Organizations and producer codes in PolicyCenter and billing system

When integrated with a billing system, PolicyCenter propagates producer codes to the billing system.

In PolicyCenter, an organization contains producer information. The billing system must have an equivalent to organization. The BillingCenter equivalent to an organization is a producer. Both PolicyCenter and the billing system must have producer codes. What is the importance of a producer code?

Every policy has one.
It controls security in PolicyCenter.
It identifies the producer for commission and agency bill.
It identifies the commission plan.

The billing system pays the commission to the producer who holds a particular producer code. Therefore, every producer code has an owning producer. The producer code also provides the link to the commission plan. The producer also receives notices related to agency billing.

In PolicyCenter, users enter and manage organizations and producer code information. PolicyCenter propagates organizations and producer codes to the billing system when you create new or update existing organizations and producer codes. The updates contain the fields that are of interest to the billing system.

PolicyCenter propagates the internal insurer organization on start up. When PolicyCenter starts, PolicyCenter checks to see if the organization is a producer. If so, PolicyCenter sends a message asking BillingCenter to check whether it already has a producer for the internal insurer organization. If not, then PolicyCenter sends a message asking BillingCenter to create the producer for the internal insurer organization.

If you want to share organizations and producer codes between PolicyCenter and the billing system, you must create them in PolicyCenter.

PolicyCenter gets commission plans from the billing system when the user creates or edits commission plans for a producer code. The call to the billing system is asynchronous. In the base implementation, if the billing system cannot be reached, PolicyCenter displays the commission plans that it currently has.

PolicyCenter gets agency bill plans from the billing system when the user creates or edits agency bill plans for an organization. The call to the billing system is asynchronous. In the base implementation, if the billing system cannot be reached, PolicyCenter displays the agency bill plans that it currently has.