How Do I Bulk Onboard Producers with Producer Assignments?

Manage allows you to bulk onboard producers AND assign them Producer Assignments with this one easy process. Read on to learn more!

AgentSync Tip: Does your agency record not have an NPN? Simply input a dummy NPN onto your account record and on the agency NPN line.Want to bulk upload your producers with their producer assignments? This artic will show you how!

Step 1: Navigate to the AgentSync CSV Import object in Manage

AgentSync Tip: Not seeing the tab? Try clicking the 9-dot box in the top left corner of the page and searching there!

Step 2: From the Select an Upload type dropdown, select Agent

Step 3: Click the blue here link in the description to download the CSV template that must be used for the upload

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Step 4: Add the following information for each of your producers:

Agency NPN
First Name
Last Name
Agent NPN
Agent Email (optional)
Agent SSN (optional)
LOA category
States
Scorecard Type
Agent Type
CoCode(s) (for carrier customers who are creating license & appointment scorecards)

AgentSync Warning: Values must be separated by a semi-colon and zero spaces. They must be submitted based on the accepted values listed in the second tab of the spreadsheet titled "accepted_values".

AgentSync Tip: Does your agency record not have an NPN? Simply input a dummy NPN onto your account record and on the agency NPN line.

Step 5: After all the data is entered into the template, save the document as a CSV file

Step 6: Navigate back to the AgentSync CSV Import tab in Manage

Step 7: Click the Upload Files button and upload the CSV file you just saved

Step 8: Click Parse 1 File

AgentSync Tip: You may see a page that looks scary saying that your document has tons of errors. It is likely because the uploader is reading the blank rows. If the errors are related to blank rows, simply minimize the rows with errors screen.

Step 9: Click Process Rows to upload agents

You did it! Now that your agents are adde with Producer Assignments, they are synced with NIPR and you will receive daily updates for these producers.