Producer codes assigned by level
One of the most common producer code models employed by insurers is that agents are given different levels that define their rights within the system. For example, a Level 1 Producer has rights to enter submissions, but nothing else. A Level 2 Producer can execute submissions, policy changes, and renewals. A Level 3 Producer can execute submissions, policy changes, renewals, cancellations, reinstatements, and rewrites. Producer codes are assigned on an individual basis. Each user has just one producer code that they use for all their business.
Under this model, there would
be three roles of type User Producer
Code:
Producer Level 1Producer Level 2Producer Level 3
There would also be a separate producer code defined
for each agent. An agent who is Level 1 would have the Producer Level 1 role assigned
to both the User and the
Producer Code. The set
of permissions in Producer Level
1 defines everything about that agent’s access to PolicyCenter.
Since there is one producer code for each agent, there is no need to
assign producer codes to groups at all, they can be assigned explicitly
to the users.
Also, you can use the permission handlers to limit access for producers of record and for producers who have a suspended or terminated status.