The Scores Are In...
This is the engine behind the scorecard, a is a pre-determined list of states and lines of authority that you would like your producer to have.
What is a Producer Assignment?
Georgia, South Carolina, North Carolina, Florida issued regulatory updates in response to a state of emergency after this recent Hurricane.
What is Hurricane Helene?
This file format is used to initiate bulk actions in Manage
What is a CSV file?
Coming soon! This will be AgentSync's next supported LOA.
What is Travel?
You may receive this status if you submit an incomplete or inaccurate insurance application
What is Not In Good Order (NIGO)?
Unlike individual assignments, these can be assigned to multiple producers
What are Generic Assignments?
Each state elects or appoints one of these to regulate the insurance industry - you can look yours up in the Compliance Library.
What is an Insurance Commissioner?
This field on the Transaction record allows users to know whether or not to proceed with submission.
What is the Eligibility Reason field?
In order to add a new LOA to Manage, Sandy does extensive research across all states to map statutes to these rules.
What are Gateway Business Rules?
When completing carrier contracts, producers sign in via this platform.
What is AgentSync ID?
This Transaction type means a license exists that is not in a renewal period and the only action that could be taken is to change the license.
What is the Amend transaction type?
These states don't require appointments.
What are Registry states?
Bulk appointment templates must include an NPN, Carrier CoCode, state and this category
What is LOA category?
These identify license class, codes, and agent types in Manage.
What are License Class Mappings?
A common form of submission, this process requires mapping fields to a form and emailing a signed document to the carrier
What is PDF submission?
Onboarding a lot of new producers can be a headache, use this tool to ease your suffering
What is the AgentSync CSV Import tool?
These allow a licensed producer to apply for a license in another state without taking the state's exam.
What is a Reciprocal License?
This Salesforce tool maps data from a CSV to the Request object for Bulk actions.
What is the Salesforce Data Loader?
When a state makes regulatory changes, we deploy this kind of update to customers.
What is Custom Metadata (CMDT) update?
This producer recruits and manages other producers
What is an Upline?
Producer assignments don't just let you manage licenses and appointments, they can also be used to limit these types of questions when onboarding agents
What are state-specific background questions?
Compliance rules vary state by state. It can be tricky to spot the difference unless you use this Compliance Library feature.
What is the Compliance Library Comparison Table?
With bulk appointing, these checks are done prior to submission to avoid unnecesary fees.
What are Eligibility Checks?
The addition of the Travel LOA was a commit for this customer.
Who is Crum & Forester?
This AgentSync system streamlines the delivery of various submission data types and submission methods from Contracting to Carriers
What is the Packet Delivery Service?