Maintain Comments
Use the Maintain Comments
page to record remarks, staff internal notes, or miscellaneous information
about a producer
View screen capture
To open the Maintain
Comments page, choose one of the following methods:
-
From the Licensing
menu, select Producer and
then select Maintain Comments.
Then, perform a Producer
Search to find the individual or firm producer for which you want
to manage comments.
-
With the record of an individual
or firm producer open in the Review/Update
Producer page, in the Comments
data section click the Add/Update/Delete
Comments link.
The Maintain Comments
page contains the following sections:
Record
Summary
Displays summary information of the producer
record currently open for review and/or updating.
View screen capture
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.
Current Comments
Displays a table listing comments concerning
a selected producer.
Fields and controls include the following:
-
Add
New Comment: Click to activate the edit fields in the Add/Update Comment section,
allowing you to add a comment to the selected producer record.
-
Delete
checkbox: For each comment displaying in the table, click
to checkmark the checkbox to select it for deleting from the selected
producer record.
-
Delete
button: Click to delete all selected comments from the
selected producer record.
-
Date:
For each comment displaying in the table, displays the date on
which it was saved to the selected producer record.
-
Last
Modified Date: For each comment displaying in the table,
displays the date on which it was last edited.
-
Comment:
For each comment displaying in the table, displays its content.
-
Edit:
For each comment displaying in the table, click to transfer its
corresponding information to the Add/Update
Comment section, where you can update the information.
Add/Update
Comment
Offers edit fields in which you can add
or update comment information for a selected producer.
Fields and controls include the following:
-
Clear:
Click to clear all information currently in the data entry fields.
-
Date:
Displays the date on which the comment was added to the record.
For a new comment, displays the current date. Non-editable.
-
Last
Modified Date: Displays the current date. Non-editable.
-
Comment:
Enter comment content. Maximum 1,724 characters.
Page Controls
Fields and controls include the following:
- 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.
Notes
Note: A value entered and saved in the Comments
section of the Add Appointments
page is viewable in the Comments
data section.