Maintain Additional Producers
Additional producers may exist on an agreement, such
as in the case when two producers are in business together as a partnership,
and one functions as a disbursee and the other as a manager. Use
the Maintain Additional Producers
page to update, add, or delete information about additional producers
on an agreement.
View screen capture
To open the Maintain
Additional Producers page, from the Licensing
menu select Agreements,
and then select Review/Update Agreement.
Perform an agreement search to open
a selected producer's agreements in the Review/Update
Agreement page, and then in the Additional
Producers section, click the Add/Update/Delete
Additional Producers link.
The Maintain Additional
Producers page consists of the following sections:
Record Summary
Displays summary information about the
selected individual or firm producer's agreement.
Fields and controls include the following:
-
[Producer
Name]: Displays the name
of the individual or firm producer whose agreement currently is
selected. An icon to the left of the producer name signifies the
producer's entity type, either individual ()
or firm ().
-
SSN:
Individual producers only.
Displays an individual producer's Social Security Number. The
Social Security Number can be set per security role to mask the
first five digits and display only the last four digits. For more
information, see Maintain
Security Role.
-
EIN:
Firm producers only.
Displays a firm producer's Federal Employer Identification Number.
-
External
System ID: 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.
-
NPN:
Displays a producer's unique National Producer Number, assigned
by the National Insurance Producer Registry (NIPR).
-
Status:
Displays the agreement's status, either Active or Inactive.
-
Type:
Displays the agreement type.
-
Company:
Displays the name of the appointing company that is party to the
agreement.
Current Additional Producers
Displays a table listing all existing
additional producers on the selected agreement.
Fields and controls include the following:
-
Add
New Additional Producer: Click to hide the Current
Additional Producers section and display search fields,
allowing you to perform a producer
search to identify a producer to add to the agreement.
-
Delete
checkbox: For each additional producer listed, click to
checkmark the checkbox to select it for deleting from the selected
agreement.
-
Delete
button: Click to delete all selected additional producers
from the selected agreement.
-
Role:
For each additional producer listed, displays the additional producer's
role in the agreement.
-
Name:
For each additional producer listed, displays the additional producer's
name.
-
EIN/SSN:
For each additional producer listed, displays the additional producer's
taxpayer identification number.
-
External
System ID: For each additional producer listed, displays
the additional producer's identifier in a system external to Producer
Manager.
-
Edit:
For each additional producer displaying in the table, click to
transfer its corresponding information to the Add/Update
Additional Producer section, where you can update the information.
Add/Update
Additional Producer
Offers edit fields allowing you to add
a new additional producer or update an existing additional producer.
Fields and controls include the following:
- Primary
Producer Type: Display-only.
Displays the entity type of selected producer, either Individual
or Firm.
- Begin
Date: Required.
Enter the date on which the additional producer became party to
the agreement. 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: Enter the date on which the additional producer became
inactive on the agreement. Use the mmddyyyy
date format. Or, click the Calendar
button () to open
a popup calendar from which you can click to select a date. Must
be on or after the Begin Date.
- EIN/SSN:
Display-only. Displays
the additional producer's taxpayer identification number.
- Name:
Display-only. Displays
the additional producer's name.
- NPN:
Display-only. Displays
the additional producer's National Producer Number, when available
from producer's record.
- Role:Required. Select
from the dropdown menu the additional producer's role in the agreement.
- External
System ID: Select from the dropdown menu a value representing
the following:
- The external system type associated
with the additional producer's external system ID
- The external system ID
- The business unit associated with
the external system ID
- Whether the business unit is set as
the additional producer's primary business unit
- Whether the external system ID is
set as active or inactive
- Add
External System ID: Click to open the Maintain
External System Identifiers page, where you can update information
linking the producer record to other systems in your organization,
such as payroll or accounting systems.
- Clear:
Click to clear all information currently in the data entry fields.
Notes
Note: The values on the Role
dropdown menu in the Add/Update Additional
Producer section can be customer-configured by users with administrative
permissions using the AGRMT_PRDCR_ROLE_CD
code group on the Maintain
Codes page. The roles then are defined as additional producer roles
in the Additional Producer Role Code
field of the Maintain
Hierarchy Levels page.