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.

ClosedView 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:

ClosedRecord Summary

Displays summary information about the selected individual or firm producer's agreement.

Fields and controls include the following:

  • Search Agreement: Click the link to start a new search for a producer agreement. For more information, see Search Agreement.

  • [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.

ClosedCurrent 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.

ClosedAdd/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.