Correct State Association Data

Use the Correct State Association Data page to correct individual-to-firm association information in a selected state.

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To open the Correct State Association Data page, choose one of the following methods:

From the Licensing menu select Data Fix, and then select Correct State Association Data. Then, perform a Producer Search for both the individual and the firm producer whose association information you want to correct.
With an individual producer record open in the Review/Update Producer page, in the Firm Associations data section click the Correct Association Data link. Then, perform a Producer Search for the firm producer whose association information you want to correct.
With a firm producer record open in the Review/Update Producer page, in the Individual Associations section click the Correct Association Data link. Then, perform a Producer Search for the individual producer whose association information you want to correct.

The Correct State Association Data page contains the following sections:

Record Summary

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

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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.

Current Association

Displays basic information about a selected individual-to-firm association and the states in which the association is recorded on the selected individual and firm records.

Fields and controls include the following:

Begin Date: Displays the date on which the individual became associated with the firm.
End Date: Inactive associations only. Displays the date on which the association between the individual and the firm became inactive.
Association States: Displays a table listing the states in which the selected individual and firm producers hold associations and association details. Fields and controls include the following:
: Click to checkmark the checkbox that corresponds to a state in which you want to correct association information.
State: For each association state listed, displays the association state name.
Association Type: For each association state listed, displays the type of individual-to-firm association.
Position: For each association state listed, displays the employment title the individual holds in relation to the firm.
Begin Date: For each association state listed, displays the date on which the individual-to-firm association began.
End Date: Inactive firm associations only. For each association state listed, displays the date on which the individual-to-firm association ended.
State Registered: For each association state listed, displays Yes if the individual-to-firm association is recorded with the department of insurance in the selected association state; displays No if the individual-to-firm association is not recorded with the department of insurance in the selected association state (i.e., recorded only in your company's internal records).
Association Type: From the dropdown menu, select a corrected relationship of the individual to the firm in a selected association state.
Position: From the dropdown menu, select a corrected employment title of the individual with the firm in a selected association state.
Begin Date: Enter the corrected date on which the individual's association with the firm became effective in a selected association state. 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 corrected date on which the individual's association with the firm became inactive in a selected association state. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.
State Registered: Click the Yes radio button to correct that the individual-to-firm association is recorded with the department of insurance in the selected association state; Click the No radio button to correct that the individual-to-firm association is not recorded with the department of insurance in the selected association state (i.e., recorded only in your company's internal records).

Page Controls