Carrier Requests

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 the selected producer's current carrier requests.

Fields and controls include the following:

• Add New Carrier Request: Click to activate the edit fields in the Add Carrier Request section, allowing you to add a carrier request  to the selected producer record.

• Delete checkbox: For each carrier request displaying in the table, click to checkmark the checkbox to select it for deleting from the selected producer record.

• Delete button: Click to delete all selected carrier requests from the selected producer record.

• Carrier: For each carrier request displaying in the table, displays the name of the carrier group to which the request was submitted.

• Companies: For each carrier request displaying in the table, displays the name of the specific appointing or writing company within the selected carrier group to which the request was submitted.

• Product: For each carrier request displaying in the table, displays the type of product associated with the carrier request.

• Status: For each carrier request displaying in the table, displays the current status of the request.

• State(s): For each carrier request displaying in the table, displays the name of one or multiple states associated with the carrier request.

• Request Date: For each carrier request displaying in the table, displays the date on which the request was submitted to the carrier group.

• Follow-Up Date: For each carrier request displaying in the table, displays the date upon which the carrier request is/was to be followed up.

• Received Date: For each carrier request displaying in the table, displays the date on which the carrier returned a reply to or acted upon the request.

• Bus Unit: For each carrier request displaying in the table, displays the business unit to which the selected producer belongs that is associated with the request.

• Comment: For each carrier request displaying in the table, displays a staff member comment associated with the request.

• Actions: For each carrier request displaying in the table, offers the following controls:

• Edit Carrier Request (): Click to transfer a selected carrier request's information to the edit fields in the Add Carrier Request section, where you can update the information.

Displays edit fields in which you can add new or update existing carrier request information. Fields and controls include the following:

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

• Carrier:Required. From the dropdown menu, select the name of a carrier group for which you want to record an appointment or authorization request for the selected producer.

• Product:Optional. From the dropdown menu, select a type of product to record for the selected producer as being associated with a carrier request.

• Status: From the dropdown menu, select a current status of the carrier request for the selected producer.

• Business Unit:Optional.From the dropdown menu, select a business unit to which the selected producer belongs to associate with the carrier request.

• Request Date: Enter the date on which the appointment or authorization request was submitted to the carrier. Use themmddyyyydate 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 current date.

• Follow-Up Date:Optional. Enter the date upon which the carrier request is to be/was followed up. Use themmddyyyydate format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.

• Received Date:Optional. Enter the date upon which the carrier returned a reply to or acted upon the request. Use themmddyyyydate 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.

• Companies:Optional. Click to select the names of one or multiple appointing or writing companies within the carrier group you selected from the Carrier dropdown menu for which you want to record an appointment or authorization request for the selected producer. Press the CTRL key and click to select multiples. Or, click the Select All control to select all writing companies.

• State(s):Required. Click to select the names of one or multiple states that you want to associate with the appointment or authorization request for the selected producer. Press the CTRL key and click to select multiples. Or, click the Select All control to select all states.

• Comment:Optional. Enter a text comment to associate with the carrier request. Maximum 1000 characters.

Fields and controls include the following:

• 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.