Can I Appoint Multiple Producers in Bulk?

AgentSync's Bulk Appoint Utility in Manage allows customers to submit appointments for multiple producer's at one time. Read on to learn more!

The Bulk Appoint Utility in Manage allows for users to submit appointments for multiple producers at one time through Manage! This highly requested feature is a huge time saver for customers who need to submit appointments for multiple producers at one time.  Here is a quick video on how bulk appointment utility works!

Looking for the Eligibility Reason dictionary? Click here to jump to that section! 

5 Things You Need to Know about Bulk Appointments in AgentSync Manage

1. Bulk Appointment Utility Enhancements:

• Our latest release focuses on hardening the logic and error handling for Manage users who use the bulk utility tool to execute bulk appointment transactions. This built in logic manages all of the nuanced requirements to appoint successfully based on NIPR’s Gateway PDB appointments. 
• With our enhanced version, the eligibility checks are done prior to submission. Meaning, the logic will present these new transactions as either Eligible or Ineligible to prevent duplicative transactions being submitted and giving you direction on what is needed, saving you money!

2. AgentSync has critical checkpoints during the appointment process to ensure that your transactions are successfully and accurately created! What does this mean? Before an appointment transaction is created via the Bulk Appoint Utility, you need to collect the necessary data to use in data loader:

• • Please note, you will need to be equipped with Dataloader in order to use the base template provided. Need help setting that up? We have some helpful tips linked here. 
  • During your implementation, you likely configured your gateway business rules, which are the lines of authorities and class codes that you do business in.  When you select a specific LOA category, you submit transactions for the active lines within that category. 

As mentioned above, the utility will present both Eligible and Ineligible appointment requests, allowing your team to review prior to submitting. AgentSync put this process in place to ensure that your producers are appointed for only the appropriate lines. 

3. AgentSync’s new Bulk Appoint Utility allow for a more precise understanding of why an appointment request was rejected.  To stay on top of your appointment submissions, we highly recommend you use and report on the new “eligibility reason” field on the transaction record.  This ensures that you can audit your own appointments without disrupting your workflow.  See the section below to learn what the various eligibility reasons mean in AgentSync Manage.

4. AgentSync’s bulk appointment functionality only accepts our supported lines.  If you are auto-submitting an appointment with one of our supported lines that does not fall under this category (ex: not_applicable), simply input the line of authority that you sell for and AgentSync’s backend code will automatically recategorize the line of authority. 

5. Your company record lists the lines of authorities that their companies support.  If you are getting error messages regarding not supporting certain lines of authorities, please check that your company record lists that line of authority.  These records are not updated by NIPR and you must ensure that you make any updates when you expand business to new states or lines of authorities.  

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Bulk Appoint Eligibility Reasons Dictionary

• Below is a list of what each Eligibility Reason is and what it means

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, the bulk Appointment utility will do the following
Existing Carrier Appointment records with status=Terminated, will be ignored.