Quick Terminate Appointment

Use the Quick Terminate Appointment page to record termination of one or all of a selected producer's appointments for one or multiple appointing companies in a selected state. No termination request will be submitted to the state; the process will result in a "record-only" termination.

ClosedView screen capture

To Quick Terminate an appointment, choose one of the following methods:

  • In the Appointments data section of a producer record, click the Quick Terminate button () opposite the name of a non-appoint state (i.e., a state that does not require state-verified appointments). The Quick Terminate Appointments for State:[StateName] page will open, allowing you to record the termination of all of the selected producer's appointments for all appointing companies in the selected state.

  • In the Appointments data section of a producer record, click the Quick Terminate(state is not record only) button () opposite the name of an appointment state (i.e., a state that processes carrier appointment requests and tracks producer appointments). The Quick Terminate Appointments for State:[StateName] page will open, allowing you to record the termination of all of the selected producer's appointments for all appointing companies in the selected state. No appointment termination transaction will be submitted to the appointment state.

  • In the Actions column of a specific, active, non-appoint state appointment listed in the Appointments data section of a producer record, click the Quick Terminate button (). The Quick Terminate Appointment page will open, allowing you to record the termination of only the selected appointment; all other appointments on the producer's record will remain unaffected.

  • In the Actions column of a specific, active, appointment state appointment listed in the Appointments data section of a producer record, click the Quick Terminate (state is not record only) button (). The Quick Terminate Appointment page will open, allowing you to record the termination of only the selected appointment; all other appointments on the producer's record will remain unaffected. No appointment termination transaction will be submitted to the appointment state.

The Quick Terminate Appointment page contains the following sections:

ClosedAppointee Record Summary

Fields and controls in the Appointee Record Summary section include the following:

  • Search Producer: Click the link to start a new search for a producer record. For more information, see Searching for Records.
  • [Producer Name]: Displays the name of the individual or firm producer whose record currently is open in theReview/Update Producerpage. An icon to the left of the producer name signifies the producer's entity type, either individual () or firm ().Click the producer name link to refresh the producer record that is currently open in the Review/Update Producer page or to re-open the producer's record in the Review/Update Producer page from any other page in the system.
  • Rating: If a producer has been assigned a productivity rating (no stars, meaning “not rated;” one star, “poor;” two stars, “satisfactory;” three stars, “good;” four stars, “outstanding;” or the symbol signifying a “Do Not Contract” alert), the display-only rating will appear to the right of the producer’s name.
  • 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.
  • Active BU: 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 a producer's unique National Producer Number, assigned by the National Insurance Producer Registry (NIPR).
  • Resident State/License: 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 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 ().
  • Producer Contracting Workflow: If your company uses the onboarding and maintenance transaction component of the Sircon Platform, Producer Express, and a producer currently is associated with a request record in Producer Express, you can click the number in the field to launch Producer Express and view or work with the request record. (For more information, see the Sircon Producer Express Online Help.)
  • Missing Required Information Alert: Displays an alert that the producer record lacks information that has been configured to be required in your company's deployment of the Sircon Platform. A producer record deficient of required information is considered "incomplete," and appointment or termination requests may not be submitted for the producer until the deficiency is corrected. Review the Quick Links box to identify and correct the specific details sections in the record with missing required information. For more information, see Configuration Options.
  • CE Compliance: Display-only indication of a producer’s unfulfilled continuing education requirements. Indication will not appear if producer is current with continuing education requirements. Available by Vertafore configuration only; for more information, seeConfiguration Options.

ClosedCurrent Appointments

Displays a table listing existing appointment information for the selected producer in the selected appointment state.

Verify that the appointment listed is the correct appointment for which you want to record termination.

Fields and controls include the following:

  • Company:  For each appointment listed, displays the appointing company's name.

  • Appointment Type: For each appointment listed, displays the state-specific description of the appointment type.

  • Active Date: For each appointment listed, displays the date on which the appointment became effective.

ClosedQuick Terminate

Offers input fields to record data relating to the selected producer's record-only appointment termination.

Fields and controls include the following:

  • Effective Date: Required. May default to the current date. Enter the date on which the producer appointment was terminated and became inactive. 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 appointment'sActive Date.

  • Termination Reason: Required. From the dropdown menu, select a state-specific reason for the appointment termination.

ClosedPage Controls

Fields and controls include the following:

  • Save: Click to record termination of the selected appointments on the selected producer's record.

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

Notes

Note: If you enter a "future-dated" Effective Date, the Status of the selected appointment will be Inactive.

Tips

Internal policies may require your company to issue a letter informing a producer about a terminated relationship, such as may be tracked using a record-only appointment. Although not available in PLM Producer Manager, automated correspondence capabilities are available through the Bulk Appointment Terminations utility in PLM Producer Express. For more information, see Producer Express Bulk Processing Module User Guide or contact your Vertafore representative.