Required Items Inquiries

Use the Required Items inquiries to follow up on producer management tasks and to-do lists.

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The Required Items sub-menu of the Inquiries menu may offer the following options:

• Required Items Inquiry

• Individuals with Associated Firms Required Items Inquiry

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.