Maintain Aliases

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 a table listing a selected firm producer's past or alternate business identities.

Fields include the following:

• Add New Alias: Click to activate the edit fields in the Add/Update Alias section, where you can add a new alias to the selected firm producer record.

• Delete checkbox: For each alias listed, click to checkmark the checkbox to select the alias for deleting from the selected producer's record. Click the Delete button to complete the operation.

• State: For each alias listed, displays the name of the state with which it is associated.

• Name: For each alias listed, displays the producer's alternate business name.

• Alias Type: For each alias listed, displays the type of alternate identity (e.g., Former Name, Doing Business As, etc.).

• Effective Date: For each alias listed, displays the date on which the alias became effective.

• End Date: For each inactive alias listed, displays the date on which the alias became inactive.

• Comment: For each alias listed, may display a text comment.

• Edit (): For each alias listed, click to move its information to the edit fields in the Add/Update Alias section.

Offers edit fields in which you can add or update information about a firm producer's past or alternate business identities.

Fields and controls include the following:

• Clear: Click to clear all information currently in the data entry fields.

• State: Click to select the name of a state with which the selected firm producer's business alias is associated. Press the CTRL key and click to select multiples.

• Name: Required. Enter the selected firm producer's business alias last name. Maximum 72 characters.

• Alias Type: Required. From the dropdown menu, select the type of alternate or past business identity (e.g., Former Name, Doing Business As, etc.).

• Effective Date: Required. Enter the date on which the business alias became effective. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date. Must be on or before the current date.

• End Date: Enter the date on which the business alias became inactive. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date. Must be on or after the Effective Date.

• Comment: For each alias listed, enter a text comment. Maximum 5000 characters.

Fields and controls include the following:

• Delete: With one or multiple aliases selected in the Current Aliases section, click to delete the selected aliases from the selected producer's record.

• Save: Click to validate and save changes made on the current page and refresh the page to allow additional updates to the same selected producer record(s).

• Return: Click to exit without saving changes.
• Save and Return: Click to validate and save changes made on the current page and open the selected producer record in the Review/Update Producer page.