Producer Hierarchy Inquiries

Producer lifecycle events can have broad implications when agreements tie a producer to others up or down a distribution chain. Run Producer Hierarchy inquiries to help make these sometimes-complicated connections more manageable.

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

• License Renewals Due Inquiry

• New Producer Inquiry

• Producer Appointment Inquiry

• Report of Producers in a Hierarchy

• Producers with Missing Upline Hierarchy

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.