Details

Use the Details data section of a producer record to review general information about the producer and the producer record.

ClosedView screen capture of individual producer details

ClosedView screen capture of firm producer details

To review an individual producer's Details data section, click the Individual Details link in the Quick Links box of an individual producer record that is open in the Review/Update Producer page. Or, to review a firm producer's Details data section, click the Firm Details link in the Quick Links box of a firm producer record that is open in the Review/Update Producer page.

The Details data section contains the following sub-sections:

ClosedBasic Record Information

Fields and controls include the following: 

  • Indv ID: Individual producers only. Non-modifiable. Displays a unique, system-assigned identifier of the selected individual producer record.

  • Firm ID: Firm producers only. Non-modifiable. Displays a unique, system-assigned identifier of the selected firm producer record.

  • Status: Non-modifiable. Displays the status of the selected producer's record in Producer Manager, based on certain carrier or firm relationship conditions. (See Notes, below.)

  • Effective Date: Non-modifiable. Displays the date on which the value of the Status field last was updated.

  • Licensee: Individual producers only. Non-modifiable. Deprecated. A checkmark in the checkbox indicates that the selected producer is a licensed entity; a blank checkbox indicates that the producer is not an licensed entity.

  • Termination Date: Non-modifiable. Displays the date on which the selected producer's last appointment with an appointing company became inactive. For a carrier customer, this would be the date on which the producer's last appointment with one of your carrier's group's appointing companies became inactive. For an agency/brokerage customer, this would be the date on which the producer's last appointment with any of the appointing companies with which your firm does business became inactive.

ClosedBasic Producer Information

Fields and controls include the following: 

  • Name: Firm producers only. Enter the selected producer's firm name. Maximum 155 characters.

  • First: Individual producers only. Enter the selected producer's first name. Maximum 25 characters.

  • Last: Individual producers only. Enter the selected producer's last name. Maximum 35 characters.

  • Middle: Individual producers only. Enter the selected producer's middle name or initial. Maximum 25 characters.

  • Suffix: Individual producers only. Enter the selected producer's name suffix (e.g., III, Jr. etc.). Maximum 3 alphabetic characters (no numerals).

  • EIN: Firm producers only. Displays the selected producer's Federal Employer Identification Number. Maximum 10 characters.

  • SSN: Individual producers only. Non-modifiable. Displays the selected producer's Social Security Number. Maximum 11 characters.

  • NPN: Enter the selected producer's National Producer Number. Maximum 10 characters.

ClosedProducer Demographics

Fields and controls include the following:

  • Bank Affiliated: Click to checkmark the checkbox to indicate that the selected producer is affiliated with a bank; leave a blank checkbox to indicate that the producer is not affiliated with a bank.  

  • Birth Country: Individual producers only. From the dropdown menu, select the name of the country in which the selected producer was born.

  • Birth Date: Individual producers only. Enter the date on which the selected producer was born. Use the mmddyyyy date format. Or, click the Calendar button () to open a pop-up calendar from which you can click to select a date. Maximum 10 characters.

  • Birth Province: Individual producers only. From the dropdown menu, select the name of the Canadian province in which the selected producer was born.

  • Birth State: Individual producers only. From the dropdown menu, select the name of the American state in which the selected producer was born.

  • Captive: Click to checkmark the checkbox to indicate that the selected producer is part of a captive, employee, or in-house sales channel; leave a blank checkbox to indicate that the producer is part of an independent or external sales channel.

  • Deceased Date: Individual producers only. Enter the date on which the selected producer died. Use the mmddyyyy date format. Or, click the Calendar button () to open a pop-up calendar from which you can click to select a date. Maximum 10 characters.

  • Distribution Channel: Firm producers only. From the dropdown menu, select the name of the sales or distribution channel to which the firm producer is assigned.

  • Ethnicity: Individual producers only. From the dropdown menu, select the selected producer's race or ethnicity.

  • Eye Color: Individual producers only. From the dropdown menu, select the selected producer's eye color.

  • Fingerprint ID: Individual producers only. Enter an identifier for the file containing the selected producer's fingerprint card. Maximum 20 characters.

  • Firm Type: Firm producers only. From the dropdown menu, select the legal organizational structure of the selected firm producer.

  • Gender: Individual producers only. From the dropdown menu, select the selected producer's gender.

  • Hair Color: Individual producers only. From the dropdown menu, select the selected producer's hair color.

  • Height: Individual producers only. Enter the selected producer's height, in inches. Maximum 10 characters.

  • Indirect Appointment Preferred: Firm producers only.Functional for PLM Producer Express customers only. Click to checkmark the checkbox to indicate that, under certain conditions, a state appointment transaction submitted through a Producer Express onboarding request for an individual producer that is affiliated with the selected firm producer should result only in the creation of a firm association and not an individual appointment; leave a blank checkbox to indicate that a state appointment transaction submitted through a Producer Express onboarding request for an individual producer affiliated with the selected firm producer should proceed as normal. (See Tips, below.)

  • Last Sync Date: Non-modifiable. Displays the date on which the producer record was most recently subject to an automated data reconciliation operation, such as Quick Sync Producer or Scheduled Sync.

  • Loss of Contact Date: Individual producers only. Enter the date on which your company lost contact with the selected producer. Use the mmddyyyy date format. Or, click the Calendar button () to open a pop-up calendar from which you can click to select a date. Maximum 10 characters.

  • Weight: Individual producers only. Enter the selected producer's weight, in pounds. Maximum 10 characters.

ClosedEFT Information

Offers bank information edit fields for a selected producer that your company compensates through electronic funds transfer (EFT or Direct Deposit). Through the Outbound Data Feed, Producer Manager can feed a producer's bank information to your company's compensation, commissioning, or payroll systems.

Fields and controls include the following: 

  • Clear EFT Information: Click to remove values from all edit fields in the EFT Information section.

  • Account Number: Enter the selected producer's bank account number associated with electronic funds transfer (EFT). Maximum 20 characters.

  • Account Owner: Enter the name that is on the selected producer's bank account associated with electronic funds transfer (EFT). Maximum 255 characters.

  • Name: Enter the selected producer's bank name associated with electronic funds transfer (EFT). Maximum 35 characters.

  • Bank Account Type: From the dropdown menu, select the selected producer's bank account type associated with electronic funds transfer (EFT).

  • City: Enter the selected producer's bank city associated with electronic funds transfer (EFT). Maximum 25 characters.

  • Institution Type: From the dropdown menu, select the selected producer's bank institution type associated with electronic funds transfer (EFT).

  • Routing Number: Enter the selected producer's bank account routing number associated with electronic funds transfer (EFT). Maximum 20 characters.

  • State: From the dropdown menu, select the selected producer's bank state associated with electronic funds transfer (EFT).

  • EFT E-mail Address: Enter the customer support email address at the selected producer's bank associated with electronic funds transfer (EFT). Maximum 255 characters.

ClosedProducer Rating

Allows you to record assign a productivity rating to the selected producer.

Fields and controls include the following: 

  • Rate This Producer: Click to select one star to assign the producer a “poor” productivity rating; click to select two stars to assign the producer a “satisfactory” productivity rating; click to select three stars to assign the producer a “good” productivity rating, or click to select four stars to assign the producer an “outstanding” productivity rating. Click the symbol to apply a “Do Not Contract” alert to the producer's record. Do not click any star to signify that the producer is not rated.

ClosedPage Controls

Fields and controls include the following: 

  • Save: Click to save updates to the data section.

  • Cancel: Click to exit without saving changes and open the Producer Manager Home page.

Notes

Note: Many of the fields available in the Details data section are configurable based on security role. If you do not see or cannot access a field or control documented in this help topic, it may not be configured to be enabled for your security role in the system. For more information, contact your system administrator or your Vertafore representative.

Note: A user with administrative permissions in Producer Manager can configure many of the fields available in the Details data section to have one of the following attributes: Hidden, View Only, or Modifiable. These settings can be applied per user security role, and then each field will assume its configured attribute for each user assigned to the security role. For more information, see Maintain Security Role.

Note: Certain fields stored in the Details data section are subject to automatic, system updating through the following processes: a) a Producer Express onboarding or maintenance transaction request; b) system and state responses to an appointment or termination transaction request, submitted manually or as part of an automated process (such as a Producer Express AutoPilot onboarding workflow, Producer Express maintenance transaction request, Producer Express bulk appointments or terminations request, AutoAppoint following an automated data reconciliation, or others); c) an automated data reconciliation operation, such as Quick Sync Producer, Quick Load Producers, or Scheduled Syncs, that updates producer records with data from a third-party data source (such as the NIPR national producer database); or d) an offline mass appointment or mass termination operation in which Vertafore updates affected producer records with state results. Affected fields may include the following: Status, Effective Date, Termination Date, Name, First, Middle, Last, Suffix, Birth Date, EIN, NPN, Last Sync Date, Routing Number, Account Number, EFT Contact Email Address, Institution Type, Bank Name, City, State, Account Owner Name, and Account Type. For more information, see the Producer Express online help and/or contact your Vertafore representative.

Note: If you update a producer's name in the Details data section, the former name automatically will be saved to the Aliases data section with an Alias Type of Former Name.

Note: The Status field in the Basic Record Information sub-section accommodates the following values: Pending, Active, or Inactive. If the producer record never has had an active appointment or firm association since the record was loaded into the system, the producer's record status is Pending. If the producer's record contains at least one active or active-pending state approval appointment or active firm association, the producer's record status is Active. If the producer's record contains only inactive appointments or firm associations, the producer's record status is Inactive. For more information, see Terminate Appointments and Terminate Associations.

Note: Depending on your company's configuration of the Sircon platform, if the NPN field does not contain a value, the record may be considered to deficient of required information. 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. However, an automated data reconciliation operation, such as Quick Sync Producer, Quick Load Producers, or Scheduled Syncs, always will populate the NPN field automatically. For more information, see Configuration Options, Producers With Missing Information, or consult your Vertafore representative.

Note: If your company's configuration of the Sircon platform requires a value in the NPN field, the system may also be Vertafore-configured to automatically create a "NPN Missing" entry to appear in the Required Items data section of a producer record that lacks an NPN value (using the INDV_NPN_RQD_ITEM_IND business rule). You can remove the required item automatically by entering a valid NPN. For more information, see Configuration Options.

Note: The ratings descriptions in the Rate This Producer field are Vertafore-configurable, based on your company's business requirements. For more information, contact your Vertafore representative.

Note: By default, the system updates the value of the Last Sync Date field whenever it updates a producer record upon performing an automated data reconciliation. However, certain user actions can override the default behavior, as follows: a) when requesting a Quick Sync Producer, if the producer record already is synchronized with the requested external data source (such as the national PDB), you can update the value of the Last Sync Date field by clicking either the Submit or Complete This Sync buttons, or b) when using an automated data reconciliation merge strategy that adds only education course completion information to a producer record, the system will not update the value of the Last Sync Date field.

Note: The values available in the Distribution Channel, Ethnicity, Eye Color, Hair Color, and Firm Type dropdown menus can be customer-configured by users with administrative permissions on the Maintain Codes page. Set values for the Distribution Channel dropdown menu using the DIST_CHNL_CD code group. Set the value for the Ethnicity dropdown menu using the RACE_CD code group. Set values for the Eye Color dropdown menu using the EYE_CLR_CDcode group. Set the values for the Hair Color dropdown menu using the HAIR_CLR_CDcode group. Set values for the Firm Type dropdown menu using the AGY_TYPE_CDcode group.

Note: When you enter a date value in the Deceased Date field of an individual producer’s record, the producer will be excluded from Scheduled Sync automated data reconciliations and scheduled notification emails, such as license renewal notifications. However, you may still perform a Quick Sync Producer automated data reconciliation on a deceased producer’s record.

Tips

If your company is using both Producer Manager and Producer Express, by checkmarking the Indirect Appointment Preferred checkbox on a firm producer record, you can potentially avoid unnecessary appointment costs in states that allow "indirect" appointments. Under an indirect appointment, an individual producer who holds a state-registered affiliation with the firm producer is considered appointed indirectly by virtue of the firm's active, state appointment. When Producer Express processes an onboarding request in an indirect appointment state for an individual producer affiliated with a firm that has the Indirect Appointment Preferred option enabled, the system adds an association to the individual and firm records in Producer Manager, instead of submitting an individual producer appointment request. This functionality must be Vertafore-configured for use and requires the following conditions: a) a list of states allowing indirect appointments, based on your company's interpretation of state regulations, has been Vertafore-configured in your company's deployment of the Sircon platform (using the INDIRECT_APPT_ALLWD_IND state business rule); b) the affiliated firm holds an active appointment in the indirect appointment state of a type that is supported by the individual producer's active or pending license and qualifications, and c) the individual-to-firm affiliation is registered and active with the indirect appointment state's department of insurance. You may use the Association Maintenance service on the Service Requests page under the Express Services menu to file an individual-to-firm affiliation with certain states. For more information, contact your Vertafore representative.

If your company is using both Producer Manager and Producer Express, when processing an onboarding or maintenance transaction request for a producer with a certain value in the Rate This Producer field (i.e., Do Not Contract), Producer Express can be Vertafore-configured to halt processing and route the request to the Error Queue for manual follow-up. This functionality uses the ProducerHasRatingCondition packet configuration in Producer Express. For more information, see the Producer Express online help and/or contact your Vertafore representative.

The Routing Number field in the EFT Information sub-section enforces "checksum" validation. To validate the routing numbers, multiply the 1st, 4th, and 7th digits in the sequence by 3; multiply the 2nd, 5th, and 8th digits in the sequence by 7, and multiply the 3rd, 6th, and 9th digits in the sequence by 1. The sum of this formula must equal a multiple of 10. The system will not save a value that does not pass this validation. (See screen capture examples.)