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 article will show you how!

Step 1: To get started, be sure to go to the AgentSync CSV Import object (tab) in Salesforce:

Step 2: Go to the 'Select Upload Type' section and select from the two options: Agent & Terminate. Select Agent for bulk onboarding and Terminate for the bulk termination process

Step 3: Populate the .csv with the producer information.

Here's a list of the required versus optional information you'll need to fill out in the template:

• Agency_npn (required)

• First_name (required)

• Last_name (required)

• ssn (optional)

• Agent_npn (required)

• Agent_email (required if creating producer assignment)

• loa_category (required if creating producer assignments)

• States (required if creating producer assignment)

• Scorecard_type (required if creating producer assignment)

• Agent_types (required if creating producer assignment)

• Carrier_cocodes (required if creating producer assignment)

Step 4: Click Upload File:

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

Step 9: Click Process Rows to upload agents

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