Add Firm

Use the Add Firm page to manually add a new individual licensee record. 

ClosedView screen capture

To open the Add Firm page, choose one of the following methods:

  • From the Licensing menu select Producer, and then select Add Firm

  • In the Task Links section of the Producer Manager Home page, click the Add a new Firm link

  • Click the create this firm manually link on the Quick Add Producer page

The Add Firm page contains the following sections:

ClosedFirm Details

Offers edit fields to record required general information about a new firm producer. For more information, see Details.

ClosedRate this Producer

Offers a control with which you can assign a quality rating to a producer that will display when the producer record is open for viewing or updating. For more information, see Producer Rating.

ClosedAddress

Offers edit fields to record required address information about a new firm producer. For more information, see Maintain Contact Information.

ClosedResident State

Offers edit fields to record required resident state information about a new firm producer. For more information, see Maintain Resident States.

ClosedExternal System Identifier

Offers edit fields to record required external system identifier information about a new firm producer. For more information, see Maintain External System Identifiers.

ClosedBusiness Unit

Offers edit fields to record required business unit information about a new firm producer. For more information, see Maintain Producer Business Unit.

Notes

Note: Depending on your company's specific configuration of Producer Manager, sections of the Add Firm page may display as separate pages, requiring that you navigate from page to page to enter the data. Use the Next and Previous buttons to navigate.

Note: Based on your company's business rules, the Business Unit dropdown menu in the External System Identifier and Business Unit sections may be Vertafore-configured to display the business unit set as the default in your user account. For more information, see Configuration Options and Maintain Staff Member Business Unit.

Note: If you have arrived at the Add Firm page from the Quick Add Producer page, click the Save button to create an incomplete or "shell" producer record based on PDB data.

Note: The External System ID and Business Unit sections display only if required in your company's specific deployment of Producer Manager.

Tips

Instead of manually adding a new producer record to the system, you can automatically add a single, new producer record and populate it with current license, license line, company appointment, address, and name alias information, obtained from state insurance departments by way of the national Producer Database (PDB). For more information, see Quick Add Producer.

You can add multiple, new producer records from PDB data, all at once. For more information, see Quick Load Producers.