Delete Licenses, Qualifications and Appointments by State

Use the Delete Licenses, Qualifications and Appointments by State page to purge from a producer record inactive license, qualification, and appointment information for a particular state.

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To open the Delete Licenses, Qualifications and Appointments by State page, from the Licensing menu select Data Fix, and then select Delete Licensing Data By State. Then, perform a Producer Search to find the record of the producer whose license, qualification, and appointment data you want to delete.

The Delete Licenses, Qualifications and Appointments by State 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.

Warnings

Deleting licensing data from a producer record does not generate a request to remove, inactivate, or terminate licensing or appointment data from records in state regulatory databases.

Notes

Note: After you click the Delete button, the system will not issue a confirmation message before deleting the licensing data. However, you may perform a Quick Sync Producer automated data reconciliation operation to restore deleted license, qualification, or appointment data to the producer record from the national Producer Database (PDB).

Note: The system prevents you from deleting a license, qualification, or appointment with a status of Active. If you cannot delete a record, check to make sure all of the producer's licenses, qualifications, appointments, and firm associations are terminated or inactivated. (For more information about producer record status, see Details.)

Note: If a producer record contains both active and inactive license or qualification data in a selected state, the system will prevent you from deleting the information from the record until all licenses and qualifications in the state are inactivated. (For more information, see Inactivate License and Inactivate Qualification.)

Note: If your company is using the Outbound Data Feed, when you delete a producer's licenses, qualifications, and appointments, the License, Qualification, and Appointment data sections of the deleted producer's record will include an Action of Delete. For more information, see the Outbound Data Feed User Guide.