How To Add or Remove a Specific Line of Authority (LOA) from a Transaction

This walkthrough shows you how to add or remove a line of authority from a specific transaction

This article will detail how to:
I. Add or Remove a Line of Authority (LOA) to a transaction
II. Add a Line of Authority (LOA) to an existing license

Heads up: If you want to permanently add or remove a specific line of authority (LOA) please email us so we can adjust your mapping!

Adding or removing a Line of Authority (LOA) from a transaction

Step 1: Within the "Producer Detail Record", under "Actionable Transactions", find and select the hyperlink of the transaction you wish to add or remove the LOA.

Please note, an LOA cannot be added to a transaction that has been submitted. You need to create a new transaction which we will cover in "Adding an LOA to an existing license" below.

Step 2: Navigate down to "NIPR Transaction Lines of Authority" near the bottom of the page.

Step 3: Find the LOA you would like to add or remove. Using the carrot drop-down, select edit. To add the LOA, select the "Include" checkbox and press save. To remove the LOA, uncheck the "Include" checkbox and then press save.
4. Step 4: Navigate back to the "Producer Detail Record." You are ready to submit your transaction!

Adding an LOA to an existing license

Step 1: Navigate to the "Producer Detail Record" of the license holder.

Step 2: Find and select "Create New License/Renewal Transactions"

Step 3: In the "Create New License/Renewal Transactions" pop-up, find the "State(s)" you would like to add and use the arrow to move those states to "Chosen". Do the same with "Lines of Authority Categories". Once you have chosen your States and Lines of Authority, select save.

Does your producer already have the Line of Authority category you are selecting? That's okay, AgentSync will pick it up.

Step 4: You will now see the transaction under "Actionable Transactions". Select the "Transaction Name" hyperlink you just created.

Step 5: Navigate down to "NIPR Transaction Lines of Authority" near the bottom of the page.

Step 6: Find the LOA you would like to add. Using the carrot drop-down, select edit. Click the "Include" checkbox then press save.

Step 7: Navigate back to the "Producer Detail Record". You are ready to submit your transaction!