Producer Licenses Inquiry

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

Fields and controls include the following:

• Producer Type: To filter the report to include licenses only for individual producers, select Individual from the dropdown menu. Or, to filter the report to include licenses only for firm producers, select Firm from the dropdown menu.
• State: To report licenses in all states, click to select theAll Statesradio button. Or, to filter the report to include only licenses in a particular state, click to select theSelect a Stateradio button, and then select the name of the desired state from the dropdown menu.
• License Status: To report licenses regardless of their active or inactive status, make no selection from the dropdown menu. Or, to filter the report to include only active licenses, select Active from the dropdown menu. Or, to filter the report to include only inactive licenses, select Inactive from the dropdown menu.
• Begin Date: To report licenses that became active within a selected range of dates (keyed on the value of the Effective Datefield as recorded in the Licenses/Qualifications data section), enter the beginning date of the date range. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.
• End Date: To report licenses that became active within a selected range of dates (keyed on the value of the Effective Datefield as recorded in the Licenses/Qualifications data section), enter the ending date of the date range. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.
• Business Unit: To report licenses without regard to producer business unit criteria, make no selection from the box. Or, to filter the report to include only licenses of 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.
• License Types: To report licenses without regard to license class or license type criteria, make no selection from the box. Or, to filter the report to include only licenses of a certain type, click to select one or multiple license 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.
• Show Historical: Click to checkmark the checkbox to include in the License Types box license classes that are no longer valid or supported in the selected state. Or, uncheckmark the checkbox to disinclude license classes that are no longer valid or supported in the selected states.
• Search Specific Firm: Available only if value ofProducer Typefield is Individual. Click to open the Search Firm page, where you can perform a producer search for a firm producer. Once you have selected a firm producer, the report results will be filtered to include only licenses held by individual producers who are associated (affiliated) with the selected firm.
• Firm Name: Displays only if a firm producer is being used as filter criteria. Displays the name of the firm selected as filter criteria. Click the firm name to open the selected firm's record in the Review/Update Producer page.
• EIN: Displays only if a firm producer is being used as filter criteria. Displays a firm producer's Federal Employer Identification Number.
• External System ID: Displays only if a firm producer is being used as filter criteria. Displays the producer's identifier code in the external system that has been Vertafore-configured as your company's "preferred" system. For more information, see External System IDs, Configuration Options, and Advanced Producer Search.
• Active BU: Displays only if a firm producer is being used as filter criteria. Displays the short name of the business units to which a producer is actively assigned (sorted alphabetically). To expand the field to display all active business units, click the node ().
• NPN: Displays only if a firm producer is being used as filter criteria. Displays a producer's unique National Producer Number, assigned by the National Insurance Producer Registry (NIPR).
• Resident State/License: Displays only if a firm producer is being used as filter criteria. Displays the codes of the states that a producer claims as a resident state for licensing purposes (sorted alphabetically) and the producer's license numbers in those states. Includes active or inactive licenses. To expand the field to display all resident states and license numbers, click the node ().
• Additional States/Licenses: Displays only if a firm producer is being used as filter criteria. Displays the codes of the states in which the producer holds non-resident licenses (sorted alphabetically) and the license numbers in those states. Includes active or inactive licenses. To expand the field to display all resident states and license numbers, click the node ().
• The criteria you have selected will result in a report containing[x]licenses: Displays the system-calculated number of licenses that will be included in the report results based on currently selected report criteria.
• The Producer License Report is limited to[y]licenses or fewer:Displays the Vertafore-configured maximum number of licenses that can be included in the report results overall.
• The online version of the Producer License Report is limited to[z]licenses or fewer: Displays the Vertafore-configured maximum number of licenses that can be included in the results of an "on demand" report.

Displays producer license 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 contains data summaries (such as total record and producer counts), report properties, and all of the selection and filter criteria used to generate the report

• The License tab displays Producer Information and License Information sections for each license included in the report results

• The License & Qualification tab displays Producer Information, License Information, and related Qualification/Line of Authority Information section for each license included in the report results

• The Affiliation - Association tab, available only with individual producer report results, displays Producer Information, License Information, related Qualification/Line of Authority Information, and firm Association/Affiliation Information section for each license included in the report results

Results on one or all tabs include the following data fields:

• Producer Name: For each producer with one or multiple licenses that met the report criteria, displays the name of the individual or firm producer. Producer data fields include the following:
• NPN: Individual producers only. Displays the producer's National Producer Number.
• PM Producer ID: Displays the unique, system-assigned identifier of the producer's record in Producer Manager.
• Preferred External System ID: Displays the external system identifier marked as "Primary" on the producer's record.
• Active Business Units (Cost Center): Displays the short name of the business units to which the producer is actively assigned (sorted alphabetically), and the business unit's associated cost center name (in parentheses).
• SSN: Individual producers only. Displays the producer's Social Security Number.
• EIN:Firm producers only. Displays the producer's Federal Employer Identification Number.
• State: Displays the name of the license state.
• License Type: For each listed license in the license state, displays its state-specific name or description.
• Status: For each listed license in the license state, displays its current status in Producer Manager.
• License #: For each listed license, displays its license number.
• Original Issue Date: For each listed license, displays the date on which it was initially issued or granted by the state.
• Effective Date: For each listed license , displays the date on which the current value of the Status field became effective.
• Expiration Date: For each listed license, displays the state-regulated date on which the license expires. Also known as the "renewal date."
• Inactivation Reason: Displays only for an inactive license. For each listed license with a Status of Inactive, displays the state-specific reason for its inactivation.
• Qualification Type: Displays only as related to an active license. For each listed license, displays active qualifications (lines of authority of LOA) related to the license, sorted alphabetically. Qualification information data fields include the following:
• Original Issue Date: Displays only for a qualification related to an active license. For each listed qualification, displays the date on which it was initially issued or granted by the state.
• Status: Displays only for a qualification related to an active license. For each listed qualification, displays its current status in Producer Manager.
• Effective Date: Displays only for a qualification related to an active license. For each listed qualification, displays the date on which the current value of the Status field became effective.
• Expiration Date: Displays only for a qualification related to an active license. For each listed qualification, displays the state-regulated date on which the qualification expires. Also known as the "renewal date."
• Inactivation Reason: Displays only for a qualification related to an active license. Displays only for an inactive license. For each listed qualification with a Status of Inactive, displays the state-specific reason for its inactivation.
• Associated Firms: Individual producers only. Displays only if producer has a recorded firm association. Displays the name of the firm with which the producer is affiliated.
• Firm ID: Individual producers only. Displays only if producer has a recorded firm association. Displays the unique, system-assigned identifier of the producer's affiliated firm.
• EIN: Individual producers only. Displays only if producer has a recorded firm association. Displays the producer's affiliated firm's Federal Employer Identification Number.
• NPN: Individual producers only. Displays only if producer has a recorded firm association. Displays the producer's affiliated firm's National Producer Number.
• Begin Date: Individual producers only. Displays only if producer has a recorded firm association. Displays the earliest date on which the producer's affiliation with the firm began in any association state, not necessarily the license state.
• End Date: Individual producers only. Displays only if producer has a recorded firm association. Displays the date on which the producer's affiliation with the firm ended.
• Business Units (Cost Center): Individual producers only. Displays only if producer has a recorded firm association. Displays the short name of the producer's affiliated firm's business units (sorted alphabetically), and the business unit's associated cost center name (in parentheses).

Controls include the following:

• Remove Firm: Available only if a firm producer has been selected as filter criteria. Click to remove the selected firm as filter criteria for the report results.

• Submit Offline: Available only if selected report criteria will result in report results and if report results do not exceed the configured maximum limit. Click to generate the inquiry offline, where it can be retrieved in Excel spreadsheet format by any staff member with the permissions to view it. For more information, see Recent Reports.

• View/Refresh Report: Available only if selected report criteria will result in report results and if report results do not exceed the configured maximum limit. Click to generate the inquiry "on demand" in HTML format online. The report will open in the separate Inquiry Output Window.

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