Appoint and Terminate in AgentSync Manage: Quick Start Guide

New to AgentSync Manage? Our guide will walk through how to submit appointments and terminations!

AgentSync's robust appointment functionality allows you to submit appointments and terminations through our quick appointment or scorecard feature. 

Click on the link below to jump to the desired section:

• How to apply for appointments in AgentSync Manage using Quick Appoint (including internal & registry appointments)
• How to appoint using the Producer Scorecard
• How to view upline eligibility while submitting appointments in AgentSync Manage
• How to terminate an appointment in AgentSync
• Appointment & Termination Transaction Record Dictionary
• Further Education & Training

Before you start

Before you appoint a producer or entity, please make sure you onboard them to the AgentSync Manage system.

How to apply for appointments in AgentSync Manage using Quick Appoint

Click here to log in and see step-by-step visual instructions.

Step 1: Find the producer you would like to appoint

Step 2: Select the appoint button on the top right side of the page.

Step 3: This view shows all eligible appointments for this producer.  Select the states you would like to appoint.  

Step 4: Click create the NIPR Appointment Transactions button

Step 5: Select which appointments you would like to submit appointments for.  You can select all ready to submit transactions by selecting the checkbox next to "transaction name"

Step 6: Click submit transactions

Step 7: AgentSync may want you to confirm the cost of submitting transactions. If the cost looks good, click submit. 

You did it!

Internal Appointment Walkthrough:

How to Appoint Using the Producer Compliance Scorecard

Step 1: Type in your producer's name into the Global Search Bar at the top of your screen

Step 2: Click the name of your producer with the word Contact (or Account for firms) underneath it.

 Step 3: On the Contact or Account record, scroll down to confirm the field AgentSync Producer Assignment is populated with something.

Step 4: Your producer's synced NPN and Producer Assignment will automatically generate a Producer Compliance Scorecard - showing the percentage of appointments your producer has (found in NPN sync) and compares that to the states, LOAs and companies listed on the Producer Assignment. 

Step 5: Find your Scorecard by scrolling down to the Producer Compliance Scorecard related list on the Contact record.

Step 6: Click the hyperlinked SCORE-XXXX number

Step 7: You are now brought to the Producer Scorecard!  

Step 8: Scroll to the bottom of the Scorecard and click the Refresh button to ensure all data you see is up to date. 

Step 9: Click the Checkboxes to select the actionable transactions that you wish to submit. 

Step 10: Scroll down and click Create NIPR Appointment Transaction 

Step 11: An NIPR Transaction Batch is generated.  You will see a green pop-up confirming.  Click the hyperlinked batch GB-XXXXXXXX in the green-pop up to navigate to the next step

Step 12: Before fully submitting, NIPR confirms eligibility for these transactions.  If a transaction shows a status of Ready to Submit, NIPR confirmed eligibility.

Step 13: Click the top checkbox in Actionable Transactions to select all transactions in a Ready to Submit status. You may also select individual lines.

Step 14: Click Submit Transactions.  A screen will pop up confirming the cost. Click Submit

You did it! You've just submitted an appointment!

You can go back to the Scorecard to monitor transactions. 

Step 1: Navigate back to the Scorecard (instructions listed above in Steps 1-6)

Step 2: The last column on the Scorecard labeled Batches links to individual transaction statuses so you can track your appointments for each producer in one simple place. Click Batches to view your transaction statuses

Step 3: Click the status, such as Pending State Approval, to go back to the transaction page!

 

How to View Upline Eligibility while Submitting Appointments in AgentSync Manage

AgentSync Manage's latest addition is the upline eligibility feature, enabling Admins to check if their producers' upline is appointed for the same state, lines of authority, and company co-code. This feature provides valuable information for informed decisions on producer appointments.  In order to use this feature, you must first enable agentIDs in AgentSync Manage.

Step 1: Confirm that your producer has an active agent ID that is looking up to an active upline

 

Step 2: Select “appoint” on the producer’s contact, account, or user record

Step 3: Select the “upline eligibility view: on the quick appoint pop up

When you access the upline eligibility view, the list will display all of the producer's eligible appointments where the upline also has an appointment in the same state, line of authority, and co-code. You will notice the upline's name listed under "upline eligibility" as a hyperlink. By clicking on the hyperlink, you will be directed to the upline's appointments to verify that they hold an appointment in the same state, line of authority, and company.

To see all the appointments that your producer qualifies for, simply activate the "show all" filter. This will display the appointments where your producer is eligible, even if the upline does not have a similar active appointment. 

Step 4: Complete the appointment process using quick appointment or through the producer scorecard

How to Terminate a Carrier Appointment

Step 1: Type the name of the Individual Producer (Contact) or Firm (Account) that you seek to terminate an appointment for in the Global Search Bar at the top of your Manage screen

Step 2: Click the name in the preview that has the label of Contact (Individual Producer) or Account (Firm) under the name. 

Step 3: Select the Terminate button on the top right corner of the Contact or Account record. If you don't see it, click the down arrow for additional options. 

Step 4: A pop-up will appear and will display all appointments that are eligible for termination.

Step 5: Use the check boxes to select all appointments you wish to terminate to terminate for the producer.  Be sure to confirm the state, company, class and LOA.

Step 6: Select a Termination Reason from the drop down for each state. 

Step 7: If the state allows backdating Termination Date, you will have the option to select an Effective Date. Keep in mind that each state determines how far you are allowed to backdate. 

Step 8: After selecting the terminations, reasons and dates (when applicable) for your producer, click Submit

Step 9: After submitting your terminations, you will be automatically redirected to the NIPR Transaction page.

Step 10: Select which transactions you would like to submit terminations for in the Actionable Transactions section. You can select all Ready to Submit transactions by selecting the checkbox next to the Transaction Name, or you can select each line individually.

Step 11: Click Submit Transactions

Step 12: AgentSync may want you to confirm the cost of submitting transactions. If the cost looks good, click Submit 

You did it! 🎉