Firm Associated Individual Appointments Inquiry

Use the Search Fields to enter report criteria. At least one report criterion is required.

Fields and controls include the following:

• Firm Name:Enter a search string on firm name. You may use as few as two characters in your search string. May contain numeric characters. Wildcard characters are not allowed. May not contain double quotation marks (").
• EIN: Enter a producer's entire Federal Employer Identification Number. Partial searches not allowed. Maximum 9 characters without a separating hyphen or 10 characters with a separating hyphen.
• NPN: Enter a producer's entire National Producer Number. Partial searches not allowed. Maximum 10 characters.
• Active Business Unit: Select from the dropdown menu an the short name of an active business unit to which a producer is assigned. May not be the only search criterion.

• License Number: Enter the entire number of a producer's state license, either active or inactive. Partial searches not allowed. Maximum 15 characters.
• License State: Select from the dropdown menu a state in which a producer holds an active or inactive license.
• External System ID: Enter a producer's entire external system ID code, including leading zeroes, either active or inactive. Partial searches not allowed. Maximum 22 characters.
• Primary External ID Only: Click to checkmark the checkbox to constrain a search using anExternal System IDcriterion to only those external system IDs marked as a "primary" ID on a producer's record. The search will ignore a match on anExternal System IDthat is not marked as "primary." (For more information, see Maintain External System Identifiers.)
• Records Per Page: If multiple records met your 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 Report Results sub-section.
• Search: Click to execute the search based on the entered search criteria.

If only one record met your search criteria, the Search Firm page will close, and the selected firm's summary information will display in the Associated Firm section of the Firm Associated Individual Appointments Inquiry page.

If multiple records met your search criteria, they will display in the Search Results section. You then must click the Name of a selected firm to close the Search Firm page and display the selected firm's summary information will display in the Associated Firm section of the Firm Associated Individual Appointments Inquiry page.

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

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

Fields and controls include the following:

• Name: For each listed producer record, displays a producer name as a blue hyperlink. Click the column heading to toggle alphabet or reverse alphabetic sorting of the Search Results on the Name field.

To close the Search Firm page and display the selected firm's summary information will display in the Associated Firm section of the Firm Associated Individual Appointments Inquiry page, click a desired producer Name hyperlink.

• EIN: For each listed producer record, displays a producer's federal Employer Identification Number. Click the column heading to toggle highest-to-lowest or lowest-to-highest sorting of the Search Resultson theEINfield.
• License State/#: For each listed producer record, displays the state codes of the states in which a producer holds at least one active or inactive license and the corresponding license numbers. Click the node () to expand the record row to display all of the producer's license state and number information. Click the node () to collapse the information.
• NPN: For each listed producer record, displays a producer's National Producer Number. Click the column heading to toggle highest-to-lowest or lowest-to-highest sorting of the Search Resultson theNPNfield.
• Active BU: For each listed producer record, displays the name of the business unit(s) with which a producer is actively associated. Click the node () to expand the record row to display all of the producer's business unit information. Click the node () to collapse the information.
• City: For each listed producer record, displays the producer's mailing address city. Click the column heading to toggle alphabetic or reverse alphabetic sorting of the Search Resultson theCityfield.
• State: For each listed producer record, displays the producer's mailing address state. Click the column heading to toggle alphabetic or reverse alphabetic sorting of the Search Resultson theStatefield.
• Displaying[v] - [w](of[x]matching records): Displays the range in numbers of producer records currently displaying in the Search Results sub-section out of the total number of producer 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 producer 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 producer 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.

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

Fields and controls include the following:

• Appointment/Termination Between: Required. Enter a date range during which reported producers were appointed or terminated. Enter the following:
• between: Enter the first date of a date range in which to search for the value of the Active Dateand/orTerm Date fields 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 Dateand/orTerm Datefields 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.

• Association Type: From the dropdown menu, select Individual/Firm Association to report producers who are affiliated with a selected firm through a recorded firm association (default). Or, select External System ID to report producers who are affiliated with a selected firm through a shared external system identifier.
• State: To report appointments and terminations without regard to appointment state, make no selection from the box. Or, to filter the report results to include only  appointments and terminations submitted to or recorded for a specific appointment state, click to select one or multiple state 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.
• Status(es): To report appointments and terminations without regard to appointment and request processing status, make no selection from the box. Or, to filter the report results to include only appointments and terminations with specific request and processing statuses, click to select one or multiple processing statuses 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.
• Submitting Staff Member(s): To report appointments and terminations without regard to the staff member who submitted or recorded the appointments and terminations, make no selection from the box. Or, to filter the report results to include only appointments and terminations 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(s): To report appointments and terminations without regard to reported producers' business unit criteria, make no selection from the box. Or, to filter the report results to include only appointments and terminations 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.

Displays summary information about the firm producer selected as criterion for the report.

Fields and controls include the following:

• Name: Displays the firm producer's name.

• EIN: Displays the selected firm producer's Federal Employer Identification Number.

• License State/#: Displays the firm producer's license states and numbers. Click the node () to expand the record row to display all of the producer's license state and number information. Click the node () to collapse the information.

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

• City: Displays the selected firm producer's business location address city.

• State: Displays the selected firm producer's business location address state.

• Search Associated Firm: Click to open the Search Firm page, where you can search for a different firm producer to apply as report criteria.

• Spreadsheet View: 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.