Maintain Producer Required Items

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 required items associated with a selected producer.

Fields and controls include the following:

• Add New Required Item: Click to activate the edit fields in the Add/Update New Required Items section, where you can add a new required item to the selected producer record.

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

• : For each required item listed, click the node to expand the record row to display additional information related to the selection required item. Click the node () again to collapse the record row and hide the additional information. Fields include the following:

• Business Unit: Displays the short name of the business unit associated with the required item.

• Comment: Displays a text comment associated with the required item.

• All Request Dates: Displays the date(s) on which a request was made to fulfill the required item. If multiple values display, the Delete button () is available. Click the Delete button () associated with a value to delete it from the record.

• State: For each required item listed for which a state is recorded, displays the name of the state associated with the required item.

• Required Item: For each required item listed, displays its name.

• Status: For each required item listed, displays its current status (e.g., Pending, Requested, Received).

• Request Date: For each required item listed, displays the date on which the required item was most recently requested.

• Follow-up Date: For each required item listed for which a follow-up date is recorded, displays the date on which the request for the required item is to be reviewed.

• Received Date: For each required item listed for which a received date is recorded, displays the date on which the request for the required item was fulfilled,  

• Other Identifier: For each required item listed for which an additional identifier for the required item is recorded, displays the additional required item identifier.

• Edit (): For each required item listed, click to move its information to the edit fields in the Add/Update New Required Items section.

Offers edit fields in which you can add or update required items for a selected producer.

Fields and controls include the following:

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

• State: From the dropdown menu, select the name of a state to associate with a required item.

• Required Item: Required. From the dropdown menu, select the name of the required item.

• Status: Required. Default of Pending. From the dropdown menu, select an option that represents the current status of the required item. Generally when recording a new required item, select the Requested option. When you are updating the record after the required item is fulfilled, select the Received option.

• Request Date: Required when value ofStatusfield is Requested. Enter the date on which the required item was requested. 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.

• Edit this Request Date: Available only when updating an existing required item. Click to select the radio button if you are correcting the original value of the Request Date field.

• Add a new Request Date: Available only when updating an existing required item. Click to select the radio button if you are recording the date of a subsequent request for the required item (e.g., second request).

• Follow-up Date: Enter the date on which a review of the required item is due (i.e., the "tickler" date). Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.

• Received Date: Required when value ofStatusfield is Received. Enter the date on which the required item was fulfilled. 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 Request Date.

• Other Identifier: Enter a code or alternate identifier for the required item. May be used to map the required item to another internal system through system integration. Maximum 50 characters.

• Business Unit: From the dropdown menu, select a business unit to associate with the required item.

• Comment:  Enter a text comment to associate with the required item. Maximum 2000 characters.

Fields and controls include the following:

• Delete: With one or multiple required items  selected in the Current Required Items section, click to delete the selected required items 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.