Correct Qualification Dates

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 the selected producer's active and inactive state license qualifications.

Fields and controls include the following:

• : Click to checkmark a checkbox that corresponds to a state qualification you want to correct or protect from automated updates.

• Qualification Type: For each qualification listed, displays the state-specific name or description of the license.

• Original Issue Date: For each qualification listed, displays the date on which the qualification was initially issued or granted by the state.

• Status: For each qualification listed, displays its current status, either Active or Inactive.

• Effective Date: For each qualification listed, displays the date on which the current value of the Status field became effective.

• Expiration Date: Displays only for a qualification from a state that requires periodic license and qualification renewal. May display a value for a license from a state that issues perpetual licenses, if the value has been manually recorded. Displays the state-regulated date on which the qualification expires. Also known as the "renewal date."

• Inactivation Reason: Displays only for a qualification with aStatusof Inactive. Displays the state-specific reason for the qualification inactivation.

Offers input fields for correcting selected qualification data or protecting it from being updated by an automated data reconciliation.

Fields and controls include the following:

• Original Issue Date: Displays the date on which a selected qualification was initially issued. You may overwrite the date to modify it, using the mmddyyyy date format. Or, click the Calendar button () to open a pop-up calendar from which you can click to select a date. Maximum 10 characters. Must be on or before the Effective Date.

• Clear selected Original Issue Date(s): Click to checkmark to delete the Original Issue Date of the selected qualification(s).

• Effective Date: Displays the date on which a selected qualification became effective. You may overwrite the date to modify it, using the mmddyyyy date format. Or, click the Calendar button () to open a pop-up calendar from which you can click to select a date. Maximum 10 characters. Date must be on or before the current date.

• Expiration Date: Displays the date on which the selected license expired or is scheduled to expire. You may overwrite the date to modify it, using the mmddyyyy date format. Or, click the Calendar button () to open a pop-up calendar from which you can click to select a date. Maximum 10 characters. Must be after the Effective Date.

• Clear selected Effective Date(s): Click to checkmark to delete the Effective Date of the selected qualification(s).

• Locked From Data Reconciliation Updates: Click to protect selected qualification data on the selected producer record from being overwritten by automated data reconciliation operations, such as Quick Sync Producer or Scheduled Syncs. 

Fields and controls include the following:

• Next: Available only if your company's deployment of Producer Manager has been Vertafore-configured to open theMaintain CE Requirementspage. Click the Next button to validate the information on the current page and open the Maintain CE Requirements page.

• Previous: Available only if you arrived on theCorrect Qualification Datespage by clicking theNextbutton on the Correct License Data page. Click to open the Correct License Data page.

• Return: Click to open the open the Correct Qualification Dates search page. If you have not first clicked the Save button, all changes will be discarded.

• Save: Click the Save button to save changes to the producer record.