Note: If your company will be tracking producer licensing information, you will need to set the following two (2) system settings in Diamond System Editor to "True:"
Submission Folder: "Verify Producer License Dates" - Producer license dates are verified when new applications or quotes are submitted. If the license is no longer valid, a warning message is displayed. The application will be allowed to be submitted anyway.
Transaction Folder: "Verify Producer License Dates at Issuance" - Producer license dates are verified when "New Business" or Renewals are issued. If the license is no longer valid, a warning message is displayed. These transactions will allowed to be issued anyway.
The Producer's tab is active after an agency has been saved or when editing an existing agency. It is used to add any producers for an agency. If you are adding licensing information for a producer, the report, "Producer License Expiration Date," can be run to monitor when licensing dates expire. Input parameters for expiration dates are entered. Information listed on the report includes: Agency Name, Address, Phone and Agency Group, Producer Name, National License Number, License Number, License State and License Expiration Date if it falls within the date range entered. The report is sorted by agency.
To add a producer to an agency:
Select the Producer node / Add Producer.
Click the Name / Address link. When the Add Name screen appears, make all appropriate entries. Select Save to save the entries and selections. The name and address information is displayed in the text box.
Enter the Agency
Producer Code, National Producer Code, Appointed Date and Terminated Date.
(Special Note About Terminated Date:
When a quote or new policy is entered and the Terminated Date
of the producer is greater than or equal to the effective date of
the quote or policy, the producer will not be displayed in the Producer
combo box on the Application Submission
screen. If a quote or policy has been entered and the producer was
eligible then, but later they are terminated and the quote / policy
is re-activated, the producer is not eligible when rating occurs.)
If this producer is the primary agency contact (you can have only one), place a check mark in the Primary Agency Contact field.
To enter the producer's spouse's information, click the Spouse link. Enter / select the producer's spouse's information on the Edit Spouse screen. Select OK to save the entries and selections. The spouse's name is displayed in the Spouse field.
Licensing information can be entered by: Company / state or by company / state / line of business. To add licensing information, select Change:
Selections, and their functions, on the top of the screen include:
License Add: Lets you add a license.
License Delete: If you have multiple licenses for a producer, highlighting a license number and choosing Delete removes the license not only from the License Information section but any company /state / lines of business it has been applied to also.
License / Assign / All Companies / Lines of Business: Once a license number has been entered, selecting this option assigns the selected license to all company /state / line of business combinations that match the selected state.
License / Assign / Company / <Name of Company>: After a license number has been entered, selecting this option assigns the selected license to an individual company /state / line of business combinations that match the selected state.
Individual License Assignment / Company / Line of Business: To assign a license to an individual company / line of business, click in the License field. When the license number displays as a pop up, right click to place the number in the field.
License / Un-assign / All Companies / Lines of Business: Selecting this option removes the selected license from all company /state / line of business combinations that match the selected state.
License / Un-assign / Company / <Name of Company>: Selecting this option removes the selected license from an individual company /state / line of business combination that match the selected state.
License Assignment / Remove: Highlighting a company /state / line of business in the lower part of the screen and making this selection, allows you to "selectively" remove a producer's license opposite one item at a time.
License Assignment / Clear All: After highlighting a license number in the upper part of the screen, this option removes ALL of the producer's license number from ALL company /states / line of business combinations.
Apply: Once you have added or changed your licensing information, clicking Apply saves your information. When the Agency Producer screen returns, licensing information is displayed in the Data Grid View at the bottom.
To edit a producer:
From the Producer node, select the pencil icon next to the producer you want to change.
When the Edit Agency Producer screen displays, make any changes necessary.
Click Save Producer.
Note: Deletion of a producer company / state / line of business item is only allowed if there are no quotes or policies having this producer on them.
To delete a producer:
Highlight the producer requiring deletion in the Grid View.
Click Delete.
Answer Yes to the question: "Delete selected producer?"
The producer is removed from the Grid View.