Producer Profile

From Agency Systems Wiki
Jump to: navigation, search
Ic description black 24dp.png Newton User Guide: Setup Profiles
Ic info black 24dp.png Required Software Version: March 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

The Producer Profile screen is a list of codes which represent each of the Newton operators or sales representatives assigned to policies.

Producer refers not only to salesmen, but also to customer service representatives, operators (users), receptionists, and any employee of the agency.

Contents

Before You Begin

Access to view the Producer Profile requires the current operator to have Security System: Profiles -> Producer -> View access.

Ic info black 24dp.png See: Security System for more information.

Create a Producer

Before creating a new producer code, first verify a similar code does not already exist. Select Print List to preview a report of all existing producer codes. See Newton Add-ons to export a list of the producers sorted by the security level 1-9. Inactive producers are listed separately.

The name assigned to a producer code can be modified, without creating a new producer profile.

  1. From the Main Menu, select Setup -> Producer. (For General Agencies select Setup -> Operator)
  2. Select Create New.
  3. Enter the desired three digit number. Capital letters and numbers are both available. (Examples: DCS, 100, A01)
  4. Enter the name for the producer. This name will appear in drop-down selection lists when entering data, or running reports.
  5. Press <TAB> to populate the Alpha Code.
  6. Press <TAB> to step through the address and contact fields.
  7. Enter a Default Commission amount if the producer will be paid on invoice transactions. (Default commission by transaction code is also available in the section below.)
  8. Enter a Default Department code. This code will default for new Submissions.
  9. Enter an Email Address.
  10. Enter a Security Level. Assigned security level provides access to Newton functions based on the Security System Configuration.
  11. Enter the Password used at the login window. Passwords can be up to six alphanumeric combinations either in upper or lower case.
  12. Select any Restrictions from the drop-down box.
  13. Select Save. (Requires Security System: Profiles -> Producer -> Entry access.)
  14. Select Exit.

Edit a Producer

  1. From the Main Menu, select Setup -> Producer. (For General Agencies select Setup -> Operator)
  2. Select Find.
  3. Select the desired producer number and select OK.
  4. Enter or modify any desired values. (Example: Name, restrictions, commission, active status).
  5. Select Save. (Requires Security System: Profiles -> Producer -> Edit access.)
  6. Select Exit.

Delete a Producer

Deleting a producer should not be done if the producer code has ever been used for any policy or accounting transactions. Instead, Edit the Producer and change the Active Status to Inactive.

  1. From the Main Menu, select Setup -> Producer. (For General Agencies select Setup -> Operator)
  2. Select Find.
  3. Select the desired producer number and select OK.
  4. Select Delete. (Requires Security System: Profiles -> Producer -> Global access.)
  5. Confirm Yes.
  6. Select Exit.

Producer Profile Screen

From the Main Menu, select Setup -> Producer.

Setup-producer.png

Producer Profile Toolbar
  • Find: - Find a producer code.
  • First: - Skip to the first producer.
  • Previous: - Skip to the previous producer.
  • Next: - Skip to the next producer.
  • Last: - Skip to the last producer.
  • Create New: - Create a new producer.
  • Print List: - Print a list of producer profiles.
  • History: - View producer profile history.
  • Delete: - Delete producer profile.
  • Wiki: - Wiki Help Documentation.
  • Save: - Save the current profile item. (ALT + S)
  • Exit: - Exit the profile windows. (ALT + X)

Restrictions

There are 3 levels for each producer.

Setup-producer-restrictions.png

Commission Percent (%)

The commission tables automate Producer Commissions paid by the Transaction code. During the Policy Billing process, the system searches the table for the transaction type of the policy. If found, the default commission assigned to that transaction type is used. If not found, the default commission from the main Producer Profile screen is used.

  1. Select Commission %.
  2. Enter the Transaction Code.
  3. Enter the Commission Percentage (%).
  4. Select Save then Exit.

Email Signature

The Email Signature for the current operator will be automatically placed as the footer of an email when it is started.

Ic info black 24dp.png See Email: Email Signature for setup instructions.

Forms Signature

Attaching a digital signature to a producer profile can be used to display the operator signature for printed cash receipts or select ACORD Forms.

Ic info black 24dp.png See Scan An Electronic Signature for setup instructions.