Authorization Overrides

Should it become necessary to suspend a producer from selling, you can configure an individual or firm producer record in Producer Manager to override an “Authorized” result of a sales authorization check, based on specific override criteria. A sales authorization check on a producer with authorization override configured will return a “Not Authorized” result, regardless of the producer’s sales authorization credentials.

Overrides may be configured by state, product, sales event, and/or writing company. They may be set to be effective for a specified period of time or indefinitely.

Use the Authorization Overrides data section of a producer record to view sales authorization override information for the producer.

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To review a producer's Authorization Overrides information, click the Authorization Overrides link in the Quick Links box of a producer record that is open in the Review/Update Producer page.

The Authorization Overrides data section includes the following fields and controls:

: For each authorization override listed, click the node () to expand the record row to display override reason information. Click the node () again to collapse the record row and hide the reason information.
Type: For each authorization override listed, displays the result of the producer’s sales authorization check as a consequence of the authorization override (e.g., "Not Authorized).
Effective Dates: For each authorization override listed, displays the begin and end dates of the producer’s sales authorization override. Displays "No End Date" If the override is set to be in effect indefinitely.
State: For each authorization override listed, displays the name of the state in which the producer’s sales authorization result is overridden. Displays "All States" if the override is in effect for all states.
Product: For each authorization override listed, displays the product type for which the producer’s sales authorization result is overridden. Displays "All Products" if the override is in effect for all available product types.
Sales Event: For each authorization override listed, displays the sales event for which the producer’s sales authorization result is overridden. Displays "All Sales Events" if the override is in effect for all sales events.
Writing Company: For each authorization override listed, displays the aggregate limit in dollars and cents payable during the effective period under the producer’s professional liability coverage. Displays "All Writing Companies" if the override is in effect for all available appointing companies.
Created By: For each authorization override listed, displays the name of the staff member responsible for adding the authorization override information to the system. In cases where the Sircon system added the authorization override information through integration with Producer Express, displays the Request ID of the Producer Express request that effectuated the added coverage. You can click the Request ID to open Producer Express and navigate to the specific request. The date on which the authorization override information was first added to the system displays in italics.
Reason: For each authorization override listed, displays a free text comment related to the sales authorization override. Displays "No reason found to display" if a reason was not entered.
Add/Update/Delete Authorization Overrides: Click to open the Maintain Authorization Overridespage, where you can add, update or delete the selected producer's authorization override settings.