Agency and Producer codes

Agency codes and Producer codes are unique string values used by markets to identify agencies/MGAs and producers that make submissions to 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.

Agency and Producer codes are configured by Appulate engineers for each market individually.

For carriers with the Appulate submission type, 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.

Entering 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. Click Selected on the Agencies menu and choose an agency.
2. Enter the codes under Agency Code on the Settings tab.
3. Click the Save button.

Market users can also specify agency codes on the Agencies > Selected Agencies > Agency Info tab > Edit market credentials.

For agents

To specify agency codes for a carrier or MGA in the settings, an agency or MGA user needs to:

1. Click Selected on the Markets menu and choose a market.
2. Enter the codes under Agency Code on the Settings tab.
3. Click the Save button.

Agency codes can be specified for a whole agency/MGA or for each location of it: “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.

For agencies and markets

1. In the Options dialog on the Quote request page. This dialog opens when you click the Options button for a market with any submission type or when you click Request quote to a market with the eSubmission or eSubmission Emulation via Email submission type.

This code will be associated with the whole agency or with the user's location depending on how this rule is applied to the user's company.

2. In the Market Logins section on the My Profile (User Profile) page.

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 and Agency Code is filled on the User Profile page, this Agency Code will be the same for all users.

3. (during Uplink) In the Options dialog on the Submission page when Directly to Your Market(s) is selected. This dialog opens when you click the Options button.

Entering producer codes

A market may review submissions only from known (i.e. registered) producers.

For agencies and markets

1. To specify a producer, the users of agencies or MGAs need to:

1. 1. Click Selected on the Markets menu and choose a market.
   2. Enter the code under Agency Submission Login on the Settings tab.
   3. Click the Save button.

2. A Producer Code can also be specified on the User Profile page:

1. 1. Click Users on the Setup menu and choose a user to edit.
   2. Enter the codes under Market Logins on the User Profile page.
   3. Click the Save button.

It is available to agency users with an "Admin" role. It is also available to market users if the agency has allowed its markets to control its users.

3. In the Options dialog on the Quote request page. This dialog box opens when you click the Options or Request quote button. The "Producer Code" text box is not available if "Use Another User Login" is selected.

4. (during Uplink) In the Options dialog on the Submission page when Directly to Your Market(s) is selected. This dialog opens when you click the Options button.

For markets

Market users can also specify producer codes on the Agencies > Selected Agencies > Agency Info tab > Edit market credentials.

Codes in request ACORD XML

The Agency and Producer Codes will be included in the ACORD XML file as “ContractNumber” and “ProducerSubCode” elements:

<Producer>/<ProducerInfo>/<ContractNumber> for the Agency Code
<Producer>/<ProducerInfo>/<ProducerSubCode> for the Producer Code