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      Adjuster and Surplus Licensing Overview

      In this article, we will walk through how to apply for and renew adjuster and/or surplus surplus licensing in AgentSync Manage

      Click on the links below to jump to the most relevant section directly.

      Looking for information on Adjuster transaction errors? Click here to read our Adjuster FAQ sheet. 

      Before you get started:

      1. Follow the instructions in this article Adding a new producer using the contact record or Adding a new producer using the user record depending on how your org is set up. 
      2. Once your agent is onboarded and the NPN is synced, your agent or you can set up your agent for surplus licenses through their Producer Detail record by selecting “Surplus” and/or "Adjuster" under the agent type.  

      AgentSync Warning: Because Producers, Adjusters, and Surplus licenses all require a different set of background questions, this field determines which questions your agent will be prompted to submit. 

      If this field is the incorrect or incomplete “Agent Type,” ask your agent to resubmit their questions to ensure that the correct ones will be submitted when transacting.

      31 STEPS

      1. The first step is to open your contact record and click the Show more actions arrow

      Step 1 image

      2. Click New Producer Assignment

      Step 2 image

      3. Click *Scorecard Type and change to "licenses" for licensing only or license and appointment for appointing and licensing. We currently cannot appoint surplus lines or adjusters using scorecards, but SOON!

      Step 3 image

      4. Click License

      Step 4 image

      5. Click Adjuster (or surplus)

      Step 5 image

      6. Click Move selection to Chosen. This section is important because it will determine which licenses are on your scorecard. You can choose multiple lines (like adjuster and producer or surplus and producer) or just one depending on your use case.

      Step 6 image

      7. Now, lets select our states. Click AK

      Step 7 image

      8. By selecting "shift + down", you can add multiple states. Scroll down to CT

      Step 8 image

      9. Click Move selection to Chosen

      Step 9 image

      10. Now lets pick our lines of authority. Scroll up and click Property

      Step 10 image

      11. Click Move selection to Chosen

      Step 11 image

      12. Click Next

      Step 12 image

      13. Now we can edit our states here. We can filter by agent type. Click Select an Option

      Step 13 image

      14. Click adjuster

      Step 14 image

      15. Let's say we don't want an adjuster license in CA, just a producer. Click the checkbox next to CA

      Step 15 image

      16. Click Delete Row(s)

      Step 16 image

      17. You just deleted CA for adjuster licenses! Click Save & Finish

      Step 17 image

      18. Now, our scorecard is created! Find it by clicking view under the producer detail record.

      Step 18 image

      19. Click Scorecard

      Step 19 image

      20. Click License to be brought to the licensing page

      Step 20 image

      21. Scroll right and click Filter to show the filters

      Step 21 image

      22. Click "all agent types" to filter by agent type

      Step 22 image

      23. Click Producer

      Step 23 image

      24. You can also filter by transaction type and state

      Step 24 image

      25. Scroll left and click highlight to apply for licenses on the scorecard. The green checkbox means actionable!

      Step 25 image

      26. Click Create NIPR License Transactions

      Step 26 image

      27. Toggling to NIPR Transactions, you can see that NIPR just ran an eligibility report. This is when AgentSync confirms with NIPR that the licenses are eligible for submission. Click the little checkbox next to Transaction Name to submit

      Step 27 image

      28. Unclick the "needs attention: license, were going to have to take a look at that one later.

      Step 28 image

      29. Click Submit Transactions

      Step 29 image

      30. Now, were confirming the costs of the transactions. Looks good? Click Submit

      Step 30 image

      31. Your licenses have been submitted! Looks like most of them are pending approval. AL requires next steps like submitting proof of citizenship. Now, you can use dashboards and reports to track these transactions.

      And now you're done! That's it!

      Step 31 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/1853750/How-to-Apply-for-Surplus-or-Adjuster-Licenses-Using-Scorecards

      Unsure how to create or modify the producer detail record?  Check out the articles below!

      AgentSync Tip: Want to apply for and renew more than just surplus lines?  Make sure that you are adding producer and/or adjuster to the Agent type as well!


       

      Creating Your Producer Assignment

      Step 1: Navigate to your agent's Contact record by typing their name into the Global Search Bar at the top of your screen

      Step 2: Click on the agent name with the label Contact underneath it.

      AgentSync Tip: Don't see your producer's Contact record in the preview? Try clicking "Show more results for" at the bottom of the preview. 

      Step 3: Click New Producer Assignment in the top right corner of the Contact page. If you don't see it, try clicking the down arrow for more options. 

      AgentSync Tip: This will create an individual producer assignment - only this producer can use this assignment.  If you would like to create an assignment for multiple producers, read this article: How to Create a Producer Assignment

      Step 4: The Producer Assignment Name field is auto-populated, so you can leave this as it is.

      Step 5: Click the Scorecard Type drop down and select License

      Step 6: In the Agent Type(s) multi-select list, click Adjuster and/or Surplus and move it to the Chosen column from the Available column by using the arrows. This section is important because it will determine which licenses are on your scorecard.  You can choose multiple lines (like adjuster and producer or surplus and producer) or just one depending on your use case.

      AgentSync Tip: The Surplus agent type will assume both Surplus class licenses and Surplus lines of authority depending on how the state categorizes Surplus licenses.

      Step 7: Now, let's select our states. In the State License(s) section, select the states you would like this producer to be licensed in and move them to the Chosen section by using the arrows.

      AgentSync Tip: The agent type on your assignment must match your Producer Retail record.  If you forgot to select the correct Agent type for the Producer Detail record, simply go back to the record and make the edit.

      Step 8: Now, let's pick our lines of authority. In the LOA Categories section, select the LOAs that your producer needs and move them to the Chosen column by using the arrows. This will 

      Step 9: Click Next

      Step 10: You will be brought to a page that allows you to make final edits before the Producer Assignment is complete. If you do not need Adjuster or Surplus licenses in every state, we can remove those states. To do this, click the drop down labeled All Agent Types to filter by Adjuster or Surplus to easily remove those unnecessary states.

      Step 11: Select the states that you wish to delete by checking the box to the left of the state abbreviation.

      Step 12: Click Delete Row(s) to remove the states from your Producer Assignment and filter back to All Agent Types.

      Step 13: To add LOA categories to a certain agent type, checkbox your selected states and click Edit LOA Categories 

      AgentSync Tip: This section allows you to make more granular edits like deleting states for certain agent types (like adjuster in this example) or adding lines of authorities to certain states and agent types.  If you need to add more states or edit the agent type, simply select previous to go back to the first screen.

      Step 14: Your Producer Assignment is ready to go! Click Save

       

      Applying for Licenses Using the Scorecard

      31 STEPS

      1. The first step is to open your contact record and click the Show more actions arrow

      Step 1 image

      2. Click New Producer Assignment

      Step 2 image

      3. Click *Scorecard Type and change to "licenses" for licensing only or license and appointment for appointing and licensing. We currently cannot appoint surplus lines or adjusters using scorecards, but SOON!

      Step 3 image

      4. Click License

      Step 4 image

      5. Click Adjuster (or surplus)

      Step 5 image

      6. Click Move selection to Chosen. This section is important because it will determine which licenses are on your scorecard. You can choose multiple lines (like adjuster and producer or surplus and producer) or just one depending on your use case.

      Step 6 image

      7. Now, lets select our states. Click AK

      Step 7 image

      8. By selecting "shift + down", you can add multiple states. Scroll down to CT

      Step 8 image

      9. Click Move selection to Chosen

      Step 9 image

      10. Now lets pick our lines of authority. Scroll up and click Property

      Step 10 image

      11. Click Move selection to Chosen

      Step 11 image

      12. Click Next

      Step 12 image

      13. Now we can edit our states here. We can filter by agent type. Click Select an Option

      Step 13 image

      14. Click adjuster

      Step 14 image

      15. Let's say we don't want an adjuster license in CA, just a producer. Click the checkbox next to CA

      Step 15 image

      16. Click Delete Row(s)

      Step 16 image

      17. You just deleted CA for adjuster licenses! Click Save & Finish

      Step 17 image

      18. Now, our scorecard is created! Find it by clicking view under the producer detail record.

      Step 18 image

      19. Click Scorecard

      Step 19 image

      20. Click License to be brought to the licensing page

      Step 20 image

      21. Scroll right and click Filter to show the filters

      Step 21 image

      22. Click "all agent types" to filter by agent type

      Step 22 image

      23. Click Producer

      Step 23 image

      24. You can also filter by transaction type and state

      Step 24 image

      25. Scroll left and click highlight to apply for licenses on the scorecard. The green checkbox means actionable!

      Step 25 image

      26. Click Create NIPR License Transactions

      Step 26 image

      27. Toggling to NIPR Transactions, you can see that NIPR just ran an eligibility report. This is when AgentSync confirms with NIPR that the licenses are eligible for submission. Click the little checkbox next to Transaction Name to submit

      Step 27 image

      28. Unclick the "needs attention: license, were going to have to take a look at that one later.

      Step 28 image

      29. Click Submit Transactions

      Step 29 image

      30. Now, were confirming the costs of the transactions. Looks good? Click Submit

      Step 30 image

      31. Your licenses have been submitted! Looks like most of them are pending approval. AL requires next steps like submitting proof of citizenship. Now, you can use dashboards and reports to track these transactions.

      And now you're done! That's it!

      Step 31 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/1853750/How-to-Apply-for-Surplus-or-Adjuster-Licenses-Using-Scorecards

       

      Step 1: You should have been redirected back to the Contact record after saving the Producer Assignment. Let's navigate to the Producer Detail record by finding the Manage Producer Detail Record section on the Contact record and clicking View.

      Step 2: Be sure the Process Transactions tab is selected

      AgentSync Tip: Don't see a Process Transactions tab? Make sure the Producer Detail is complete. AgentSync ensures all the data you need for a successful transaction is entered completely before you can transact to save you time and money!

      Step 3: Our Scorecard had been automatically created from the Producer Assignment! Click Scorecard to continue

      Step 4: Scroll to the bottom of the Scorecard and click the Refresh button to ensure all data you see is up to date. 

      Step 5: Click on any actionable row (indicated by a blue checkmark) by selecting the box on the left side of the scorecard. 

      Step 6: Scroll down and click Create NIPR License Transactions

      Step 7: Scroll back up and toggle back to NIPR Transactions. You can see that NIPR just ran an eligibility check.  This is when Manage confirms with NIPR that the licenses are eligible for submission. 

      Step 8: Check the box of all transactions you wish to submit to NIPR

      Step 9: Click Submit Transactions

      Step 10: Confirm the costs of the transactions. Looks good? Click Submit.

      Step 11: Your licenses are now submitted.  To understand what the transaction messages mean, click here.

      Looking for a step-by-step walkthrough of this process? Click here to access exclusive AgentSync Customer Content!