Licensing

The Licensing menu offers options for maintaining producer records and performing transactions.

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Options include adding new individual or firm records, reviewing and/or updating existing individual or firm records, submitting and maintaining appointment or termination transactions, maintaining individual licensee firm associations or affiliations, submitting and maintaining license applications, maintaining continuing education or training records, working with automated data reconciliation requests, and correcting record data (users with supervisory permissions only).

The Licensing menu includes the following menu options:

• Producer
• Appointments
• Associations
• Agreements
• License Applications
• Education Credentialing
• Continuing Education
• Data Reconciliation Requests
• Sales Authorization
• Data Fix

Notes

Note: The options available from the Licensing menu depend on the configuration of your company's deployment of Producer Manager and on the permissions that are enabled in your user security role. For more information, see Configuration Options and Maintain Security Role.

Tips

Many of the options available in the Licensing menu and sub-menus are more easily accessible as Task Links on the left side of the Producer Manager Home page.