Producer

The Producer menu, available under the Licensing menu, allows you to search for and open an individual licensee or firm producer record, add an individual or firm producer record, and maintain particular data sections in producer records.

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The Producer menu option offers the following options:

• Review/Update Producer

• Add Individual

• Quick Add Producer

• Add Firm

• Quick Load Producers

• Add/Activate License and Qualification

• Maintain Contact Information

• Maintain Comments

• Maintain Address History

• Maintain Required Items

• Maintain Resident States

• Maintain External System Identifiers

• Maintain Producer Business Unit

• Maintain Product Certifications

• Maintain Professional Liability

• Producer Business Rules

• Advanced Producer Search