Maintain State Producer Numbers
A state producer number is assigned by certain states,
such as Washington, to track a producer independent of the producer's
state license number or NPN. The state producer number is a required data
field in an appointment and termination transaction submitted to these
states.
Use the Maintain State
Producer Numbers page to record and track information about an
individual or firm producer’s state-assigned producer number.
View screen capture
To open the Maintain
State Producer Numbers page, click the Add/Update/Delete
State Producer Numbers link in the State
Producer Numbers section of a producer record that is open in the
Review/Update
Producer page.
The Maintain State
Producer Numbers 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 State Producer Numbers
Displays a table listing a selected producer's
currently recorded state producer number information.
When no state producer number information
exists, the following message displays: "No State Producer Numbers."
Fields and controls include the following:
- Add
New State Producer Number: Click to activate the
fields in theAdd State
Producer Numbersection at the bottom of the page
in order to add a new state producer number to the producer record.
- Delete
checkbox: For each listed state producer number, click
to checkmark to select it for deleting from the producer record.
The delete operation is completed when you click the Delete
button.
- State:
For each listed state producer number, displays the name of the
state associated with the state producer number.
- Producer
Number: For each listed state producer number, displays
the state producer number value.
- Edit:
Click to transfer the information corresponding to a selected
state producer number to the edit fields in the Add
State Producer Number section, allowing you to update the
information.
- Delete
button: With the Delete
checkbox of the state producer numbers you wish to delete
checkmarked, click to delete the information from the producer
record.
Add
State Producer Number
Allows you to add new or update existing
state producer number information.
Fields and controls include the following:
-
State:
Required. From the dropdown
menu, select the name of a state for which to record a state producer
number.
-
Producer
Number: Required.
Enter a value to record as the state producer number associated
with the state selected from the State
dropdown menu. Maximum 30 characters.
Page
Controls
Notes
Note: When submitting an appointment transaction for a producer
to a state that requires a state producer number, the system automatically
will derive the value of the License
Number field that corresponds to the producer license associated
with the appointment request and pass this value in the transaction as
the state producer number. It will ignore existing state producer numbers
recorded in the State Producer Numbers
section of the producer's record.