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Creating & Managing Firms

This article will guide you through the process of creating, accessing & viewing essential information about firms, and ensuring efficient management

Creating a Firm 

In order to create a Firm user, you must go into the the Producers tab and select `Create Producer` in the upper right-hand corner. 

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Once you select `Create Producer` you will be navigated to the Add New Producer workflow. Select the Producer type, Firm and enter an NPN and FEIN. Once that information is added, select NEXT.  Screenshot 2024-08-17 at 4.00.09 PM

Once NEXT is selected, information in pulled in from NIPR and displayed to ensure you entered the correct information. When successful, a modal will appear.

Screenshot 2024-08-17 at 4.00.00 PM

Select CONFIRM, and you will be navigated to a page for you to define any Tags to tie to the firm. If you have a signature on hand, you can upload the appropriate file by selecting Browse. Screenshot 2024-08-17 at 3.57.14 PM

By selecting SUBMIT, the firm is added into your agency and you will be redirected to add new products to this particular Firm.  If you do not need to add products at this time, you can exit the workflow.

Firm Details

  1. Within the Producer tab, search for a Firm via the search bar or sort by type so all firms appear.
  2. Click on or search for a specific Firm to access their profile & contract details.
  3. The Firm profile provides a summary of important information about the Firm, including the Principals that are apart of the firm (if applicable). 

Please note, principals that are not producers within your Agency may appear here. If they are not and you select them to view more, you will be prompted to add them as a Producer within the New Producer flow. 

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  1. If a Principal needs to be added an Agency Admin can update via the Principal section. 
    1. Select `Add a Principal` 
    2. Select a Principal from the dropdown. This list only includes Producers that have been added to your Agency. To add a new Producer, go to the Producers tab and select `Add New Producer`. 
      Screenshot 2024-08-17 at 4.14.16 PM
    3. Once you select the added Producer and hit save, the Principal will now appear within the Principals section on the Firm Profile.

Contracts

The Contracts tab displays all contracts associated with the selected Firm. This includes contracts that are pending, in progress, and closed. In addition, you can filter by the Producer who holds this contract. This allows you as an agency admin to view all historical contract data for firms in one consolidated place.