Policy Help
Producer
The Producer
section of the Policy Information page contains the following fields:
Producer Number - This
field contains the number assigned by you to the producer and has a maximum
length of 15 characters. To select a producer either type in the entire
producer number and press tab or click on the binoculars icon
to display a list of producers. To select a producer from the list click
on the check icon located
to the left of the desired producer. To edit the producer information
click on the edit
icon.
Producer Name Line 1 - This
field contains the name of the producer and automatically prefills upon
selecting a producer number.
Producer Name Line 2 - This
field is a continuation of Producer Name Line 1 if needed.
Producer Phone Number - This
field contains the phone number of the producer. This is not a
required field.
The list of producers and producer numbers may be
added to or edited by your System
Administrator or any other user with Data
Setup-Producer rights. The Producer maintenance page can be accessed
through the Utilities menu or by clicking on the folder iconnext
to the Producer Number field on the Policy Information page. The folder
icon is visible only in Edit Mode.
Address Line 1 - This
field contains the first line of the mailing address for the producer
and automatically prefills upon selecting a producer.
Address Line 2 - This
field is a continuation of Address Line 1 if needed.
City - This field
contains the mailing city of the producer. This automatically prefills
upon selecting a producer.
City/Postal Code - This
field is visible only if the International option is selected as the address
type and contains the mailing city/postal code of the producer. This automatically
prefills upon selecting a producer that has an International address.
Country - This
field is visible only if the International option is selected as the address
type and contains the country of the producer. This automatically prefills
upon selecting a producer that has an International address.
State - This
field is only applicable for a Domestic US address and contains the mailing
state of the producer. This automatically prefills upon selecting a producer.
Zip Code - This
field is only applicable for a Domestic US address and contains the mailing
zip code of the producer. This automatically prefills upon selecting a
producer.
Address Type - This
field displays the selected mailing address type of the producer and automatically
prefills upon selecting a producer.
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