Add Licensed Individual

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

ClosedView screen capture

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

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

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

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

The Add Licensed Individual page contains the following sections:

ClosedIndividual Details

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

ClosedResident State

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

ClosedExternal System Identifier

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

ClosedBusiness Unit

Offers edit fields to record required business unit information about a new individual 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 Licensed Individual 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: A valid value in the SSN field, NPN field, either, or both may be required, based on your company's business requirements. Use of the SSN and/or NPN fields as unique individual producer record identifiers is Vertafore-configurable. For more information, see Configuration Options or contact your Vertafore representative.

Note: Values in the SSN and NPN fields must be unique among those in all other individual producer records in the system.

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 Licensed Individual 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.