Appointing Multiple Producers in Bulk

Discover how AgentSync's Bulk Appoint Utility allows for easy submission of multiple producer appointments at once.

The Bulk Appoint Utility in Manage allows you to efficiently submit multiple producer appointments at once, significantly reducing the time and effort involved in managing these submissions.  Let's watch a quick video on how the Bulk Appointment utility works:

How to fill out the CSV Template for Bulk Appointing

Step 1: Get the CSV Template by clicking here, to download the required CSV template for upload.

Step 2: Open the CSV file and save it to your computer. 

Step 3: Complete the downloaded template with the agent’s NPN, State(s), Carrier CoCode(s), LOA Category, SC Appointment Type, Distribution Partner, Source, County, and Auto Submit.

Step 4: When filling out the template, note that Florida requires county information, while South Carolina asks for Appointment Type upon submission: local, general, travel.

Step 5: Be sure to check the accepted values for each category by navigating to the Validation Tab in the downloaded CSV Template. For instance, the SC ApptType can only be one of the following options: local, general, or travel.

Step 6: The template includes optional fields such as the Distribution Partner, which allows you to associate an account with the agent’s NPN, and County, which is specific to Florida and requests the county code.

Understanding the Auto-Submit feature:

Step 1: Access your org’s AgentSync Settings via the 9 dots in the upper-left corner of Manage or from the More menu dropdown.

Step 2: Scroll down and look for the Auto-Submit Transactions in Bulk Appointing section.

Step 3: If the feature is currently disabled, you will notice an icon displaying a minus symbol.

Step 4: Click the minus icon to enable the auto-submit feature.

Want to see this process in action?  Check out the step-by-step walkthrough of the process below:

Guidelines if you appoint the travel LOA:

1. If you are appointing with the travel LOA in South Carolina, it is important to avoid listing all LOA categories on a single line. Instead, make sure to place the travel LOA on its own separate line within the template.

2. Only one value is allowed in the SC ApptType column, which must be on its own line, as shown in the example below:

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How to appoint multiple producers with a Data Loader:

Step 1: If you are using the Data Loader to insert your data and/or map fields, don’t forget to log into it as it should already be connected to your org.                                                                         

Step 2: Next, you’ll want to map your fields with your Data Loader by performing an Insert.

Step 3: Select the appropriate object (Requests) from the dropdown in the Data Loader (see figure below) and choose the previously created CSV file, using this template :

Step 4: Click the Next button.  You should now see a Data Selection pop-up box stating how many records were initialized. Click the Next button until you reach "Step 3: Mapping".

Step 5: Click on the Create or Edit a Map button.

Step 6: Drag-and-drop the corresponding fields into their respective columns, using the CSV template as a guide. Then click Okay.

Step 7: Select the location to save your successes and errors file, then click Finish and confirm.

Step 8: A report now called 'Requests' detailing eligible and ineligible requests from your submitted transactions should now be available for review. 

Step 9: Click on the Refresh button (located in the upper-right) to refresh the report and get the most up-to-date data.

Step 10: To open a successful transaction, click on the blue hyperlink and don't forget to submit the transaction.

Step 11: Click Submit "x" Transactions to submit your transaction(s) immediately, or create multiple batches.  Creating multiple batches allows for secondary review before submission. 

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Bulk Appoint Eligibility Reasons Dictionary

Here is a comprehensive overview of each eligibility reason and its corresponding meaning:

Utility Response	Meaning
Active Appointment Already Exists for NPN/State/CoCode/LOA Category(ies)	When an appointment is requested through the bulk utility, and there is an existing license that includes the requested LOA Categories AND an existing carrier appointment record that exactly matches on NPN/State/CoCode/LOA Category(ies) and status = “*Appointed”*
Active Appointment Already Exists for NPN/State/CoCode/LOA Category(ies)	When an appointment is requested through the bulk utility, and there is an existing license that includes the requested LOA Categories AND an existing carrier appointment record that includes NPN/State/CoCode/LOA Category not_applicable (or LOA Code and LOA Category are blank) and status = “*Appointed”*
Active Appointment Already Exists for NPN/State/CoCode. This state does not appoint by specific LOA Code. Note that existing license does not include LOA Category(ies): xxxxx	When an appointment is requested through the bulk utility, and there is an existing license that does not exactly match the requested LOA Categories AND an existing carrier appointment record exists that includes NPN/State/CoCode/LOA Category not_applicable (or LOA Code and LOA Category are blank) and status = “*Appointed”*
Active Appointment Already Exists for NPN/State/CoCode/LOA Category(ies)	When an appointment is requested through the bulk utility, and there is an existing license that has LOA Category Not_applicable AND an existing carrier appointment record exists that includes NPN/State/CoCode/LOA Category not_applicable (or LOA Code and LOA Category are blank) and status = “*Appointed”*:
Active Appointment Already Exists for NPN/State/CoCode/LOA Category(ies): existing categories	When an appointment is requested through the bulk utility, and there is an existing active appointment that matches on NPN/State/CoCode and partially matches on LOA Category(ies).
CoCode requested not found on any Company Record. Please enter a valid CoCode or add the necessary Company record and resubmit your request.	Company record is missing for CoCode requested
- Company does not appoint in requested state. Please add the necessary Company State Setting for State XX and resubmit your request. - Company does not appoint for requested LOA Category. Please update the company record for CoCode XXXX if appropriate and resubmit your request.	Company record is missing requested LOA categories and/or a company state setting for the requested state
NPN not found. Please enter a valid NPN or add the necessary contact or account record for the NPN.	Invalid NPN
- Transaction created for NPN/State/CoCode/LOA Categories. Transaction is Ready to Submit. - Transaction created and registry carrier appointment created for NPN/State/CoCode/LOA Categories. (if related GWBR is marked registry) - Transaction created and Internal Carrier Appointment created for NPN/State/CoCode/LOA Categories. (if related GWBR is is considered internal i.e Apt. LOA Code is blank) - Transaction created for NPN/State/CoCode/LOA Categories and will be held for submission until an application for business in this state has been received.” (Company State Setting and GWBR are both marked JIT)	If an active unexpired license(Agent Type includes Producer) is found matching active GWBR that makes the producer eligible for requested LOA categories, create only one transaction for the active GWBR(s) combination(s) and submit.
- Transaction created for NPN/State/CoCode/LOA Categories (requested LOA Categories). Transaction is Ready to Submit. - Transaction created and registry carrier appointment created for NPN/State/CoCode/LOA Categories. (if related GWBR is marked registry) - Transaction created and internal carrier appointment created for NPN/State/CoCode/LOA Categories. (if related GWBR is considered internal ie Appointment LOA Code is blank) - Transaction created for NPN/State/CoCode/LOA Categories and will be held for submission until an application for business in this state has been received.” (If Company State Setting and GWBR are both marked JIT)	If an active unexpired license(Agent Type includes Producer) is found with an LOA for not_applicable LOA Category only and matching GWBR is active, create only one transaction for the active GWBR(s) combination(s) and submit.
Related GWBR (=GWBR for the related license) is inactive for License Class XX and Line of Authority XX (XX = LC and LOA codes). Please activate GWBR and resubmit your request.	If only one active unexpired license (Agent Type includes Producer) is found and related GWBR(s) is inactive
No active License found for NPN/State/LOA Categories.	If only one license (Agent Type includes Producer) is found and related GWBR is active but license is inactive or expired or NIPR Removed is true
- Transaction created for NPN/State/CoCode/LOA Categories. LOA Categories (missing categories) not included due to missing on license. Transaction is Ready to Submit.  - License not found for NPN/State/LOA Categories: (missing categories). Please review the license.	If only one license (Agent Type includes Producer) is found but does not include all requested LOA Category(ies)
- Transaction created for NPN/State/CoCode/LOA Categories. (if auto submit not enabled)	If multiple active unexpired licenses (Agent Type includes Producer) are found which make the producer eligible for all requested LOA Category(ies) and matching GWBR for all are active and all related GWBR include Appointment LOA Code
- Transaction created and submitted for NPN/State/CoCode/LOA Categories. (if auto submit is enabled)	If multiple active unexpired licenses (Agent Type includes Producer) are found which make the producer eligible for all requested LOA Category(ies) and matching GWBR for all are active and all related GWBR include Appointment LOA Code
No active License found for NPN/State.	If no active unexpired license (Agent Type includes Producer) is found for any of the GWBR (active or inactive) that make the producer eligible.
- If there is an existing **PDB appointment, Internal appointment eligibility will be ignored if the request is for the same LOA Code as the existing PDB appointment. Response will be:  Active Appointment Already Exists for NPN/State/CoCode/LOA Category(ies): existing categories - If there is an existing Internal appointment, PDB appointment eligibility will return response ' Active Appointment Already Exists for NPN/State/CoCode/LOA Category(ies): existing categories'. - If no appointment exists and both PDB and Internal are eligible, only the PDB appointment request will be created.	These responses are specific to States (Eg: NY and GU) where an Individual or firm can hold both Broker and Agent Licenses, and the GWBR is enabled for both agent and broker Licenses.
Existing Carrier Appointment records with status=Terminated, will be ignored.