AGM
DDB
Compliance Matrix
Process docs
PALSS
100

NPN

What is National Producer Number?

100

Producer shell

What is the shell that houses info regarding the producer, their licenses and appointments? 

100

Yes or No

What is BGC/CC? 

100

Description

What is the definition of why and how the workclass is needed? 

100

Early Integration

What is location of process docs? 

200

User ID

What is the producers login given by the agency?

200

1 Year

What is the time a Passed report is acceptable?

200

Perpetual or Biennially 

What is type of renewal?

200

UAR

What is Unacceptable Appointment Registry?

200

2 quick links

What is AGM, Compliance Matrix, Date Calculator, Zip code lookup, AEC Reference Manual, and NIPR?
300

Never linked to global

What is Multi-state? 

300

09

What is the Branch No for PT prefix?  

300

NIPR or NA

What is type of payment? 

300

Name 5 pieces of information in PLPSS comments

What is the process to be worked, the states, the agent code (auto and property), ASI User ID, the producer's email, the producer's name, the producer's NPN?

300

Licensing Links

What is a wealth of information to assist in doing our jobs?

400

3 Elements of the login info

What are the User ID, the Full name, the NPN, the agent code/ID, the email, the hidden password?
400

Distributor tab

(on producer tab)

What is the tab that shows associations and prefixes? 

400

HO3, HO4, HO6 and DP3

What are plans offered for that state? 

400

AGM, NIPR, Compliance Matrix, DDB

What are some of the Systems/Sites used to complete the work class? 

400

Account Specifics

What is specifics regarding Natl Dist, Natl and large accounts found in the Reference Manual? 

500

5 elements of Agency clean up

What is the Licensed agent Name, the address line, the county, the NPN, the marketing rep, the captive agency, the E&O info, the agency emails and the Licensed agent appt note?

500

Agent code > address (pathway)

What is the physical address?

500

APPT  NIPR

What is appointment type when nothing is stated and how it is paid for? 

500

Comments

What is documented in tracking, AGM and DDB with information about the license, the appts, the prefix and the User ID in AGM?

500

PALSS

What is Property Auto Licensing Support Site? 
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