Updating an Incorrect NPN

Do you need to correct an NPN on a Contact, Account or User record that also has an Individual Producer Assignment? Follow these steps to ensure the Scorecard stays active!

If you ever notice that an NPN on a Contact, Account or User record is not correct, it is very simple to fix! The steps are slightly different depending on if the producer has a Producer Assignment and Scorecard or not.

Why does it matter if there is a Producer Assignment and Scorecard?

The Producer Assignment uses the producer's NPN to link the Scorecard to their record. If the NPN on the Producer Assignment doesn't match the NPN on the record, it will cause the Scorecard to become inactive.

Click the links below to jump to the desired section:

• How to Tell if a Producer has an Individual Producer Assignment and Scorecard
• Updating the NPN of a Producer with an Individual Producer Assignment and Scorecard
• Updating the NPN of a Producer without a Producer Assignment or Scorecard OR with a Generic Producer Assignment

How to Tell if a Producer has an Individual Producer Assignment and Scorecard

If you are unsure if your producer(s) have a Producer Assignment, follow these easy steps to confirm!

Step 1: Navigate to the producer's Contact, Account or User record by typing the name in the Global Search Bar.

Step 2: Click the name of your producer with the label Contact, User or Account under the name

Step 3: Find the field on the producer's record labeled AgentSync Producer Assignment

Step 4: One of the following will be true:

• If the field is blank, then the producer does not have an Individual Producer Assignment.
• If the field is populated with the producer's name and NPN in parenthesis , then the producer does have an Individual Producer Assignment. 
• If the field is populated with anything besides the producer's name and NPN in parenthesis, then the producer does not have an Individual Producer Assignment. 

 

Updating the NPN of a Producer with an Individual Producer Assignment and Scorecard

Step 1: Navigate to the producer's Contact, Account or User record by typing the name in the Global Search Bar.

Step 2: Click the name of your producer with the label Contact, User or Account under the name

Step 3: Find the field labeled AgentSync Producer Assignment

Step 4: Click the pencil next to the field and remove the Producer Assignment from the record

Step 5: Remove the incorrect NPN and type in the correct NPN

Step 6: Click Save

Step 7: Create a new Individual Producer Assignment for the producer. 

 

Updating the NPN of a Producer without a Producer Assignment or Scorecard OR with a Generic Producer Assignment

Step 1: Navigate to the producer's Contact, Account or User record by typing the name in the Global Search Bar

Step 2: Click the name of your producer with the label Contact, User or Account under the name

Step 3: Find the field labeled NPN and click the small pencil to the right of the field

Step 4:  Delete the incorrect NPN and type in the correct NPN

Step 5: Click Save

That's it! The new correct NPN will automatically begin syncing with NIPR and will pull in all of the PDB data.