Using producer information in BillingCenter

What BillingCenter calls a producer and what PolicyCenter calls an organization are conceptually similar but not the same. A producer in BillingCenter refers to a brokerage or an agency, not an individual. An organization in PolicyCenter represents an agency that contains individual agents. BillingCenter tracks only the agency as a producer, not the individual agents.

In the base configuration integration, you create new producers and producer codes in PolicyCenter. PolicyCenter sends a message to BillingCenter, which creates equivalent producers and producer codes. BillingCenter pays the commission to the producer who holds a particular producer code. The producer also receives notices related to agency billing.

BillingCenter uses only some properties on producers and producer codes. Specifically, it uses properties related to commission and agency bill plans. PolicyCenter sets initial values for those properties in entity instances that it creates, so that you do not have additional setup in BillingCenter for simple cases. You edit these properties in BillingCenter.

PolicyCenter propagates the following producer information to BillingCenter asynchronously:

New producers
New producer codes
Changes to name and contact information on a producer
Changes to status on a producer code

If you make a change to a Contact entity in PolicyCenter, BillingCenter updates the PrimaryContact entity, including properties on subobjects such as Address. The producer record that PolicyCenter sends to the billing system is the producer of record, not the producer of service.

If you change the Code, Organization, or ProducerStatus property in a producer code, PolicyCenter sends a message to BillingCenter to update the producer code. In the PolicyCenter base configuration, you can only change properties for which the application is the system of record.

The following table shows how the integration populates PolicyCenter properties to BillingCenter properties. The table also shows which application is the system of record for each property.

Business property	System of record	BillingCenter `ProducerCode` entity properties	PolicyCenter `ProducerCode` entity properties
Producer code	PolicyCenter	`Code`	`Code`
Producer codes unique public ID to identify in Guidewire applications.	PolicyCenter	`Producer`	`Organization.PublicID`
Value of `Active` is `true` if `ProducerStatus` is `Active` or `Limited` in PolicyCenter.	PolicyCenter	`Active`: `boolean`	`ProducerStatus`
The list of commission plans that PolicyCenter retrieved from BillingCenter.	PolicyCenter	`CommissionPlan`	`CommissionPlanID`