Data-based security for accounts and policies

Defines a user’s access to data.

Data-based security for accounts and policies defines exactly which accounts and policies you have access to. PolicyCenter manages this security through producer codes and producer organizations. An insurer assigns producer codes to producers. Producers can be internal or external. You can think of producer codes as enforcing the agreement between the producer and the insurer that determines exactly what a producer can do on an account or policy. An insurer can attach permissions to producer codes, then attach producer codes to users and groups. This arrangement allows an insurer to:

• Define a user’s access to accounts and policies.
• Define a user’s actions on accounts and policies.
• Track the performance of a producer or other user.