How Do I Terminate Multiple Producer's Appointments in Bulk?

Need to terminate a large number of appointments? This article will walk you through how to terminate appointments in bulk in AgentSync Manage.

 

Step 1: Before we can terminate, we must export the appointment data from Manage that we need. Navigate to the Reports tab in the top ribbon of your screen (check the More button on the right side if its missing)

Step 2: Click New Report in the top right corner

Step 3: There is a list of Categories that defaults to Recently Used. Select All and type Producer Licensing with Carrier Appointments. 

Step 4: Click Producer Licensing with Carrier Appointments and Start Report

Step 5: Remove Producer Licensing: Producer Licensing Name and Carrier Appointment: Carrier Appointment from the Columns by clicking X next to each line

Step 6: In the Add column... box, add the following columns in this exact order from the Carrier Appointment: info section (NOT Producer Licensing: info):

• Related Producer
• NPN
• State Code
• LOA Categories
• CoCode

Step 7: Click over to the Filters tab

Step 8: Change the Show Me filter from My producer licensing to All producer licensing and click Apply

Step 9: In the Add filters... box, add the following filters to your report:

• Cocode - equals - (your company Cocode)
• Status - equals - Appointed
• LOA Categories - equals - (the LOAs you wish to terminate)
• State Code - equals - (the states you wish to terminate)

Step 10: Click Run in the top right corner. 

Step 11: In the top right corner of your report, click the down arrow next to Edit

Step 12: Click Export 

Step 13: Ensure Details Only is selected, change the Format to Comma Delimited .csv and click Export

Step 14: Open the CSV file and save it to your computer. 

Step 15: Return to Manage and click 9-dotted box in the top left corner

Step 16: In the search bar, type AgentSync CSV Import and click AgentSync CSV Import under the Items category

Step 17: In the Select Upload Type drop down, select Terminate

Step 18: Click the blue here link in the description to download the CSV template that must be used for the upload.

Step 19: From the exported report, copy the Agent NPN, State(s), LOA Category and Carrier CoCode onto the exported template. 

Step 20: Enter in the Termination Reason Code that aligns with each producer's appointment. You can find the Termination Reason Codes listed on the termination_reason_key tab of the template. 

Step 21: Delete the tabs labeled accepted_values and termination_reason_key from the template. 

Step 22: Save the template as a CSV file

Step 23: Return to the AgentSync CSV Import tool in Manage

Step 24: Click the Upload Files button on the Import page and upload your CSV

Step 25: Click Parse 1 file

Step 26: Click Submit "x" Transactions. You can submit your transactions immediately, or create multiple batches.  Creating multiple batches allows for secondary review before submission.