SW Licensing
Copperpoint Daily report
What report is emailed each morning with the purpose of keeping track of all New and Renewal policy submissions and to provide enough data to locate producer and agency information?
New, Renewal, Pending Terminations, E&O & Licensing Updates
What tabs are included in the CA monthly spreadsheets?
To keep track of all submissions but also to provide enough data to locate producer and agency information.
What is the purpose of the Alaska National (ANIC) report?
W-9, Agency Direct Deposit, Commission Schedules, Schedule 1 (locations), License, E&O, Underwriting Assignments, Address (if different from W-9), Phone number, Contacts.
What items are required for producer validation- depending on region?
Ops and SBC (P)drive/Collaboration/Licensing
Where is the documentation to complete the Broker Services process?
NM, NV, UT
We appoint producers for policies operating in what Southwest states?
Licensing -New Policies-Yesterday and the Licensing – Renewal Policies- Yesterday
Where are reports in Salesforce that are run for the CA process?
CA, ID, NV, and WA
What states require active license AND appointment- both as the agency and individual producer?
Sequential
What order are producer codes assigned?
To track all appointed producers and transfer information into a Master Spreadsheet of all appointed and contracted agencies and producers.
What is the Broker Services New and Renewal spreadsheet used for?
Sircon
What state based system is used for Arizona?
Policy Number, Agency & producer, Agency/parent standing, Agency License information, Compliance Contact, Individual producer license information.
What information is validated/updated in Salesforce with the correct license information?
The Principals-Agency-Producer Licenses-CP
What is the master spreadsheet title for AK & PNW?
Main code/Sub-code
What codes are set up for Parent/Child companies?
Outlook, Microsoft Excel, NIPR, State Based Systems, SIRCON, Individual state DOI License sites, Shared P Drive, Shared mailbox CPICCompliance
What are the systems involved in the Broker Services process?
Producer of Record, Producer of Service & location.
What information is Guidewire is verified with the master spreadsheet?
PacComp Appointed Agencies
What master spreadsheet tab do we use to determine if the agency exists in California, has a valid license (not expired) and are they appointed to PacificComp?
Appointment information
What additional column does CA, ID, NV & WA have in the master spreadsheet?
Addresses, Contact information, Agency sold, Assigning a new code to a Broker.
What are examples of Producer Code Updates?
A unique NAIC identifier assigned through the licensing application process.
What is the National Producer Number (NPN)?
Arizona
What state are appointments not needed?
National Insurance Producer Registry (NIPR)
What site is used to appoint agencies/brokers?
The business license number, NPN, license type, expiration date, producer license type and status.
What state based system information is validated with the master spreadsheet?
Must approve requests, advise if a new master code or sub-code is needed and give any details, has an application link (Copperpoint.com new broker application) that is sent to Agencies, reviews and determines if they want to partner, contracts are signed, and code is requested.
What does the Business Development Department (BDD) do?
An identifier used in systems to reference a specific producer. They are assigned to each agent that is appointed to do business with the insurance company.
What is a Producer Code?