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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Many features are controlled by user rights. If a feature does not appear as described in Help, the rights may not be set up to use that feature. Please contact your System Administrator. See the Disclaimer page for contact information.