Producers in the community model

A producer code is a unique identifier assigned by the insurer to accurately track the agent or agency responsible for a policy or account. The producer code also identifies the sales agent who sold the policy.

Producer codes can be assigned to groups within the producer organization or assigned directly to users. Consequently, users have a list of producer codes that apply to them, either explicitly, or through one of the user’s groups. External users may only have producer codes from their organization assigned to them. Internal users may have any producer codes assigned to them, from any organization. In the following illustration, the internal user, Amy White, who works at the insurer organization, has the Armstrong (Premier) producer code assigned to her.

In the following illustration, the user, Eddie, inherits producer codes from the Shared Producers group and has one producer code assigned directly to him. The user, Andy Armstrong, inherits producer codes from the Premium Producers and Shared Producers groups.

Insurers may think of producer codes as following their organization or group hierarchy, so assigning producer codes to groups can be a simple way to administer producer codes.