Terminate Appointment Counties

Displays summary information of the producer record currently open for review and/or updating.

Fields and controls in the 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.

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

Fields and controls include the following:

• NAIC ID: For each appointment listed, displays the appointing company's National Association of Insurance Commissioners identifier.

• 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.

• Status: For each appointment listed, displays the current status of the appointment. Verify that the value of an appointment that you wish to terminate is Active.

Set the effective date for the selected producer's county appointment termination.

Fields and controls include the following:

• Effective Date: Required. May default to the current date. If you are submitting an electronic county appointment termination request, enter the date on which you are requesting the termination to become effective, subject to state backdating or system future-dating rules. Or, if you are terminating a record-only appointment, enter the date on which the termination became effective. Use the mmddyyyy date format, or click the Calendar button () to open a popup calendar from which you can click to select a date.

Choose the method by which you want to submit an county appointment termination request or terminate a "record-only" county appointment information for the selected producer.

Note that if you leave the default Electronic Processing option selected, the system automatically will choose the best allowable processing method for each state, with the exception of Florida outsourced individual county appointment terminations. (See Notes and Tips, below.)

Choose from among the following:

• Electronic Processing: Default. Click the radio button to trigger the system to submit the county termination request to a state electronically. The Appointments data section of the selected producer record will be updated automatically with system and state processing information, including state approvals, denials, and errors.

• Paper: Required for Florida outsourced individual producer county appointment terminations only. SeeNotes, below. Click the radio button to trigger the system to send the termination request to a holding queue for processing by Vertafore Outsourcing Services.

• Record Only: Click the radio button to trigger the system to only update the Appointments data section of the selected producer record with county appointment termination information. The system will not submit a county appointment termination request to a state, and state regulators may not have a record of the county appointment termination.

Offers edit fields you can use to select a cost center to which to assign the cost of a county appointment termination request submitted to a state.

Fields and controls include the following:

• State Cost Center: From the dropdown menu, select a cost center to which to globally apply the costs of all appointment termination requests that you are submitting to the selected state in this transaction. Your selection will automatically populate the Cost Center fields displaying in the Companies sub-section. If only one cost center has been configured in your user account for the producer's business unit, it will display as the only option.

• Companies: Sub-section displays a table listing all appointing companies selected in the Appointing Companies field in the State and Appointing Companies section. Fields and controls include the following:

• NAIC ID: For each appointing company listed, displays the appointing company's National Association of Insurance Commissioners identifier.

• Company: For each appointing company listed, displays its name.

• Cost Center: By default, displays the selected value of the State Cost Center dropdown menu. If multiple cost centers have been configured in your user account for the producer's business unit, you may override the default selection on an individual appointment termination basis by selecting a different option.

For a state that requires license information to be included in an appointment termination request, displays a table listing one or multiple licenses held the selected producer in the state to which you are submitting a county appointment termination request. Allows you to select the state license you wish to include in the county appointment termination request. If the selected producer has only one license in the appointment state, it will be selected by default and cannot be unselected.

Fields and controls include the following:

• : Click to select the radio button that corresponds to the license you wish to include in the county appointment termination request. Maximum one license per appointment termination transaction.

• License: For each license listed, displays its description.

• Status: For each license listed, displays its current status on the producer's record in Producer Manager.

• Status Date: For each license listed, displays the date on which the value of the Status field last was updated.

• License Number: For each license listed, displays its license number.

Offers data input fields to submit one or multiple county appointment termination requests.

Fields and controls include the following:

• : Click to checkmark the checkbox corresponding to one or multiple counties to which you want to submit a county appointment termination request for the selected producer. Note that the checkbox for the county you selected to terminate in the Appointments data section is pre-checkmarked.

• Select All Counties: Click to checkmark the checkboxes corresponding to all counties displaying in the Appoint in the following counties field.

• Unselect All Counties: Click to uncheckmark the checkboxes corresponding to all counties displaying in the Appoint in the following counties field.

Offers an input field to enter a free-form text comment.

Fields and controls include the following:

• Comment: Enter a text comment. Maximum 2000 characters.

Fields and controls include the following:

• Save: Click to submit a county appointment termination request or save a record-only termination. The appointment termination confirmation page of the "wizard" will open.

• Next: Click to validate data entered on the current page and open the successive page in the "wizard."

• Refresh: Click to reload the Add Appointments page to review an update in termination processing status.

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