TL;DR AgentSync Manage now fully supports travel insurance licensing and appointments, with enhanced agent type management for a more intuitive user experience. This update simplifies handling travel-related licenses across all states and introduces
Summary
Release 49 brings comprehensive support for travel insurance licensing and appointments to AgentSync Manage. Agencies and carriers can now efficiently manage producer credentials for travel insurance products, regardless of whether a state treats travel as a separate license class or as a Line of Authority (LOA) on existing licenses.
We've restructured the agent type management system to establish a 1:1 relationship between Agent Types and License Classes. This change aligns AgentSync more closely with industry standards, making licensing requirements clearer and reducing confusion.
Additionally, we've made several user interface enhancements and updated the CSV Import Tool to support the new agent type configurations.
(note: AgentSync customers who do their own installs, see this section first before proceeding.)
What's New
Travel Insurance Support
- Complete Licensing and Appointment Capabilities
- Manage licensing and appointments for travel insurance across all states.
- Automated State-Specific Handling
- System automatically adjusts for states that offer travel insurance as a separate license or as an LOA.
- Travel-Specific Scorecards
- License and appointment scorecards now include travel insurance, providing better tracking and management.
- Support for Standalone and LOA Licenses
- Whether travel is a standalone license or an addition to an existing one, AgentSync Manage handles it seamlessly.
Improved Agent Type Management
- Simplified 1:1 Agent Type-to-License Class Relationship
- Each Agent Type now corresponds directly to a single License Class.
- Clearer Licensing Requirements
- Updated system displays make it easier to understand what is required for each license.
- Updated Scorecard Displays
- Scorecards now present information in a more intuitive manner, reflecting the new agent type structure.
- Removal of Redundant Agent Types
- The Surety agent type has been removed to streamline the licensing process.
CSV Import Tool Enhancements
- Updated Template
- The CSV Import Tool now supports the new agent types: Producer, Adjuster, Surplus, and Travel.
- Simplified Data Import
- Importing agents with the updated agent types is more straightforward, reducing the potential for errors.
User Interface Enhancements
- Redesigned Producer Assignment Interface
- A more intuitive layout for assigning producers to agent types and LOAs.
- Updated License Scorecard View
- Enhanced visuals and organization make it easier to track licensing status.
- Enhanced Producer Detail Flow
- Streamlined navigation when viewing and editing producer details.
- Improved Company State Settings
- Easier management of state-specific settings, including adding travel as a product line.
Preparation Steps
Contact Your Customer Success Manager (CSM)
- Schedule a Consultation
- Discuss your travel insurance needs and how to configure your system accordingly.
- Gateway Business Rules Configuration
- Obtain guidance on updating your Gateway Business Rules to support travel insurance transactions.
Review Current Settings
- Company State Settings
- For carriers, update your settings to add travel insurance as a product line. Here's how to update your settings.
- Agent Type Configurations
- Review and adjust your current agent type settings to align with the new 1:1 structure.
- Existing Processes
- Document any processes related to the Surety agent type, as it will be removed.
System Review
- Producer Assignment Configurations
- Check and update assignments to include the Travel agent type where applicable.
- License Class Mappings
- Review mappings to ensure they reflect the new supported categories field.
- Custom Integrations
- Identify and adjust any integrations that may be affected by these changes.
Implementation Steps
Update Gateway Business Rules
- Activate Relevant Rules
- Work with your CSM to activate the necessary rules for travel insurance transactions.
- Configure State-Specific Requirements
- Ensure each state's unique licensing requirements are correctly configured.
- Verify Activation
- Double-check that all rules are active and functioning as intended.
Update CSV Import Tool
- Download Updated Template
- Use the new CSV template that includes the updated agent types.
- Import Agents
- Re-import any agents as necessary using the updated agent types.
Verification Steps
- Confirm Travel Transactions
- Ensure that travel insurance transactions can be created and processed.
- Check Scorecard Displays
- Verify that the license and appointment scorecards correctly display travel insurance information.
- Test Producer Assignment Workflow
- Assign producers to the Travel agent type and confirm that the process works smoothly.
- Validate Licensing Processes
- Run through the licensing and appointment procedures to ensure everything functions as expected.
Important Notes
- Bulk Utility Functionality
- Features like Bulk Terminating and Bulk Appointing for travel insurance are not available in this release but are planned for future updates.
- State Variations
- Be aware that some states may offer multiple paths to licensing for travel insurance. Carefully select the appropriate License Class and LOA when processing transactions.
- Supported Categories Field
- A new "Supported Categories" field has been added to License Class Mappings to aid in determining applicable LOAs.
Need Help?
- Consult the Help Center
- Access detailed guides and tutorials to assist with these updates.
- Contact Support
- If you encounter any issues, our support team is ready to help.
By incorporating these updates, your organization will be better equipped to manage travel insurance licensing and appointments efficiently. We recommend completing the preparation and implementation steps promptly to take full advantage of the new features.