Company Relationships

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 basic information about business relationships between the selected producer and your carrier group's appointing companies.

If the producer has never had an appointment, the following message will display: 'No appointment company relationships were found."

Fields and controls include the following:

• NAIC ID: For each appointment company listed, displays its National Association of Insurance Commissioners identifier.

• Company: For each appointment company listed, displays its name.

• Status: For each appointment company listed, displays the current status of the company's appointment of the selected producer.

• Status Date: For each appointment company listed, displays the date on which the value of the Status field last was updated.

• Payment Status: For each appointment company listed, displays the terminated producer's commission payment status code (e.g.,  Hold, Commission Paid, Commission Due/Not Paid, etc.).

• Term Vesting Period: For each appointment company listed, displays the producer's termination vesting period or the length of time after termination that the appointed producer will qualify for residual commissions (e.g., First Year, Full, None, etc.).

• Action: For each appointment company relationship listed, offers the following controls:

• Edit (): Click to enable the Edit Relationship section, where you can update the producer's appointment company relationship information.

Offers edit fields in which you can update information about a selected business relationship between the selected producer and your carrier group's appointing company.

Fields and controls include the following:

• NAIC ID: Displays the National Association of Insurance Commissioners identifier. of the selected carrier writing company with which the selected producer has the selected business relationship.

• Name: Displays the name of the carrier writing company with which the selected producer has the selected business relationship.

• Payment Status: From the dropdown menu, select the disposition of commission payments owed the selected producer under the selected business relationship.

• Termination Vesting Period: Select from the dropdown menu the selected producer's termination vesting period or the length of time after termination that the appointed producer will qualify for residual commissions under the selected business relationship.

Fields and controls include the following:

• Save: Click to commit changes to the selected producer's record.

• Return: Click to open the selected producer's record in the Review/Update Producer page.