--- title: Agency and Producer codes description: This article provides information on how Agency and Producer codes are used and specified in Appulate. --- [Skip to content](https://help.appulate.com/en/knowledge/agency-and-producer-codes#main-content) English Show submenu for translations ![appulatelogo-1.svg\]](https://help.appulate.com/hubfs/appulatelogo-1.svg) - [Appulate](https://appulate.com/?browse) Open main navigation Close main navigation - [Appulate](https://appulate.com/?browse) - English Show submenu for translations - [appulate.com](https://appulate.com/) [appulate.com](https://appulate.com/) Get help from Appulate team - There are no suggestions because the search field is empty. 1. [Help](https://help.appulate.com/en/knowledge?hsLang=en) 2. [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en) 3. [For agents](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-agents) # Agency and Producer codes This article provides information on how Agency and Producer codes are used and specified in Appulate. - [Overview](https://help.appulate.com/en/knowledge/agency-and-producer-codes#overview) - [Agency codes](https://help.appulate.com/en/knowledge/agency-and-producer-codes#enteringagencycodes) - [For markets](https://help.appulate.com/en/knowledge/agency-and-producer-codes#enteringagencycodes) - [For agencies](https://help.appulate.com/en/knowledge/agency-and-producer-codes#agency) - [For agencies and markets](https://help.appulate.com/en/knowledge/agency-and-producer-codes#agenciesandmarkets) - [Producer codes](https://help.appulate.com/en/knowledge/agency-and-producer-codes#enteringproducercodes) - [For agencies and markets](https://help.appulate.com/en/knowledge/agency-and-producer-codes#enteringproducercodes) - [For markets](https://help.appulate.com/en/knowledge/agency-and-producer-codes#producerformarkets) - [Codes in request ACORD XML](https://help.appulate.com/en/knowledge/agency-and-producer-codes#ACORDXML) ### Overview Agency codes and Producer codes are unique string values used by markets to identify agencies/MGAs and producers that request quotes from these markets. - An agency, an MGA, or a location of an agency or MGA can be associated with one or more Agency Codes. - Producer Codes, as the name suggests, are applicable only to producers. Tip: If you don't know your Agency code or Producer code, you need to contact your market. Agency and Producer codes requirements are configured by Appulate engineers for each market individually. For carriers with the [Appulate submission type](https://help.appulate.com/en/knowledge/submission-types?hsLang=en), the credentials of the agency and producer assigned to this quote request are displayed. In this case, all credentials are read-only. If a credential is missing, you can provide it in the agency's settings. ### Agency codes Market and agency users can specify and save agency codes that will be used in Appulate. #### For markets To specify agency codes for a particular agency in the settings, a market user needs to: 1. Enter agency codes on the **Agencies** > **Selected** > **Settings** tab. [![Agency's Settings tab](https://help.appulate.com/hs-fs/hubfs/2023-12-01_14-35-25%20Settings%20tab-1.png?width=450&height=333&name=2023-12-01_14-35-25%20Settings%20tab-1.png)](https://help.appulate.com/hubfs/2023-12-01_14-35-25%20Settings%20tab-1.png?hsLang=en) 2. Specify agency codes on the **Agencies** > **Selected Agencies** > **Agency Info tab** by clicking **Edit market credentials**. Note: You can edit agency users and their login information (including agency and producer codes) only if it's configured by our engineers. You can contact us at [support@appulate.com](mailto:support@appulate.com) for assistance. [![Agency info tab](https://help.appulate.com/hs-fs/hubfs/2023-12-01_14-28-21%20agency%20info%20tab-1.png?width=688&height=309&name=2023-12-01_14-28-21%20agency%20info%20tab-1.png)](https://help.appulate.com/hubfs/2023-12-01_14-28-21%20agency%20info%20tab-1.png?hsLang=en) #### For agencies Agency or MGA users can specify agency codes on the **Markets > Selected > Settings tab**. They can be specified for a whole agency/MGA or for each location: “Use one code for all locations” vs. “Use different codes for each location”. If you need to enter two or more Agency Codes for an agency/MGA or its location, use a comma as a separator. [![Market's Settings tab](https://help.appulate.com/hs-fs/hubfs/2023-12-01_14-12-38-1.png?width=550&height=323&name=2023-12-01_14-12-38-1.png)](https://help.appulate.com/hubfs/2023-12-01_14-12-38-1.png?hsLang=en) #### For agencies and markets 1. In the **Options** dialog on the **Quote request** page. This dialog opens when you click the **Options** button or when you click **Start quote** for a market with the eSubmission or eSubmission Emulation via Email [submission type](https://help.appulate.com/en/knowledge/submission-types?hsLang=en). This code will be associated with the entire agency or with the user's location, depending on how this rule is applied to the user's company. [![Options dialog](https://help.appulate.com/hs-fs/hubfs/2024-02-16_10-45-00%20options%20dialog.gif?width=688&height=301&name=2024-02-16_10-45-00%20options%20dialog.gif)](https://help.appulate.com/hubfs/2024-02-16_10-45-00%20options%20dialog.gif?hsLang=en) 2. On the [Market Smart Q&A page](https://help.appulate.com/en/knowledge/market-smart-qa-dialog?hsLang=en) (MSQA). If you have several agency codes, you can choose one from the **Agency code** field's dropdown list. In this case, the **Agency code** field with the dropdown will be displayed even if all other questions have been answered. [![Agency code on the MSQA](https://help.appulate.com/hs-fs/hubfs/2023-12-21_20-18-03%20Agency%20code%20on%20the%20MSQA-1.png?width=688&height=387&name=2023-12-21_20-18-03%20Agency%20code%20on%20the%20MSQA-1.png)](https://help.appulate.com/hubfs/2023-12-21_20-18-03%20Agency%20code%20on%20the%20MSQA-1.png?hsLang=en) Note: The **Submission credentials** section isn't displayed in the MSQA (QSQA) on the submarket level. For carriers with the [Appulate submission type](https://help.appulate.com/en/knowledge/submission-types?hsLang=en), the MSQA for their own market will display credentials of the agency and producer assigned to this quote request. In this case, all credentials are read-only. If an agency code is required and missing, the carrier's users won't be able to generate a quote on the MSQA. You need to provide it on the [agency's Settings tab](https://help.appulate.com/en/knowledge/agency-and-producer-codes#settings-tab-agency) to proceed. [![Credentials for carriers](https://help.appulate.com/hs-fs/hubfs/2023-12-21_16-19-32-1.png?width=688&height=301&name=2023-12-21_16-19-32-1.png)](https://help.appulate.com/hubfs/2023-12-21_16-19-32-1.png?hsLang=en) 3. During **Uplink Submission** step, in the **Options** dialog when **Directly to Your Market(s)** is selected. [![Uplink Submission step](https://help.appulate.com/hs-fs/hubfs/2023-12-01_14-17-50%20options%20w%20agency%20code-1.png?width=688&height=310&name=2023-12-01_14-17-50%20options%20w%20agency%20code-1.png)](https://help.appulate.com/hubfs/2023-12-01_14-17-50%20options%20w%20agency%20code-1.png?hsLang=en)4. In the **Setup** > **My Profile** (**User Profile**) > **Authentication Info** section. [![Screenshot_39](https://help.appulate.com/hs-fs/hubfs/Screenshot_39.jpg?width=688&height=310&name=Screenshot_39.jpg)](https://help.appulate.com/hubfs/Screenshot_39.jpg?hsLang=en) The **Agency Code** fields are available and editable for both Users and Admins. If a market doesn't require an agency code, its **Agency Code** field will be disabled. If the **Use different codes for each locations** setting is: - selected and filled, the **Agency Code** field on the **User Profile** page will be filled with the value entered for this user's location; - selected but not filled, and **Agency Code** is filled on the **User Profile** page, this **Agency Code** will be saved for this user's location. If the **Use one code for all locations** setting is: - selected and filled, the **Agency Code** field on the **User Profile** page will be prefilled for all users; - selected but not filled, and **Agency Code** is filled on the **User Profile** page, this **Agency Code** will be the same for all users. Note: **Use my login**, **Use shared login**, and **Use another user login** settings don't affect which agency code will be used. ### Producer codes A market may review submissions only from known producers. #### For agencies and markets 1. To specify a producer, Agency or MGA users can enter a producer code under **Markets > Selected > Settings tab > Agency Submission Login**. [![Producer code on the Settings tab](https://help.appulate.com/hs-fs/hubfs/2023-12-01_14-22-39%20settings%20tab%20producer%20code-1.png?width=650&height=375&name=2023-12-01_14-22-39%20settings%20tab%20producer%20code-1.png)](https://help.appulate.com/hubfs/2023-12-01_14-22-39%20settings%20tab%20producer%20code-1.png?hsLang=en) 2. A Producer Code can also be specified in the **Setup** > **My Profile** (**User Profile**) > **Authentication Info** section. It is available to agency users (Admins). It is also available to market users if the agency has allowed its markets to control its users on the[Setup > Settings page](https://help.appulate.com/en/knowledge/settings-page?hsLang=en). [![Screenshot_40](https://help.appulate.com/hs-fs/hubfs/Screenshot_40.jpg?width=688&height=313&name=Screenshot_40.jpg)](https://help.appulate.com/hubfs/Screenshot_40.jpg?hsLang=en) 3. In the **Options **dialog on the **Quote request** page. This dialog box opens when you click the **Options** or **Start quote** button. The "Producer Code" text box is not available if "Use Another User Login" is selected. [![options dialog](https://help.appulate.com/hs-fs/hubfs/2024-02-16_10-45-00%20options%20dialog.gif?width=688&height=301&name=2024-02-16_10-45-00%20options%20dialog.gif)](https://help.appulate.com/hubfs/2024-02-16_10-45-00%20options%20dialog.gif?hsLang=en) 4. On the [Market Smart Q&A page](https://help.appulate.com/en/knowledge/market-smart-qa-dialog?hsLang=en) (MSQA). [![Producer code on the MSQA](https://help.appulate.com/hs-fs/hubfs/2023-12-21_20-18-00%20Producer%20code%20on%20the%20MSQA-1.png?width=688&height=387&name=2023-12-21_20-18-00%20Producer%20code%20on%20the%20MSQA-1.png)](https://help.appulate.com/hubfs/2023-12-21_20-18-00%20Producer%20code%20on%20the%20MSQA-1.png?hsLang=en) Note: The **Submission credentials** section isn't displayed in the MSQA (QSQA) on the submarket level. For carriers with the [Appulate submission type](https://help.appulate.com/en/knowledge/submission-types?hsLang=en), the MSQA for their own market will display credentials of the agency and producer assigned to this quote request. In this case, all credentials are read-only. If a producer code is required and missing, the carrier's users won't be able to generate a quote on the MSQA. You need to provide it on the [agency's Agency Info tab](https://help.appulate.com/en/knowledge/agency-and-producer-codes#producerformarkets) to proceed. [![Producer code for carriers](https://help.appulate.com/hs-fs/hubfs/2023-12-21_20-22-54-2.png?width=688&height=300&name=2023-12-21_20-22-54-2.png)](https://help.appulate.com/hubfs/2023-12-21_20-22-54-2.png?hsLang=en) 5. During **Uplink Submission** step, in the **Options** dialog when **Directly to Your Market(s)** is selected.  [![Uplink Submission step](https://help.appulate.com/hs-fs/hubfs/2023-12-01_14-17-17%20options%20w%20producer%20code-1.png?width=688&height=310&name=2023-12-01_14-17-17%20options%20w%20producer%20code-1.png)](https://help.appulate.com/hubfs/2023-12-01_14-17-17%20options%20w%20producer%20code-1.png?hsLang=en) #### For markets Market users can also specify producer codes on the **Agencies** > **Selected Agencies** > **Agency Info tab** > **Edit market credentials**. Note: You can edit agency users and their login information (including agency and producer codes) only if it's configured by our engineers. You can contact us at [support@appulate.com](mailto:support@appulate.com) for assistance. [![Agency info tab](https://help.appulate.com/hs-fs/hubfs/2023-12-01_14-28-21%20agency%20info%20tab-1.png?width=688&height=309&name=2023-12-01_14-28-21%20agency%20info%20tab-1.png)](https://help.appulate.com/hubfs/2023-12-01_14-28-21%20agency%20info%20tab-1.png?hsLang=en) ### Codes in request ACORD XML The Agency and Producer Codes will be included in the ACORD XML file as “ContractNumber” and “ProducerSubCode” elements: ``` // for the Agency Code// for the Producer Code ``` - [Getting started](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#main-content) - [How to start](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#how-to-start) - [For agencies](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#for-agencies) - [Submissions & Quotes](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#submissions-quotes) - [Users](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#users) - [Company settings](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#company-settings) - [Additional information](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#additional-information) - [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-content) - [Appulate functionality](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#appulate-functionality) - [Main pages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-pages) - [Questionnaire & Forms](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#questionnaire-forms) - [Submissions & policies](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#submissions-policies) - [For MGAs and carriers](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-mgas-and-carriers) - [For agents](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-agents) - [Working with Insured](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#working-with-insured) - [Email Notifications](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#email-notifications) - [Notes and messages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#notes-and-messages) - [Tools & integrations](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#main-content) - [Uplink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#uplink) - [Weblink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#weblink) - [AMS](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#ams) - [FAQ & troubleshooting](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#main-content) - [FAQ](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#faq) - [New features](https://help.appulate.com/en/knowledge/new-features?hsLang=en) - [AppulateConnect](https://help.appulate.com/en/knowledge/appulateconnect?hsLang=en) - [Appulate](https://appulate.com/?browse) [![Appulate Logo](https://help.appulate.com/hubfs/Blog%20SVG-1.svg "Appulate Logo")](https://blog.appulate.com/?hsLang=en) Copyright © 2026, Appulate Inc.