Maintain Education/Professional Designations

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 producer's educational background.

Fields and controls include the following:

• Add a New Education: Click to activate the edit fields in the Add/Update Education section, where you can add a new education item for the selected producer.

• Delete (): For each education item listed, click to checkmark the checkbox to select the educational background item for deleting from the selected producer's record. Click the Delete button to complete the operation.

• State: For each education item listed, displays the name of the state in which the producer attained his or her education.

• School Name:For each education item listed, displays the name of the educational institution where the producer attained his or her education.

• City: For each education item listed, displays the name of the city in which the producer attained his or her education.

• Begin Date: For each education item listed, displays the begin date of the producer's course of study.

• End Date: For each education item listed, displays the end date of the producer's course of study.

• Degree Program: For each education item listed, displays the producer's degree program.

• Major: For each education item listed, displays the producer's major course of study.

• GPA: For each education item listed, displays the producer's grade point average.

• Awarded: For each education item listed, a checkmark in the checkbox indicates that the producer was awarded a degree. An empty checkbox indicates that the producer was not awarded a degree.

• Verified: For each education item listed, a checkmark in the checkbox indicates that the producer's degree has been verified. An empty checkbox indicates that the producer's degree is not verified.

• Edit: For each education item listed, click to transfer its values to the Add/Update Education section, where you can update it.

Offers edit fields where you can update a producer's selected educational background item or add a new one.

Fields and controls include the following:

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

• State: Required. From the dropdown menu, selectthe name of the state in which the producer attained his or her education.

• School Name:Required. Enterthe name of the educational institution where the producer attained his or her education. Maximum 72 characters.

• City:Required. Enterthe name of the city in which the producer attained his or her education. Maximum 25 characters.

• Begin Date:Required.Enter the begin date of the producer's course of study. Use themmddyyyydate format. Or, click the Calendar button ( ) to open a popup calendar from which you can click to select a date.

• End Date: Enter the end date of the producer's course of study. 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 Begin Date.

• Degree Program:Required. From the dropdown menu, selectthe producer's degree program.

• Major:Enter the producer's major course of study. Maximum 50 characters.

• GPA:Required. Enterthe producer's grade point average. Maximum 25 characters.

• Awarded: Click to checkmark the checkbox to indicate that the producer was awarded a degree. Or, leave the checkbox empty to indicate that the producer was not awarded a degree.

• Verified: Click to checkmark the checkbox to indicate that the producer's degree has been verified. Or, leave the checkbox empty to indicate that the producer's degree is not verified.

Displays a table listing a selected producer's professional designations.

Fields and controls include the following:

• Add a New Designation: Click to activate the edit fields in the Add/Update Professional Designations section, where you can add a new professional designation for the selected producer.

• Delete (): For each education item listed, click to checkmark the checkbox to select the professional designation for deleting from the selected producer's record. Click the Delete button to complete the operation.

• Type: For each professional designation listed, displays its type.

• Edit: For each professional designation listed, click to transfer its values to the Add/Update Professional Designation section, where you can update it.

Offers edit fields where you can update a producer's selected professional designation or add a new one.

Fields and controls include the following:

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

• Type: From the dropdown menu, select a professional designation that the producer has attained. You may not select a professional designation already saved to the producer's record.

Fields and controls include the following:

• Delete: With one or items selected in the Current EducationorCurrent Professional Designation sections, click to delete them from the selected producer's record.

• Save: Click to save changes and refresh the page.

• Return: Click to exit without saving changes and open the selected producer's record in the Review/Update Producer page.