Producer codes assigned by level and line of business

You can define a producer code model with the producer codes assigned to an agency by line of business, but each agent still has a level. (The previous section describes how to assign producer codes by line of business.) There would be multiple user roles, each representing a different level of producer. There would be producer code roles as well, each with a different slice of overall producer functionality, such as by job type. An agent’s level, as defined by their user role, limits what individual agents can do on any policy. Producer code roles further limit what agents can do. The insurer assigns the appropriate producer code roles to the producer codes.