Producer management

PolicyCenter tracks various types of organizations with the Organization entity. Every organization has an organization type in its Type property, which holds a BusinessType typecode. If the typecode of the organization type has a Category property of BusinessTypeCategory.producer, PolicyCenter considers this organization an external producer. An external producer organization has a corresponding entity instance in the billing system. PolicyCenter sends all new or changed producer organization records to the billing system. This includes PolicyCenter organizations such as Agency, Broker, or Managing General Agent.

Your billing system might use different terminology for this category of organization. For the purposes of the billing system integration, PolicyCenter and its documentation considers these organizations producers.